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TOP 30 Tax advisors in Melville, NY
102 results found
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Anthony Stella - Financial Advisor, Ameriprise Financial Services, LLC
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.
Matthews Tax Consultants
Matthews Tax Consultants is a trusted accounting and finance institution located at 5 Fenton Street in Melville, New York. With a team of experienced professionals, we provide expert tax consulting services to individuals and businesses alike. Our goal is to help our clients navigate the complex world of taxes and finances, ensuring they maximize their savings and minimize their liabilities. Whether you need help with tax planning, preparation, or resolution, Matthews Tax Consultants is here to provide personalized and reliable solutions. Contact us today to schedule a consultation and take control of your financial future.
Taxmaster of Melville, Inc.
Taxmaster of Melville, Inc. is a reputable accounting and finance institution located at 608 Walt Whitman Road in Melville, New York. With a team of experienced professionals, Taxmaster specializes in providing expert tax preparation, financial planning, and accounting services to individuals and businesses in the local community. Whether you need assistance with filing your taxes, managing your investments, or analyzing your financial statements, Taxmaster of Melville, Inc. is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can assist you with your accounting and finance needs.
Income Tax Specialty Co
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.
EA Tax Relief, Inc. (Long Island)
EA Tax Relief, Inc. in Long Island, located at 200 Broadhollow Road in Melville, New York, is an IRS Representation firm specializing in accounting, finance, and legal services. Our team of tax professionals is dedicated to standing on behalf of individuals and businesses during IRS tax collection or audit cases. We believe that every taxpayer has fundamental rights when dealing with the IRS, and we are committed to protecting those rights. At EA Tax Relief, Inc., we offer personalized strategies for each case, ensuring a one-on-one relationship with our clients. We are not just another national company where you are just a case file number. Our firm is BBB accredited, demonstrating our commitment to resolving consumer complaints and providing quality service to the public.
Francis Tax and Accounting Service
Francis Tax and Accounting Service is a reputable institution located in Melville, New York. Specializing in accounting and finance services, our dedicated team of professionals is committed to providing top-notch financial solutions for individuals and businesses alike. With a convenient location on 68 South Service Road, clients can rely on our expertise and personalized approach to meet their financial needs. Whether you require tax preparation, bookkeeping, or financial planning services, Francis Tax and Accounting Service is here to help you navigate the complexities of the financial world with ease and confidence. Contact us today to schedule a consultation and experience the difference our expertise can make for your financial success.
Merrill Lynch Financial Advisor Roderick A Jones
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
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.
Churchill Management Group - Melville
Churchill Management Group in Melville is a renowned finance institution located at 200 Broadhollow Road in Melville, New York. With a strong reputation for excellence in financial management, Churchill Management Group offers a wide range of financial services to individuals, families, and businesses. Their team of experienced professionals provides personalized financial planning, investment management, and wealth preservation strategies to help clients achieve their financial goals. With a commitment to integrity and client satisfaction, Churchill Management Group is a trusted partner for all your financial needs.
Merrill Lynch Financial Advisor Philip Siegel
Merrill Lynch Financial Advisor Philip Siegel is located at 1305 Walt Whitman Road in Melville, New York, United States. With a focus on wealth planning, Phil brings innovative ideas to successful individuals in various industries, such as sports and entertainment, technology, and healthcare. He is dedicated to building strong relationships with his clients and helping them make important financial decisions for themselves and their families. Phil is a Certified Financial Planner™ and Chartered Retirement Planning CounselorSM, with a Bachelor's degree in Finance from The George Washington University. He believes in a defined process for building wealth, emphasizing strategies that can create long-term results. Phil works closely with clients to understand their goals, risk tolerance, and investment objectives, creating personalized asset allocation plans that may include dividend-paying stocks, technology companies, ETFs, and alternative investments.
Merrill Lynch Financial Advisor Brian J Campbell
Merrill Lynch Financial Advisor Brian J Campbell, located at 300 Broadhollow Road in Melville, New York, offers a wide range of financial services to clients in the United States. With over 35 years of experience, Brian provides concierge service and guidance to a variety of clients including Endowments, Charitable organizations, Corporate Executives, Family Trusts and Individual Investors. Through a goals-based approach and access to specialists in various areas, Brian tailors investment strategies and risk management solutions to meet the unique needs of each client. Brian holds several FINRA registrations and designations, including Chartered Retirement Planning Counselor (CRPC) and Senior Portfolio Advisor. He is actively involved in various charitable organizations and brings a wealth of experience and expertise to his clients. With the support of the Bank of America Private Bank, Brian and his team provide specialized services in wealth structuring, estate planning, philanthropy, and investment management.
Merrill Lynch Financial Advisor Roodmy Cesar
Merrill 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.
