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Accounting and financial planning in Garden City, New York

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  • 5 39
    #1

    25th Hour Accounting Solutions

    ● Closed

    25th Hour Accounting Solutions is a reliable and professional accounting firm located in the heart of Albany, New York. Our team of experienced accountants and financial experts are dedicated to providing top-notch services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to help. Visit us at 9 Garden Street to see how we can help you make the most of your finances.

    9 Garden St, Albany, NY 12209, United States
    518-489-4365
    25thhour.biz
    Details
  • #2

    Crossroads Accounting & Bus

    ● Open

    Crossroads Accounting & Bus is a trusted accounting and finance institution located at 2 Garden Drive in Monticello, New York. Our team of experienced professionals is dedicated to providing exceptional accounting services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Visit us today to see how we can help you achieve your financial goals.

    2 Garden Dr, Monticello, NY 12701, United States
    845-796-7676
    Details
  • #3

    Merrill Lynch Financial Advisor Richard C. Davalos

    ● Closed

    Merrill Lynch Financial Advisor Richard C. Davalos is a reputable finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and territories, clients are guided towards achieving their desired financial goals. Specializing in asset allocation, diversification, and rebalancing, the institution emphasizes the importance of risk management in investments. While offering a broad range of brokerage, investment advisory, and financial planning services, Merrill Lynch does not provide legal, tax, or accounting advice. Clients are encouraged to consult with their own advisors before making financial decisions. Additionally, Merrill Lynch is affiliated with Bank of America Corporation, offering insurance and annuity products through Merrill Lynch Life Agency Inc. and trust and fiduciary services through Bank of America Private Bank. The institution also provides banking products through Bank of America, N.A. and affiliated banks. With various certifications and affiliations, Merrill Lynch Financial Advisor Richard C. Davalos aims to provide clients with personalized financial solutions tailored to their needs.

    1325 Franklin Ave 4th Floor, Garden City, NY 11530, United States
    347-642-0691
    fa.ml.com
    Details
  • #4

    Merrill Lynch Financial Advisor Joshua Sucov

    ● Closed

    Merrill Lynch Financial Advisor Joshua Sucov is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and US territories, the institution helps clients achieve their financial goals. The institution offers a wide range of brokerage, investment advisory, and financial planning services, but does not provide legal, tax, or accounting advice. Clients are encouraged to consult with their own advisors before making financial decisions. Merrill Lynch is a subsidiary of Bank of America Corporation and offers various investment, insurance, and annuity products. The institution strives to provide clients with information about products and services that may be of interest, and offers a personalized approach to financial planning.

    1325 Franklin Ave 4th Floor, Garden City, NY 11530, United States
    516-877-8447
    fa.ml.com
    Merrill Lynch Financial Advisor Joshua Sucov
    Details
  • 5 1
    #5

    The Garden City Group - Morgan Stanley

    ● Open

    The Garden City Group - Morgan Stanley is a prestigious financial institution located at 1200 Franklin Avenue in Garden City, New York, United States. With a strong reputation for excellence in financial services, they offer a wide range of investment and wealth management solutions to their clients. Their team of experienced professionals is dedicated to providing personalized and innovative financial strategies to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning services, The Garden City Group - Morgan Stanley is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

    1200 Franklin Ave 2nd Fl, Garden City, NY 11530, United States
    516-227-2815
    advisor.morganstanley.com
    Details
  • #6

    Merrill Lynch Financial Advisor Gregory Ferdinand

    ● Closed

    Merrill Lynch Financial Advisor Gregory Ferdinand, located at 1325 Franklin Avenue in Garden City, New York, offers insights, observations, and ideas to help clients achieve their financial goals. With a passion for working with high net worth individuals, families, and businesses, Gregory believes in collaborating with clients to define what matters most to them as they prepare for the future. Along with a team of specialists, he provides goals-based wealth management to affluent families, professionals, and business owners. Gregory Ferdinand started his financial services career in 1991 and is dedicated to cultivating long-lasting relationships by providing exceptional service, customized advice, and a disciplined approach to investing. With Merrill Personal Wealth Analysis™, Gregory can build and document personalized plans centered on clients' goals and priorities.

    1325 Franklin Ave 3rd Floor, Garden City, NY 11530, United States
    516-877-8318
    fa.ml.com
    Merrill Lynch Financial Advisor Gregory Ferdinand
    Details
  • 5 4
    #7

    Strategic Tax and Consulting Services LLC

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    Strategic Tax and Consulting Services LLC is a leading accounting and finance institution located at 100 Quentin Roosevelt Boulevard in Garden City, New York, United States. Our team of experienced professionals provides strategic tax planning and consulting services to help individuals and businesses navigate the complex world of finance. With a focus on personalized solutions and exceptional customer service, we are committed to helping our clients achieve their financial goals. Whether you need assistance with tax preparation, financial planning, or business consulting, our dedicated team is here to help. Contact us today to learn more about how we can assist you with all of your accounting and finance needs.

