TOP 30 Tailored tax services in Melville, New York

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Anthony 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.

Income Tax Specialty Co is a trusted accounting and finance institution located at 734 Walt Whitman Road in Melville, New York. Our team of experts specializes in all aspects of income tax preparation, planning, and consulting services. With years of experience and a commitment to excellence, we strive to provide personalized and professional services to meet the unique needs of each client. Whether you are an individual or a business owner, we are dedicated to helping you navigate the complexities of the tax system and maximize your financial success. Contact us today to schedule a consultation and let us help you achieve your financial goals.

Soundview 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.

Oddo Wealth Management Group - UBS Financial Services Inc. is a leading finance institution located at 58 South Service Road in Melville, New York, United States. With a strong focus on wealth management, the institution offers a wide range of financial services to help clients achieve their financial goals. Their team of experienced professionals provide personalized advice and tailored solutions to meet the unique needs of each client. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Oddo Wealth Management Group - UBS Financial Services Inc. is dedicated to helping you navigate the complexities of the financial world.

Lori DiGangi - UBS Financial Services Inc. is a finance institution located at 58 South Service Road in Melville, New York, United States. Specializing in financial services, they provide expert advice and guidance to clients looking to manage their wealth and investments effectively. With a team of experienced professionals, Lori DiGangi - UBS Financial Services Inc. offers personalized solutions tailored to meet the unique needs and goals of each individual client. Their commitment to excellence and dedication to helping clients achieve financial success sets them apart as a trusted partner in the world of finance.

Michael S Fisher - Financial Advisor at Ameriprise Financial Services, LLC is located at 200 Broadhollow Road in Melville, New York, United States. This finance institution offers a range of services and certifications to cater to the diverse needs of individuals seeking financial advice. The institution offers certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, which cover various aspects of financial planning, asset management, estate planning, and retirement planning. These certifications ensure that the advisors at Michael S Fisher are well-equipped to provide expert advice and guidance to their clients.

Paul Van Steen - Financial Advisor at Ameriprise Financial Services, LLC, located at 200 Broadhollow Road in Melville, New York, offers expert financial advice and services. With a background in finance and qualifications available on FINRA's BrokerCheck website, Paul Van Steen can help clients navigate the complexities of investing. Understanding the relationship between risk and reward is key in developing an investment strategy tailored to each individual's risk tolerance. By setting up a complimentary initial consultation, clients can take the first step towards a more confident financial future. Ameriprise Financial Services, LLC, a registered investment adviser, provides investment products and services to help clients reach their financial goals. Securities are offered through Ameriprise Financial Services, LLC, member FINRA and SIPC. Paul Van Steen is registered in specific states and can conduct securities business with residents of those states. Contact Paul Van Steen today to discuss your financial priorities and start planning for a secure future.

Siena 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.

Brian White - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 200 Broadhollow Road in Melville, New York, offers a wide range of financial services to meet the needs of individuals and businesses. Brian White holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, and investment strategies. Additionally, Brian White is trained as a Behavioral Financial Advisor, Chartered Advisor in Philanthropy® (CAP®), and Certified Divorce Financial Analyst, among other designations. With a commitment to excellence and a focus on providing tailored financial solutions, Brian White is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Brian White can provide the expertise and guidance you need. Contact Brian White - Private Wealth Advisor, Ameriprise Financial Services, LLC, today to learn more about how he can help you secure your financial future.

Matthew Rogers is a financial advisor at Ameriprise Financial Services, LLC, located at 48 South Service Road in Melville, New York, United States. Specializing in finance, Matthew offers personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. He helps clients track their progress towards goals such as retirement, education, or major purchases like a second home. With regular meetings and updates as life changes, Matthew ensures that your financial strategy remains on track. Clients can easily access their investments and accounts from any device, securely sharing information with Matthew. To learn more about how Matthew can help you achieve your financial goals, schedule a complimentary initial consultation. Residents of select states can conduct securities business with Matthew, as listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, providing a secure and regulated environment for financial planning. Get in touch with Matthew Rogers today to start planning for a secure financial future.