Merrill Lynch Financial Advisor Tyler E Alvarez
Merrill Lynch Financial Advisor Tyler E Alvarez is a finance institution located at 1305 Walt Whitman Road, Melville, New York, United States. The institution takes a personalized approach to understanding your life priorities and creating a customized financial plan tailored to you, your family, and your goals. The Miranda Wealth Management Group, where Tyler E Alvarez works, utilizes a holistic investing approach focused on integrity, attention, and hard work. They collaborate with tax advisors and attorneys to ensure the best interest of the client is always a priority. With a commitment to excellence, they offer tailored strategies for high net worth individuals, families, and businesses to help meet both short-term and long-term financial goals. Their services include investment management, retirement analysis, insurance, trust and estate planning, and lending, supported by the resources of Merrill Lynch Wealth Management, Bank of America Private Bank, and Bank of America, N.A. The institution believes in developing strategies that help clients build wealth while reducing risk and volatility, with a focus on helping clients pursue their goals. They offer personalized financial approaches designed to address individual needs, whether it's planning for retirement, buying a home, funding education, or passing wealth to future generations. The team at Merrill Lynch Financial Advisor Tyler E Alvarez is dedicated to building strong client relationships based on trust and personalized service, with a commitment to helping clients achieve what matters most to them.
Patrick J Tiernan Jr - Financial Advisor, Ameriprise Financial Services, LLC
Patrick J Tiernan Jr is a financial advisor at Ameriprise Financial Services, LLC located at 200 Broadhollow Road in Melville, New York. Ameriprise has been recognized as one of the Most Trustworthy Companies in America by Newsweek. Patrick J Tiernan Jr can help you navigate the complexities of investing, risk tolerance, and financial planning. Whether you are looking to build wealth or plan for retirement, Patrick J Tiernan Jr can provide personalized advice to help you reach your financial goals. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Contact Patrick J Tiernan Jr for a complimentary initial consultation to discuss your financial future.
Merrill Lynch Financial Advisor Raymond A Miranda
Merrill Lynch Financial Advisor Raymond A Miranda, located at 1305 Walt Whitman Road, Melville, New York, United States, is a finance institution that prioritizes understanding your life goals and aspirations. The Miranda Wealth Management Group takes a holistic approach to investing, focusing on integrity, attention, and hard work. They collaborate with clients to create personalized financial plans tailored to each individual's needs, working closely with tax advisors and attorneys to ensure the best outcomes. The institution offers a range of services, including investment management, retirement analysis, insurance, trust and estate planning, and lending, supported by the resources of Merrill Lynch Wealth Management and Bank of America. The team is dedicated to helping high net worth individuals and their families achieve both short-term and long-term financial goals while reducing risk and volatility. With a focus on building wealth and preserving assets, the institution believes in creating a financial approach that aligns with each client's unique priorities. By combining expertise with leading research, they strive to help clients reach their financial objectives. The institution has received recognition for exemplary client service from Forbes, showcasing their commitment to providing personalized and trustworthy financial advice. Clients can expect a personalized approach that reflects their goals and values, with regular check-ins to ensure their financial plan remains aligned with their changing needs. Merrill Lynch Financial Advisor Raymond A Miranda is dedicated to helping clients achieve their financial goals through a personalized and comprehensive approach.
Brian Gabel - TIAA Wealth Management Advisor
Brian Gabel - TIAA Wealth Management Advisor is a finance institution located at 58 South Service Road in Melville, New York, United States. As a trusted advisor, Brian Gabel helps clients navigate the complexities of wealth management, offering personalized solutions to help them achieve their financial goals. With a focus on building long-term relationships, Brian Gabel provides expert guidance on investments, retirement planning, and estate planning. Whether you are looking to grow your wealth or secure your financial future, Brian Gabel - TIAA Wealth Management Advisor is dedicated to helping you make informed decisions and achieve financial success.
Tom Dominic - Financial Advisor, Ameriprise Financial Services, LLC
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.
Melody Yr Graham - Associate Financial Advisor, Ameriprise Financial Services, LLC
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 - Financial Advisor, Ameriprise Financial Services, LLC
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.
Jeffrey E Wenzel - Financial Advisor, Ameriprise Financial Services, LLC
Jeffrey E Wenzel is a Financial Advisor at Ameriprise Financial Services, LLC located at 445 Broadhollow Road in Melville, New York, United States. With 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®, Jeffrey E Wenzel offers comprehensive and specialized financial services to individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with asset management, retirement planning, estate planning, investment strategies, insurance products, or tax and benefits planning, Jeffrey E Wenzel has the expertise and knowledge to help you navigate the complexities of financial planning. With a commitment to ethical practices and ongoing education, Jeffrey E Wenzel is dedicated to providing personalized and effective financial solutions to meet your unique needs.
Merrill Lynch Financial Advisor Matthew A Roache
Merrill Lynch Financial Advisor Matthew A Roache, located at 1305 Walt Whitman Road in Melville, New York, offers personalized financial planning services tailored to your life priorities. The Miranda Wealth Management Group takes a holistic approach to investing, focusing on integrity, attention, and hard work to ensure that each client's financial situation and desires are fully understood. By collaborating with tax advisors and attorneys, the team ensures that all aspects of your financial strategy work together seamlessly. Specializing in high net worth individuals, families, and businesses, Merrill Lynch Financial Advisor Matthew A Roache provides customized recommendations for investment management, retirement planning, insurance, trust and estate planning services, and lending. With access to resources from Merrill Lynch Wealth Management, Bank of America Private Bank, and Bank of America, N.A., the team can help you achieve a balance between building wealth and reducing risk.
