TOP 30 Audit & Consulting in Salina, New York

34 results found

Bankers Conseco Life Insurance Company, located at 231 Salina Meadows Parkway in Syracuse, New York, is a finance, health, and insurance agency offering a wide range of insurance options. Their agents provide core products from Bankers Life and Casualty Company and Colonial Penn Life Insurance Company, as well as options from partner carriers such as Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. They specialize in helping individuals compare Medicare Advantage plans to find the best coverage, and also offer long-term care planning services. Bankers Life is currently recruiting for agent, manager, and investment professional positions, providing award-winning training programs and opportunities for career advancement. If you're interested in helping others achieve financial security in retirement, consider joining the team at Bankers Conseco Life Insurance Company.

Mark Banac, Bankers Life Agent and Bankers Life Securities Financial Representative is an insurance agency located at 231 Salina Meadows Parkway in Syracuse, New York. Our team of agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a Financial Advisor with Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Mark Banac can help you navigate the complexities of Medicare and compare Medicare Advantage plans to find the right coverage for your needs. Medicare Advantage Plans offer similar coverage to Original Medicare Parts A and B, with the added benefit of prescription drug coverage and an annual maximum out of pocket limit.

Dusckas Advisory Group LLC is a finance institution located at 231 Salina Meadows Parkway in Syracuse, New York, United States. With a team of experienced financial advisors, they offer a wide range of services including investment management, financial planning, retirement planning, and more. Their goal is to help clients achieve their financial goals and secure their financial future. Visit Dusckas Advisory Group LLC for personalized financial guidance and expert advice.

MCC Financial Services Inc is a leading finance institution located at 100 Metropolitan Park Drive in Salina, New York, United States. With a strong reputation for providing top-notch financial services, MCC Financial Services Inc offers a wide range of solutions to meet the needs of individuals and businesses alike. From investment planning to wealth management, their team of experts is dedicated to helping clients achieve their financial goals. Visit MCC Financial Services Inc today and experience the difference that personalized, professional financial services can make.

IBN Financial Services Inc is a reputable finance institution located at 404 Old Liverpool Road in Salina, New York, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, IBN Financial Services Inc offers a wide range of services including investment management, retirement planning, wealth management, and more. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit IBN Financial Services Inc today to learn more about how they can help you manage and grow your wealth.

Sterling Financial Group, LLC is a reputable finance and insurance agency located at 913 Old Liverpool Road in Salina, New York, United States. With a strong commitment to providing top-notch financial services, Sterling Financial Group, LLC offers a wide range of insurance products and financial solutions to meet the diverse needs of their clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and secure their future. Whether you are looking for insurance coverage or financial planning assistance, Sterling Financial Group, LLC is your trusted partner in building a secure financial foundation.

Principal Financial Group is a finance and insurance agency located at 200 Salina Meadows Parkway in Syracuse, New York, United States. Our institution is dedicated to helping individuals protect what matters most through insurance. With us, you can easily download tax forms and get your top questions answered with just a few clicks. As the presenting sponsor of the women’s and men’s John R. Wooden Award and Legends of Coaching Award, we celebrate expertise, excellence, and equality in sports. We aim to help you protect your life and wages so that your loved ones can continue moving forward, regardless of what life throws at you.

Transworld Business Advisors of Syracuse is a reputable finance institution located at 305 Vine Street in Salina, New York, United States. With a team of experienced professionals, they specialize in assisting clients with buying and selling businesses, mergers and acquisitions, and franchise consulting. Whether you are looking to expand your business or make a strategic investment, Transworld Business Advisors of Syracuse is dedicated to providing expert guidance and personalized solutions to help you achieve your financial goals.

Merrill Lynch Financial Advisor Richard L Neal, located at 205 South Salina Street in Syracuse, New York, provides wealth management and investment advice to individuals and families, as well as consulting and advisory services to nonprofit organizations and institutional clients. Rick Neal, with over 40 years of experience, holds certifications as a Chartered Retirement Planning Counselor (CRPC) and Certified Plan Fiduciary Advisor (CPFA). He offers personalized investment strategies and portfolio management services, tailored to each client's goals and objectives. With a commitment to community service, Rick has served on various advisory boards and is dedicated to helping clients achieve financial success through a personalized approach. His focus is on understanding each client's unique needs and priorities, and designing a financial plan to help them reach their goals. By staying informed about changes in the market and in their clients' lives, Rick ensures that their financial approach remains aligned with their objectives. Contact Merrill Lynch Financial Advisor Richard L Neal for personalized investment strategies and comprehensive financial solutions.

