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TOP 30 Accounting and financial planning in Poughkeepsie, NY
41 results found
Search for local businesses, places and services near you
Paralegal and Advocacy Services of the Hudson Valley
Paralegal and Advocacy Services of the Hudson Valley is a leading institution located at 58 South Clinton Street in Poughkeepsie, New York, offering a wide range of services in the fields of accounting, finance, and health. Our dedicated team of professionals provides expert paralegal support and advocacy services to individuals and organizations in the Hudson Valley region. Whether you need assistance with legal documentation, financial planning, or healthcare advocacy, our experienced staff is here to help. Contact us today to learn more about how we can assist you with your specific needs.
Merrill Lynch Financial Advisor Michael M Mattes
Merrill Lynch Financial Advisor Michael M. Mattes, located at 2649 South Road in Poughkeepsie, New York, is a trusted institution specializing in finance. As a Wealth Management Advisor and Senior Vice President with over a decade of experience, Michael focuses on creating personalized wealth management strategies tailored to individual needs. Through Merrill Personal Wealth Analysis™, Michael helps clients build and document personalized plans centered on their goals and aspirations. By prioritizing conversations with clients, Michael aims to understand their unique financial goals and priorities, whether it's planning for future generations, pursuing passions, or managing wealth for long-term growth. With access to the investment insights of Merrill and banking solutions from Bank of America, Michael works with clients to develop customized approaches designed to address their financial needs.
Seven Bridges Wealth Advisors - Ameriprise Financial Services, LLC
Seven Bridges Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 176 Church Street, Poughkeepsie, New York, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams for 2024, we offer personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Our experienced financial advisors document your goals, regularly review your progress, and adjust your approach as life changes. With access to your investments and accounts from any device, you can track your progress towards your goals securely. Schedule a complimentary initial consultation to learn how we can help you achieve financial success. Our Ameriprise Financial Advisors provide personalized advice to address retirement concerns and help you plan for the future. Start financial planning with us today to secure your financial future. Please refer to our website for important disclosures and regulations. Ameriprise Financial Services, LLC is a member of FINRA and SIPC.
Birch Hill Wealth Advisors - Ameriprise Financial Services, LLC
Birch Hill Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 27 Collegeview Avenue, Poughkeepsie, New York, United States. They have received the Ameriprise Client Experience Award for 2023 and offer complimentary initial consultations to address individual financial goals and risk tolerance. The institution provides investment recommendations, asset allocation strategies, and portfolio updates to help clients achieve their goals. They emphasize multi-generational financial planning, ensuring that every family member's unique aspirations are considered. Ameriprise financial advisors are registered in certain U.S. states and adhere to strict regulations outlined on their website. Clients can access their accounts and track progress towards their goals securely from any device. The institution values financial literacy and empowers clients to make informed decisions for their future. To learn more about how Birch Hill Wealth Advisors can assist with financial planning, schedule a complimentary consultation today.
B. Riley Wealth Tax Services Poughkeepsie, NY
B. Riley Wealth Tax Services in Poughkeepsie, NY, located at 11 Raymond Avenue, offers expert accounting and finance services to both individuals and businesses. Our tax professionals are well-versed in the latest tax laws and can help you minimize tax liabilities. We provide comprehensive financial strategies to help you keep more of what you earn and grow your net worth over time. Whether you need assistance with tax returns or a total tax management plan, our dedicated team is here to help. With qualified designations and expertise in federal and state tax laws, you can trust us to guide you through tax season and beyond. Contact us at (845) 867-5850 for more information.
Jade Bai CPA Accounting and Tax Services LLC
Jade Bai CPA Accounting and Tax Services LLC is a reputable accounting and finance institution located at 42 Catharine Street in Poughkeepsie, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Whether you are an individual or a business owner, you can trust Jade Bai CPA Accounting and Tax Services LLC to provide you with expert advice and personalized solutions to help you achieve your financial goals.
Champion Accounting
Champion Accounting is a reputable institution located at 1938 New Hackensack Road in Poughkeepsie, New York, United States. Specializing in accounting and finance services, Champion Accounting provides expert financial guidance and support to individuals and businesses alike. With a team of experienced professionals, clients can trust in Champion Accounting to handle their financial needs with precision and care. Whether it's tax preparation, bookkeeping, or financial planning, Champion Accounting is dedicated to helping clients achieve their financial goals.
Wainwright Financial Solutions
Wainwright Financial Solutions is a leading accounting and finance institution located at 312 Titusville Road in Poughkeepsie, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and investment management. Whether you need help with your personal finances or are looking to grow your business, Wainwright Financial Solutions is dedicated to providing expert guidance and support to help you achieve your financial goals.
