TOP 30 Best Tax consultant in Melville, New York
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Anthony Stella - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedAnthony 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.
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G&H CPAs
● OpenG&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.
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Sundack CPA
● ClosedSundack 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.
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All Access Financial
● ClosedAll 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.
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Northwestern Mutual - Financial District
● ClosedNorthwestern Mutual - Financial District is a leading financial institution located at 50 Broad Street in the heart of New York City. As a trusted provider of financial services, Northwestern Mutual offers a wide range of solutions to help clients achieve their financial goals and secure their financial future. With a team of experienced financial advisors and experts, Northwestern Mutual is dedicated to providing personalized financial planning, investment management, insurance solutions, and retirement planning services. Whether you are looking to build wealth, protect your assets, or plan for retirement, Northwestern Mutual is committed to helping you navigate the complex world of finance with confidence and peace of mind.
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Madelyn Barker - Prudential Financial
● OpenMadelyn Barker - Prudential Financial is a finance and insurance agency located at 606 Walt Whitman Road in Melville, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including investment planning, retirement planning, and insurance coverage. Whether you are looking to secure your financial future or protect your assets, Madelyn Barker - Prudential Financial is dedicated to providing personalized solutions to meet your needs. Contact them today to schedule a consultation and start planning for a secure financial future.
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Cove Capital Advisors
● ClosedCove 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.
510 Broadhollow Rd #104, Melville, NY 11747, United StatesAdvertisements -
Principal Financial Group
● ClosedPrincipal Financial Group, located at 48 South Service Road in Melville, New York, is a finance and insurance agency dedicated to helping individuals, businesses, and their employees achieve financial security. As part of the nationwide network of financial professionals affiliated with Principal Financial Group, we offer a range of services to meet our clients' needs. Our team is committed to building relationships and providing personalized solutions to help protect and grow your wealth. Whether you are looking for insurance products, life insurance, annuities, securities, or investment advisory services, our licensed professionals are here to assist you. Join us in making a difference in the financial well-being of our community. Let's work together to solve problems and create a brighter future.
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Law Offices of Lawrence Cohen - Elder Law Attorney
● ClosedThe Law Offices of Lawrence Cohen is a trusted institution located in Melville, New York, specializing in Elder Law. As an experienced Elder Law Attorney, Lawrence Cohen provides expert legal services to seniors and their families, focusing on issues such as estate planning, long-term care, Medicaid planning, and guardianship. With a commitment to personalized and compassionate representation, Lawrence Cohen helps clients navigate the complexities of elder law and plan for their future with confidence. Contact the Law Offices of Lawrence Cohen today for professional and dedicated legal assistance.
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Law Offices of Gregory W Kalmar
● OpenThe Law Offices of Gregory W Kalmar is a reputable legal institution located at 395 North Service Road in Melville, New York. Specializing in various areas of law, including personal injury, real estate, and estate planning, our team of experienced lawyers is dedicated to providing top-notch legal representation to clients in need. With a strong track record of success and a commitment to excellence, we strive to ensure that our clients receive the best possible outcome for their legal matters. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
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SGF Law
● ClosedSGF Law, located at 135 Pinelawn Road in Melville, New York, is a boutique firm that offers a personalized approach with the benefits of a large firm. Serving clients throughout Long Island and surrounding areas such as Merrick, Massapequa, Baldwin, and more, SGF Law specializes in estate planning and elder law issues. With over 30 years of experience, the team at SGF Law is dedicated to helping individuals and families navigate important legal matters. Estate planning is crucial for everyone, regardless of age or financial standing. Without proper planning, state law will determine how your assets are distributed. The team at SGF Law is well-versed in estate planning and elder law, with over 45 years of combined experience handling thousands of cases. They can assist with complex issues to ensure proper planning for yourself or an older relative.
