Audit and review services in New York

Massaroni Wealth Management, located at 22 Century Hill Drive in Latham, New York, is a finance institution dedicated to helping clients achieve their financial goals through personalized service and care. Our team utilizes extensive resources to prioritize your needs in the Wealth Management process, creating a goals-based financial strategy tailored to your aspirations. Our process begins by exploring your goals, aspirations, and dreams to define your vision, values, priorities, and goals. We then craft and manage a personalized financial plan, providing continuous support at every stage. We handle all necessary steps, including coordinating with professionals like CPAs or Attorneys, to ensure a smooth execution of your plan.

Kyle Mumpton - Thrivent is a finance institution located at 7897 Oswego Road in New York, United States. They are licensed in multiple states including AZ, FL, GA, IA, ID, IL, IN, KY, MA, MD, MI, MT, NC, NV, NY, OH, PA, TN, TX, VA, WI, and WV. Licensing information can be found through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients are advised to consult their attorney or tax professional for such matters. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can also opt for Dedicated Planning Services for written recommendations for a fee.

Eastgate Financial is a reputable finance institution located at 6712 Buckley Road in Syracuse, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients, including investment management, retirement planning, and wealth management. With a commitment to excellence and customer satisfaction, Eastgate Financial is the go-to destination for all your financial needs. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.

Tucker Haskins & Associates is a reputable finance institution located at 6564 Ridings Road in Syracuse, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. From investment planning to retirement savings, Tucker Haskins & Associates provides personalized solutions to meet their clients' needs. Visit their office today to start building a secure financial future.

Winterhalter Wealth Management is a finance institution located at 240 Redtail, Orchard Park, New York, United States. This institution offers investment products and services through Wells Fargo Advisors Financial Network, LLC. Please note that securities-related services may only be provided to residents of certain states listed above. Additionally, insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company. It is important to be aware that opinions, comments, and actions taken on Social Media are those of third parties and may not reflect the views of Winterhalter Wealth Management. Please consult with a financial advisor for more information, as they may not be registered in all states. For individuals residing outside of the U.S., the information provided is for informational purposes only and should not be construed as an offer to participate in any investment. We recommend reviewing the terms and conditions of any third-party websites before entering.

Faisal Shuja - Prudential Financial is a reputable finance and insurance agency located at 760 Lydig Avenue in New York, United States. With a focus on providing top-notch financial and insurance services, our institution is dedicated to helping individuals and businesses achieve their financial goals and secure their futures. Our team of experienced professionals is committed to offering personalized solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, Faisal Shuja - Prudential Financial is here to help you every step of the way. Visit us today to learn more about how we can assist you in building a secure financial future.

Anthony G Pirro PC is a reputable accounting and finance institution located at 700 Post Road in Scarsdale, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual or a business owner, Anthony G Pirro PC is dedicated to helping you achieve your financial goals and maximize your financial success. Trustworthy and reliable, they strive to provide top-notch service to all their clients.

Merrill Lynch Financial Advisor Gerald Slattery is located at 50 New York 111, Village of the Branch, New York, United States. Gerry is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in retirement planning. He holds the Chartered Retirement Planning Counselor (CRPC) designation and the Certified Plan Fiduciary Advisor (CPFA) certification. Gerry graduated Magna cum Laude from the New York Institute of Technology in 1988 with a B.S. in Business Administration. At Merrill Lynch Wealth Management, Gerry focuses on building personalized plans centered on your goals and what you want to achieve. He believes in understanding your aspirations and priorities, whether it's transferring wealth to the next generation, pursuing your passions, or planning for future expenses like healthcare or education. By utilizing the Investment Personality Assessment, Gerry can tailor a financial approach that aligns with your investing preferences and goals.

Top Tier Financial Solutions is a finance institution located at 2141 Cortelyou Road in New York, United States. We specialize in credit repair services to help individuals improve their credit scores and achieve their financial goals. With a team of experts, we provide guaranteed customer service that is second to none. Our transparent and dedicated approach ensures that you only pay for work that is fully completed. We offer personalized disputes to remove inaccurate items on your credit report and help you reach your optimal credit score. Contact us for a complimentary credit report review and start your journey towards financial health with Top Tier Financial Solutions.

Evergreen Funding Co of Ny is a reputable finance institution located at 3910 14th Avenue in New York, United States. With a strong track record of providing financial solutions to individuals and businesses, Evergreen Funding Co of Ny offers a wide range of services including loans, investment opportunities, and financial advice. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to start a new business, expand an existing one, or simply manage your personal finances more effectively, Evergreen Funding Co of Ny is here to help. Visit their office today to learn more about the financial services they offer.

