Strategic management consulting in Melville, NY
42 results found
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The Financial Consulting Group - UBS Financial Services Inc.
● OpenThe Financial Consulting Group - UBS Financial Services Inc. is a leading financial institution located at 58 South Service Road in Melville, New York, United States. Specializing in finance, the institution offers a wide range of services including financial planning, investment management, and wealth management. With a team of experienced financial advisors, The Financial Consulting Group - UBS Financial Services Inc. provides personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your investments, this institution is dedicated to providing expert guidance and support.
58 S Service Rd Suite 310, Melville, NY 11747, United States -
Soundview Wealth Consulting Group - UBS Financial Services Inc.
● OpenSoundview Wealth Consulting Group - UBS Financial Services Inc. is a leading financial institution located in Melville, New York. With a focus on wealth management and financial consulting, the team at Soundview Wealth Consulting Group is dedicated to helping clients achieve their financial goals and secure their financial future. Offering a wide range of financial services, including investment planning, retirement planning, and estate planning, the experienced professionals at Soundview Wealth Consulting Group work closely with each client to develop personalized strategies tailored to their unique needs and objectives. With a commitment to excellence and a reputation for delivering exceptional service, Soundview Wealth Consulting Group is a trusted partner for individuals and families seeking expert financial guidance.
58 S Service Rd Suite 310, Melville, NY 11747, United States -
Heller Wealth Management
● ClosedHeller Wealth Management, located at 225 Broadhollow Road in Melville, New York, is a finance institution dedicated to helping individuals become financially resilient. With a focus on creating long-term financial stability, Heller Wealth Management keeps your net worth working for your life. Take a quick quiz to receive a personalized Financial Resilience Scorecard, designed to help you make informed financial decisions for the future. Start your journey towards financial security with Heller Wealth Management today.
225 Broadhollow Rd Suite 215, Melville, NY 11747, United States -
The Sapient Wealth Management Group - Morgan Stanley
● OpenThe Sapient Wealth Management Group at Morgan Stanley is a leading finance institution located at 58 South Service Road in Melville, New York, United States. Our team of experienced professionals provides expert guidance and personalized financial solutions to help clients grow and protect their wealth. With a focus on strategic investment planning, risk management, and wealth preservation, we are dedicated to helping individuals and families achieve their financial goals. Contact us today to learn more about how we can help you secure your financial future.
58 S Service Rd # 400, Melville, NY 11747, United States -
Sterling Wealth Management Group
● ClosedSterling Wealth Management Group is a leading finance institution located at 324 South Service Road in Melville, New York, United States. We specialize in providing comprehensive wealth management services to help our clients achieve their financial goals. Our team of experienced professionals offers personalized investment strategies, retirement planning, estate planning, and more. At Sterling Wealth Management Group, we are dedicated to helping our clients build and preserve their wealth for the future.
324 S Service Rd ste 110, Melville, NY 11747, United States -
Anne Napolitano Consulting, Inc. - Business Accounting & Advisory Services
● OpenAnne Napolitano Consulting, Inc. is a leading provider of Business Accounting & Advisory Services located in Melville, New York. With a focus on accounting and finance, our team of experts is dedicated to helping businesses navigate the complexities of financial management. From bookkeeping and tax preparation to strategic financial planning, we offer a comprehensive range of services to meet the unique needs of each client. Whether you are a small startup or a large corporation, our experienced professionals are here to provide personalized solutions to help you achieve your financial goals. Visit us at 25 Melville Park Road to learn more about how Anne Napolitano Consulting, Inc. can support your business.
25 Melville Park Rd Suite 201, Melville, NY 11747, United States -
Stanislav Nedzhetskiy - TIAA Wealth Management Advisor
● OpenStanislav Nedzhetskiy - TIAA Wealth Management Advisor is a finance institution located at 58 South Service Road in Melville, New York, United States. As a trusted advisor, Stanislav Nedzhetskiy provides personalized financial planning and investment management services to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and risk management, Stanislav Nedzhetskiy offers expert guidance and tailored solutions to help clients build and protect their wealth. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Stanislav Nedzhetskiy can help you navigate the complex world of finance with confidence.
58 S Service Rd Suite 305, Melville, NY 11747, United States -
The Russell Wealth Management Group - UBS Financial Services Inc.
