Tailored business solutions in Melville, New York

Merrill Lynch Financial Advisor Michael Provenz, located at 1305 Walt Whitman Road in Melville, New York, serves an accomplished and affluent clientele seeking personalized retirement and inter-generational wealth planning. The Scheer Provenz Group, led by Michael Provenz, caters to clients such as active and retired physicians, private business owners, corporate executives, and multiple generations of families across the New York Tri-State area, Florida, and nationwide. The group's primary goal is to provide for clients' lifestyle needs while increasing their overall net worth. They believe in globally diversifying client portfolios and offer access to Bank of America N.A for liability management. With a focus on lasting wealth that spans generations, the team at The Scheer Provenz Group provides personalized service and tailored financial strategies based on each client's aspirations, goals, and risk tolerance. Their mission is to help clients achieve their financial goals through a customized approach that reflects their unique personality and priorities.

Merrill Lynch Financial Advisor Alicia L Ruberti, located at 1305 Walt Whitman Road in Melville, New York, is a trusted finance institution dedicated to helping clients prioritize and pursue their financial goals. With over a decade of experience in the financial services industry, Alicia Ruberti joined Merrill Lynch Wealth Management in 2010 and is committed to providing personalized financial strategies tailored to each client's needs. As a graduate of Adelphi University and a Long Island resident since 2003, Alicia combines the investment insights of Merrill with the banking convenience of Bank of America to offer guidance in investments, retirement planning, insurance, education funding, wealth transfer strategies, and banking services. With a focus on goals-based wealth management, Alicia works to provide exceptional care and service for her clients.

Merrill Lynch Private Wealth Advisor Charles P Donnelly, located at 300 Broadhollow Road, Melville, New York, United States, is a finance institution dedicated to providing industry-leading research and expert analysis to help clients stay ahead in managing their significant wealth. The Palermo Frangas Group, a close-knit team within the institution, serves a limited number of clients and families with integrity and excellence. The private wealth advisors at Merrill Private Wealth Management are rigorously trained to meet specialized needs with trust and personalized service. The institution takes pride in advisors who have received recognition from financial industry publications or Bank of America Corporation for exemplary client service. The team specializes in helping individuals, families, business owners, and executives achieve their financial goals through a goals-based wealth management approach. The team, led by Luca Palermo and Nick Frangas, offers a sophisticated suite of services, including portfolio design, significant transaction oversight, and tailored financial solutions. They prioritize exceptional service, strong communication, and a personalized client experience to help clients navigate the complexities of managing substantial wealth. The team is committed to providing impeccable service and creating a special experience for a select group of families.

Mark T Greco - Morgan Stanley is a finance institution located at 58 South Service Road in Melville, New York, United States. As part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services to help clients achieve their investment goals. With a team of experienced professionals, Mark T Greco - Morgan Stanley provides personalized financial advice and solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, this institution is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Private Wealth Advisor Gianluca Palermo, located at 300 Broadhollow Road, Melville, New York, is a finance institution dedicated to providing industry-leading research and expert analysis to help clients stay ahead in managing their significant wealth. The Palermo Frangas Group, a close-knit team of private wealth advisors, offers personalized services based on trust and integrity. Recognized for their exemplary client service, the advisors at Merrill Private Wealth Management strive to help clients achieve their financial goals through a goals-based wealth management approach. The team at the Palermo Frangas Group, led by partners Luca Palermo and Nick Frangas, has received national accolades for their commitment to providing a special kind of experience for a select group of families. They work closely with individuals, families spanning multiple generations, business owners, and executives to address the complexities that come with managing significant wealth. With a focus on proactive wealth preservation and transfer, the team is dedicated to helping clients navigate key decision points and resolve any obstacles they may encounter.

Stephen Kaplan - UBS Financial Services Inc. is a leading finance institution located at 58 South Service Road in Melville, New York, United States. With a strong reputation for providing top-tier financial services, Stephen Kaplan - UBS Financial Services Inc. offers a wide range of investment and wealth management solutions to individuals, families, and businesses. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Stephen Kaplan - UBS Financial Services Inc. is committed to providing personalized solutions tailored to your specific needs. Contact them today to learn more about how they can help you achieve financial success.