    100 Quentin Roosevelt Blvd #513, Garden City, NY 11530, United States
    516-320-7200
    Strategic Tax and Consulting Services LLC Strategic Tax and Consulting Services LLC
    Details
  • #8

    George Hunt - Financial Advisor, Ameriprise Financial Services, LLC

    ● Closed

    George Hunt - Financial Advisor, Ameriprise Financial Services, LLC, located at 1001 Franklin Avenue, Garden City, New York, United States, is a trusted finance institution that has been named one of the Most Trustworthy Companies in America 2023 by Newsweek. George Hunt provides personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress, update strategies as life changes, and track progress towards financial goals. Clients can access their investments and accounts from any device securely. George Hunt helps clients determine their risk tolerance, which is crucial in developing an appropriate investment strategy. By understanding how much market volatility they can endure, clients can make informed decisions about their investments and diversification strategies. If you're not already a client, schedule a complimentary initial consultation to start planning for a more confident financial future.

    1001 Franklin Ave Ste 302, Garden City, NY 11530, United States
    516-479-5834
    ameripriseadvisors.com
    George Hunt - Financial Advisor, Ameriprise Financial Services, LLC George Hunt - Financial Advisor, Ameriprise Financial Services, LLC
    Details
  • #9

    Merrill Lynch Financial Advisor James R Gallego

    ● Closed

    Merrill Lynch Financial Advisor James R Gallego is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. With a focus on what matters most to you, James Gallego can assist in creating a flexible strategy tailored to today's dynamic market conditions. By providing access to Merrill's investment insights and Bank of America's banking convenience and lending solutions, he aims to help you pursue your financial goals through personalized wealth management strategies. James Gallego follows the Merrill tradition of community involvement, volunteering time with local organizations. The Merrill Personal Wealth Analysis™ tool can help build a personalized plan centered on your goals and aspirations. As a financial advisor at Merrill Lynch Wealth Management, James focuses on your family, goals, and priorities, adapting to changes over time.

    1325 Franklin Ave 4th Floor, Garden City, NY 11530, United States
    516-877-8362
    fa.ml.com
    Merrill Lynch Financial Advisor James R Gallego
    Details
  • #10

    The Reilly Financial Group - Ameriprise Financial Services, LLC

    ● Closed

    The Reilly Financial Group - Ameriprise Financial Services, LLC, located at 1001 Franklin Avenue, Garden City, New York, is a finance institution that offers personalized investment and financial planning services. Whether you are planning for retirement, education, or a major purchase, our experienced advisors provide tailored recommendations based on your goals and risk tolerance. We work with you to document your goals, regularly review your progress, and adjust your approach as needed. With secure online access, you can track your investments and accounts from any device. Schedule a complimentary initial consultation to learn more about how we can help you achieve your financial goals. Our advisors are registered to do business in certain U.S. states, and we adhere to strict regulations to ensure the security and privacy of your information. Contact us today to start the conversation about what matters most to you.

    1001 Franklin Ave Ste 302, Garden City, NY 11530, United States
    516-228-0100
    ameripriseadvisors.com
    The Reilly Financial Group - Ameriprise Financial Services, LLC The Reilly Financial Group - Ameriprise Financial Services, LLC
    Details
  • #11

    Merrill Lynch Financial Advisor Raffaele DeGruttola

    ● Closed

    Merrill Lynch Financial Advisor Raffaele DeGruttola is located at 1325 Franklin Avenue, Garden City, New York, United States. The institution, CDB Wealth Management, believes in building good relationships through teamwork and involvement, delivered by their advisors and wealth management client associates. They offer access to the global investment capabilities of Merrill and the banking convenience of Bank of America. The team at CDB Wealth Management works with clients to identify and prioritize personal financial goals, such as funding education, retirement planning, healthcare costs, and wealth preservation. They offer personalized financial strategies aligned with each client's individual goals. The institution begins every relationship with a conversation to understand the client's priorities and goals. They utilize the Investment Personality Assessment to gain a deeper understanding of each client's investing preferences. The team at CDB Wealth Management helps clients track changes in their lives and goals to ensure their financial approach reflects these changes.

