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TOP 30 Tax management in Melville, NY
77 results found
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Bank of America Private Client Advisor Jing J Chen
Bank of America Private Client Advisor Jing J Chen is a Managing Director and Private Client Advisor located at 300 Broadhollow Road, Melville, New York, United States. Jing works closely with entrepreneurs, business owners, and executives, offering personalized financial advice in Mandarin and Cantonese. He leads a team of specialists in investment management, trust and estate planning, banking and lending, family office services, and business and succession planning. With a focus on clarity and responsiveness, Jing helps clients make informed decisions about their financial lives and legacies. He is committed to each client's long-term best interests and provides guidance on dynamic market conditions and evolving family priorities. Jing is a Certified Financial Planner™ and holds the Chartered Retirement Planning Counselor™ designation. Outside of work, Jing is involved in the Chinese American community in Queens. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience. They take the time to understand each client's needs and goals to create 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 offering personalized approaches and resources to achieve financial objectives. The institution values innovation and provides disciplined financial strategies to help clients navigate the complexities of the financial landscape. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their advisors before making financial decisions. Investing involves risk, and past performance does not guarantee future results. For more information, visit the Bank of America website."
Bank of America Private Client Advisor Vincent A Keaveny
Bank 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.
Macchiarola Roy J
Macchiarola Roy J is a reputable accounting and finance institution located at 734 Walt Whitman Road in Melville, New York, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Macchiarola Roy J is dedicated to helping you achieve your financial goals. Trustworthy and reliable, this institution is committed to providing excellent service and expertise in all areas of accounting and finance.
Megan D. Muccio, CPA, PLLC
Megan D. Muccio, CPA, PLLC is a professional accounting and finance institution located at 510 Broadhollow Road in Melville, New York. Specializing in personal finance and tax preparation, our team is dedicated to educating clients on the intricacies of their finances to help alleviate stress and increase financial knowledge. As the tax season approaches, we are here to guide you through the process and ensure you are prepared for the year ahead. Contact us today to learn more about how we can help you manage your personal finances effectively.
Fred J Catalano - Morgan Stanley
Fred J Catalano - Morgan Stanley is a finance institution located at 58 South Service Road in Melville, New York. As a branch of the renowned Morgan Stanley financial services firm, Fred J Catalano offers a wide range of financial services to individuals, businesses, and institutions. With a team of experienced financial advisors, they provide personalized investment strategies, wealth management, retirement planning, and more. Whether you are looking to grow your wealth, plan for the future, or manage your assets, Fred J Catalano - Morgan Stanley is dedicated to helping you achieve your financial goals.
Jennifer A Segura - Morgan Stanley
Jennifer A Segura - Morgan Stanley 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 and advice, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Jennifer A Segura - Morgan Stanley is here to guide you every step of the way. Trust us to provide personalized solutions and expert guidance to help you secure your financial future.
Matthew Thompson - Morgan Stanley
Matthew 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.
Salvatore P Vitale - Morgan Stanley
Salvatore 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.
The Pine Barrens Group - Morgan Stanley
The Pine Barrens Group - Morgan Stanley is a finance institution located at 58 South Service Road in Melville, New York, United States. With a reputation for excellence in financial services, the institution offers a wide range of investment and wealth management solutions to individuals and businesses. Their team of experienced professionals provides expert guidance and personalized strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, The Pine Barrens Group - Morgan Stanley is dedicated to helping you succeed.
Michael Lupia - Morgan Stanley
Michael Lupia - Morgan Stanley is a renowned finance institution located at 58 South Service Road in Melville, New York, United States. With a strong reputation for providing top-notch financial services, Michael Lupia - Morgan Stanley offers expert advice and guidance to clients looking to manage their investments, plan for retirement, or navigate the complexities of the financial market. The institution is committed to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are a seasoned investor or just starting out, Michael Lupia - Morgan Stanley is dedicated to providing personalized solutions to meet your unique needs.
Joseph A Broderick PC
Joseph A Broderick PC is a reputable accounting and finance institution located at 734 Walt Whitman Road in Melville, New York. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses in the area. From tax preparation to financial planning, Joseph A Broderick PC is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.
B N Kozin Co
B N Kozin Co is a reputable finance institution located at 560 Broadhollow Road in Melville, New York, United States. With a focus on providing top-notch financial services, B N Kozin Co is dedicated to helping clients achieve their financial goals. Whether you're looking for investment advice, retirement planning, or assistance with managing your assets, the experienced team at B N Kozin Co is here to help. Trustworthy, reliable, and committed to excellence, B N Kozin Co is a trusted partner for all your financial needs.
Comprehensive Hospitality Solutions, LLC
Comprehensive 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.
IDMS - Account Ability
IDMS - Account Ability is a leading institution specializing in accounting and finance services. Located at 555 Broadhollow Road in Melville, New York, United States, IDMS - Account Ability offers a wide range of financial solutions to individuals and businesses. With a team of experienced professionals, the institution is dedicated to providing top-notch accounting services to help clients manage their finances effectively. Whether you need help with tax preparation, bookkeeping, or financial planning, IDMS - Account Ability is here to assist you every step of the way. Trust in their expertise to ensure your financial success.
Barry Knepper CFO, CPA
Barry Knepper CFO, CPA is a reputable accounting and finance institution located at 736 Verona Drive in Melville, New York, United States. With a focus on providing top-notch financial services, Barry Knepper and his team of certified professionals offer expert advice and guidance to help individuals and businesses manage their finances effectively. Whether you are looking for tax preparation, financial planning, or other accounting services, Barry Knepper CFO, CPA is dedicated to providing personalized solutions to meet your specific needs. Trust in their expertise and experience to help you achieve your financial goals.
Bookkeeping services - Fincadia
Fincadia is a reputable bookkeeping services institution located at 425 Broadhollow Road in Melville, New York. Specializing in accounting and finance, Fincadia offers professional and reliable financial management solutions for businesses and individuals. With a team of experienced professionals, Fincadia provides comprehensive bookkeeping services tailored to meet the unique needs of each client. Whether you need assistance with budgeting, payroll, tax preparation, or financial reporting, Fincadia is committed to helping you achieve your financial goals. Contact Fincadia today to learn more about how their services can benefit you and your business.
Baker Tilly US, LLP
Baker Tilly US, LLP is a leading accounting and finance institution located at 125 Baylis Road, Melville, New York, United States. We offer a range of services including vulnerability management, audit planning for small capital projects, fair pay analysis, compliance solutions for prevailing wage and apprenticeship requirements, cybersecurity and data governance risk management, and strategic solutions for IRA, ESG, and cybersecurity. As a member of Baker Tilly International, the world’s 10th largest accountancy and advisory network, we are dedicated to providing exceptional client service, regional expertise, and community impact. Our team of experts is committed to guiding clients towards their goals and destinations they thought were beyond reach.
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