TOP 10 Tailoring services in Melville, NY
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Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a premier financial institution located at 58 South Service Road in Melville, New York, United States. As a leading finance institution, Morgan Stanley offers expert financial advice and guidance to help clients achieve their financial goals. With a team of experienced financial advisors, Morgan Stanley provides personalized solutions tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or manage your wealth, Morgan Stanley Financial Advisors is committed to helping you navigate the complex world of finance with confidence and clarity.
58 S Service Rd # 400, Melville, NY 11747, United States -
Merrill Lynch Financial Advisor Todd C Russell
● ClosedMerrill 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.
300 Broadhollow Rd, Melville, NY 11747, United States -
Northwestern Mutual: Charles Valenti
● OpenNorthwestern 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.
400 Broadhollow Rd # 200, Melville, NY 11747, United States -
Merrill Lynch Financial Advisor Gary M Kogel
● ClosedMerrill Lynch Financial Advisor Gary M Kogel, located at 1305 Walt Whitman Road, Melville, New York, United States, is a finance institution dedicated to helping clients achieve their financial goals. The institution believes in starting every relationship with a conversation to understand the client's priorities. By listening to the client's needs and goals, the institution can customize a financial approach to help them pursue what matters most. Utilizing research in behavioral finance, Merrill Lynch offers an Investment Personality Assessment to help understand the client's investing preferences. This assessment allows the institution to develop a personalized financial approach tailored to the client's goals. With access to investment insights and banking solutions, Merrill Lynch works with clients to address their financial needs and help them manage, grow, and preserve their wealth.
1305 Walt Whitman Rd, Melville, NY 11747, United States -
Merrill Lynch Financial Advisor John R Holst
● ClosedMerrill Lynch Financial Advisor John R Holst is a finance institution located at 300 Broadhollow Road, Melville, New York, United States. As a Senior Resident Director - Wealth Management Advisor, John R Holst and his team are dedicated to building strong client relationships based on trust and personalized service. With access to the global resources of Merrill and the banking convenience of Bank of America, they provide a wide range of opportunities including investments, retirement income planning, estate planning services, and philanthropy. The Holst Kelley Wealth Management Group specializes in understanding the unique needs of clients who are passionate about yachting, offering tailored financial strategies to help them achieve their goals. By utilizing the Investment Personality Assessment, they customize financial approaches to align with individual preferences and goals. With a focus on helping clients reach their financial aspirations, the team at Merrill Lynch Wealth Management is committed to providing comprehensive financial solutions and personalized investment strategies.
300 Broadhollow Rd, Melville, NY 11747, United States -
GM Advisory Group
● OpenGM 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.
400 Broadhollow Rd #301, Melville, NY 11747, United States -
Paul Anderson - TIAA Wealth Management Advisor
● ClosedPaul Anderson - TIAA Wealth Management Advisor is a leading finance institution located at 58 South Service Road in Melville, New York, United States. As a trusted advisor, Paul Anderson provides expert financial guidance to help clients achieve their wealth management goals. With a focus on personalized service and tailored solutions, Paul Anderson helps clients navigate the complexities of investing, retirement planning, and estate planning. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Paul Anderson is dedicated to helping you achieve financial success.
58 S Service Rd Suite 305, Melville, NY 11747, United States -
Mark Calaci - TIAA Wealth Management Advisor
● OpenMark Calaci is a dedicated Wealth Management Advisor at TIAA, located at 58 South Service Road in Melville, New York. With a strong background in finance and a passion for helping clients achieve their financial goals, Mark offers personalized financial planning services tailored to each individual's needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Mark Calaci is committed to providing expert guidance and support every step of the way. Contact Mark Calaci at TIAA Wealth Management Advisor for a consultation today.
58 S Service Rd Suite 305, Melville, NY 11747, United States -
Bridge Wealth
● OpenBridge Wealth is a finance institution located at 68 South Service Road in Melville, New York. We specialize in providing personalized wealth management services to help our clients achieve their financial goals. Our team of experienced advisors offers a wide range of financial solutions, including investment planning, retirement planning, and estate planning. At Bridge Wealth, we are committed to helping our clients build and preserve their wealth for the future. Contact us today to learn more about how we can help you secure your financial future.
68 S Service Rd, Melville, NY 11747, United States -
Douglas Horn - Morgan Stanley
● OpenDouglas Horn - Morgan Stanley is a reputable finance institution located at 58 South Service Road in Melville, New York, United States. As a branch of the well-known Morgan Stanley brand, Douglas Horn offers a wide range of financial services including investment advice, wealth management, retirement planning, and more. With a team of experienced professionals, clients can expect personalized and expert guidance to help them achieve their financial goals. Whether you are looking to grow your portfolio, plan for the future, or secure your retirement, Douglas Horn - Morgan Stanley is dedicated to providing top-notch financial solutions tailored to your individual needs.