Tom Dominic, a financial advisor at Ameriprise Financial Services, LLC, located at 200 Broadhollow Road in Melville, New York, is dedicated to helping clients achieve their financial goals. Ameriprise has been recognized as one of the Most Trustworthy Companies in America by Newsweek in 2023. Tom provides personalized investment, asset allocation, and portfolio recommendations tailored to each client's individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients can access their investments and accounts securely from any device. To learn more about how Tom can help you, schedule a complimentary initial consultation. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Tom Dominic is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Contact Tom to discuss your financial priorities and take steps towards a more confident financial future.

Craig James Financial Services, LLC is a finance and insurance agency located at 510 Broadhollow Road in Melville, New York. With a dedication to providing personalized financial solutions to individuals and businesses, Craig James Financial Services offers a wide range of services including investment planning, retirement planning, insurance coverage, and more. Their team of experienced professionals is committed to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Craig James Financial Services is here to help every step of the way.

Eric Abney - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 445 Broadhollow Road, Melville, New York, United States, is a finance institution offering a wide range of services. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, the institution ensures that its advisors have the expertise and knowledge to assist clients with various financial needs. From asset management to retirement planning, estate planning, and investment strategies, the advisors at Eric Abney are equipped to provide personalized solutions tailored to each individual's unique situation. Whether you are a retiree, small business owner, high net worth client, or someone planning for the future, the team at Eric Abney is dedicated to helping you achieve your financial goals.

Sean Bostwick - Financial Advisor, Ameriprise Financial Services, LLC, located at 515 Broadhollow Road, Melville, New York, United States, is a finance institution offering a range of specialized certifications and designations to provide expert financial advice. The institution offers certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, 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®. These certifications cover a wide range of financial planning topics and are designed to provide clients with expert advice tailored to their specific needs. The institution is committed to upholding high ethical standards and providing comprehensive financial planning services to individuals and businesses.

Melody Yr Graham is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 445 Broadhollow Road, Melville, New York, United States. Melody holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, Melody provides tailored financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with portfolio management, insurance products, tax planning, or retirement strategies, Melody Yr Graham is dedicated to helping you achieve your financial goals.

Charles P Albrecht is a financial advisor at Ameriprise Financial Services, LLC located at 445 Broadhollow Road, Melville, New York, United States. He holds several prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in areas such as asset management, estate planning, retirement planning, and investment strategies. Charles is dedicated to providing personalized financial advice and solutions to individuals, retirees, small business owners, and high net worth clients. With his comprehensive knowledge and commitment to ethical practices, he helps clients navigate complex financial decisions and achieve their long-term goals. Contact Charles P Albrecht today for expert financial guidance tailored to your specific needs.

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.

Bostwick Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 515 Broadhollow Road, Melville, New York, United States. They offer investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients receive regular progress reviews, updates to their financial approach, and secure access to their investments and accounts from any device. The institution provides a complimentary initial consultation to discuss financial goals and offers insights into the current market trends. Ameriprise financial advisors are registered in certain U.S. states and adhere to strict regulations for client privacy and security. Clients can expect personalized financial planning concepts and ongoing support to help them achieve their financial goals.

Jeffrey Rudner - 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-notch financial services, the institution offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Whether you are looking to grow your portfolio, plan for retirement, or protect your assets, the experienced team at Jeffrey Rudner - UBS Financial Services Inc. is dedicated to providing personalized and comprehensive financial advice tailored to your individual needs. Trustworthy, reliable, and committed to excellence, this institution is the go-to destination for all your financial needs.

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.

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.

Welcome to Accurate & Exact Bookkeeping Services Located at 1718 Court North Drive, Melville, New York, Accurate & Exact Bookkeeping Services is your trusted partner in achieving financial clarity and precision. Specializing in accounting and finance, our dedicated team is committed to providing comprehensive and tailored bookkeeping solutions that meet the unique needs of both small businesses and individuals.

Susan 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.

All Access Financial is a renowned finance institution located at 576 Broadhollow Road in Melville, New York. Our team of experts is dedicated to providing a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, loans, or financial planning, we are here to offer personalized solutions tailored to your specific needs. With a commitment to excellence and customer satisfaction, All Access Financial is your trusted partner for all your financial needs.