    1325 Franklin Ave 4th Floor, Garden City, NY 11530, United States
    516-877-8370
    fa.ml.com
    Merrill Lynch Financial Advisor Raffaele DeGruttola Merrill Lynch Financial Advisor Raffaele DeGruttola
    Details
  • #12

    Merrill Lynch Financial Advisor Thomas C Nastasi

    ● Closed

    Merrill Lynch Financial Advisor Thomas C Nastasi, located at 1325 Franklin Avenue, Garden City, New York, United States, is a prestigious finance institution that prides itself on providing exemplary client service. Recognized by financial industry publications and Bank of America Corporation, our team of talented and experienced individuals is dedicated to building strong client relationships based on trust and personalized service. At Merrill Lynch Wealth Management, our financial advisors focus on what matters most to you - your family, goals, and priorities. Through in-depth conversations, we help you identify and prioritize your financial goals, whether it's planning for retirement, buying a home, or funding a child's education. Our Investment Personality Assessment allows us to customize a financial approach tailored to your unique preferences and goals.

    1325 Franklin Ave 4th Floor, Garden City, NY 11530, United States
    516-877-8505
    fa.ml.com
    Merrill Lynch Financial Advisor Thomas C Nastasi Merrill Lynch Financial Advisor Thomas C Nastasi
    Details
  • 5 20
    #13

    J.B. Luzim & Company - Tax and Accounting

    ● Closed

    J.B. Luzim & Company is a reputable tax and accounting firm located at 300 Garden City Plaza in Garden City, New York. With a team of experienced professionals, they specialize in providing comprehensive accounting and financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, J.B. Luzim & Company is dedicated to helping you achieve your financial goals. Trustworthy and reliable, they are committed to providing top-notch service to their clients in the United States.

    300 Garden City Plaza #154, Garden City, NY 11530, United States
    516-747-8939
    taxguyofli.com
    J.B. Luzim & Company - Tax and Accounting J.B. Luzim & Company - Tax and Accounting
    Details
  • 5 3
    #14

    S & K Accounting Corp

    ● Closed

    S & K Accounting Corp is a reputable accounting and finance institution located at 61-07 Springfield Boulevard in New York, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, bookkeeping, financial planning, and consulting. Their commitment to accuracy and integrity ensures that clients receive top-notch financial assistance tailored to their individual needs. Whether you are a small business owner or an individual looking for financial guidance, S & K Accounting Corp is dedicated to helping you achieve your financial goals.

    61-07 Springfield Blvd, Oakland Gardens, NY 11364, United States
    718-819-8575
    S & K Accounting Corp S & K Accounting Corp S & K Accounting Corp
    Details
  • #15

    Graham and Graham CPAs

    ● Open

    Graham and Graham CPAs is a reputable accounting and finance institution located at 585 Stewart Avenue in Garden City, New York, United States. With a team of experienced and knowledgeable certified public accountants, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Their dedication to providing personalized and professional services has made them a trusted partner for individuals and businesses seeking expert financial guidance. Visit Graham and Graham CPAs today for all your accounting and finance needs.

    585 Stewart Ave Suite 640, Garden City, NY 11530, United States
    718-256-9107
    grahamandgrahamcpas.com
    Graham and Graham CPAs
    Details
  • 5 1
    #16

    Di Berardino Accounting

    ● Open

    Di Berardino Accounting is a reputable institution located at 490 Center Road in West Seneca, New York. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a focus on accuracy, integrity, and personalized service, we strive to help our clients achieve their financial goals and make informed decisions. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Di Berardino Accounting is here to help. Contact us today to schedule a consultation and see how we can assist you with your financial needs.

    Garden Level, 490 Center Rd, West Seneca, NY 14224, United States
    716-671-5553
    di-berardino-accounting.business.site
    Details
  • 5 5
    #17

    Petillo & Petillo Accounting Service

    ● Closed

    Petillo & Petillo Accounting Service is a reputable accounting firm located at 250 Nassau Boulevard in Garden City, New York. Specializing in accounting and finance services, our experienced team of professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. With a focus on accuracy, efficiency, and personalized attention, we strive to help our clients navigate the complexities of financial management with ease. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Petillo & Petillo Accounting Service is here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can assist you in reaching your financial objectives.

