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Accounting and financial planning in Saratoga Springs, New York

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  • 1
  • #1

    Saratoga Business Advisors LLC

    ● Open

    Saratoga Business Advisors LLC is a reputable accounting and finance institution located at 18 Division Street in Saratoga Springs, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to help businesses manage their finances effectively. From tax preparation to financial planning, Saratoga Business Advisors LLC is dedicated to providing top-notch financial solutions tailored to meet the unique needs of each client. Trustworthy and reliable, they are committed to helping businesses thrive and succeed in today's competitive market.

    18 Division St Suite 102, Saratoga Springs, NY 12866, United States
    518-587-7518
    saratogabusinessadvisors.com
    Saratoga Business Advisors LLC
    Details
  • 5 2
    #2

    Every Penny Bookkeeping & Business Services LLC

    ● Closed

    Every Penny Bookkeeping & Business Services LLC, located at 654 Saratoga Road in Wilton, New York, is a trusted institution specializing in accounting and finance. With a focus on helping small businesses thrive, we understand the importance of every penny. Our services are designed to provide up-to-date financials, strategic planning, and accountability to help you reach your goals. As your partner, not just your provider, we offer judgment-free assistance to keep your business on track and help you maximize your skills, time, and resources. Our team is dedicated to helping you grow by strategically planning for opportunities ahead of time. We pride ourselves on being completely non-judgmental and aim to make the process as easy as possible for you.

    654 Saratoga Rd Box 2533, Wilton, NY 12831, United States
    518-290-8330
    everypennybooks.com
    Every Penny Bookkeeping & Business Services LLC Every Penny Bookkeeping & Business Services LLC Every Penny Bookkeeping & Business Services LLC
    Details
  • 5 2
    #3

    CBH Business Services

    ● Closed

    CBH Business Services, located in Glens Falls, New York, offers a wide range of accounting and finance services to individuals and businesses in the Greater Glens Falls Area and Southern Vermont. With expertise in income tax preparation, bookkeeping, and financial reporting, CBH Business Services is dedicated to helping clients successfully manage their finances. Using Quickbooks and Peachtree software, their skilled associates provide customized services tailored to each client's specific needs. In addition to tax return preparation, CBH Business Services also offers IRS representation and guidance on tax law changes. Clients can expect quality service at a competitive cost, whether on site or off site, for training and implementation of accounting software. Testimonials from satisfied clients speak to the professionalism and reliability of CBH Business Services. With offices in Glens Falls, NY and West Pawlet, VT, CBH Business Services serves the Upstate New York area and Southern Vermont, including Glens Falls, Saratoga Springs, Queensbury, and Warren, Saratoga, and Washington Counties.

    16 Maple Street Suite 3, Glens Falls, NY 12801, United States
    518-793-8546
    cbhbusinessservices.com
    Details
  • 4.9 18
    #4

    Maureen Hallaran, Licensed Medicare Agent

    ● Closed

    Maureen Hallaran, Licensed Medicare Agent, located at 120 West Avenue, Saratoga Springs, New York, is an insurance agency dedicated to building one-on-one relationships with clients based on open communication and compassion. Our goal is to help you create a comprehensive plan for your financial future, taking into account your unique circumstances and goals. Whether you are turning 65, looking to change plans, or planning for long-term care, our experienced advisors can guide you through the process. We offer a variety of personal insurance plans to protect your legacy and provide financial security for your loved ones. Co-Founder Steve Kamen, NSSA, emphasizes the importance of working with financial specialists for retirement planning, addressing potential blind spots and pitfalls that may arise during times of change. We are here to connect the pieces of your financial puzzle and help you make informed decisions for a secure future. Contact us today to speak with a licensed insurance agent and learn more about our services.

    120 West Ave Apartment 302, Saratoga Springs, NY 12866, United States
    518-581-1642
    mosaicwsg.com
    Maureen Hallaran, Licensed Medicare Agent
    Details
  • 4.7 45
    #5

    H&R Block

    ● Closed

    H&R Block is a trusted accounting and finance institution located at 95b West Avenue in Saratoga Springs, 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 bookkeeping. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing personalized solutions to meet your needs. Visit us today to experience expert financial services you can rely on.

