TOP 30 Tax advisory services in Melville, New York

43 results found

The Financial Consulting Group - UBS Financial Services Inc. is a leading financial institution located at 58 South Service Road in Melville, New York, United States. Specializing in finance, the institution offers a wide range of services including financial planning, investment management, and wealth management. With a team of experienced financial advisors, The Financial Consulting Group - UBS Financial Services Inc. provides personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your investments, this institution is dedicated to providing expert guidance and support.

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.

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.

Trivium Point Advisory, located at 41 Pinelawn Road in Melville, New York, is a finance institution that is excited to welcome Paradigm Financial Partners and Lyons & Lyons, CPAs to their team. They specialize in connecting people, processes, and finances to provide essential financial strategies through wealth management, tax and accounting, and business advisory services all under one roof. Dedicated to individuals seeking an experienced and central advisor for their financial needs, Trivium Point Advisory offers a specialized experience that combines wealth management, accounting, and business advisory services for those who value financial stewardship. Their goal is to help clients understand their numbers and create a personalized financial roadmap to work towards their financial goals.

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.

Anne Napolitano Consulting, Inc. is a leading provider of Business Accounting & Advisory Services located in Melville, New York. With a focus on accounting and finance, our team of experts is dedicated to helping businesses navigate the complexities of financial management. From bookkeeping and tax preparation to strategic financial planning, we offer a comprehensive range of services to meet the unique needs of each client. Whether you are a small startup or a large corporation, our experienced professionals are here to provide personalized solutions to help you achieve your financial goals. Visit us at 25 Melville Park Road to learn more about how Anne Napolitano Consulting, Inc. can support your business.

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.

Caufield Wealth Management Group - UBS Financial Services Inc. is a renowned financial institution located at 58 South Service Road in Melville, New York, United States. As a leading wealth management group, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Caufield Wealth Management Group provides personalized investment strategies, retirement planning, estate planning, and more. Trustworthy and reliable, they are committed to helping their clients secure their financial future.

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.

Katz Tax Seminars LLC is a finance institution located at 175 Broadhollow Road in Melville, New York, United States. Specializing in tax seminars, our experienced professionals provide in-depth training and education on tax laws and regulations to help individuals and businesses navigate the complexities of taxation. Join us to stay informed and up-to-date on the latest tax changes and strategies.

Frisch Financial Group, Inc. is a leading finance institution located at 445 Broadhollow Road in Melville, New York. With a strong reputation for providing top-notch financial services, they offer a wide range of investment and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized advice and guidance to help clients navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Frisch Financial Group, Inc. is committed to helping you succeed.

Landmark Wealth Management, LLC. is a finance institution located at 95 Broadhollow Road in Melville, New York, United States. Our team of experienced financial advisors is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investment portfolio, our knowledgeable professionals are here to guide you every step of the way. Trust Landmark Wealth Management, LLC. to help you secure your financial future.

G&H CPAs is a reputable accounting and finance institution located at 445 Broadhollow Road in Melville, New York. With a team of experienced and knowledgeable professionals, they offer a wide range of services including tax preparation, auditing, financial planning, and more. Their commitment to providing high-quality and personalized services sets them apart from other firms in the industry. Whether you are an individual or a business owner, G&H CPAs is dedicated to helping you achieve your financial goals. Contact them today to learn more about how they can assist you with your accounting and finance needs.

Sundack CPA is a reputable accounting and finance institution located at 425 Broadhollow Road in Melville, New York, United States. With a team of experienced and knowledgeable professionals, Sundack CPA offers a wide range of financial services including tax preparation, auditing, bookkeeping, and consulting. Clients can trust in the expertise and personalized attention provided by Sundack CPA to help them manage their finances and achieve their financial goals.

Cove Capital Advisors is a reputable finance and insurance agency located at 510 Broadhollow Road in Melville, New York, United States. With a strong focus on providing top-notch financial and insurance services, Cove Capital Advisors is dedicated to helping individuals and businesses achieve their financial goals and secure their futures. With a team of experienced professionals, they offer personalized solutions and expert advice to meet the unique needs of each client. Whether you are looking for investment guidance, insurance coverage, or financial planning, Cove Capital Advisors is committed to providing high-quality service and support every step of the way.

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.

Compass Advisors, located at 155 Pinelawn Road in Melville, New York, is a finance institution that specializes in guiding individuals and businesses towards financial independence. With a focus on creating personalized strategies and solutions, our experienced team offers unbiased and comprehensive advice in areas such as investment management, retirement planning, and estate conservation. Clients trust us to help them navigate their financial journey, ensuring a secure future for themselves and future generations. Compass Advisory Group LLC, operating as Compass Advisors, is a registered investment advisor dedicated to providing top-notch financial guidance.

