The 30 Best Audit and review services in New City, New York

Daniel Figueiredo is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 7672 Oswego Road in New York, United States. As a finance institution, we prioritize what is most important to you, whether it be retirement planning, education savings, or other financial goals. We provide personalized investment recommendations based on your individual goals and risk tolerance, and we regularly review and update your portfolio as needed. You can easily access your investments and track your progress towards your goals from any device. If you have questions or would like to schedule a complimentary initial consultation, please get in touch. Daniel Figueiredo may only conduct securities business with residents of certain states, so please refer to FINRA's BrokerCheck website for more information. We strive to help you achieve your financial goals and appreciate any referrals to friends or family members who may benefit from our services. Thank you for considering Ameriprise Financial Services, LLC for your financial needs.

M Griffith Investment Services Inc is a reputable finance institution located at 555 French Road in New Hartford, New York, United States. With a team of experienced financial advisors, they offer a wide range of investment services to help clients achieve their financial goals. Whether you are looking to invest in stocks, bonds, mutual funds, or retirement planning, their experts can provide personalized guidance to meet your needs. Trust M Griffith Investment Services Inc to help you navigate the complex world of finance and secure your financial future.

Jackson Hewitt Tax Service is a finance institution located at 6929 Erie Road in Derby, New York, United States. Our Tax Pros are dedicated to helping you get your biggest refund, even though our tax advance loans have ended this year. You can drop off your tax documents and have a Tax Pro take care of the rest, including a quick call to review your final return and convenient e-signing. A Refund Advance loan is a great option if you need money before your tax refund arrives. While Refund Advance is no longer available this year, Early Refund Advance was offered at select locations from December 11, 2023, until January 14, 2023. No Fee Refund Advance was available at most locations from January 2, 2024, until February 11, 2024.

John Tyczynski - Financial Advisor at Ameriprise Financial Services, LLC, located at 4476 Main Street, Amherst, New York, United States, is dedicated to helping clients achieve their financial goals. With a focus on retirement, education, and major purchases, John provides personalized investment recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress and adjust strategies as life changes. Clients can easily access their investments and track progress towards goals from any device. Those interested can schedule a complimentary initial consultation to learn more about John's services. Securities offered through Ameriprise Financial Services, LLC, and investment advisory services are available through the registered investment adviser. John Tyczynski is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Privacy and security are a top priority, with strict adherence to website rules and regulations. Clients can feel confident in working towards a more secure financial future with Ameriprise Financial Services, LLC.

WealthPoint Partners - Ameriprise Financial Services, LLC is a finance institution located at 240 Redtail, Orchard Park, New York, United States. They specialize in partnering with employers to offer financial education benefits to empower their workforce. The institution provides investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. They offer regular meetings to review progress, update approaches, and track goals. Clients can access their investments and accounts securely from any device. Ameriprise financial advisors are backed by the Ameriprise Investment Research Group, providing guidance on market conditions and investment impacts. The institution offers complimentary initial consultations to discuss financial planning concepts and help clients achieve their goals. Users of the site are bound by the terms of the Ameriprise Financial Website Rules and Regulations. Ameriprise Financial Services, LLC is a member of FINRA and SIPC.

Joshua Jeff is a financial advisor at Ameriprise Financial Services, LLC located at 2390 North Forest Road in Getzville, New York, United States. With a focus on individual goals such as retirement planning, education savings, and major purchases, Joshua provides investment recommendations tailored to each client's risk tolerance. Regular meetings are held to review progress, adjust strategies as needed, and track goal achievement. Clients can access their accounts and track progress securely from any device. Those interested can schedule a complimentary initial consultation to learn more about the services offered. Joshua Jeff is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Ameriprise Financial cannot guarantee future financial results. For more information on corporate entities, disclosures, and privacy and security policies, visit the Ameriprise Financial website.

