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Accounting and financial planning in Pleasantville, New York

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  • 1
  • 5 2
    #1

    Darrel Upson - Private Wealth Advisor, Ameriprise Financial Services, LLC

    ● Closed

    Darrel Upson - Private Wealth Advisor at Ameriprise Financial Services, LLC is located at 427 Bedford Road, Pleasantville, New York, United States. As a recipient of the Ameriprise Client Experience Award, we prioritize what is most important to you, whether it be retirement planning, education savings, or major purchases. We provide personalized investment and portfolio recommendations based on your goals and risk tolerance. Our team at Hudson Peak Wealth Advisors is dedicated to helping you track your progress towards your financial goals and adjusting your plan as life changes. With secure online access to your accounts, you can easily monitor your investments and progress. Schedule a complimentary initial consultation to learn more about how we can help you achieve financial success. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Darrel Upson is registered to conduct securities business in certain states. Let's meet to discuss your financial goals and create a plan for a more confident financial future.

    427 Bedford Rd Ste 110, Pleasantville, NY 10570, United States
    914-769-2800
    ameripriseadvisors.com
    Darrel Upson - Private Wealth Advisor, Ameriprise Financial Services, LLC Darrel Upson - Private Wealth Advisor, Ameriprise Financial Services, LLC Darrel Upson - Private Wealth Advisor, Ameriprise Financial Services, LLC
    Details
  • #2

    Danielle Guilderson - Associate Financial Advisor, Ameriprise Financial Services, LLC

    ● Open

    Danielle Guilderson - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 427 Bedford Road, Pleasantville, New York, is dedicated to helping clients achieve their financial goals. With a focus on individual goals and risk tolerance, Danielle provides investment recommendations and portfolio strategies tailored to each client's needs. Regular meetings are held to review progress, adjust strategies as life changes, and track progress towards goals. Clients have secure access to their investments and accounts from any device. For those interested in learning more, a complimentary initial consultation can be scheduled to discuss financial planning concepts. Please note that written analysis and recommendations are not provided during this consultation. Ameriprise Financial Services, LLC cannot guarantee future financial results.

    427 Bedford Rd # 210, Pleasantville, NY 10570, United States
    914-801-7800
    ameripriseadvisors.com
    Danielle Guilderson - Associate Financial Advisor, Ameriprise Financial Services, LLC
    Details
  • #3

    Pleasantville Tax Office

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    Welcome to Pleasantville Tax Office, your trusted partner for all accounting and financial needs in Pleasantville, New York. Conveniently located at 80 Wheeler Avenue, Pleasantville, NY 10570, our office serves as a vital resource for individuals, businesses, and local government entities seeking expert financial guidance and support. At Pleasantville Tax Office, we pride ourselves on delivering personalized and professional services tailored to meet the unique requirements of our diverse clientele. Our team of experienced accountants and financial specialists is dedicated to helping you navigate the complexities of tax regulations, financial planning, and government compliance with ease and confidence.

    80 Wheeler Avenue, Pleasantville, New York 10570, United States
    914-769-1997
    pleasantville-ny.gov
    Details
  • #4

    James C. Cardillo, CPA PC

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    James C. Cardillo, CPA PC is a reputable accounting and finance institution located at 555 Pleasantville Road in Briarcliff Manor, New York, United States. With years of experience and expertise in the field, they provide a wide range of professional services to individuals and businesses alike. From tax preparation and auditing to financial planning and consulting, James C. Cardillo, CPA PC is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized approach sets them apart as a trusted partner in managing finances effectively.

    555 Pleasantville Rd Ste 230, Briarcliff Manor, NY 10510, United States
    914-747-5004
    Details
  • #5

    Bell & Leggio LLP

    ● Open

    Bell & Leggio LLP is a reputable accounting and finance firm located at 54 Wheeler Avenue in Pleasantville, New York. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses in the area. Our expertise includes tax preparation, financial planning, auditing, and more. Whether you need help with your personal finances or your business accounts, Bell & Leggio LLP is here to assist you every step of the way. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.

    54 Wheeler Ave, Pleasantville, NY 10570, United States
    914-741-5555
    Details
  • 5 1
    #6

    Gallo & Associates CPA's PC

    ● Closed

    Gallo & Associates CPA's PC is a reputable accounting and finance institution located at 427 Manville Road in Pleasantville, New York, United States. With a team of experienced certified public accountants, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Their dedication to professionalism and client satisfaction sets them apart as a trusted partner for individuals and businesses seeking expert financial guidance.

    427 Manville Rd, Pleasantville, NY 10570, United States
    914-747-5005
    gallocpas.com
    Details
  • #7

    Joseph T Gallo CPA

    ● Open

    Joseph T Gallo CPA is a reputable accounting and finance institution located at 70 Bedford Road in Pleasantville, New York, United States. With years of experience and expertise in the field, Joseph T Gallo CPA offers a wide range of services including tax preparation, financial planning, and business consulting. Their team of certified public accountants is dedicated to providing top-notch financial solutions tailored to meet the unique needs of each client. Whether you are an individual looking for personal tax assistance or a business in need of comprehensive financial management, Joseph T Gallo CPA is the go-to institution for all your accounting and finance needs.