Merrill Lynch Financial Advisor David Towers is located at 205 South Salina Street in Syracuse, New York, United States. As a finance institution, we provide personalized financial advice and guidance to help you develop a customized financial strategy based on your risk tolerance, time horizon, and liquidity needs. Our team of experienced professionals at Merrill Lynch Wealth Management is dedicated to building strong client relationships built on trust and personalized service. At our institution, we focus on what matters most to you - your family, goals, and priorities. We start every relationship with a conversation to identify and prioritize your financial goals, whether it's transferring wealth to the next generation, planning for retirement, or funding a child's education. Our Investment Personality Assessment helps us understand your investing preferences and customize a financial approach to help you pursue your goals.

Rialto Wealth Management, located at 126 North Salina Street in Syracuse, New York, is a finance institution dedicated to helping individuals and business owners achieve their financial goals. Their services include designing and implementing personalized portfolios, forecasting wealth accumulation and retirement spending, navigating tax laws and regulations, and planning for legacy and wealth transfer. Business owners can benefit from specialized financial and estate planning strategies tailored to their unique needs. The institution's team of advisors is committed to providing high levels of integrity and insight to ensure the best possible outcomes for their clients. Explore their Financial Resources section for information on investment strategies, retirement planning, estate planning, and more. Contact Rialto Wealth Management today to learn more about their comprehensive wealth management services.

Merrill Lynch Financial Advisor Lisa Germain, located at 205 South Salina Street in Syracuse, New York, is a seasoned and savvy financial advisor with over twenty-five years of experience in the finance industry. Lisa was hired by Merrill in 1991 for her strong character and determination, traits she continues to apply on behalf of her clients today. She is highly credentialed, holding the Chartered Retirement Planning CounselorSM (CRPC®) designation and has completed advanced industry training at Cornell University. Lisa's personalized approach to financial planning helps clients pursue their objectives by managing custom investment strategies tailored to their specific needs. She is actively involved in the Syracuse community, serving on the leadership committee of the Merrill Lynch Women’s Exchange and participating in local philanthropic activities. Lisa and her team at Merrill Lynch Wealth Management are dedicated to building strong client relationships based on trust and personalized service. With the global resources of Merrill behind them, they strive to help clients achieve their financial goals and navigate the complexities of the financial world.

Merrill Lynch Financial Advisor Peter J Simmonds is a reputable financial institution located at 205 South Salina Street in Syracuse, New York. Specializing in finance, the institution offers expert advice and services to help clients achieve their financial goals. With a focus on personalized financial planning and investment strategies, Peter J Simmonds and his team provide tailored solutions to meet the unique needs of each individual or business. Trustworthy and experienced, Merrill Lynch Financial Advisor Peter J Simmonds is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones - Financial Advisor: Peter Bertone is a trusted financial institution located at 9 Salina Street in Baldwinsville, New York. As a finance institution, they offer a wide range of services to help individuals and businesses achieve their financial goals. Peter Bertone, the dedicated financial advisor at this location, is committed to providing personalized and tailored financial advice to each client. With years of experience in the industry, Peter Bertone and his team strive to help clients make informed decisions about their finances and investments. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Peter Bertone is here to help you every step of the way.

Dean Boucounis CHFC CLU is a renowned finance institution located at 231 Salina Meadows Parkway in Syracuse, New York, United States. Specializing in financial planning and wealth management, the institution is led by Dean Boucounis, a Certified Financial Planner (CHFC) and Chartered Life Underwriter (CLU). With a strong commitment to providing personalized financial solutions, Dean Boucounis CHFC CLU offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets, Dean Boucounis CHFC CLU is dedicated to helping you navigate the complex world of finance with confidence and clarity.

Kristopher Wadsworth, Bankers Life Agent and Bankers Life Securities Financial Representative in Syracuse, NY, offers a wide range of insurance options from leading companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Located at 231 Salina Meadows Parkway, Syracuse, New York, our agents are dedicated to helping you find the right coverage for your needs. Whether you are looking for Medicare Advantage plans or long-term care options, we are here to assist you in planning for the future. Contact us today to start your journey towards financial security and peace of mind.

Edward Jones - Financial Advisor: Jim Henty, AAMS™ is a reputable finance institution located at 916 Old Liverpool Road in Salina, New York, United States. With a focus on providing personalized financial advice and services, Jim Henty, a designated Accredited Asset Management Specialist (AAMS™), offers expert guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your investments, Edward Jones - Financial Advisor: Jim Henty, AAMS™ is dedicated to providing tailored solutions to meet your individual needs. Trust in their expertise and experience to help secure your financial future.

Edward Jones - Financial Advisor: Justin Henty is a trusted financial institution located at 916 Old Liverpool Road in Salina, New York, United States. Specializing in personalized financial planning and investment management, Justin Henty and his team are dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial services tailored to each individual's unique needs. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Justin Henty is committed to providing expert guidance and support every step of the way. Contact Edward Jones - Financial Advisor: Justin Henty today to start planning for a secure financial future.