Durfee & Pandolfi Wealth Management - UBS Financial Services Inc. is a premier finance institution located in Buffalo, New York. With a prime location at 250 Delaware Avenue, this institution offers top-notch wealth management services to clients looking to grow and protect their assets. Specializing in personalized financial strategies, Durfee & Pandolfi Wealth Management - UBS Financial Services Inc. is dedicated to helping individuals and families achieve their financial goals. With a team of experienced professionals, clients can trust that their investments are in good hands. Whether you are looking to plan for retirement, save for your children's education, or simply grow your wealth, Durfee & Pandolfi Wealth Management - UBS Financial Services Inc. is committed to providing expert guidance and support every step of the way.

Dominic Vivolo - Financial Advisor at Ameriprise Financial Services, LLC, located at 4476 Main Street in Amherst, New York, offers personalized investment and portfolio recommendations tailored to your individual goals and risk tolerance. With regular meetings to review progress and adjust strategies as needed, Dominic helps clients track their financial goals and make informed decisions. Clients can easily access their accounts and investments from any device, ensuring transparency and security. By scheduling a complimentary initial consultation, individuals can take the first step towards a more confident financial future. Dominic Vivolo, a registered investment adviser with Ameriprise Financial Services, LLC, provides valuable insights on market trends and offers expert guidance to help clients navigate the complexities of the financial world. With a focus on building long-term relationships, Dominic is committed to helping clients achieve their financial goals and secure their financial future.

Angel Palacios - Financial Advisor at Ameriprise Financial Services, LLC, located at 8770 Transit Road, East Amherst, New York, United States, is dedicated to helping clients achieve their financial goals. With a focus on individualized planning, Angel provides investment recommendations tailored to each client's goals and risk tolerance. Regular meetings and progress reviews ensure that strategies are adjusted as life changes occur. Clients can easily access their accounts and track their progress online, while also receiving personalized support from Angel. Those interested in learning more about how Angel can help them reach their financial goals can schedule a complimentary initial consultation. Additionally, clients can take advantage of document disposal services to protect their personal information and prevent identity theft.

Kubiak Financial - Ameriprise Financial Services, LLC, located at 2498 Union Road in Cheektowaga, New York, is a finance institution that offers personalized investment and portfolio recommendations based on individual goals and risk tolerance. With regular reviews and updates, clients can track their progress towards retirement, education, or other financial objectives. The institution's advisors are registered in certain U.S. states and can provide insights on market trends and retirement challenges through tools like Retirement InteractiveSM. Clients can access their accounts and investments securely from any device. Ameriprise Financial Services, LLC also offers complimentary initial consultations to discuss financial planning concepts and help clients achieve their financial goals. The institution prioritizes privacy and security, adhering to website rules and regulations, and providing an Online Security Guarantee. With a focus on personalized financial solutions, Ameriprise Financial Services, LLC aims to help clients navigate the complexities of the financial landscape and plan for a secure future.

Michael Winter - Financial Advisor at Ameriprise Financial Services, LLC, located at 2498 Union Road, Cheektowaga, New York, offers personalized financial planning services. With a focus on your individual goals, such as retirement or education, Michael provides investment recommendations tailored to your risk tolerance. Regular meetings and progress reviews ensure that your financial plan evolves with your changing life circumstances. Access your accounts and track your progress online securely from any device. Schedule a complimentary initial consultation to learn more about how Michael can help you achieve your financial goals. Michael Winter is a registered advisor and member of FINRA and SIPC, providing expert advice to residents of select states. Get in touch to start planning your financial future today.

Jackson Hewitt Tax Service located at 317 South Cascade Drive in Springville, New York, offers a variety of tax services to help you get your biggest refund. Our Tax Pros are ready to assist you, whether you prefer in-person appointments, drop-off services, or help with IRS letters. While our tax advance loans have ended for this year, we still guarantee to help you maximize your refund. You can conveniently drop off your tax documents at our Walmart location and have a Tax Pro take care of the rest. We also offer one-on-one appointments inside the store for a personalized experience. Book an appointment online or call us at (716) 508-2636 to reserve time with a Tax Pro. Trust Jackson Hewitt for all your tax needs, because when every dollar matters, it matters who does your taxes™.

