TOP 30 Auditing firm ny in Garden City, New York
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Garden City Accountant DeMarco & Nesi CPA
● ClosedGarden City Accountant DeMarco & Nesi CPA is a reputable accounting firm located at 1010 Franklin Avenue in Garden City, New York. Specializing in accounting and finance services, their team of experienced professionals are dedicated to providing top-notch financial solutions to individuals and businesses in the area. With a commitment to excellence and personalized service, they are a trusted partner for all your accounting needs.
1010 Franklin Ave #400, Garden City, NY 11530, United States -
25th Hour Accounting Solutions
● Closed25th Hour Accounting Solutions is a reliable and professional accounting firm located in the heart of Albany, New York. Our team of experienced accountants and financial experts are dedicated to providing top-notch services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to help. Visit us at 9 Garden Street to see how we can help you make the most of your finances.
9 Garden St, Albany, NY 12209, United States -
Crossroads Accounting & Bus
● OpenCrossroads Accounting & Bus is a trusted accounting and finance institution located at 2 Garden Drive in Monticello, New York. Our team of experienced professionals is dedicated to providing exceptional accounting services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Visit us today to see how we can help you achieve your financial goals.
2 Garden Dr, Monticello, NY 12701, United States -
Meyer, Suozzi, English & Klein, P.C.
● ClosedMeyer, Suozzi, English & Klein, P.C. is a reputable institution located at 990 Stewart Avenue in Garden City, New York. Specializing in accounting, finance, and legal services, the firm is known for its integrity, insight, and exceptional client service. With additional offices in New York City and Washington, D.C., the dedicated attorneys at Meyer, Suozzi, English & Klein, P.C. are committed to serving their clients, community, and public affairs.
990 Stewart Ave #300, Garden City, NY 11530, United States -
D'Arcangelo & Co LLP
● ClosedD'Arcangelo & Co LLP is a renowned accounting and finance firm located at 200 East Garden Street in Rome, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax planning, auditing, and consulting. Their commitment to excellence and personalized approach sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Whether you need help with tax preparation or financial planning, D'Arcangelo & Co LLP is dedicated to helping you achieve your financial goals.
200 E Garden St, Rome, NY 13440, United States -
La Ferla Group - Wealth Management & Financial Planners
● ClosedLa Ferla Group - Wealth Management & Financial Planners, located at 1050 Franklin Avenue in Garden City, New York, is a finance institution that focuses on exceeding expectations, simplifying lives, and helping clients establish lasting legacies. Their comprehensive family office services are designed to manage wealth from a 360-degree perspective, leveraging an exclusive network of experts to help clients achieve their personal and professional financial goals. As fiduciaries, La Ferla Group puts their clients first and is dedicated to providing top-notch financial planning services. Please note that assets mentioned are inclusive of acquired firms or investments and may not be considered regulatory assets under management.
1050 Franklin Ave #400, Garden City, NY 11530, United States -
Flynn Zito Capital Management, LLC
● ClosedFlynn Zito Capital Management, LLC is a finance institution located at 585 Stewart Avenue in Garden City, New York, United States. With a focus on providing expert financial management services, Flynn Zito Capital Management, LLC offers personalized investment strategies tailored to meet the unique needs and goals of each client. Their team of experienced professionals is dedicated to helping clients navigate the complexities of the financial market and achieve their financial objectives. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Flynn Zito Capital Management, LLC is committed to delivering top-tier financial solutions and exceptional customer service.
585 Stewart Ave #620, Garden City, NY 11530, United States -
Advisors Resource Group, Ltd.
● ClosedAdvisors Resource Group, Ltd. is a finance institution located at 1050 Franklin Avenue, Garden City, New York, United States. We offer advisory services through Lincoln Investment or Capital Analysts, Registered Investment Advisers, and securities through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. Our institution and the above firms are independent and non-affiliated. On our website, you can find interesting videos and calculators to help with your financial planning. Please note that the information provided on our site is for informational purposes only and is not intended as a solicitation, offer, or sale of securities products or investment advisory services to individuals residing outside of the United States.
1050 Franklin Ave #302, Garden City, NY 11530, United States -
Preservation Capital Partners, LLC
● OpenPreservation Capital Partners, LLC is a finance institution located at 370 Old Country Road in Garden City, New York, United States. Specializing in investment management and financial advisory services, Preservation Capital Partners, LLC is dedicated to helping clients achieve their financial goals through strategic planning and expert guidance. With a focus on preserving and growing wealth, the team at Preservation Capital Partners, LLC works closely with clients to develop personalized investment strategies tailored to their unique needs and objectives. Trustworthy, reliable, and committed to excellence, Preservation Capital Partners, LLC is a trusted partner in navigating the complex world of finance.