Wealth Conservation Group Inc. is a finance institution located at 576 Broadhollow Road, Melville, New York, United States. With a focus on providing estate, wealth, retirement, and benefit planning to family businesses and high-net-worth individuals, Wealth Conservation Group has over 40 years of experience in the industry. Their team, consisting of individuals with over 100 years of combined experience, specializes in various financial services such as wealth conservation, tax reduction strategies, employee benefits, multi-generational planning, asset protection, business planning, estate planning, investment advice, retirement planning, eldercare planning, cash flow strategies, and 401(k)s. The institution prides itself on fostering strong, long-term relationships built on trust, knowledge, and integrity with their clients. They serve a wide range of clients including business owners, successful families, pre-retirees and retirees, executives and professionals, first responders, teachers, and physicians. Wealth Conservation Group is committed to helping clients achieve their financial goals and dreams, allowing them to spend more time doing what they love with their loved ones. The institution is licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in several states. Additionally, they offer securities products and services through NYLIFE Securities LLC and advisory services through Eagle Strategies LLC. Wealth Conservation Group is independently owned and operated from NYLIFE Securities LLC and its affiliates and does not provide tax, legal, or accounting advice. Joseph Brida, a member of the Nautilus Group(R) and a registered investment adviser representative, is one of the key professionals at Wealth Conservation Group.

Sterling Wealth Management Group is a leading finance institution located at 324 South Service Road in Melville, New York, United States. We specialize in providing comprehensive wealth management services to help our clients achieve their financial goals. Our team of experienced professionals offers personalized investment strategies, retirement planning, estate planning, and more. At Sterling Wealth Management Group, we are dedicated to helping our clients build and preserve their wealth for the future.

BDO, located at 201 Old Country Road in Melville, New York, is a leading accounting and finance institution offering a wide range of services to businesses in the area. Stay informed about emerging trends, regulatory updates, and the latest headlines in the industry. Discover how to drive new growth and find competitive advantages for your business with valuable data and insights. Our Melville office serves the Long Island and New York Metropolitan Area, providing world-class resources and exceptional service to our clients. With a team of talented professionals, we offer assurance, tax, and advisory services to various industries including manufacturing, retail, real estate, technology, and more.

Merrill Lynch Wealth Management, located at 300 Broadhollow Road in Melville, New York, offers a collaborative network of experienced financial advisors who can provide personalized investing insights, wealth planning strategies, and retirement income planning. With access to resources from Merrill Lynch and Bank of America, advisors can assist with a range of financial needs, including guidance on concentrated stock positions, traditional investments, and estate planning services. The advisors at the BROADHOLLOW NY branch are dedicated to client service and satisfaction, working closely with clients to understand their goals and create tailored financial strategies. Through volunteerism and charitable outreach, the branch also supports the local community and non-profit organizations.

Merrill Lynch Wealth Management, located at 1305 Walt Whitman Road in Melville, New York, offers clients the investing insights of Merrill along with access to the extensive banking capabilities of Bank of America. Their team of experienced financial advisors can assist with retirement income planning, guidance on concentrated stock positions, traditional investments, and estate planning services. The advisors are committed to client service and satisfaction, helping clients identify personal and professional goals to create financial strategies designed to meet long-term objectives. Through volunteerism and charitable outreach, the branch supports the communities in which they live and work. Merrill Lynch Wealth Management provides training, mentoring, and technology for new and experienced advisors to help clients pursue their unique financial goals. Clients have access to individually customized investment approaches and wealth management advice, products, and services. Merrill Lynch has been training financial advisors since 1946, offering critical skills and knowledge to assist individuals in pursuing their financial goals. It's important to consult legal and tax advisors before making financial decisions, as investing involves risk. Additional information about brokerage and investment advisory services is available through Merrill financial advisors. The institution is dedicated to providing a wide range of technology, intellectual capital, and marketing resources to enhance client relationships and build businesses.

A&F Capital Group, located at 200 Broadhollow Road in Melville, New York, is an independent financial services and insurance company. We specialize in providing objective solutions for small and mid-sized businesses, as well as high net worth individuals, without the sale of any proprietary products. Our team prides itself on building personal client relationships and providing unparalleled service. We believe in frequent communication with our clients to keep them fully informed about their accounts and to help them achieve their financial goals while minimizing unnecessary risk. Our focus is on creating custom investment and insurance portfolios that offer consistent tax-efficient returns.

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 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.

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.

Merrill 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.

Bridge 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.

Deborah 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.

David M Barnett is a finance institution located at 1305 Walt Whitman Road, Melville, New York, United States. Your journey to finding the right advisor begins with a name and location. Investing comes with risks, and there is always the potential to lose money. Asset allocation, diversification, and rebalancing do not guarantee profits or protect against losses in declining markets. Merrill Lynch, its affiliates, and financial advisors do not offer legal, tax, or accounting advice. It is recommended to consult with your legal and/or tax advisors before making any financial decisions. Merrill offers a wide range of brokerage, investment advisory, and other services. Additional information can be found in our Client Relationship Summary. Trust and fiduciary services are provided by Bank of America Private Bank and U.S. Trust Company of Delaware, both subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and subsidiary of Bank of America Corporation. Banking products are provided by Bank of America, N.A. and affiliated banks. Merrill Lynch is a registered broker-dealer, registered investment adviser, and Member SIPC. Securities, strategic advisory, and other investment banking activities are performed globally by investment banking affiliates of Bank of America Corporation. The institution strives to provide information about products and services that may be of interest to you. Relationship-based ads and online behavioral advertising help us achieve this goal. Please note that by clicking on certain links, you may be redirected to external websites with separate terms and privacy policies.