William Walter is a financial advisor at Ameriprise Financial Services, LLC located at 17 Limestone Drive, Williamsville, New York, United States. With a focus on individual goals and personal risk tolerance, William provides investment, asset allocation, and portfolio recommendations. Regular meetings are held to review progress, adjust strategies as needed, and track progress towards financial goals. Clients have secure access to their investments and accounts from any device. Background and qualification information for William Walter can be found on FINRA's BrokerCheck website. The Ameriprise Financial Services, LLC Client Relationship Summary Disclosure is also available.

Todd Miller is a financial advisor at Ameriprise Financial Services, LLC, located at 8800 Main Street in Williamsville, New York. As a finance institution, Todd Miller offers personalized financial planning and investment services to help clients achieve their financial goals. Each Ameriprise advisor has their own "Top areas of focus," so clients can review their backgrounds, credentials, and experience to find the best match for their needs. To get started, simply fill out the "Request consultation" form on the website to connect with Todd Miller or another desired advisor. They will reach out to schedule a complimentary initial consultation to discuss your financial goals and create a customized plan to help you reach them.

Anthony Baldi & Associates - Ameriprise Financial Services, LLC is a finance institution located at 8310 Wehrle Drive, Williamsville, New York, United States. They offer a complimentary initial consultation to discuss your financial goals, whether it be retirement, education, or a major purchase. Their services include investment recommendations based on your goals and risk tolerance, regular progress reviews, and secure online access to track your investments. Their financial advisors are registered in certain U.S. states and adhere to strict regulations. They cannot guarantee future financial results but strive to help clients achieve their goals. Schedule a consultation today to learn more about how they can assist you with your financial planning needs.

Jackson Hewitt Tax Service is a finance institution located at 13 Park Avenue in Lockport, New York, United States. While our tax advance loans have ended for this year, our Tax Pros are still ready to assist you in getting your biggest refund possible. Perfect for those with busy lives, you can simply drop off your tax documents and a Tax Pro will take care of the rest, including a quick call to review your final return and convenient e-signing. A Refund Advance loan is a loan that is repaid with your tax refund, providing you with the opportunity to access money before your tax refund arrives, especially when the IRS may take weeks to send it to you. While Refund Advance is no longer available this year, Early Refund Advance was available at select locations from December 11, 2023, until January 14, 2023, and No Fee Refund Advance was available at most locations from January 2, 2024, until February 11, 2024.

Nathan Ford - Financial Advisor at Ameriprise Financial Services, LLC is located at 113 Main Street in Batavia, New York, United States. As a finance institution, Nathan Ford offers personalized financial advice tailored to your specific goals and needs. Each advisor at Ameriprise has their own "Top areas of focus" to help you achieve your financial objectives. You can review Nathan Ford's background, credentials, and experience to see if he is the right fit for you. By filling out the "Request consultation" form, you can connect with Nathan Ford for a complimentary initial consultation to discuss your financial future.

Scott Neff - Financial Advisor, Ameriprise Financial Services, LLC, located at 219 East Main Street, Batavia, New York, United States, is a finance institution dedicated to helping individuals achieve their financial goals. Scott Neff provides personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients can access their investments and accounts securely from any device. Scott Neff offers complimentary initial consultations to discuss retirement, education, major purchases, and more. Investment products are not insured by the FDIC, NCUA, or any federal agency and involve risks. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser. Scott Neff is registered to conduct securities business in specific states. The Confident Retirement® approach is not a guarantee of future financial results. Ameriprise Financial Services, LLC is a member of FINRA and SIPC. Clients can refer friends and family members to Scott Neff for financial guidance. Privacy and security are a top priority at Ameriprise Financial Services, LLC.