Merrill Lynch Financial Advisor Todd C Russell, located at 300 Broadhollow Road, Melville, New York, offers personalized financial planning services to help clients achieve their retirement goals and ensure their assets last a lifetime. With over 25 years of experience in the financial services industry, Todd Russell focuses on connecting all aspects of clients' financial lives to help them prioritize and pursue their most important goals. As a Vice President and Senior Financial Advisor, Todd works with individuals and families to understand their financial situation, risk tolerance, and long-term objectives, recommending personalized financial strategies aligned with their aspirations. Supported by the global resources of Merrill Lynch, Todd's team is dedicated to building strong client relationships based on trust and personalized service. Through Merrill Personal Wealth Analysis™, clients can develop a customized plan centered on their goals and focused on achieving their desired financial outcomes. Todd believes in a client-centered approach, focusing on solutions that can turn goals into reality and help manage investment risk. By understanding clients' aspirations and financial needs, Todd helps design and implement personalized plans to help clients pursue their financial goals while considering future wealth management and legacy planning. With access to the investment insights of Merrill and banking solutions from Bank of America, Todd works with clients to develop an approach tailored to their financial needs. By utilizing the Investment Personality Assessment, Todd can gain a deeper understanding of clients' investing preferences and customize financial strategies to align with their priorities. As clients' lives and goals evolve, Todd ensures their financial approach reflects these changes, helping them stay on track to achieve what matters most to them. By getting to know clients personally and understanding their unique needs, Todd can create a financial approach that reflects their personality and helps them achieve their goals. As a Merrill Lynch Wealth Management Advisor, Todd helps clients navigate the financial complexities of life, offering personalized investment strategies and comprehensive financial solutions. With a focus on building a dedicated one-on-one relationship with clients, Todd helps guide them along their financial journey, addressing each question and decision with personalized care and expertise. Todd Russell is registered to do business in multiple states, offering investment insights, tips, and strategies to help clients live their best financial life. Please consult legal and tax advisors before making any financial decisions, as investing involves risk and past performance does not guarantee future results. Contact Merrill Lynch Financial Advisor Todd C Russell to start building a customized financial plan tailored to your unique goals and priorities.

Northwestern Mutual: Charles Valenti is a finance institution located at 400 Broadhollow Road in Melville, New York, United States. As a branch of Northwestern Mutual, this institution offers a range of financial services such as insurance, investments, and financial planning. With a focus on helping clients achieve their financial goals and secure their future, Northwestern Mutual: Charles Valenti provides personalized and comprehensive financial solutions tailored to each individual's needs. Whether you are looking to protect your assets, grow your wealth, or plan for retirement, the experienced professionals at Northwestern Mutual: Charles Valenti are dedicated to helping you navigate the complexities of the financial world and make informed decisions for your financial well-being.

GM Advisory Group is a leading finance institution located at 400 Broadhollow Road in Melville, New York. Specializing in providing expert financial advisory services, GM Advisory Group offers personalized solutions to help clients navigate the complexities of the financial world. With a team of experienced professionals, they strive to help individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, GM Advisory Group is dedicated to providing top-notch financial guidance tailored to your specific needs.

Rosica Wealth Management Group - UBS Financial Services Inc. is a renowned finance institution located at 58 South Service Road in Melville, New York, United States. With a strong commitment to providing top-notch financial services, the institution offers a wide range of wealth management solutions tailored to meet the unique needs of their clients. From investment planning to retirement strategies, the team at Rosica Wealth Management Group - UBS Financial Services Inc. is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth or protect your assets, you can trust in the expertise and professionalism of this esteemed institution.

SW Financial is a leading finance institution located at 1295 Walt Whitman Road in Melville, New York, United States. With a strong reputation for providing top-notch financial services, SW Financial offers a wide range of solutions tailored to meet the unique needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, our team of experienced professionals is dedicated to helping you achieve your financial goals. Visit us today and see how SW Financial can help secure your financial future.

Bank of America Private Client Advisor Vincent A Keaveny, located at 300 Broadhollow Road in Melville, New York, offers wealth management guidance for clients with complex financial needs. With nearly two decades of experience, Vincent specializes in serving high-net-worth individuals, families, non-profit organizations, entrepreneurs, and more. He leads a team of specialists to deliver personalized wealth management strategies based on individual objectives. Vincent's background includes roles at JP Morgan Chase and Citigroup Investment Services before joining Bank of America Private Bank in 2004. He holds a B.A. in economics from Fordham University and an M.B.A. in finance from Hofstra University. Active in his community, Vincent enjoys competing in local running races and triathlons. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience. They listen carefully to clients' needs and goals to create tailored strategies that aim to meet their best interests now and in the future. With a history of over 200 years, Bank of America Private Bank helps clients manage significant wealth by providing personalized approaches and leveraging the resources of Bank of America. Their commitment is to make clients' financial objectives a top priority, whether it's preserving wealth, building philanthropic legacies, or planning for future growth. Through a focus on innovation and disciplined financial strategies, Bank of America Private Bank aims to help clients navigate evolving markets and the complexities of the financial landscape. Please note that Bank of America Private Bank's website may direct you to FINRA’S BrokerCheck and that they do not provide legal, tax, or accounting advice. It's recommended to consult legal and tax advisors before making financial decisions.