370 Old Country Rd, Garden City, NY 11530, United States -
Vertex Wealth Management, LLC
● ClosedVertex Wealth Management, LLC, located at 585 Stewart Avenue in Garden City, New York, is a finance institution dedicated to providing personalized service and trusted financial expertise to help clients achieve their goals. Whether you are building wealth or planning for retirement, Vertex Wealth Management offers a full range of services including investment growth, insurance, and retirement planning. As a partner in your financial success, the firm is committed to delivering the highest level of service to secure your financial future. Securities are offered through First Allied Securities, Inc., and advisory services are provided through First Allied Advisory Services. It is important to consult with a financial or tax advisor regarding your individual situation. This site is for informational purposes only and is intended for residents of the United States. Vertex Wealth Management does not endorse or sponsor any listed websites and is not responsible for their content. Be sure to check the background of any investment professional before working with them.
585 Stewart Ave suite l-16, Garden City, NY 11530, United States -
Core IR
● ClosedCORE IR is a finance institution located at 377 Oak Street, Garden City, New York, United States. At CORE IR, we focus on raising visibility, expanding awareness, and increasing shareholder value for our clients. We offer relationship introductions with various key players in the finance industry, such as institutional investors, fund managers, and analysts. Our team crafts compelling messages that resonate with investors and leverage advanced tools to measure and elevate the ROI of your investor relations program. We go beyond traditional valuation measures to identify alternative metrics that highlight the intrinsic value of your business. Our comprehensive communications and digital media plans help us integrate with key constituents to unify all communications. We ensure your story reaches the right audience through our experience and longstanding relationships in the industry.
377 Oak St, Garden City, NY 11530, United States -
Michael Ullrich - Raymond James
● OpenMichael Ullrich - Raymond James is a finance institution located at 1225 Franklin Avenue in Garden City, New York, United States. As a branch of the reputable Raymond James financial services firm, we offer a wide range of financial planning and investment services to help our clients achieve their financial goals. Our experienced team of financial advisors provides personalized guidance and expertise to help individuals and businesses make informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or manage your investments, Michael Ullrich - Raymond James is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
1225 Franklin Ave #345, Garden City, NY 11530, United States -
Dealerweb
● OpenDealerweb, located at 1225 Franklin Avenue in Garden City, New York, is a leading finance institution that reported a total trading volume of $36.2 trillion and an average daily volume of $1.81 trillion in March 2024. Catering to asset managers, central banks, hedge funds, and other institutional investors, Dealerweb provides access to liquidity through electronic marketplaces. With options for electronic or phone-based trading, Dealerweb offers market participants the flexibility to execute their trade strategies confidently. Tradeweb Direct, a division of Dealerweb, serves financial advisory firms, RIAs, traders, and buy-side investors with fast and reliable execution for fixed income trading needs. In 2023, Dealerweb achieved record trading volumes, expanded automation capabilities, and strategic partnerships. CEO Billy Hult has been at the helm during a year of growth and exciting acquisitions. Elisabeth Kirby, Head of Market Structure, discusses new SEC rules impacting U.S. Treasuries markets in a recent blog. Additionally, Billy Hult recently shared insights on Tradeweb's financial results and market structure in an interview with Bloomberg News. Dealerweb continues to enhance e-trading liquidity in Japan's rates market, solidifying its position as a key player in the finance industry.
1225 Franklin Ave #550, Garden City, NY 11530, United States -
Gabriel Plaut - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedGabriel Plaut, a financial advisor at Ameriprise Financial Services, LLC, located at 1001 Franklin Avenue in Garden City, New York, offers expert guidance on financial planning and investment strategies. With a focus on helping clients achieve their financial goals, Gabriel Plaut provides personalized advice tailored to individual needs. Background and qualification information for Gabriel Plaut can be found on FINRA's BrokerCheck website. Clients can expect a comprehensive overview of financial planning concepts during the initial consultation, although no written analysis or recommendations will be provided at this stage.
1001 Franklin Ave Ste 302, Garden City, NY 11530, United States -
Merrill Lynch Financial Advisor Frank Pellegrino
● ClosedMerrill Lynch Financial Advisor Frank Pellegrino, located at 1325 Franklin Avenue, Garden City, New York, United States, is a prestigious institution in the finance industry. Recognized by Forbes for their exceptional wealth management teams and advisors, they are dedicated to providing exemplary client service. Backed by the global resources of Merrill, their team of talented and experienced individuals is committed to building strong client relationships based on trust and personalized service. They focus on understanding your goals, priorities, and aspirations to create a customized financial approach that helps you pursue what matters most to you. With access to investment insights and banking solutions, they work with you to develop a plan that addresses your financial needs and helps you achieve your goals. Through ongoing communication and personalized advice, they aim to help you stay on track and adapt to changes in your life and the financial markets. Let Merrill Lynch Financial Advisor Frank Pellegrino help you navigate the complexities of your financial life and work towards your financial goals.
1325 Franklin Ave 4th Floor, Garden City, NY 11530, United States -
Edward Jones - Financial Advisor: Parikshit Patel
● ClosedEdward Jones - Financial Advisor: Parikshit Patel is a trusted financial institution located at 666 Old Country Road in Garden City, New York. As a dedicated financial advisor, Parikshit Patel provides personalized and comprehensive financial planning services to help clients achieve their long-term financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Parikshit Patel is committed to providing sound advice and guidance every step of the way. With a focus on building strong, long-lasting relationships with clients, you can trust in the expertise and professionalism of Edward Jones - Financial Advisor: Parikshit Patel.