Crowe Kevin A is a reputable finance institution located at 2018 Ralph Avenue in New York, United States. Specializing in a wide range of financial services, Crowe Kevin A is committed to providing expert advice and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, Crowe Kevin A offers a comprehensive approach to wealth management, investment strategies, and financial planning. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, Crowe Kevin A is dedicated to helping you succeed. Visit us today to learn more about how we can assist you in reaching your financial objectives.

Northwestern Mutual - Garden City is a finance institution located at 1225 Franklin Avenue in Garden City, New York. Our dedicated team of financial professionals is committed to helping individuals and families achieve their financial goals through personalized planning and expert guidance. Whether you are looking to secure your financial future, plan for retirement, or protect your assets, we are here to provide you with the tools and resources you need to make informed decisions. Contact us today to learn more about how Northwestern Mutual - Garden City can help you build a secure financial foundation for the future.

TD Ameritrade is a renowned financial institution located at 1900 Northern Boulevard in Manhasset, New York. As a leading player in the finance industry, TD Ameritrade offers a wide range of investment services, including online trading, retirement planning, and wealth management. With a strong reputation for reliability and customer service, TD Ameritrade is a trusted partner for individuals looking to grow and manage their financial portfolios. Whether you are a seasoned investor or just starting out, TD Ameritrade provides the tools and expertise to help you achieve your financial goals.

Real Estate & Mortgage Financing with Glenn Chiarulli is a reputable finance institution located at 1888 Hylan Boulevard in New York, United States. Specializing in real estate and mortgage financing, Glenn Chiarulli offers expert guidance and personalized solutions to help clients achieve their property ownership goals. With a wealth of experience and a commitment to customer satisfaction, this institution is dedicated to providing top-notch financial services in the competitive real estate market. Trust Glenn Chiarulli for all your real estate and mortgage financing needs.

Bank of America Private Client Advisor John M Pitton, located at 75 South Clinton Avenue in Rochester, New York, is a finance institution that offers wealth management and private banking services to business owners, high-net-worth families, private foundations, and nonprofit organizations. John Pitton, as the Managing Director and Market Director, leads a team of professionals who provide strategic guidance and services including investment management, trust and estate planning, real estate finance, lending, and philanthropic services. With over 35 years of experience with Bank of America, John has a strong background in corporate and commercial banking, overseeing large banking relationships and driving business integration activities. The team at Bank of America Private Client Advisor is dedicated to building strong client relationships based on trust and personalized experiences, with a focus on creating strategies that meet the unique needs and goals of each client. With a history of over 200 years, Bank of America Private Bank combines personalized service with the resources of Bank of America to help clients achieve their financial objectives. The institution values innovation and strives to anticipate and respond to changing markets and financial landscapes. It is important to note that while the institution provides information about products and services, clients should consult legal and tax advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with all products or services, and clients should review the institution's privacy policies and practices.

Ace Financial Group is a finance institution located at 121 South Main Street, Fairport, New York, United States. At Ace Financial Group, we understand that your financial needs and goals are unique to you. That's why we offer a flexible and customizable planning approach to help you thrive and succeed. Our dedicated team is committed to providing the support you need to make informed investment decisions. Please note that our services are available to residents of specific states only, including (AZ, CA, CO, CT, FL, GA, ID, MA, MD, MI, MN, MO, NC, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV). Securities-related services may not be provided to individuals residing in states not listed above. For parties residing outside of the U.S., please be aware that the information provided is for informational purposes only and should not be construed as an offer to participate in any investment.

Armenia CPA PLLC is a reputable accounting and finance institution located at 350 Alberta Drive in Amherst, New York, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Whether you are an individual or a business owner, Armenia CPA PLLC is dedicated to helping you achieve your financial goals and navigate the complexities of the financial world. Their commitment to excellence and personalized service sets them apart as a trusted partner in your financial success.

Robert B. Carroll is a reputable institution specializing in accounting and finance services located at 119 Goundry Street in North Tonawanda, New York. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or investment strategies, Robert B. Carroll is dedicated to providing top-notch services tailored to meet your specific needs. Trustworthy and reliable, this institution is committed to helping you achieve your financial goals.

GNSKP Associates LLC is a reputable accounting and finance institution located at 7 Broad Street West in Mount Vernon, New York, United States. With a team of experienced professionals, GNSKP Associates LLC offers a wide range of financial services including tax preparation, auditing, financial planning, and consulting. Clients can trust in the expertise and dedication of GNSKP Associates LLC to provide them with accurate and reliable financial solutions tailored to their specific needs.