    250 Nassau Blvd, Garden City, NY 11530, United States
    516-538-7870
    Details
  • #18

    Bob Sutton - Financial Advisor, Ameriprise Financial Services, LLC

    ● Open

    Welcome to Bob Sutton - Financial Advisor, Ameriprise Financial Services, LLC, located at 50 Station Road, Water Mill, New York 11976. Our firm is dedicated to providing expert financial guidance tailored to your unique needs. With a robust suite of qualifications, Bob Sutton is equipped to help you navigate the complexities of financial planning, investment strategies, and wealth management. Our advisor holds prestigious certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, each reflecting a deep commitment to ethical standards and comprehensive financial expertise. These designations cover a wide range of financial disciplines, from asset allocation and estate planning to retirement strategies and investment opportunities for retirees and small business owners.

    50 Station Road, Water Mill, New York 11976, United States
    631-458-7050
    ameripriseadvisors.com
    Bob Sutton - Financial Advisor, Ameriprise Financial Services, LLC Bob Sutton - Financial Advisor, Ameriprise Financial Services, LLC
    Details
  • #19

    Michael Laliberte - Financial Advisor, Ameriprise Financial Services, LLC

    ● Open

    Welcome to "Michael Laliberte - Financial Advisor, Ameriprise Financial Services, LLC," where we are dedicated to guiding you through the complexities of financial planning. Situated at 50 Station Road, Water Mill, New York, our firm is committed to providing personalized financial advice tailored to your unique needs and goals. Michael Laliberte, a seasoned financial advisor, brings a wealth of expertise and a wide array of professional designations that underscore his commitment to excellence and ethical practice in the field of finance. With certifications such as the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), Michael is equipped to address a diverse range of financial scenarios, from asset management and estate planning to retirement strategies and wealth transfers.

    50 Station Road, Water Mill, New York 11976, United States
    631-458-7050
    ameripriseadvisors.com
    Michael Laliberte - Financial Advisor, Ameriprise Financial Services, LLC Michael Laliberte - Financial Advisor, Ameriprise Financial Services, LLC
    Details
  • #20

    Philip Andriola - Private Wealth Advisor, Ameriprise Financial Services, LLC

    ● Open

    Welcome to Philip Andriola - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 50 Station Road, Water Mill, New York 11976. As a trusted partner in finance, we are dedicated to helping you achieve your financial goals with personalized strategies tailored to your unique needs. Our team is equipped with an array of prestigious certifications that demonstrate our commitment to excellence and ethical practices in financial advising. Our expertise spans a broad spectrum, including asset management, estate planning, retirement strategies, and investment opportunities tailored for retirees and small business owners. We are proud to hold advanced certifications such as the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), among others.

    50 Station Road, Water Mill, New York 11976, United States
    631-458-7050
    ameripriseadvisors.com
    Philip Andriola - Private Wealth Advisor, Ameriprise Financial Services, LLC Philip Andriola - Private Wealth Advisor, Ameriprise Financial Services, LLC
    Details
  • 5 1
    #21

    Guardian Life Insurance Co-America

    ● Open

    Guardian Life Insurance Co-America, located at 990 Stewart Avenue in Garden City, New York, is an insurance agency that offers a variety of insurance plans and policies to help individuals thrive today while preparing for tomorrow. The institution recently announced a record-breaking $1.398 billion dividend allocation for participating policyholders, showcasing their dedication to inspiring well-being. With a reputation for delivering on promises, Guardian has been recognized by organizations such as the Human Rights Campaign, DALBAR, and J.D. Power. Their commitment to customer service excellence is reflected in their J.D. Power 2022 Certified Customer Service Program recognition.

    990 Stewart Ave #200, Garden City, NY 11530, United States
    516-870-5727
    guardianlife.com
    Details
  • 4.7 51
    #22

    Ronald S. Cook

    ● Open

    Ronald S. Cook, Attorney at Law, located at 1225 Franklin Avenue in Garden City, New York, is a reputable institution specializing in accounting, finance, and legal services. With a focus on bankruptcy cases, Attorney Cook has assisted numerous individuals and businesses facing financial difficulties. The firm offers debt settlement services to protect clients from collection actions such as wage garnishment. Additionally, they provide defense against foreclosures for those at risk of losing their homes. Attorney Cook, with over 25 years of experience and five advanced degrees, is dedicated to providing expert legal representation. The firm is known for its responsive and reliable services, with 24-hour availability for emergencies. With multiple offices throughout New York, including Suffolk County, Nassau County, Queens, Brooklyn, Bronx, Westchester, Staten Island, and Manhattan, the firm strives to make the legal process convenient for clients.

    1225 Franklin Ave Suite 325, Garden City, NY 11530, United States
    888-275-2620
    roncooklawfirm.com
    Ronald S. Cook Ronald S. Cook Ronald S. Cook
    Details
  • 5 1
    #23

    D'Arcangelo & Co LLP

    ● Closed

    D'Arcangelo & Co LLP is a renowned accounting and finance firm located at 200 East Garden Street in Rome, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax planning, auditing, and consulting. Their commitment to excellence and personalized approach sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Whether you need help with tax preparation or financial planning, D'Arcangelo & Co LLP is dedicated to helping you achieve your financial goals.