Accounting Services of the Hudson Valley
Accounting Services of the Hudson Valley is a reputable institution located at 35 Wildwood Drive in Poughkeepsie, New York, United States. Specializing in accounting and finance services, this institution offers a wide range of professional financial services to individuals and businesses in the Hudson Valley region. With a team of experienced accountants and financial experts, clients can expect personalized and reliable assistance with their financial needs. Whether you require tax preparation, bookkeeping, or financial planning, Accounting Services of the Hudson Valley is committed to providing top-notch services to help you achieve your financial goals.
Desi Tax Services
Desi Tax Services is a reputable accounting and finance institution located at 55 Market Street in Poughkeepsie, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, Desi Tax Services is dedicated to providing personalized and reliable financial solutions to meet your needs. Contact them today to schedule a consultation and take control of your financial future.
Thomas W. Bauer, Esq., CPA
Thomas W. Bauer, Esq., CPA is a reputable institution located at 42 Catharine Street in Poughkeepsie, New York. Specializing in accounting, finance, and legal services, this institution offers expert guidance and support for individuals and businesses alike. With a focus on professionalism and client satisfaction, Thomas W. Bauer, Esq., CPA is dedicated to providing top-notch services to help clients navigate the complexities of financial and legal matters. Whether you are in need of tax preparation, financial planning, or legal representation, you can trust the experienced team at Thomas W. Bauer, Esq., CPA to deliver exceptional results.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management is a finance institution located at 2649 South Road, Poughkeepsie, New York, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities. We offer financial strategies based on years of combined knowledge and stress the importance of understanding each client's current financial situation. Our advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services. We are committed to client service and satisfaction, helping clients identify personal and professional goals related to lifestyle and multi-generational issues. Through volunteerism and charitable outreach, we support the communities in which we live and work. As a Merrill client, you have access to industry-skilled advisors, a disciplined wealth planning platform, and technological resources to help you pursue your financial and life goals.
B N Thakkar CPA P.C.
B N Thakkar CPA P.C. is a well-established accounting and finance institution located in Poughkeepsie, New York, United States. With a team of highly skilled and experienced certified public accountants, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to excellence and personalized approach to each client ensures that their financial needs are met with precision and accuracy. Whether you are an individual or a business owner, B N Thakkar CPA P.C. is dedicated to helping you achieve your financial goals.
RBT CPAs, LLP
RBT CPAs, LLP is a reputable accounting and finance institution located at 2678 South Road in Poughkeepsie, New York. With a team of experienced professionals, they offer a wide range of services including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and personalized service sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Whether you need help with tax compliance or strategic financial planning, RBT CPAs, LLP is dedicated to helping you achieve your goals.
Fred Timm CPA
Fred Timm CPA is a reputable accounting and finance institution located at 2 Austin Court in Poughkeepsie, New York. With years of experience and expertise in the field, Fred Timm CPA offers a wide range of services including tax preparation, financial planning, and bookkeeping. Their team of dedicated professionals is committed to providing top-notch financial solutions tailored to meet the needs of their clients. Whether you are an individual or a business owner, Fred Timm CPA is the go-to institution for all your accounting and finance needs in the United States.
Forbes Business Solutions LLC
Forbes Business Solutions LLC is a leading accounting and finance institution located on High Street in Poughkeepsie, New York, United States. With a team of experienced professionals, Forbes Business Solutions LLC offers a wide range of financial services to help businesses manage their finances effectively. From bookkeeping and tax preparation to financial planning and consulting, Forbes Business Solutions LLC is dedicated to providing top-notch financial solutions tailored to meet the unique needs of each client. Trust Forbes Business Solutions LLC to handle all your accounting and finance needs with professionalism and expertise.
Rama CPA LLC
Rama CPA LLC is a reputable accounting and finance institution located at 61 King George Road in Poughkeepsie, New York, United States. Our team of experienced professionals provides a wide range of services including tax preparation, financial planning, and bookkeeping. We pride ourselves on delivering personalized, high-quality services to individuals and businesses alike. Trust Rama CPA LLC for all your accounting and finance needs.
D'Arcangelo & Co., LLP
D'Arcangelo & Co., LLP is a renowned accounting and finance institution located at 510 West Haight Avenue in Poughkeepsie, New York, United States. With a team of experienced professionals, they offer a wide range of services including auditing, tax planning, financial consulting, and more. Clients can rely on their expertise and personalized approach to help them navigate complex financial matters and achieve their goals.