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Alfred Walendowski, PC
● OpenAlfred Walendowski, PC is a reputable finance and legal institution located at 532 Broadhollow Road in Melville, New York, United States. Specializing in providing expert financial and legal services, the institution is known for its professionalism, integrity, and dedication to helping clients navigate complex financial and legal matters. With a team of experienced lawyers and financial experts, Alfred Walendowski, PC is committed to providing high-quality services tailored to meet the individual needs of each client. Whether you need assistance with financial planning, estate planning, business law, or any other legal or financial matter, Alfred Walendowski, PC is here to help.
532 Broadhollow Rd #111, Melville, NY 11747, United States -
Law Office of Ronald D. Weiss, P.C.
● ClosedThe 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.
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Richard Kanter Attorney At Law
● ClosedRichard Kanter Attorney At Law is a reputable legal institution located at 555 Broadhollow Road in Melville, New York. As a seasoned lawyer, Richard Kanter specializes in various areas of law and provides expert legal advice and representation to his clients. With a commitment to excellence and a track record of successful cases, Richard Kanter Attorney At Law is dedicated to serving the legal needs of individuals and businesses in the United States. Whether you are facing a personal injury claim, a business dispute, or need assistance with estate planning, Richard Kanter Attorney At Law is here to help. Contact us today to schedule a consultation and find out how we can assist you with your legal matters.
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Kyle F. Lester, CPA PC - Kyle F. Lester, Attorney at Law
● OpenKyle F. Lester, CPA PC - Kyle F. Lester, Attorney at Law is a comprehensive financial and legal institution located at 425 Broadhollow Road in Melville, New York. Specializing in accounting, finance, and legal services, this institution offers expert advice and guidance in a wide range of financial and legal matters. Whether you need assistance with tax preparation, financial planning, estate planning, or legal representation, Kyle F. Lester and his team are dedicated to providing top-notch service and personalized solutions to meet your needs. With a focus on professionalism, integrity, and client satisfaction, Kyle F. Lester, CPA PC - Kyle F. Lester, Attorney at Law is your trusted partner for all your financial and legal needs.
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Dallas Law, LLC
● OpenDallas Law, LLC is a reputable law firm located at 58 South Service Road in Melville, New York. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to clients in the United States. Whether you are in need of legal advice, representation, or consultation, Dallas Law, LLC is here to help. Contact us today to schedule a consultation and let us assist you with your legal needs.
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The Reilly Law Group
● ClosedThe Reilly Law Group is a leading legal firm located at 538 Broadhollow Road in Melville, New York. With a team of experienced attorneys specializing in various fields of law, including personal injury, real estate, and estate planning, The Reilly Law Group is dedicated to providing top-quality legal services to clients in the greater New York area. Whether you are facing a complex legal issue or need guidance on a legal matter, The Reilly Law Group is committed to representing your best interests and achieving the best possible outcome for your case. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
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Mark Rosenbloom ESQ. PLLC
● OpenMark Rosenbloom ESQ. PLLC is a reputable law firm located at 25 Melville Park Road in Melville, New York. With a focus on providing high-quality legal services, the firm is led by experienced attorney Mark Rosenbloom who specializes in various areas of law. Clients can expect personalized attention, expert advice, and dedicated representation for their legal needs. Whether it's a complex litigation case or a routine legal matter, Mark Rosenbloom ESQ. PLLC is committed to delivering excellent results for their clients. Contact them today for a consultation.
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The Barnett Group - UBS Financial Services Inc.
● OpenThe Barnett Group - UBS Financial Services Inc. is a reputable finance institution located at 58 South Service Road in Melville, New York, United States. With a strong focus on providing personalized financial solutions and expert advice, the institution offers a wide range of services including wealth management, investment planning, retirement planning, and more. 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 wealth, plan for retirement, or navigate complex financial decisions, The Barnett Group - UBS Financial Services Inc. is committed to providing top-notch service and support.
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Pivotal Financial Services, Inc
● ClosedPivotal Financial Services, Inc is a leading finance and insurance agency located at 445 Broadhollow Road in Melville, New York, United States. With a team of experienced professionals, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for insurance coverage, retirement planning, investment advice, or estate planning, our dedicated team is here to help you every step of the way. Contact us today to learn more about how we can assist you in securing your financial future.
