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TOP 30 Advisory services in Woodbury, NY
17 results found
Search for local businesses, places and services near you
Eric Silk Insurance Services
Eric Silk Insurance Services is an insurance agency located at 125 Froehlich Farm Boulevard in Woodbury, New York, United States. Specializing in insurance consultancy for business and professional planning needs, Eric Silk aims to deliver peace-of-mind through thoughtful consultation. With over 29 years of experience in life, disability, and long-term care insurance planning, Eric works with clients to identify their objectives, concerns, and goals in order to find personalized solutions that provide security and peace of mind. Eric's approach is simple - working together with clients to fully understand their circumstances and available options. By discussing the advantages and disadvantages of each option, clients are empowered to make informed and smart decisions regarding their insurance needs. From helping young professionals navigate life changes to assisting couples with long-term care planning, Eric Silk Insurance Services offers comprehensive and tailored solutions for a range of insurance needs.
Mazars in US
Mazars in US is a leading international audit, tax, and advisory firm located at 60 Crossways Park Drive West, Woodbury, New York. As a united partnership, we offer exceptional services in audit, accounting, tax, financial advisory, consulting, and legal services. At Mazars, we prioritize people over processes, empowering individuals to lead, innovate, and be entrepreneurs. We welcome challenges and encourage our team members to share their ideas for the future. If you are looking for a career where you can make a real impact, Mazars is the right place for you. Our team is dedicated to providing tailored services to our clients and creating custom experiences.
Attitude Financial Advisors, Inc
Attitude Financial Advisors, Inc. is a finance institution located at 3 Crossways Park Drive West in Woodbury, New York, United States. Our team of Certified Financial Planner™ professionals, including Jeffrey Trugman, Bryan Trugman, and Alex Salem, are dedicated to helping you achieve financial success through a unique financial planning process. We understand that your attitude and behavior towards finances play a crucial role in your prosperity. By harnessing your emotional decision-making power through behavioral finance, we aim to align your personal values with a comprehensive financial planning strategy designed to achieve your goals. Our goal is not to sell products, but to help you develop good financial habits that will enable you to accomplish the things you want.
Summit Tax Advisors
Summit Tax Advisors is a leading accounting and finance institution located at 137 Woodbury Road in Woodbury, New York, United States. With a team of expert advisors, they provide comprehensive tax planning and financial services to individuals and businesses. Whether you need help with tax preparation, estate planning, or investment strategies, Summit Tax Advisors offers personalized solutions to help you achieve your financial goals. Trust in their expertise and experience to navigate the complexities of the tax system and optimize your financial situation.
First Class Business Group
First Class Business Group is a prestigious institution located at 100 Crossways Park Drive West in Woodbury, New York. With a reputation for excellence in business education and training, our institution offers top-notch programs and services to help individuals and organizations succeed in the competitive world of business. Our experienced faculty and staff are dedicated to providing a first-class learning experience, ensuring that our students receive the knowledge and skills needed to excel in their careers. Whether you are looking to advance your career or start a new one, First Class Business Group is the place to be. Visit us today and take the first step towards a successful future in business.
SCORE
SCORE is a finance institution located at 200 Rt 300, Woodbury, New York, United States. We offer free and confidential one-on-one business counseling through phone, email, and in-person meetings in the Mid-Hudson Valley area. Our workshops cater to both start-up entrepreneurs and seasoned small business owners. At SCORE, we believe that everyone has the potential to start and manage a successful small business, but we understand that the journey may be more challenging for some individuals. We provide specialized resources and mentoring approaches to meet the diverse needs of our clients.
Bennett Kogan, CPA.
Bennett Kogan, CPA is a reputable accounting and finance institution located at 26 Smith Clove Road in Woodbury, New York, United States. The firm offers a range of services to businesses and individuals, including tax preparation, payroll, strategic business planning, and more. With partner-level experience at a staff accountant rate, clients receive personalized attention and high-quality services. The institution prides itself on timely communication and customization of services based on the unique needs of each client. From tax planning to financial advisory, Bennett Kogan, CPA is your trusted accounting and tax solution. Serving clients in Orange County NY, Southern Dutchess County NY, Northern Westchester, Rockland, and Northern Bergen Counties, the institution ensures compliance with federal and state tax requirements while providing expert financial advice. With a focus on collaborative effort and addressing core business concepts, Bennett Kogan, CPA goes beyond numbers to help clients achieve their business goals. Whether you are starting a business, planning for retirement, or dealing with major life events, Bennett Kogan, CPA is here to assist you every step of the way.
SterlingRisk Insurance | Part of a Nationally Ranked Top 15 Insurance Brokerage
SterlingRisk Insurance is a nationally ranked top 15 insurance brokerage located at 135 Crossways Park Drive in Woodbury, New York. Our team is dedicated to providing expert information, guidance through changing policies, and acting as a trusted advocate for our clients when negotiating new or continued benefits. With superb customer service, we strive to build long-lasting relationships with our clients. Our goal is to tackle your toughest challenges, minimize risk, and save you money. We offer cost-effective risk management solutions tailored to your specific industry, giving you peace of mind so you can focus on what matters most. At SterlingRisk, we provide custom solutions that help your business reduce risk, control losses, and lower insurance costs. Whether you need business insurance, consulting, or personal insurance, we've got you covered. Contact us at our national headquarters in Woodbury, NY for more information.