58 S Service Rd # 400, Melville, NY 11747, United States -
Peter Berkery - TIAA Financial Consultant
● OpenPeter Berkery - TIAA Financial Consultant is a reputable financial institution located at 58 South Service Road in Melville, New York, United States. As a trusted consultant with TIAA, Peter Berkery offers expert financial advice and services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest wisely, or secure your financial future, Peter Berkery is dedicated to providing personalized solutions tailored to your individual needs. With a focus on integrity and professionalism, Peter Berkery - TIAA Financial Consultant is committed to helping clients navigate the complex world of finance with confidence and peace of mind.
58 S Service Rd Suite 305, Melville, NY 11747, United States -
Deborah Amilowski - TIAA Wealth Management Advisor
● ClosedDeborah Amilowski - TIAA Wealth Management Advisor is a finance institution located at 58 South Service Road in Melville, New York. As a trusted advisor, Deborah Amilowski specializes in providing personalized wealth management services through TIAA. With a focus on helping clients achieve their financial goals, she offers expert guidance and tailored solutions to help individuals and families navigate the complexities of investing and planning for the future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Deborah Amilowski is dedicated to providing top-notch financial advice and support.
58 S Service Rd Suite 305, Melville, NY 11747, United States -
SW Financial
● ClosedSW 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.
1295 Walt Whitman Rd suite a, Melville, NY 11747, United States -
Richard Rubin-Ameriprise Financial
● OpenRichard Rubin-Ameriprise Financial is a finance institution located at 200 Broadhollow Road, Melville, New York, United States. With a focus on individual goals and risk tolerance, we provide investment and portfolio recommendations tailored to each client. Our team documents goals, regularly reviews progress, and adjusts strategies as life changes. Clients can easily access their investments and track progress towards their goals securely from any device. Estate planning and wealth transfer services are also available to help clients prepare their legacy wishes. By scheduling a complimentary initial consultation, clients can learn more about how personalized advice can help them reach their financial goals. Ameriprise financial advisors are registered to do business in certain U.S. states, and additional information can be found on the advisor's personal website or FINRA's BrokerCheck website. We are committed to helping clients achieve financial success and appreciate the opportunity to assist their friends and family members as well.
200 Broadhollow Rd, Melville, NY 11747, United States -
Unitas Wealth Management
● ClosedUnitas Wealth Management is a premier financial institution located at 395 North Service Road in Melville, New York. Our team of experienced professionals is dedicated to providing personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Unitas Wealth Management offers tailored solutions to meet your specific needs. With a focus on transparency, integrity, and excellence, we strive to build long-lasting relationships with our clients based on trust and mutual success. Contact us today to learn more about how we can help you secure your financial future.
395 N Service Rd Ste 206, Melville, NY 11747, United States -
Bank of America Private Client Advisor Vincent A Keaveny
● OpenBank 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.
300 Broadhollow Rd, Melville, NY 11747, United States -
Gary McHugh - TIAA Wealth Management Advisor
● ClosedGary McHugh - TIAA Wealth Management Advisor is a leading financial institution located at 58 South Service Road in Melville, New York, United States. As a trusted wealth management advisor, Gary McHugh provides expert financial planning and investment advice to help clients achieve their financial goals. With a focus on personalized service and tailored solutions, Gary McHugh - TIAA Wealth Management Advisor is dedicated to helping clients build and preserve their wealth for the future.
58 S Service Rd Suite 305, Melville, NY 11747, United States -
Matthew Thompson - Morgan Stanley
● OpenMatthew Thompson - Morgan Stanley is a renowned finance institution located at 58 South Service Road in Melville, New York, United States. With a focus on providing top-notch financial services and personalized investment strategies, our team of experts at Morgan Stanley is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, we are committed to delivering exceptional service and tailored solutions to meet your individual needs. Trust in Matthew Thompson - Morgan Stanley for all your financial needs.
58 S Service Rd # 400, Melville, NY 11747, United States -
Salvatore P Vitale - Morgan Stanley
● OpenSalvatore 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.
58 S Service Rd # 400, Melville, NY 11747, United States -
Island Tax and Accounting Group, LLC
● ClosedIsland 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.
40 Marcus Dr Suite 202, Melville, NY 11747, United States -
Rogers & Co Cpa's
● ClosedRogers & Co CPA's is a renowned accounting and finance institution located at 534 Broadhollow Road in Melville, New York. With a team of highly skilled and experienced professionals, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and dedication to client satisfaction make them a trusted partner for individuals and businesses seeking expert financial guidance. Visit Rogers & Co CPA's today to experience top-notch accounting services tailored to meet your specific needs.