● OpenThe Russell Wealth Management Group - UBS Financial Services Inc. is a reputable finance institution located at 58 South Service Road in Melville, New York, United States. With a focus on wealth management, this institution offers a range of financial services to help clients achieve their financial goals. Their team of experienced professionals provides personalized advice and strategic planning to help clients navigate the complexities of the financial market. Whether you are looking to grow your investments, plan for retirement, or protect your assets, The Russell Wealth Management Group - UBS Financial Services Inc. is dedicated to helping you secure a stable financial future.
58 S Service Rd Suite 310, Melville, NY 11747, United States -
Caufield Wealth Management Group - UBS Financial Services Inc.
● OpenCaufield Wealth Management Group - UBS Financial Services Inc. is a renowned financial institution located at 58 South Service Road in Melville, New York, United States. As a leading wealth management group, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Caufield Wealth Management Group provides personalized investment strategies, retirement planning, estate planning, and more. Trustworthy and reliable, they are committed to helping their clients secure their financial future.
58 S Service Rd Suite 310, Melville, NY 11747, United States -
Planning Financial Futures, Inc
● ClosedPlanning Financial Futures, Inc is a finance institution located at 1895 Walt Whitman Road in Melville, New York. Our team of expert financial advisors is dedicated to helping individuals and businesses plan for a secure financial future. Whether you are looking to invest for retirement, save for your children's education, or grow your wealth through strategic financial planning, our experienced professionals are here to guide you every step of the way. Trust Planning Financial Futures, Inc to help you achieve your financial goals and secure a prosperous future.
1895 Walt Whitman Rd #6, Melville, NY 11747, United States -
Susan Russo Financial
● ClosedSusan Russo Financial is a leading finance institution located at 425 Broadhollow Road in Melville, New York. Our team of experienced professionals are dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, we are here to provide personalized solutions tailored to your specific needs. Trust Susan Russo Financial to guide you towards a secure financial future.
425 Broadhollow Rd #405, Melville, NY 11747, United States -
Anthony Stella - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedAnthony Stella is a Financial Advisor at Ameriprise Financial Services, LLC located at 48 South Service Road, Melville, New York, United States. Anthony holds various certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Anthony is dedicated to providing comprehensive financial services to individuals and small business owners.
48 S Service Rd Ste 403, Melville, NY 11747, United States -
Sundack CPA
● ClosedSundack CPA is a reputable accounting and finance institution located at 425 Broadhollow Road in Melville, New York, United States. With a team of experienced and knowledgeable professionals, Sundack CPA offers a wide range of financial services including tax preparation, auditing, bookkeeping, and consulting. Clients can trust in the expertise and personalized attention provided by Sundack CPA to help them manage their finances and achieve their financial goals.
425 Broadhollow Rd # 115, Melville, NY 11747, United States -
Next Business Solutions Inc. - Michael Lucarelli
● ClosedNext Business Solutions Inc. - Michael Lucarelli is a reputable health and insurance agency located at 115 Broadhollow Road in Melville, New York, United States. With a focus on providing top-notch services to clients, this institution offers a wide range of health and insurance solutions tailored to individual needs. Led by Michael Lucarelli, a seasoned professional in the industry, the team at Next Business Solutions Inc. is dedicated to helping clients navigate the complexities of the healthcare and insurance landscape. Whether you are looking for health coverage or insurance options, you can trust Next Business Solutions Inc. to provide expert guidance and support.
115 Broadhollow Rd Suite 375, Melville, NY 11747, United States -
The Health Benefit Alliance
● ClosedThe Health Benefit Alliance is a leading health insurance agency located at 1 Huntington Quadrangle in Melville, New York, United States. We are dedicated to providing comprehensive health benefits and insurance solutions to individuals and businesses. Our experienced team of professionals works tirelessly to help our clients navigate the complex world of healthcare, ensuring they have access to the best coverage options available. With a focus on customer service and personalized support, The Health Benefit Alliance is committed to helping you achieve optimal health and financial security.
1 Huntington Quadrangle, Melville, NY 11747, United States -
AssuredPartners
● OpenAssuredPartners is a leading insurance agency located at 100 Baylis Road in Melville, New York, United States. As a trusted provider of insurance solutions, AssuredPartners offers a wide range of services to meet the unique needs of individuals and businesses. With a team of experienced professionals, they are committed to delivering personalized and comprehensive coverage options to ensure peace of mind and financial security. Whether you are looking for auto, home, life, or business insurance, AssuredPartners is dedicated to helping you find the right coverage at the best possible price. Contact them today to learn more about their services and how they can help protect what matters most to you.