    70 Bedford Rd, Pleasantville, NY 10570, United States
    914-747-7560
    Details
  • 5 2
    #8

    Harvey Ginsberg & Co CPA's, P.C.

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    Harvey Ginsberg & Co CPA's, P.C. is a reputable accounting and finance institution located at 555 Pleasantville Road in Briarcliff Manor, New York, United States. With a team of experienced certified public accountants, we provide a wide range of services including tax preparation, auditing, financial planning, and consulting to individuals and businesses. Our commitment to excellence and personalized attention to our clients' needs sets us apart in the industry. Trust Harvey Ginsberg & Co CPA's, P.C. for all your accounting and financial needs.

    555 Pleasantville Rd #150, Briarcliff Manor, NY 10510, United States
    914-741-6700
    hgco.biz
    Details
  • #9

    Good Cents Management

    ● Open

    Good Cents Management is a reputable accounting and finance institution located at 1077 Pleasantville Road in Briarcliff Manor, New York. Our team of experienced professionals is dedicated to helping individuals and businesses manage their finances efficiently and effectively. Whether you need help with tax preparation, budgeting, or financial planning, we are here to provide personalized solutions tailored to your specific needs. Trust Good Cents Management to help you make every penny count.

    1077 Pleasantville Rd, Briarcliff Manor, NY 10510, United States
    914-432-7310
    goodcentsmgmt.com
    Details
  • #10

    O'Neill & Noel

    ● Open

    O'Neill & Noel is a reputable accounting and finance institution located at 427 Bedford Road in Pleasantville, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, O'Neill & Noel is dedicated to providing top-notch financial solutions tailored to your specific needs. Trustworthy and reliable, they are committed to helping you achieve your financial goals.

    427 Bedford Rd # 290, Pleasantville, NY 10570, United States
    914-747-6215
    oncpa.com
    Details
  • 5 2
    #11

    Fine Ciliberti & Di Pietro Ltd

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    Fine Ciliberti & Di Pietro Ltd is a reputable accounting and finance institution located at 520 Bedford Road in Pleasantville, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, and financial planning. Their dedication to providing personalized and high-quality service sets them apart in the industry. Whether you are an individual or a business looking for expert financial advice, Fine Ciliberti & Di Pietro Ltd is the go-to institution for all your accounting and finance needs.

    520 Bedford Rd, Pleasantville, NY 10570, United States
    914-747-2733
    Details
  • 5 2
    #12

    Kearns Kathleen

    ● Closed

    Kearns Kathleen is a reputable accounting and finance institution located at 1247 Pleasantville Road in Briarcliff Manor, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and investment management. Clients can trust Kearns Kathleen for accurate and reliable financial guidance to help them achieve their goals.

    1247 Pleasantville Rd, Briarcliff Manor, NY 10510, United States
    914-941-3178
    Details
  • 4.5 4
    #13

    Demilia & Honigman

    ● Open

    Demilia & Honigman is a reputable accounting and finance institution located at 1270 Pleasantville Road in Briarcliff Manor, New York. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the United States. Their expertise in tax preparation, financial planning, and investment management sets them apart in the industry. Whether you are looking for assistance with your personal finances or need strategic financial advice for your business, Demilia & Honigman is dedicated to helping you achieve your financial goals.

    1270 Pleasantville Rd, Briarcliff Manor, NY 10510, United States
    914-762-0230
    dhcpas.biz
    Details
  • 5 1
    #14

    Frederick E Padolf & Co

    ● Closed

    Welcome to Frederick E Padolf & Co, your trusted partner in accounting and finance located in the heart of Pleasantville, New York. Situated at 19 Clinton Street, our firm is dedicated to providing exceptional financial services tailored to meet the unique needs of individuals and businesses in our community and beyond. With years of experience and a commitment to excellence, Frederick E Padolf & Co offers a comprehensive range of services, including tax preparation, bookkeeping, financial planning, and business consulting. Our team of skilled professionals is passionate about helping clients achieve their financial goals through personalized solutions and expert advice.

    19 Clinton Street, Pleasantville, New York 10570, United States
    914-769-6049
    Details
  • #15

    Envision Tax Relief

    ● Closed

    Welcome to Envision Tax Relief, your trusted partner in accounting and finance, located at 282 Mountain Road, Pleasantville, New York. Our mission is to empower you to take control of your tax future with confidence. We specialize in providing tailored solutions in tax resolution, bookkeeping, and tax preparation, ensuring compliance and peace of mind for individuals and businesses alike. Our expert bookkeeping services are designed to keep your business's finances in perfect order. With meticulous record-keeping and personalized reporting, we help you streamline operations and focus on growth. Discover the benefits of our bookkeeping services and how they can transform your financial management.

    282 Mountain Road, Pleasantville, New York 10570, United States
    914-689-4953
    envisiontaxrelief.com
    Envision Tax Relief Envision Tax Relief Envision Tax Relief
    Details
  • 1
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