534 Broadhollow Rd STE 300, Melville, NY 11747, United States -
Robert M. Fein, CPA
● ClosedRobert M. Fein, CPA is a reputable accounting and finance institution located at 525 Broadhollow Road in Melville, New York, United States. With years of experience and expertise in the field, they provide top-notch financial services to individuals and businesses alike. Their team of skilled professionals ensures accurate and efficient accounting solutions tailored to meet the unique needs of each client. Whether you need help with tax preparation, bookkeeping, or financial planning, Robert M. Fein, CPA is the go-to institution for all your accounting needs.
525 Broadhollow Rd #104, Melville, NY 11747, United States -
Citrin Cooperman
● OpenCitrin 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.
225 Broadhollow Rd #401, Melville, NY 11747, United States -
Comprehensive Hospitality Solutions, LLC
● ClosedComprehensive Hospitality Solutions, LLC is a leading accounting and finance institution located at 555 Broadhollow Road in Melville, New York, United States. Our team of experts specializes in providing comprehensive financial solutions tailored specifically for the hospitality industry. With a focus on accuracy, efficiency, and personalized service, we help businesses in the hospitality sector manage their finances effectively and achieve their financial goals. Whether you need assistance with budgeting, forecasting, tax planning, or financial analysis, our experienced professionals are here to help. Contact us today to learn more about how Comprehensive Hospitality Solutions, LLC can support your financial needs.
555 Broadhollow Rd Suite 274, Melville, NY 11747, United States -
William J. Camera, CPA
● OpenWilliam J. Camera, CPA is a reputable accounting and finance institution located at 555 Broadhollow Road in Melville, New York. With years of experience and expertise in the field, William J. Camera, CPA offers a wide range of services including tax preparation, auditing, financial planning, and consulting. Clients can trust in the professionalism and dedication of the team at William J. Camera, CPA to provide top-notch financial solutions tailored to their specific needs. Whether you are an individual or a business looking for expert accounting services, William J. Camera, CPA is the go-to institution in the United States.
555 Broadhollow Rd #330, Melville, NY 11747, United States -
Martini & Benisatto CPAs
● ClosedMartini & Benisatto CPAs is a reputable accounting and finance institution located at 1 Huntington Quadrangle in Melville, New York, United States. With a team of experienced and knowledgeable professionals, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Clients can trust Martini & Benisatto CPAs to deliver accurate and reliable financial solutions tailored to their specific needs.
1 Huntington Quadrangle #2C13, Melville, NY 11747, United States -
MGO (Macias Gini & O'Connell LLP)
● OpenMGO (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.
445 Broadhollow Rd #319, Melville, NY 11747, United States -
M&T Bank
● ClosedM&T Bank is a trusted financial institution located at 401 Broadhollow Road in Melville, New York. Our branch offers a wide range of personal banking services, including checking and savings accounts, mortgages, home equity lines of credit, auto loans, and credit cards. Our knowledgeable personal bankers are here to assist you with all your financial needs and help you find the best solutions for your goals. In addition to personal banking, M&T Bank also provides commercial and small business solutions tailored to meet the unique needs of businesses in the Melville area. Our Business Banking Specialists can help you start or expand your business, manage your finances, and achieve your financial objectives.
401 Broadhollow Rd, Melville, NY 11747, United States -
Colin Blue - Senior Mortgage Consultant
● ClosedColin Blue - Senior Mortgage Consultant is a finance institution located in Melville, New York, United States. Our team of advisors is dedicated to helping you navigate the home buying process, ensuring you make the right decisions from start to closing. We strive to make your home loan more affordable, offering a $500 credit towards your closing costs when you apply now. Our mortgage rates are based on current market conditions and various factors such as credit score, loan amount, and property type. We provide comprehensive services tailored to your individual needs, ensuring a smooth and seamless experience.
One Huntington Quadrangle Ste. 1N16, Melville, NY 11747, United States -
Gauntlet Funding
● OpenGauntlet Funding is a reputable institution located at 68 South Service Road in Melville, New York, United States. Specializing in finance, general contracting, and real estate agency services, Gauntlet Funding is dedicated to providing industry expertise in hard money lending NYC. Their team of seasoned private money lenders and asset financiers are committed to meeting the needs of today's investors with quick closings at competitive terms. Whether you are looking to finance a new condo in Broadway, Manhattan, an apartment near Brooklyn Bridge, or a cozy co-op in the Upper East Side, Gauntlet Funding has you covered. They offer a range of financing options, including DSCR loans, bridge loans, and joint venture loans, to help you finance, partner, sell, or purchase a property in New York City. With over 20 years of experience, Gauntlet Funding is a trusted source for private lending solutions in the state of New York. Visit their office in Melville, NY, to explore customized loan options tailored to your needs.
68 S Service Rd Suite 100, Melville, NY 11747, United States
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