Audit specialist in Merrick, New York
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Al Osbourne - Financial Advisor, Ameriprise Financial Services, LLC
Al Osbourne is a Financial Advisor at Ameriprise Financial Services, LLC located at 90 Merrick Avenue, East Meadow, New York, United States. Al Osbourne holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Al Osbourne specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. As a Certified Military Financial Advisor®, Al Osbourne is also trained to serve veterans and active duty military personnel. With a strong focus on ethics and expertise in various financial areas, Al Osbourne is dedicated to helping clients achieve their financial goals and secure their financial future.
Randall C Perkins - Private Wealth Advisor, Ameriprise Financial Services, LLC
Randall C Perkins is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 90 Merrick Avenue, East Meadow, New York, United States. Specializing in finance, Randall Perkins holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, and more. As a Certified Military Financial Advisor®, Randall Perkins is also trained to serve veterans and active duty personnel. With a commitment to ethical practices and continuing education, Randall C Perkins is dedicated to providing comprehensive financial planning services for individuals and businesses.
RMJR Tax and Accounting
RMJR Tax and Accounting is a reputable institution located at 15 Merrick Avenue in Merrick, New York, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch tax preparation, bookkeeping, and financial planning solutions to individuals and businesses alike. With a commitment to excellence and personalized service, RMJR Tax and Accounting is your trusted partner in achieving financial success. Contact us today to learn more about how we can help you reach your financial goals.
Pinnacle Taxx Advisors Inc
Pinnacle Taxx Advisors Inc is a reputable finance institution located at 3394 Merrick Road in Seaford, New York, United States. With a team of experienced financial experts, Pinnacle Taxx Advisors Inc provides comprehensive tax advisory services to individuals and businesses. Whether you need assistance with tax planning, preparation, or resolution, their knowledgeable staff is dedicated to helping you navigate the complexities of the tax system and achieve your financial goals. Trust Pinnacle Taxx Advisors Inc to provide you with expert guidance and personalized solutions for all your tax needs.
CFO Consulting Partners
CFO Consulting Partners is a financial management consulting firm located at 2059 Merrick Road, Merrick, New York, United States. Our team consists of former CFOs, controllers, and Big Four alumni who bring years of combined C-suite experience to help you make sense of complex financial data. We offer Fortune 500 CFO expertise without the Fortune 500 cost, providing innovative accounting solutions, financial process improvements, and expert guidance to help you grow ROI and maximize the value of your business. Our proven strategies for process improvement, risk mitigation, and systems implementation can help you increase revenue, profitability, and prepare for a successful exit or acquisition. Whether you need assistance with forensic oversight to prevent white-collar crime or want to optimize your business decisions, our team of specialists is ready to help.
Thomas A Boatswain - Financial Advisor, Ameriprise Financial Services, LLC
Thomas A Boatswain is a financial advisor at Ameriprise Financial Services, LLC located at 49 West Merrick Road in Freeport, New York, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. Thomas A Boatswain is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.
James Newkirk - Financial Advisor, Ameriprise Financial Services, LLC
James Newkirk is a Financial Advisor at Ameriprise Financial Services, LLC, located at 90 Merrick Avenue, East Meadow, New York, United States. James holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications highlight James' expertise in asset management, estate planning, retirement planning, investment strategies, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, James Newkirk can provide comprehensive financial advice tailored to your specific needs. Contact James Newkirk today for expert financial guidance.
Michael G Conway - Financial Advisor, Ameriprise Financial Services, LLC
Michael G Conway is a financial advisor at Ameriprise Financial Services, LLC located at 4510 Merrick Road in Massapequa, New York. With a focus on understanding your financial goals and priorities, Michael offers personalized advice to help you plan for the future. Whether you are saving for college, planning for retirement, or investing for the long term, Michael can help you feel more confident and in control of your financial life. As a registered advisor, Michael G Conway can only conduct securities business with residents of certain states. You can find more information about his background and qualifications on FINRA's BrokerCheck website. Schedule a consultation to discuss your financial goals and learn more about how Michael can help you prepare for the unexpected and achieve your objectives.
Schiffmi Schwartz Co
Schiffmi Schwartz Co is a reputable accounting and finance institution located at 100 Merrick Road in Rockville Centre, 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 excellence and personalized approach make them a trusted partner for individuals and businesses alike. Whether you need help with managing your finances or navigating complex tax laws, Schiffmi Schwartz Co is dedicated to helping you achieve your financial goals.
FLR Tax Service LLC
FLR Tax Service LLC is a reputable tax preparation firm located at 1737 De Salle Place in Merrick, New York. With a team of experienced professionals, they provide a wide range of tax services to individuals and businesses. Whether you need help with tax planning, filing your taxes, or resolving tax issues, FLR Tax Service LLC is dedicated to providing personalized and efficient solutions. Trustworthy and reliable, they strive to ensure their clients receive the best possible outcomes when it comes to their taxes.
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