Network Agency, located at 834 Rogers Avenue in New York, United States, is a leading institution in the fields of accounting and finance. With a focus on putting clients' needs first, our team of highly trained professionals offers sound advice and guidance to help protect what you value most. Whether you are in need of insurance, tax assistance, accounting services, or financial planning, Network Agency has you covered. Our experienced executives are dedicated to helping you achieve your goals, no matter where you are in life. From coverage for your vehicles to protection for your property and employees, we offer a wide variety of individual and family plans to suit your needs. Trust Network Agency to provide you with the perfect plan for your financial security.

Triple J Enterprises is a reputable finance institution located at 2910 Glenwood Road in New York, United States. With a focus on providing top-notch financial services, Triple J Enterprises offers a wide range of solutions tailored to meet the unique needs of their clients. Whether you are looking for investment opportunities, financial planning advice, or assistance with managing your assets, the experienced team at Triple J Enterprises is dedicated to helping you achieve your financial goals. Trust in Triple J Enterprises for expert guidance and personalized service in the world of finance.

Saul N. Friedman & Co, CPAs is a reputable accounting and finance institution located at 1333 60th Street in New York, United States. With a team of experienced certified public accountants, they offer a wide range of financial services including tax preparation, auditing, and consulting. Their commitment to providing high-quality and personalized services has earned them a strong reputation in the industry. Whether you are an individual or a business, Saul N. Friedman & Co, CPAs is dedicated to helping you achieve your financial goals.

Empire Tax Preparation & Accounting Astoria is a professional accounting and finance institution located at 97-77 Queens Boulevard in New York, United States. Specializing in tax preparation and accounting services, this local government office provides expert financial assistance to individuals and businesses in the Astoria area. With a team of experienced professionals, Empire Tax Preparation & Accounting Astoria is dedicated to helping clients navigate through complex financial matters and maximize their financial success.

Rosovich & Associates, Inc. is a reputable accounting and finance institution located at 26102 Union Turnpike in New York, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust Rosovich & Associates, Inc. for accurate and reliable financial guidance to help them achieve their financial goals.

Levine & Schmutter CPA LLP is a reputable accounting and finance firm located at 666 Old Country Road in Garden City, New York. With a team of experienced and skilled professionals, they provide a wide range of accounting services to individuals and businesses in the United States. From tax preparation and planning to financial consulting and auditing, Levine & Schmutter CPA LLP is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for all accounting and finance needs.

Madonna & Company, LLP is a reputable law firm located at 9 Endo Boulevard in Garden City, New York, United States. With a team of experienced attorneys, they provide a wide range of legal services to individuals and businesses in the area. Specializing in various areas of law, including real estate, family law, and estate planning, Madonna & Company, LLP is dedicated to providing top-notch legal representation and personalized attention to each client. Whether you are facing a complex legal issue or simply need guidance on a legal matter, you can trust Madonna & Company, LLP to handle your case with professionalism and expertise.

Louise Brindisi, CPA PC is a reputable accounting and finance institution located at 399 Conklin Street in Farmingdale, New York, United States. With a team of experienced professionals led by certified public accountant Louise Brindisi, the institution offers a wide range of financial services including tax preparation, bookkeeping, auditing, and financial consulting. Known for their dedication to providing personalized and high-quality services to their clients, Louise Brindisi, CPA PC is a trusted partner for individuals and businesses seeking expert financial guidance and support.

Florio CPA & Co., P.C. is a reputable accounting and finance institution located at 17 Conklin Street in Farmingdale, New York, United States. With a team of experienced and knowledgeable professionals, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Clients can trust Florio CPA & Co., P.C. for accurate and reliable financial advice to help them achieve their goals.

F. J. Pompo & Co. Certified Public Accountants is a reputable institution located at 120 East Washington Street in Syracuse, New York, United States. Specializing in accounting and finance, we offer a wide range of services to help businesses stay in compliance with Federal, State, and Local taxes. Our expert team provides consulting services to assist with tax planning, business growth, succession planning, and more. Our custom bookkeeping services are tailored to meet the specific needs of each company, with our highly trained staff and Quickbooks Proadvisor on hand to provide assistance when needed. We also offer audit, review, compilation, and financial statement preparation services to municipalities, not-for-profits, and businesses throughout Central New York.

Tax Man is a reputable accounting and finance institution located at 141 East Seneca Street in Manlius, New York, United States. With a team of experienced professionals, Tax Man is dedicated to providing top-notch tax preparation, financial planning, and accounting services to individuals and businesses in the area. Whether you need help with filing your taxes, managing your finances, or navigating complex tax laws, Tax Man is here to help. Trust Tax Man to handle all of your accounting and finance needs with precision and expertise.