The Law Office of Ronald D. Weiss, P.C. is a renowned legal institution located at 166 Broadway, Amityville, New York, United States. With additional locations in Melville, Queens, Mineola, and Brooklyn, the firm has been providing expert legal representation since 1988. Specializing in bankruptcy, foreclosure, negotiation, and modification law, Ronald D. Weiss, ESQ. and his team offer free consultations to individuals and businesses facing financial hardship. The firm prides itself on offering creative and compassionate debt solutions tailored to each client's unique situation. Whether it's eliminating credit card debt, modifying mortgages, or resolving landlord-tenant disputes, the Law Office of Ronald D. Weiss, P.C. is dedicated to helping clients navigate their financial challenges. With expertise in Chapters 7, 11, and 13 of the Bankruptcy Code, the firm provides effective and affordable legal options to address a wide range of financial difficulties. Conveniently located in Melville with easy access to major roadways, the firm offers evening and daytime appointments for client convenience. Whether you need immediate bankruptcy protection, assistance with adversary proceedings, or representation in bankruptcy appeals, the experienced attorneys at the Law Office of Ronald D. Weiss, P.C. are here to help you find the best solution for your financial needs.

Merrill Lynch Financial Advisor Roderick A Jones, located at 1305 Walt Whitman Road in Melville, New York, provides personalized financial strategies and advice for individuals, families, and businesses. With over 20 years of experience in the financial industry, Roderick focuses on understanding his clients' short- and long-term financial goals to create customized plans. He holds a bachelor's degree in English from S.U.N.Y Old Westbury and is actively involved in supporting the community through organizations like Big Brothers Big Sisters of Long Island. At Merrill Lynch Wealth Management, Roderick believes in building strong relationships with his clients by listening to their needs and priorities. Through the Merrill Personal Wealth Analysis™, he helps clients develop personalized plans centered around their goals. By utilizing the Investment Personality Assessment, Roderick gains a deeper understanding of his clients' investing preferences to tailor financial approaches that align with their values.

Bank of America Private Client Advisor William Ayers, located at 300 Broadhollow Road, Melville, New York, is a finance institution led by Senior Vice President and Private Client Advisor, Bill Ayers. With over three decades of experience in banking and wealth management, Bill assists families and individuals in navigating the complexities of significant wealth. Specializing in customized credit and lending, Bill analyzes both sides of a client's balance sheet to identify efficiencies and anticipate key decision points in their financial future. As the leader of a client's Private Bank team, he develops integrated strategies in investment management, banking, lending, trust and estate planning, business succession, and philanthropy. Bill's team collaborates with specialists to help clients achieve their financial goals with precision and resolve. Prior to joining Bank of America Private Bank, Bill held leadership roles at Astoria Bank and JP Morgan Chase, advising high-net-worth individuals and families. Active in the Long Island community, Bill serves on the board of Catholic Charities and has been involved with Long Island Cares and The Harry Chapin Food Bank. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience, creating strategies tailored to meet clients' needs and goals. With over 200 years of experience, Bank of America Private Bank helps clients manage significant wealth, providing personalized solutions to achieve financial objectives. The institution values innovation and offers disciplined financial strategies to navigate evolving markets and complexities in the financial landscape. Please note that the website may redirect to FINRA’S BrokerCheck and that neither Bank of America Private Bank nor its affiliates provide legal, tax, or accounting advice. Clients should consult their advisors before making financial decisions.

Forest Hills Financial Group is a leading finance and insurance agency located at 200 Broadhollow Road in Melville, New York. With a team of experienced professionals, they provide a wide range of financial services including investment planning, retirement planning, and insurance solutions. Whether you are looking to secure your future or protect your assets, Forest Hills Financial Group is dedicated to helping you achieve your financial goals. Visit their office in Melville, New York, or contact them to schedule a consultation today.

Wexford 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.

The Patterson Safarik Group at Morgan Stanley is a leading finance institution located at 58 South Service Road in Melville, New York. Our team of experienced professionals provides comprehensive financial services to help individuals and businesses achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, our team is dedicated to providing personalized solutions tailored to your specific needs. With a commitment to excellence and a focus on building long-term relationships, The Patterson Safarik Group at Morgan Stanley is your trusted partner in financial success.