100 Baylis Rd Ste 300, Melville, NY 11747, United States -
Ten Insurance Services Corp
● OpenTen Insurance Services Corp is a leading insurance agency located at 445 Broadhollow Road in Melville, New York, United States. Specializing in commercial and personal insurance services, we cater to a diverse clientele in the New York Metro area. Our services include Risk Management Insurance, Strategic Nationwide Partnerships, Wrap Up Insurance Administration, Surety Programs Insurance, and Adaptive and Comprehensive Insurance Solutions. We offer a range of insurance options including Commercial Insurance, Property Insurance, General Liability, Business Automobile, and Personal Insurance. At Ten Insurance Services, we prioritize identifying and minimizing risks to ensure that proper insurance coverage is in place. Our professional staff is highly trained and equipped with the expertise to evaluate unique risks across various industries. We work closely with clients to educate them on the risk factors specific to their industry and provide tailored solutions to safeguard their business operations.
445 Broadhollow Rd #25, Melville, NY 11747, United States -
Cove Capital Advisors
● OpenCove Capital Advisors is a reputable finance and insurance agency located at 510 Broadhollow Road in Melville, New York, United States. With a strong focus on providing top-notch financial and insurance services, Cove Capital Advisors is dedicated to helping individuals and businesses achieve their financial goals and secure their futures. With a team of experienced professionals, they offer personalized solutions and expert advice to meet the unique needs of each client. Whether you are looking for investment guidance, insurance coverage, or financial planning, Cove Capital Advisors is committed to providing high-quality service and support every step of the way.
510 Broadhollow Rd #104, Melville, NY 11747, United States -
David I. Pankin, P.C.
● ClosedLocated at 225 Broadhollow Road in Melville, New York, David I. Pankin, P.C. is a finance and lawyer institution specializing in bankruptcy, foreclosure defense, loan modifications, and consumer protection matters. With over 18 years of experience, their team has successfully represented over 10,000 clients in Long Island, NY. They also have convenient locations in Brooklyn and Manhattan. Their dedicated Long Island bankruptcy lawyers and foreclosure attorneys work tirelessly to find the best solutions for clients facing debt issues. Offering free case reviews, the firm uses their knowledge and expertise in bankruptcy laws and foreclosure defense to provide clients with a fresh start towards financial success.
225 Broadhollow Rd #102, Melville, NY 11747, United States -
Pivotal Financial Services, Inc
● ClosedPivotal Financial Services, Inc is a leading finance and insurance agency located at 445 Broadhollow Road in Melville, New York, United States. With a team of experienced professionals, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for insurance coverage, retirement planning, investment advice, or estate planning, our dedicated team is here to help you every step of the way. Contact us today to learn more about how we can assist you in securing your financial future.
445 Broadhollow Rd #25, Melville, NY 11725, United States -
Wells Fargo Advisors Financial Network
● ClosedWells Fargo Advisors Financial Network is a finance institution located at 401 Broadhollow Road in Melville, New York. As a part of the Wells Fargo Advisors network, this institution offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced advisors, they provide personalized investment strategies, retirement planning, wealth management, and more. Whether you are looking to grow your wealth or plan for the future, Wells Fargo Advisors Financial Network can help you navigate the complexities of the financial world.
401 Broadhollow Rd, Melville, NY 11747, United States -
UBS Financial Services Inc.
● ClosedUBS Financial Services Inc. is a renowned financial institution located at 58 South Service Road in Melville, New York, United States. Specializing in finance, UBS offers a wide range of services including wealth management, investment banking, asset management, and private banking. With a reputation for excellence and expertise in the financial industry, UBS Financial Services Inc. is dedicated to providing top-notch financial solutions to its clients.
58 S Service Rd, Melville, NY 11747, United States -
Wexford Financial Strategies
● ClosedWexford Financial Strategies is a finance institution located at 900 Walt Whitman Road in Melville, New York. Our dedicated team is committed to providing investment management and strategic wealth planning that is tailored to meet your individual needs. As your trusted advisor, we take a hands-on approach to financial guidance, ensuring that your goals and aspirations are at the forefront of our planning process. Our focus is on understanding your unique financial goals and developing a comprehensive plan to help you achieve them. We believe in creating a financial plan that not only protects your current needs but also plans for your future in a tax-efficient manner. With our absolute independence from any specific insurance or investment company, we are able to provide unbiased advice that is truly in the best interest of our clients.
900 Walt Whitman Rd #310, Melville, NY 11747, United States -
WizdomOne Group Inc.