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The DePiro Group - UBS Financial Services Inc.
● OpenThe DePiro Group - UBS Financial Services Inc. is a reputable finance institution located at 58 South Service Road in Melville, New York, United States. With a strong focus on providing expert financial services, they offer a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized financial advice and guidance to assist clients in making informed decisions about their finances. Whether you are looking to invest, plan for retirement, or manage your wealth, The DePiro Group - UBS Financial Services Inc. is committed to helping you navigate the complex world of finance with confidence.
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Physician Financial Services
● ClosedPhysician Financial Services is a finance institution located at 225 Broadhollow Road in Melville, New York, United States. Specializing in financial services tailored specifically for physicians, our team of experts is dedicated to helping medical professionals manage their finances and achieve their financial goals. Whether you are looking to invest, save for the future, or plan for retirement, Physician Financial Services is here to provide personalized guidance and support. Trust us to help you navigate the complexities of financial planning so you can focus on what matters most – your patients.
225 Broadhollow Rd Suite 115, Melville, NY 11747, United StatesAdvertisements -
Wells Fargo Advisors Financial Network
● ClosedWells Fargo Advisors Financial Network is a finance institution located at 401 Broadhollow Road in Melville, New York. As a part of the Wells Fargo Advisors network, this institution offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced advisors, they provide personalized investment strategies, retirement planning, wealth management, and more. Whether you are looking to grow your wealth or plan for the future, Wells Fargo Advisors Financial Network can help you navigate the complexities of the financial world.
401 Broadhollow Rd, Melville, NY 11747, United States -
Merrill Lynch Financial Advisor Roderick A Jones
● ClosedMerrill 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.
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The Island Harbor Group - Morgan Stanley
● OpenThe Island Harbor Group at Morgan Stanley is a prestigious financial institution located in Melville, New York. With a prime address on South Service Road, this group offers a wide range of financial services and expertise to clients looking to secure their financial future. Whether you are seeking investment advice, wealth management solutions, or retirement planning, the experienced professionals at The Island Harbor Group are dedicated to helping you achieve your financial goals. Trust in the reputation and reliability of Morgan Stanley, and let The Island Harbor Group guide you towards a prosperous financial future.
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The Papaleo/McCleery Group - Morgan Stanley
● OpenThe Papaleo/McCleery Group at Morgan Stanley is a finance institution located at 58 South Service Road in Melville, New York. Our team of experienced financial advisors is dedicated to providing personalized investment strategies and wealth management solutions to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we strive to deliver superior financial guidance and service to individuals, families, and businesses. Contact us today to learn how we can help you secure your financial future.
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Horizon Wealth Management - UBS Financial Services Inc.
● OpenHorizon Wealth Management - UBS Financial Services Inc. is a reputable finance institution located at 58 South Service Road in Melville, New York, United States. With a focus on wealth management, they provide personalized financial services to help clients achieve their financial goals and secure their future. Their team of experienced professionals offers expert advice and guidance on investment strategies, retirement planning, estate planning, and more. With a commitment to excellence and client satisfaction, Horizon Wealth Management - UBS Financial Services Inc. is a trusted partner for individuals looking to grow and protect their wealth.
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Bank of America Private Client Advisor William Ayers
● OpenBank 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.
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Premier Wealth Partners, Inc.
● ClosedPremier Wealth Partners, Inc. is a leading finance institution located at 35 Pinelawn Road in Melville, New York. With a team of experienced financial professionals, we specialize in providing personalized wealth management services to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our dedicated team is here to provide expert guidance and support every step of the way. Contact us today to learn more about how Premier Wealth Partners, Inc. can help you secure a brighter financial future.
35 Pinelawn Rd Suite 208E, Melville, NY 11747, United States -
Forest Hills Financial Group
● ClosedForest 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.
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