Merrill Lynch Financial Advisor Len Baldassare
Merrill Lynch Financial Advisor Len Baldassare, located at 300 Broadhollow Road in Melville, New York, offers personalized wealth management strategies tailored to your individual financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Len Baldassare can help you navigate the complexities of the financial markets and make informed decisions to achieve your aspirations. Len Baldassare follows the Merrill tradition of community involvement, volunteering with organizations to give back to the community. By utilizing the Merrill Personal Wealth Analysis™, a personalized financial plan can be created to align with your unique goals and objectives. Through ongoing conversations and assessments, Len Baldassare aims to understand your investment preferences and develop a customized approach to help you pursue what matters most to you.
Robert Pecoraro - Financial Advisor, Ameriprise Financial Services, LLC
Robert Pecoraro - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 200 Broadhollow Road, Melville, New York, United States. Robert Pecoraro holds various certifications such as 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®, 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 demonstrate expertise in various areas of financial planning, including asset management, estate planning, retirement planning, and investment management. Robert Pecoraro is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Robert Pecoraro - Financial Advisor, Ameriprise Financial Services, LLC for expert guidance on your financial goals.
Jose Sanchez - TIAA Wealth Management Advisor
Jose Sanchez - TIAA Wealth Management Advisor is a leading finance institution located at 58 South Service Road in Melville, New York. As a trusted advisor, Jose Sanchez provides personalized wealth management services to help clients achieve their financial goals and secure their futures. With a focus on comprehensive financial planning, investment management, and retirement planning, Jose Sanchez is dedicated to delivering expert financial guidance and support to individuals and families. Contact Jose Sanchez - TIAA Wealth Management Advisor today to start planning for a brighter financial future.
Stanislav Nedzhetskiy - TIAA Wealth Management Advisor
Stanislav 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.
Jeremy Young - TIAA Wealth Management Advisor
Jeremy Young - TIAA Wealth Management Advisor is a leading financial institution located at 58 South Service Road in Melville, New York. As a trusted advisor, Jeremy Young provides expert wealth management services to help clients achieve their financial goals. With a focus on personalized strategies and long-term financial planning, Jeremy Young and his team at TIAA Wealth Management Advisor are dedicated to helping clients navigate the complexities of the financial world and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Jeremy Young is committed to providing tailored solutions to meet your unique needs. Contact Jeremy Young - TIAA Wealth Management Advisor today to schedule a consultation and take the first step towards financial success.
Robert Gallo - TIAA Wealth Management Advisor
Robert Gallo - TIAA Wealth Management Advisor is a prestigious finance institution located in Melville, New York, United States. As a trusted wealth management advisor, Robert Gallo provides expert financial advice and services to help clients achieve their financial goals and secure their future. With a focus on personalized solutions and exceptional customer service, Robert Gallo - TIAA Wealth Management Advisor is dedicated to helping individuals and families navigate the complexities of wealth management with confidence and peace of mind.
Robert Campbell - TIAA Wealth Management Advisor
Robert Campbell - TIAA Wealth Management Advisor is a reputable finance institution located at 58 South Service Road in Melville, New York. As a trusted advisor, Robert Campbell provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and offering tailored solutions, Robert Campbell - TIAA Wealth Management Advisor is committed to helping individuals and families secure their financial future. Visit their office in Melville, New York to learn more about their comprehensive financial planning services.
Bank of America Private Client Advisor Frances Beiro
Bank of America Private Client Advisor Frances Beiro is located at 300 Broadhollow Road in Melville, New York, United States. Frances Beiro is a Senior Vice President, Private Client Advisor, and Institutional Client Advisor with Bank of America Private Bank. She focuses on developing long-lasting relationships with clients to help them manage their wealth effectively and with care. Frances is committed to acting as a fiduciary, always looking out for the best interests of her clients. She specializes in helping families build lasting legacies and offers a range of services including investments, wealth strategy, trust and estate planning, and banking. Frances also works with nonprofit organizations to help them achieve financial stability and long-term growth. She is dedicated to giving back to the community and is involved in various organizations such as Circulo de la Hispanidad and the Women's Exchange. With a background in finance and a strong network of relationships, Frances is able to provide clients with the resources they need to reach their financial goals.
Bank of America Private Client Advisor Terence J McLaughlin
Bank of America Private Client Advisor Terence J McLaughlin, located at 300 Broadhollow Road, Melville, New York, United States, is a finance institution led by Managing Director Terry McLaughlin. With over three decades of experience, Terry and his team of specialists provide personalized wealth management strategies for nonprofits, business owners, and high-net-worth families. They offer services such as investment management, specialty asset management, philanthropy, trust and estate planning, and banking. Terry's goal is to establish lasting relationships with clients, guiding them through the challenges and opportunities that come with significant wealth. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust, personal experience, and a commitment to putting clients' goals first. They offer innovative financial strategies to help clients navigate evolving markets and changing environments. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their own advisors before making financial decisions.
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