● OpenWizdomOne Group Inc. is a leading finance institution located at 68 South Service Road, Melville, New York, United States. With a team of experienced professionals, WizdomOne Group Inc. offers a wide range of financial services to help individuals and businesses achieve their financial goals. From investment management to financial planning, WizdomOne Group Inc. is dedicated to providing personalized solutions tailored to meet the unique needs of each client. Contact us today to learn more about how we can help you secure your financial future.
68 S Service Rd # 100, Melville, NY 11747, United States -
Compass Advisors
● ClosedCompass Advisors, located at 155 Pinelawn Road in Melville, New York, is a finance institution that specializes in guiding individuals and businesses towards financial independence. With a focus on creating personalized strategies and solutions, our experienced team offers unbiased and comprehensive advice in areas such as investment management, retirement planning, and estate conservation. Clients trust us to help them navigate their financial journey, ensuring a secure future for themselves and future generations. Compass Advisory Group LLC, operating as Compass Advisors, is a registered investment advisor dedicated to providing top-notch financial guidance.
155 Pinelawn Rd, Melville, NY 11747, United States -
Tony Gomez CFP Northwestern Mutual
● OpenTony Gomez CFP Northwestern Mutual is a finance institution located at 400 Broadhollow Road in Melville, New York. Specializing in financial planning and wealth management, our team of professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and expert advice, we provide comprehensive financial solutions tailored to each individual's unique needs. Trust Tony Gomez CFP Northwestern Mutual to guide you towards a secure financial future.
400 Broadhollow Rd # 200, Melville, NY 11747, United States -
a&f capital group
● OpenA&F Capital Group, located at 200 Broadhollow Road in Melville, New York, is an independent financial services and insurance company. We specialize in providing objective solutions for small and mid-sized businesses, as well as high net worth individuals, without the sale of any proprietary products. Our team prides itself on building personal client relationships and providing unparalleled service. We believe in frequent communication with our clients to keep them fully informed about their accounts and to help them achieve their financial goals while minimizing unnecessary risk. Our focus is on creating custom investment and insurance portfolios that offer consistent tax-efficient returns.
200 Broadhollow Rd, Melville, NY 11747, United States -
Merrill Lynch Financial Advisor Roodmy Cesar
● ClosedMerrill Lynch Financial Advisor Roodmy Cesar is a finance institution located at 1305 Walt Whitman Road, Melville, New York, United States. Managing your wealth begins with a comprehensive understanding of your financial situation, goals, and priorities. Roodmy Cesar can help create a flexible strategy tailored to today's market conditions, providing access to Merrill's investment insights and Bank of America's banking solutions. With a focus on personalized wealth management strategies, Roodmy Cesar follows the Merrill tradition of community involvement through volunteering. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered on your goals. By understanding your investment personality, Roodmy Cesar can customize a financial approach to help you achieve what matters most to you. Regular check-ins and adjustments ensure your financial approach reflects changes in your life and goals. Working with Roodmy Cesar means having a dedicated advisor who prioritizes your needs and goals, providing personalized investment strategies and comprehensive financial solutions. Investing involves risk, and it's important to consult legal and tax advisors before making financial decisions. With Merrill Lynch Wealth Management, you can receive the latest investment insights and strategies to help you live your best financial life.
1305 Walt Whitman Rd, Melville, NY 11747, United States -
Siena Wealth Advisory Group - Ameriprise Financial Services, LLC
● ClosedSiena Wealth Advisory Group, located in Melville, New York, is a finance institution under Ameriprise Financial Services, LLC. Recognized as one of Forbes Best-in-State Wealth Management Teams for 2024, our team prioritizes helping clients achieve their long-term financial goals. We offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings and progress reviews ensure that we adjust strategies as life changes. Clients can securely access their accounts and track progress towards their goals from any device. Schedule a complimentary initial consultation to learn more about how we can assist you. Our advisors are registered in certain U.S. states, so please refer to the advisor's personal website or FINRA's BrokerCheck for details. We are committed to providing top-notch financial services and appreciate the opportunity to help your friends and family members as well. Contact us today to discuss your financial priorities.
200 Broadhollow Rd #302, Melville, NY 11747, United States -
John Bellontine Financial Advisor
● ClosedJohn Bellontine Financial Advisor is a reputable finance institution located at 105 Maxess Road in Melville, New York, United States. With years of experience and expertise in financial planning and investment management, our team of professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, John Bellontine Financial Advisor is committed to providing personalized and strategic financial advice tailored to your individual needs. Contact us today to schedule a consultation and take the first step towards a secure financial future.
105 Maxess Rd Suite 314, Melville, NY 11747, United States
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