Salvatore P Vitale - Morgan Stanley is a finance institution located at 58 South Service Road in Melville, New York, United States. As a part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services and expertise to help clients achieve their financial goals. With a team of experienced professionals, Salvatore P Vitale - Morgan Stanley is committed to providing personalized financial solutions tailored to each client's unique needs. Whether you are looking for investment advice, retirement planning, or wealth management services, this institution is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Island Tax and Accounting Group, LLC is a reputable accounting and finance institution located at 40 Marcus Drive in Melville, New York, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, bookkeeping, financial planning, and consulting. Their commitment to excellence and personalized approach ensures that clients receive top-notch financial solutions tailored to their specific needs. Contact Island Tax and Accounting Group, LLC for all your accounting and finance needs.

Long Island Accountant is a reputable accounting and finance institution located at 445 Broadhollow Road in Melville, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, Long Island Accountant provides personalized solutions to meet your specific financial needs. Trustworthy and reliable, they are committed to helping clients achieve their financial goals and maximize their financial success. Contact Long Island Accountant today for expert financial guidance and support.

Citrin Cooperman is a leading accounting and finance institution located at 225 Broadhollow Road in Melville, New York, United States. With a strong reputation for providing high-quality financial services, Citrin Cooperman offers a wide range of accounting and advisory services to individuals and businesses. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and navigate complex financial challenges. Whether you need assistance with tax planning, audit services, or financial consulting, Citrin Cooperman is committed to delivering personalized solutions tailored to meet your specific needs. Visit their office in Melville, New York, to learn more about how Citrin Cooperman can help you achieve financial success.

Fincadia is a reputable bookkeeping services institution located at 425 Broadhollow Road in Melville, New York. Specializing in accounting and finance, Fincadia offers professional and reliable financial management solutions for businesses and individuals. With a team of experienced professionals, Fincadia provides comprehensive bookkeeping services tailored to meet the unique needs of each client. Whether you need assistance with budgeting, payroll, tax preparation, or financial reporting, Fincadia is committed to helping you achieve your financial goals. Contact Fincadia today to learn more about how their services can benefit you and your business.

MGO (Macias Gini & O'Connell LLP) is a leading accounting and finance institution located at 445 Broadhollow Road in Melville, New York, United States. Our mission is to help you achieve your personal and professional financial goals by providing deep knowledge, clear insights, and actionable recommendations. At MGO, we prioritize human care above all else, building connections and trust with our clients to provide holistic financial guidance for long-term success. Whether you are an entrepreneur, public or private sector leader, or high-net-worth individual, our tailored solutions are designed to meet your unique needs and deliver results.

Acuity Commercial Capital is a finance institution located at 414 South Service Road in Melville, New York, United States. Specializing in providing commercial financing solutions, Acuity Commercial Capital offers a wide range of financial services to businesses looking to grow and expand. With a team of experienced professionals, they work closely with clients to tailor financing options that meet their specific needs and goals. Whether it's funding for equipment, real estate, or working capital, Acuity Commercial Capital is dedicated to helping businesses succeed.

Welcome to Smart Choice Contracting, your trusted roofing contractor located in the heart of Melville, New York. With our office conveniently situated at 18 Jayne Avenue, we proudly serve the Long Island community with top-notch roofing services. At Smart Choice Contracting, we are dedicated to providing exceptional craftsmanship and outstanding customer service to ensure your home or business is protected and looks its best. Our team of experienced professionals specializes in a wide range of roofing solutions, including installations, repairs, maintenance, and inspections for both residential and commercial properties. We use only the highest quality materials and the latest techniques to deliver durable and aesthetically pleasing results that stand the test of time.

Welcome to Harris J. Zakarin, P.C., your trusted legal partner in Melville, New York. Conveniently located at 713 Walt Whitman Road, our firm is dedicated to providing exceptional legal services to individuals and businesses throughout the region. With a commitment to excellence and a personalized approach, Harris J. Zakarin, P.C. specializes in a broad range of legal areas to meet your unique needs. At Harris J. Zakarin, P.C., we understand the complexities and challenges that our clients face. Our experienced team of attorneys is here to guide you through every step of the legal process, ensuring that your rights are protected and your goals are achieved. Whether you need assistance with business law, real estate transactions, estate planning, or civil litigation, we offer expert advice and effective solutions tailored to your specific situation.

Welcome to Lazer, Aptheker, Rosella & Yedid, where Russell L. Penzer and his team are dedicated to providing exceptional legal services in Melville, New York. Located at 225 Old Country Road, our firm prides itself on a commitment to excellence, integrity, and personalized client care. With years of experience in the legal field, Russell L. Penzer specializes in delivering comprehensive legal solutions tailored to meet the unique needs of each client. Whether you are seeking advice on complex litigation, business law, or personal legal matters, our knowledgeable team is here to guide you every step of the way.