Jackson Hewitt Tax Service is a finance institution located at 33 North Main Street in Albion, New York, United States. Our Tax Pros are dedicated to helping you get your biggest refund, even though our tax advance loans have ended this year. Drop off your tax documents and let a Tax Pro take care of the rest, including a quick call to review your final return and convenient e-signing. A Refund Advance loan is a great option for those who need money before their tax refund arrives. While Refund Advance is no longer available this year, Early Refund Advance was offered at select locations from December 11, 2023, until January 14, 2023, and No Fee Refund Advance was available at most locations from January 2, 2024, until February 11, 2024.

Wisdom Rock Financial Advisory Group - Ameriprise Financial Services, LLC, located at 1100 South Goodman Street in Rochester, New York, offers personalized financial services to help clients achieve their goals. Whether you are planning for retirement, education, or a major purchase, our experienced advisors provide investment recommendations tailored to your risk tolerance and objectives. We prioritize regular meetings to review your progress, update strategies as needed, and track your journey towards financial success. With convenient online access to your accounts and investments, you can stay informed and connected with us securely from any device. Schedule a complimentary initial consultation to learn more about how we can assist you in reaching your financial goals. Our team of Ameriprise financial advisors are registered to do business in select U.S. states, and we adhere to strict privacy and security measures to protect your information. Contact us today to start a conversation about what matters most to you and take the first step towards a brighter financial future.

Edward Silversmith is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 2024 West Henrietta Road in Rochester, New York, United States. As a finance institution, Ameriprise offers a range of financial services to help clients reach their financial goals. Each advisor, including Edward Silversmith, has their own "Top areas of focus" to cater to the specific needs of their clients. Clients can review Edward's background, credentials, and experience to determine if his approach aligns with their financial goals. Interested individuals can fill out a "Request consultation" form to connect with Edward for a complimentary initial consultation to discuss their financial needs and objectives.

Patricia Deane, a financial advisor at Ameriprise Financial Services, LLC, located at 2024 West Henrietta Road in Rochester, New York, is dedicated to helping clients achieve their financial goals. Whether you are saving for college, planning for retirement, or looking to make smart investments, Patricia takes the time to understand your unique needs and offers personalized financial advice to help you feel confident and in control of your financial future. With a focus on preparing for both expected and unexpected events in life, she can help you navigate the complexities of financial planning. If you are interested in scheduling a complimentary initial consultation or have any questions, please reach out to Patricia Deane. She is registered to conduct securities business in certain states and can provide you with information on financial planning concepts and strategies. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and cannot guarantee future financial results.

Jackson Hewitt Tax Service is a finance institution located at 1869 Plaza Drive in Olean, New York, United States. While their tax advance loans have ended for the year, their Tax Pros are ready to help you maximize your refund. You can drop off your tax documents and a Tax Pro will take care of the rest, including a quick call to review your final return and convenient e-signing. This location is conveniently situated in Walmart, allowing you to get your taxes done while you shop. Although Refund Advance loans are no longer available this year, early options were offered at select locations. Jackson Hewitt offers appointments for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. It is recommended to book an appointment online or call (716) 379-6147 to reserve time with a Tax Pro. The Tax Pros at this location speak English. Trust Jackson Hewitt Tax Service for expert tax assistance when every dollar matters.

Jason Burt, a Financial Advisor at Ameriprise Financial Services, LLC, located at 176 Church Street, Poughkeepsie, New York, offers a range of financial services to individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, and APMA™, Jason Burt is equipped to provide expert advice on asset management, investment strategies, estate planning, and insurance products. Additionally, Jason Burt is trained in behavioral finance, philanthropy, and retirement planning, making him a well-rounded financial advisor. Whether you are looking to plan for retirement, manage your investments, or navigate complex financial situations, Jason Burt can provide personalized guidance tailored to your specific needs. Contact Jason Burt today to schedule a consultation and take the first step towards achieving your financial goals.