Frank Weiss is a trusted Bankers Life Agent and Bankers Life Securities Financial Representative located at 231 Salina Meadows Parkway in Syracuse, New York. As an insurance agency, Frank Weiss specializes in providing personalized insurance and financial solutions to meet the unique needs of each client. With a commitment to excellence and a focus on customer service, Frank Weiss is dedicated to helping individuals and families secure their financial future. Contact Frank Weiss today to learn more about how they can assist you with your insurance and financial planning needs.

Sue Izyk, Bankers Life Agent and Bankers Life Securities Financial Representative is a reputable insurance agency located at 231 Salina Meadows Parkway, Syracuse, New York, United States. Susan Izyk, the financial advisor, offers a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, Sue Izyk can help you find the right coverage that suits your needs. With the rising costs of healthcare and the importance of long-term care planning, it is crucial to start preparing for the future. Contact Sue Izyk today to begin planning your next steps towards financial security.

H&R Block is a well-known accounting and finance institution located at 472 South Salina Street in Syracuse, New York. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. 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 expert advice and assistance to help you achieve your financial goals.

Jackson Hewitt Tax Service is a finance institution located at 1900 Brewerton Road in Salina, New York, United States. While their tax advance loans have ended for this year, their Tax Pros are still available to help you maximize your refund. You can drop off your tax documents and let a Tax Pro handle the rest, including a quick call to review your final return and e-signing. A Refund Advance loan allows you to get money before your tax refund arrives, which can be especially helpful if the IRS takes weeks to send your refund. Appointments for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters are available. It is recommended to book an appointment online or call (315) 454-3603 to reserve time with a Tax Pro, but walk-ins are also welcome at the 1900 Brewerton Road office. The Tax Pros at this location speak English, and they are dedicated to helping you make the most of every dollar when it comes to your taxes. Trust Jackson Hewitt Tax Service to handle your tax needs efficiently and effectively.

H&R Block is a renowned accounting and finance institution located at 4200 South Salina Street in Syracuse, 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 expert advice and assistance to help you achieve your financial goals. Trust H&R Block for all your accounting and finance needs.

Jackson Hewitt Tax Service is a finance institution located at 4610 South Salina Street in Syracuse, New York, United States. Our Tax Pros are ready to assist you in getting your biggest refund, even though our tax advance loans have ended this year. Drop off your tax documents and let our experts take care of the rest, including a quick call to review your final return and convenient e-signing. Our Tax Pros at this location are proficient in Spanish, making it easy for Spanish-speaking clients to get the help they need. Although Refund Advance loans are no longer available this year, we offer appointments for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. You can book an appointment online or call us at (315) 469-6104 to schedule time with a Tax Pro. Walk-ins are also welcome at our office on S. Salina Street.

Patrick Johnston & Associates is a leading accounting and finance firm located at 600 Oswego Street in Salina, New York, United States. With a team of experienced professionals, we offer a wide range of services to help individuals and businesses manage their financial affairs effectively. Whether you need assistance with tax preparation, financial planning, or auditing, our dedicated team is here to provide personalized and reliable solutions. Trust Patrick Johnston & Associates to help you achieve your financial goals with expertise and integrity.

Dunstone Robert L is a reputable accounting and finance institution located at 309 Vine Street in Salina, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Dunstone Robert L is dedicated to providing top-notch services to help their clients achieve their financial goals. Whether you are looking for assistance with budgeting, investments, or bookkeeping, Dunstone Robert L is the place to turn to for expert advice and reliable service.

Gateway Tax and Business Services is a reputable institution located at 761 North Salina Street in Syracuse, New York. Specializing in accounting and finance, our team of experts is dedicated to providing top-notch services for individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or bookkeeping, we are here to help you navigate the complexities of the financial world. Trust Gateway Tax and Business Services to be your gateway to financial success.

Deborah Income Tax is a reputable accounting and finance institution located at 1907 South Salina Street in Syracuse, New York. With a team of experienced professionals, we specialize in providing expert income tax services to individuals and businesses. Our goal is to help our clients maximize their tax returns and navigate the complexities of the tax system with ease. Whether you need assistance with tax planning, preparation, or filing, our dedicated team is here to assist you every step of the way. Trust Deborah Income Tax for all your financial needs.

Express Filing Services is a reputable institution located at 614 North Salina Street in Syracuse, New York. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing efficient and reliable assistance with a variety of filing needs. Whether you require assistance with tax preparation, bookkeeping, or financial planning, we are committed to delivering high-quality services tailored to meet your individual needs. Trust Express Filing Services to handle your financial matters with precision and expertise.

Holloway Tax & Accounting Services is a reputable institution located at 580 South Salina Street in Syracuse, New York. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch tax preparation, bookkeeping, and financial planning solutions for individuals and businesses alike. With a commitment to accuracy, professionalism, and personalized service, we strive to help our clients achieve their financial goals and navigate the complexities of the tax system with ease. Contact us today to schedule a consultation and see how we can assist you in managing your financial affairs effectively.