Welcome to Lawrence Worden Rainis & Bard PC, your trusted legal partners located in the heart of Melville, New York. Situated at 175 Pinelawn Road, our esteemed law firm is dedicated to providing exceptional legal services to individuals and businesses throughout the region. With a team of experienced and knowledgeable attorneys, we specialize in a wide array of practice areas, ensuring comprehensive legal support tailored to meet your unique needs. At Lawrence Worden Rainis & Bard PC, we pride ourselves on our commitment to delivering personalized and effective legal solutions. Our client-centered approach ensures that you receive the attention and dedication you deserve, whether you're dealing with complex litigation, business transactions, or personal legal matters. We understand the importance of navigating the legal landscape with confidence and clarity, and we are here to guide you every step of the way.

Welcome to the online home of Richard J. Chertock, Esq., a distinguished New York attorney with offices conveniently located in Ronkonkoma, NY, and Merrick, NY. Situated at 3505 Veterans Memorial Highway, Ronkonkoma, our firm is dedicated to providing exceptional legal services in a wide array of practice areas. With a focus on Real Estate Law, Mortgage Lending and Borrowing, Private Capital, Hard Money Lending, Closings, Wills, Trusts and Estates Law, Contract Law, Business Formation, and Agreements, Richard J. Chertock, Esq. is committed to delivering insightful advice and robust representation. Our clientele includes a diverse group of Buyers, Sellers, Lenders, Borrowers, Builders, Landlords, Tenants, Real Estate Brokers, and business professionals from various sectors. With over 25 years of experience, Richard J. Chertock, Esq. offers specialized legal assistance, ensuring tailor-made and targeted solutions for your unique legal needs.

Welcome to Jablons Kass & Greenberg, your trusted partner for comprehensive accounting and financial services. Conveniently located at 40 Marcus Drive, Melville, New York, we are committed to serving the diverse financial needs of individuals and businesses throughout the region. At Jablons Kass & Greenberg, we pride ourselves on delivering personalized solutions tailored to meet the unique goals of each client. Our team of experienced professionals is dedicated to providing exceptional service in areas such as tax preparation, financial planning, bookkeeping, auditing, and business consulting.

Welcome to Baker Tilly, your trusted partner in accounting and finance solutions, located at 145 Pinelawn Road, Melville, New York. As an independent member of Baker Tilly International, the world’s 10th largest accountancy and advisory network, we are committed to providing exceptional client service, regional expertise, and impactful community involvement. At Baker Tilly, we believe in looking beyond the obvious to uncover opportunities that others may miss. Our dedicated team is here to guide you through every challenge, helping you reach destinations you once thought were beyond your reach. Whether it's navigating the complexities of ESG controllers, understanding the IRS's new voluntary disclosure program, or preparing for the unclaimed property compliance season, we have you covered.

Welcome to Paul Morgenlander CPA, your trusted partner in accounting and finance located in the heart of Melville, New York. Situated at 900 Walt Whitman Road, our firm is dedicated to providing exceptional financial services tailored to meet the unique needs of individuals and businesses alike. With years of experience and a commitment to excellence, Paul Morgenlander CPA offers a comprehensive range of services including tax preparation, bookkeeping, financial planning, and business consulting. Our team of skilled professionals is here to help you navigate the complexities of the financial world with personalized solutions designed to achieve your financial goals.

Welcome to Jerome Rosenberg PC, your trusted partner in accounting and finance solutions. Conveniently located at 35 Pinelawn Road, Melville, New York, our firm is dedicated to providing exceptional financial services tailored to meet the unique needs of individuals and businesses in our community. At Jerome Rosenberg PC, we pride ourselves on delivering personalized attention and expert guidance to help you navigate the complexities of accounting and finance. Our experienced team of professionals is committed to ensuring your financial success through a comprehensive range of services, including tax planning and preparation, bookkeeping, financial consulting, and more.

Welcome to U M Securities, your trusted local partner in financial services, conveniently located at 1 Schwab Road, Melville, New York. Specializing in ATM and finance solutions, we are committed to providing our community with secure, efficient, and accessible financial services. Whether you need quick access to cash through our state-of-the-art ATM machines or require expert financial advice and services, U M Securities is here to support your financial journey. Our dedicated team is passionate about delivering personalized solutions tailored to meet your unique needs. Visit us today and experience the difference of a community-focused financial service provider.

Welcome to Douglas Johnson, your trusted partner in financial services, conveniently located at 324 South Service Road, Melville, New York. At Douglas Johnson, we are dedicated to providing expert financial solutions tailored to meet the unique needs of individuals and businesses alike. Our team of experienced professionals is committed to guiding you through the complexities of financial planning, investment management, and wealth preservation. Whether you're looking to secure your financial future, grow your investments, or navigate the intricacies of financial markets, Douglas Johnson offers personalized strategies to help you achieve your goals. Visit us today and discover how we can make a difference in your financial journey.