Camilleri Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 200 Summit Lake Drive, Valhalla, New York, United States. They offer personalized investment and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress and adjust strategies as needed. Clients can access their accounts and track progress online securely. The institution provides a complimentary initial consultation to discuss financial goals and risk tolerance. Ameriprise financial advisors are registered in certain U.S. states. They emphasize the importance of risk tolerance in determining investment strategies. Ameriprise Financial Services, LLC cannot guarantee future financial results. The institution is a member of FINRA and SIPC. Clients can refer friends and family members to help them achieve their financial goals. The institution prioritizes privacy and security for clients' information.

Jackson Hewitt Tax Service located at 696 Dutchess Turnpike in Poughkeepsie, New York, is a finance institution dedicated to helping individuals maximize their tax refunds. While the tax advance loans for this year have ended, our Tax Pros are still available to assist you in getting the most out of your return. Our services are perfect for those with busy lives, as you can simply drop off your tax documents and a Tax Pro will handle the rest, including a quick call to review your final return and convenient e-signing. Our Tax Pros at this location are fluent in Spanish and are ready to assist Spanish-speaking clients. We offer appointments for in-person tax preparation, drop-off tax preparation, and help with IRS letters. It is recommended to book an appointment online or by calling (845) 452-7800 to reserve time with a Tax Pro, but walk-ins are also welcome at our office on Dutchess Turnpike.

Gisell Rivera: Primerica - Financial Services is a reputable finance and insurance agency located at 570 Taxter Road in Elmsford, New York. With a focus on providing comprehensive financial services to clients, Gisell Rivera and her team offer a range of products including life insurance, investments, and retirement planning. Their knowledgeable staff is dedicated to helping individuals and families achieve their financial goals and secure their futures. Whether you are looking for insurance coverage or investment advice, Gisell Rivera: Primerica - Financial Services is committed to providing personalized solutions tailored to your specific needs.

Susan O'Rourke - Financial Advisor at Ameriprise Financial Services, LLC, located at 1969 Palmer Avenue in Larchmont, New York, is dedicated to helping clients achieve their financial goals. Whether it's planning for retirement, education, or a major purchase, Susan offers personalized investment and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings and progress reviews ensure that strategies are updated as life changes. Clients can easily access their investments and track progress towards their goals securely from any device. For those interested in learning more, a complimentary initial consultation can be scheduled to discuss financial planning concepts and determine an appropriate investment strategy. Ameriprise Financial Services, LLC, a registered investment adviser, offers investment products and services to help clients navigate market volatility and achieve a more confident financial future. Securities are offered through Ameriprise Financial Services, LLC, and Susan O'Rourke is registered to conduct securities business in certain states.

Matthew Chamberlin - Financial Advisor at Ameriprise Financial Services, LLC, located at 98 Cuttermill Road in Great Neck, New York, offers personalized financial planning services to help clients achieve their goals. With a focus on retirement, education, and major purchases, Matthew provides investment recommendations tailored to individual risk tolerance. Regular meetings and progress reviews ensure that strategies are adjusted as life changes. Clients can easily access their accounts and track progress online. Schedule a complimentary consultation to learn more about how Matthew can help you reach your financial goals. Please note that securities business is conducted only in states where the advisor is registered. Ameriprise Financial cannot guarantee future results. Member FINRA and SIPC.

Larry Jay Schwartz - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 98 Cuttermill Road, Great Neck, New York, United States. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch. The institution provides investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Regular meetings are held to review progress, update strategies as life changes, and track your financial journey. You can access your investments and accounts from any device securely. Larry Jay Schwartz may only conduct securities business with residents of states in which he is properly registered. The institution offers an initial consultation on financial planning concepts, with no written analysis or recommendations provided. Ameriprise Financial cannot guarantee future financial results. Members of this institution agree to abide by the terms of the Ameriprise Financial Website Rules and Regulations. Referrals are appreciated, and the institution will reach out to them soon. Privacy and security are a top priority at Ameriprise Financial Services, LLC.