BritePath aka Group Planners Inc.
BritePath, also known as Group Planners Inc., is a leading insurance agency located at 125 Froehlich Farm Boulevard in Woodbury, New York, United States. With a team of experienced professionals, BritePath offers a wide range of insurance products and services to meet the needs of individuals and businesses alike. From health and life insurance to property and casualty coverage, BritePath is dedicated to helping clients find the right insurance solutions to protect their assets and loved ones. Contact BritePath today to learn more about how they can help you secure your future.
Applied Financial Group
Applied Financial Group is a leading financial institution located in Woodbury, New York. Specializing in finance, our team of experts provides comprehensive financial services to help individuals and businesses achieve their financial goals. With a focus on personalized solutions and exceptional customer service, we strive to deliver the highest level of expertise and professionalism to our clients. Whether you need assistance with investments, retirement planning, or estate planning, Applied Financial Group is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Visit us at 250 Crossways Park Drive to learn more about how we can help you secure your financial future.
Premier Consulting Partners
Premier Consulting Partners is a finance institution located at 1000 Woodbury Road, Woodbury, New York, United States. Our mission is to establish long-term relationships with every client to recognize their unique needs and develop customized financial blueprints accordingly. We offer a wide range of products and services for both individuals and corporations, including retirement plans, estate planning, and risk management strategies. Our team collaborates closely with clients to monitor, analyze, and adjust portfolios to align with financial goals. We are passionate about staying up-to-date with new technology, laws, and market trends to provide the best possible service to our clients. Premier Consulting Partners is not affiliated with Equitable Advisors or Equitable Network, but we do offer securities through Equitable Advisors, LLC. Contact us for more information on how we can help you secure your financial future.
Vanderbilt Financial Group
Vanderbilt Financial Group is a finance institution located at 125 Froehlich Farm Boulevard in Woodbury, New York, United States. With a focus on providing personalized financial solutions, Vanderbilt Financial Group offers a wide range of services including investment management, retirement planning, and wealth management. Their team of experienced professionals work closely with clients to create customized strategies to help them achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Vanderbilt Financial Group is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Barry Paley, Team Paley of Keller Williams Points North
Barry Paley, Team Paley of Keller Williams Points North is a premier real estate agency located in Woodbury, New York. With a team of experienced and dedicated professionals, we provide top-notch service to our clients looking to buy or sell properties in the area. Our office is conveniently located at 100 Crossways Park Drive West, making it easy for clients to visit us and discuss their real estate needs. Whether you are a first-time homebuyer or a seasoned investor, Team Paley is here to help you navigate the real estate market and achieve your property goals. Contact us today to learn more about how we can assist you with all your real estate needs.
Prager Metis CPAs
Prager Metis CPAs is a renowned accounting and finance institution located at 100 Sunnyside Boulevard Extension in Woodbury, New York, United States. At Prager Metis, we go beyond just number crunching and reports, offering a range of advisory services to enhance your future. Our audit and accounting professionals provide financial protection and potential, while our business management experts set industry standards with proactive strategies. With over 100 partners and principals and more than 600 team members, Prager Metis is a top international firm with offices worldwide. We believe in taking the time to understand our clients' specific needs and offer expert advice to protect and grow the value of their assets. Whether you're facing tax challenges, disputes with tax authorities, or looking to sell real estate property, Prager Metis has the expertise to guide you through. Join our team-oriented environment and be a part of our commitment to excellence and innovation for the next hundred years.
Ives Sultan & Spike CPAs
Ives Sultan & Spike CPAs is a reputable accounting and finance institution located at 100 Crossways Park Drive West in Woodbury, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Clients can trust Ives Sultan & Spike CPAs to provide expert advice and assistance to help them achieve their financial goals.
T J Megale & Associates
T J Megale & Associates, located at 1000 Woodbury Road in Woodbury, New York, is a trusted institution specializing in accounting and finance services. Owned and operated by Thomas J. Megale, CPA, the team is dedicated to providing top-notch financial solutions to businesses across the United States. Services offered include accounting, business advisory, payroll management, and tax compliance. Conveniently located just 30 miles east of New York City, T J Megale & Associates welcomes both in-person and virtual meetings. The institution upholds high standards, principles, and ethics, providing continuing education of high quality and leadership within the profession. The team is committed to delivering close, personal service with the quality and independence required for meaningful results, all while maintaining strict confidentiality.
Charles Boudin & Co LLP
Charles Boudin & Co LLP is a reputable accounting and finance institution located at 400 Crossways Park Drive in Woodbury, New York, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, 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 Charles Boudin & Co LLP for all your accounting and finance needs.
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