    200 E Garden St, Rome, NY 13440, United States
    315-336-9220
    darcangelo.cpa
    Details
  • #24

    Peterson Associates LLC

    ● Closed

    Peterson Associates LLC is a renowned accounting and finance institution located at 1225 Franklin Avenue in Garden City, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, financial planning, and consulting. Known for their expertise and dedication to client satisfaction, Peterson Associates LLC is a trusted partner for individuals and businesses looking to manage their finances effectively. Whether you need help with tax compliance or strategic financial planning, you can rely on Peterson Associates LLC to provide personalized solutions tailored to your specific needs.

    1225 Franklin Ave, Garden City, NY 11530, United States
    516-747-3035
    petersonassociatesllc.com
    Details
  • #25

    Core IR

    ● Closed

    CORE IR is a finance institution located at 377 Oak Street, Garden City, New York, United States. At CORE IR, we focus on raising visibility, expanding awareness, and increasing shareholder value for our clients. We offer relationship introductions with various key players in the finance industry, such as institutional investors, fund managers, and analysts. Our team crafts compelling messages that resonate with investors and leverage advanced tools to measure and elevate the ROI of your investor relations program. We go beyond traditional valuation measures to identify alternative metrics that highlight the intrinsic value of your business. Our comprehensive communications and digital media plans help us integrate with key constituents to unify all communications. We ensure your story reaches the right audience through our experience and longstanding relationships in the industry.

    377 Oak St, Garden City, NY 11530, United States
    212-655-0924
    coreir.com
    Core IR Core IR Core IR
    Details
  • #26

    Janover LLC

    ● Closed

    Janover LLC is a leading accounting and finance institution located at 100 Quentin Roosevelt Boulevard in Garden City, New York. With a team of experienced professionals, Janover LLC offers a wide range of services including auditing, tax planning, and financial consulting. Clients can trust in the expertise and dedication of the staff at Janover LLC to help them navigate the complexities of the financial world and achieve their goals.

    100 Quentin Roosevelt Blvd #516, Garden City, NY 11530, United States
    516-542-6300
    janoverllc.com
    Details
  • 5 1
    #27

    KSC Professional Services

    ● Open

    KSC Professional Services is a reputable institution located at 130 Euston Road in Garden City, New York, United States. We offer a wide range of professional services to individuals and businesses, including accounting, tax preparation, financial planning, and consulting. Our team of experienced professionals is dedicated to providing high-quality services and personalized solutions to meet our clients' needs. Whether you are looking for assistance with your personal finances or need help with complex business matters, KSC Professional Services is here to help. Contact us today to learn more about how we can assist you in achieving your financial goals.

    130 Euston Rd, Garden City, NY 11530, United States
    516-522-0499
    kscpros.com
    Details
  • 5 2
    #28

    Mallozzi & Dwyer, CPAs P.C.

    ● Closed

    Mallozzi & Dwyer, CPAs P.C. is a reputable accounting and finance institution located at 66 New Hyde Park Road in Garden City, New York, United States. With a team of experienced and knowledgeable professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation and planning to auditing and consulting, Mallozzi & Dwyer, CPAs P.C. 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.

    66 New Hyde Park Rd #204, Garden City, NY 11530, United States
    516-328-1000
    cpasmd.com
    Mallozzi & Dwyer, CPAs P.C. Mallozzi & Dwyer, CPAs P.C.
    Details
  • 3.7 3
    #29

    Enterprises Igbans

    ● Open

    Enterprises Igbans is a reputable accounting and finance institution located at 21834 139th Avenue in New York, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our services include tax preparation, financial planning, bookkeeping, and more. Trust Enterprises Igbans to help you navigate the complexities of the financial world and achieve your goals.

    21834 139th Ave, Springfield Gardens, NY 11413, United States
    718-276-8100
    Details
  • 4.6 67
    #30

    H&R Block

    ● Closed

    H&R Block is a reputable accounting and finance institution located at 2421 Jericho Turnpike in Garden City Park, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to providing top-notch financial solutions to help you achieve your financial goals. Visit their office today to learn more about how they can assist you with your accounting and finance needs.

    2421 Jericho Turnpike, Garden City Park, NY 11040, United States
    516-742-0723
    hrblock.com
    H&R Block H&R Block H&R Block
    Details
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