Zastenchik & Co. CPAs
Zastenchik & Co. CPAs is a reputable accounting and finance institution located at 11 Raymond Avenue in Poughkeepsie, New York. With a team of experienced certified public accountants, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Visit Zastenchik & Co. CPAs for all your accounting and finance needs.
Sosa Tax Consulting LLC
Sosa Tax Consulting LLC is a professional accounting and finance institution located at 3 Neptune Road in Poughkeepsie, New York. Our team of experienced consultants provide expert tax preparation, financial planning, and consulting services to individuals and businesses. With a commitment to accuracy and personalized service, we strive to help our clients navigate the complexities of tax laws and financial regulations. Contact us today to schedule a consultation and let us help you achieve your financial goals.
Kirshon & Co
Kirshon & Co is a reputable accounting and finance institution located at 22 IBM Road in Poughkeepsie, New York. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust Kirshon & Co for accurate and reliable financial advice to help them achieve their financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial matters.
Popavero Jr Thomas J CPA
Popavero Jr Thomas J CPA is a reputable accounting and finance institution located at 160 Salt Point Turnpike in Poughkeepsie, New York. With years of experience in the industry, they offer a wide range of services to individuals and businesses alike. From tax preparation to financial planning, their team of certified public accountants is dedicated to providing top-notch assistance and guidance to help clients achieve their financial goals. Trust Popavero Jr Thomas J CPA for all your accounting and finance needs in the United States.
Alexander Morphet - Thrivent
Alexander Morphet - Thrivent is a finance institution located at 312 Titusville Road in Poughkeepsie, New York, United States. Licensing can be obtained through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. The institution and its financial professionals do not offer legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional for such matters. Thrivent offers advice and guidance through its Financial Planning Framework, which involves reviewing and analyzing a client's financial situation. Clients have the option to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
RC Tax Services
RC Tax Services is a reputable accounting and finance institution located at 7 Mansion Street in Poughkeepsie, New York, United States. With a team of experienced professionals, they provide a wide range of tax services to individuals and businesses. Whether you need help with tax preparation, planning, or filing, RC Tax Services is dedicated to helping you navigate the complexities of the tax system and maximize your financial opportunities. Trust RC Tax Services for all your accounting and finance needs.
H&R Block
H&R Block is a trusted accounting and finance institution located at 2566 South Road in Poughkeepsie, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual or a business owner, H&R Block is dedicated to helping you achieve your financial goals and maximize your returns. Visit us today to see how we can help you navigate the complex world of finance with ease and confidence.
H&R Block
H&R Block is a well-known accounting and finance institution located at 51 Burnett Boulevard in Poughkeepsie, New York, United States. With a reputation for providing expert tax preparation and financial services, H&R Block offers personalized solutions to help individuals and businesses manage their finances effectively. Whether you need assistance with tax filing, bookkeeping, or financial planning, the experienced professionals at H&R Block are dedicated to helping you achieve your financial goals.
Tax Matters, LLC
Tax Matters, LLC is a reputable accounting and finance institution located at 11 Davis Road in Poughkeepsie, New York, United States. With a team of experienced professionals, Tax Matters, LLC specializes in providing expert tax services, financial planning, and accounting solutions to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial consulting, Tax Matters, LLC is dedicated to helping you navigate the complexities of the financial world with ease and confidence. Trust Tax Matters, LLC to handle all of your tax and financial needs with precision and professionalism.
Kellogg Tax Service
Kellogg Tax Service is a reputable accounting and finance institution located at 80 Washington Street in Poughkeepsie, New York. With a team of experienced professionals, they provide expert tax services to individuals and businesses in the United States. Whether you need assistance with tax preparation, planning, or consulting, Kellogg Tax Service is dedicated to helping you navigate the complexities of the tax system and maximize your financial well-being. Trust Kellogg Tax Service for all your accounting and finance needs.
H&R Block
H&R Block is a renowned accounting and finance institution located at 47 Civic Center Plaza in Poughkeepsie, New York, United States. With a team of experienced professionals, H&R Block offers a range of services including tax preparation, financial planning, and accounting services. Whether you are an individual or a business looking for expert financial guidance, H&R Block is dedicated to providing personalized and comprehensive solutions to meet your needs. Visit us today to experience our top-notch services and expertise in the field of accounting and finance.
Ostrander Barbara E CPA
Ostrander Barbara E CPA is a reputable accounting and finance institution located at 2678 South Road in Poughkeepsie, New York, United States. With years of experience and expertise in the field, Ostrander Barbara E 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 personalized and professional services to individuals and businesses alike. Trust Ostrander Barbara E CPA for all your accounting and finance needs.
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