    95b West Ave Ste 9, Saratoga Springs, NY 12866, United States
    518-584-8787
    hrblock.com
    H&R Block H&R Block H&R Block
    Details
  • 4.5 8
    #6

    Bucknam & Conley CPAs

    ● Closed

    Bucknam & Conley CPAs is a trusted CPA firm located at 18 Division Street in Saratoga Springs, New York. Specializing in tax planning and business advisory services, they are an independent member of BDO Alliance USA, providing expertise across various practice areas and industry sectors nationwide. With a cloud-based approach, Bucknam & Conley CPAs focus on serving domestic companies and their owners with the latest technology and resources. Clients have praised the firm for their dedication, insight, and proactive approach to staying current with changing regulations.

    18 Division St #207A, Saratoga Springs, NY 12866, United States
    518-587-8329
    bucknamconleycpas.com
    Bucknam & Conley CPAs Bucknam & Conley CPAs Bucknam & Conley CPAs
    Details
  • 5 5
    #7

    Roger H Locks CPA

    ● Closed

    Roger H Locks CPA is a reputable accounting and finance institution located at 16 North Lane in Saratoga Springs, New York. With years of experience and expertise in the field, our team of certified public accountants is dedicated to providing top-notch financial services to individuals and businesses alike. From tax preparation and planning to financial consulting and auditing, we offer a wide range of services to meet our clients' needs. Trust Roger H Locks CPA to handle all your accounting and finance needs with professionalism and precision.

    16 North Ln, Saratoga Springs, NY 12866, United States
    518-587-6070
    roger-h-locks-cpa-pc.constantcontactsites.com
    Details
  • 5 26
    #8

    Jasmine Woodard, CPA Money Matters

    ● Open

    Jasmine Woodard, CPA Money Matters is a premier accounting and finance firm located at 3 Franklin Square in Saratoga Springs, New York. With a team of experienced and knowledgeable professionals, we provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or bookkeeping, our team is dedicated to helping you achieve your financial goals. Trust Jasmine Woodard, CPA Money Matters for all your money matters needs.

    3 Franklin Square Suite 4, Saratoga Springs, NY 12866, United States
    518-275-5258
    instagram.com
    Jasmine Woodard, CPA Money Matters Jasmine Woodard, CPA Money Matters Jasmine Woodard, CPA Money Matters
    Details
  • 4.8 23
    #9

    Capital CFO+

    ● Closed

    Capital CFO is a leading accounting and finance institution located at 26F East Congress Street in Saratoga Springs, New York, United States. Our team of experienced CFOs and financial experts provide top-notch financial services to businesses of all sizes. From bookkeeping and tax preparation to financial analysis and strategic planning, Capital CFO is dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can help your business thrive.

    26F E Congress St #158, Saratoga Springs, NY 12866, United States
    518-350-4020
    capitalcfollc.com
    Capital CFO+ Capital CFO+ Capital CFO+
    Details
  • 5 2
    #10

    Fredette Sankowski & Co

    ● Closed

    Fredette Sankowski & Co is a reputable accounting and finance institution located at 25 Walton Street in Saratoga Springs, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and auditing. Their commitment to providing high-quality and personalized services to their clients sets them apart in the industry. Whether you are an individual looking for tax assistance or a business in need of financial guidance, Fredette Sankowski & Co is dedicated to helping you achieve your financial goals.

    25 Walton St STE 1, Saratoga Springs, NY 12866, United States
    518-583-4166
    fsandco.com
    Details
  • 4.4 14
    #11

    NBT Bank

    ● Closed

    NBT Bank is a trusted financial institution located at 295 Broadway in Saratoga Springs, New York, United States. As a full-service bank, NBT Bank offers a wide range of financial services including personal and business banking, loans, mortgages, and investment options. With convenient ATM services available, customers can easily access their accounts and manage their finances. Visit NBT Bank today for all your banking needs.

    295 Broadway, Saratoga Springs, NY 12866, United States
    518-587-0330
    nbtbank.com
    NBT Bank NBT Bank
    Details
  • 1
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