666 Old Country Rd Suite 105, Garden City, NY 11530, United States -
Merrill Lynch Financial Advisor David Stoler
● ClosedMerrill Lynch Financial Advisor David Stoler, located at 1325 Franklin Avenue in Garden City, New York, offers personalized financial services to help clients achieve their goals. With a focus on understanding each client's unique needs and priorities, the institution provides customized investment strategies and financial solutions. By listening to clients and getting to know their financial situation, the team at Merrill Lynch works to design a plan that reflects individual goals and helps manage investment risk. The institution offers access to the investment insights of Merrill and banking solutions from Bank of America, allowing clients to pursue their financial goals through personalized wealth management strategies. With a commitment to building strong client relationships based on trust and personalized service, the team at Merrill Lynch Financial Advisor David Stoler helps clients navigate the complexities of their financial lives and stay on track to achieve what matters most to them.
1325 Franklin Ave 4th Floor, Garden City, NY 11530, United States -
Merrill Lynch Financial Advisor Ashley Rowland
● ClosedMerrill Lynch Financial Advisor Ashley Rowland is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Catering to successful professionals and wealthy families, they offer a sophisticated suite of financial strategies tailored to the unique opportunities and challenges their clients face. Operating under the basic premise that much of clients' lives revolve around money, The Russo Rosenstein Group aims to enhance and enrich the complex financial lives of those they serve. They provide boutique-level personal service and attention, going above and beyond typical financial advisors by educating and coaching clients to ensure they follow integrated strategies formulated on their behalf. The institution works with a limited number of clients to build lasting advisory relationships, understanding that each client has unique planning needs that should drive every recommendation. With a planning-based approach honed over many years, The Russo Rosenstein Group helps clients explore and prioritize their goals for themselves, their families, and their communities. They also offer assistance with both personal and business financial needs, including plan design and implementation for business owners. With a focus on high-net-worth and ultra-high-net-worth clients, The Russo Rosenstein Group serves individuals in New York, New Jersey, and over 20 other states, including corporate executives, business owners, partners at law firms, and generations of their families. The institution takes a strategic and analytical approach to examining each client's overall financial picture, ensuring they build fundamental pillars of financial strength for their clientele. By providing superior wealth management services, The Russo Rosenstein Group aims to help clients achieve their financial goals and leave lasting memories for their families.
1325 Franklin Ave 4th Floor, Garden City, NY 11530, United States -
Matthew Sheerin - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenMatthew Sheerin is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 401 Franklin Avenue, Garden City, New York, United States. The institution, known as Halcyon Financial Partners, has been recognized as one of the Forbes Best-in-State Wealth Management Teams for 2024. The team at Halcyon Financial Partners is dedicated to providing personalized guidance and planning to help clients achieve their financial goals for both today and tomorrow. With a focus on integrity and loyalty, the team seeks to form long-term relationships with clients based on trust and professionalism. If you would like to schedule a complimentary initial consultation or learn more about the services offered, please get in touch. Securities are offered through Ameriprise Financial Services, LLC, and investment products involve risks including possible loss of principal. Matthew Sheerin is registered in certain states for conducting securities business, and more information can be found on FINRA's BrokerCheck website. Contact us today to discuss your financial needs and goals.
401 Franklin Ave Ste 101 & Ste 103, Garden City, NY 11530, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 1325 Franklin Avenue in Garden City, New York, is a leading finance institution dedicated to helping clients align their investments with their personal values and financial goals. The experienced advisors at this branch offer a wide range of wealth management services, including retirement income planning, guidance on stock positions, and access to estate planning services. Through volunteerism and charitable outreach, the branch actively supports the local community and nonprofit organizations. Clients of Merrill Lynch have access to industry-skilled advisors, a disciplined wealth planning platform, and the technological resources of a global financial services firm to help them pursue their financial and life goals.
1325 Franklin Ave 4th Floor, Garden City, NY 11530, United States -
LPL Financial
● ClosedLPL Financial is a leading finance institution located at 300 Garden City Plaza in Garden City, New York, United States. With a focus on providing comprehensive financial services, LPL Financial offers a wide range of investment options and personalized financial planning solutions to help clients achieve their financial goals. With a team of experienced financial advisors and a commitment to excellence, LPL Financial is dedicated to helping individuals and businesses navigate the complexities of the financial world with confidence and peace of mind.
300 Garden City Plaza # 226, Garden City, NY 11530, United States -
Merrill Lynch Financial Advisor Raffaele DeGruttola
● ClosedMerrill Lynch Financial Advisor Raffaele DeGruttola is located at 1325 Franklin Avenue, Garden City, New York, United States. The institution, CDB Wealth Management, believes in building good relationships through teamwork and involvement, delivered by their advisors and wealth management client associates. They offer access to the global investment capabilities of Merrill and the banking convenience of Bank of America. The team at CDB Wealth Management works with clients to identify and prioritize personal financial goals, such as funding education, retirement planning, healthcare costs, and wealth preservation. They offer personalized financial strategies aligned with each client's individual goals. The institution begins every relationship with a conversation to understand the client's priorities and goals. They utilize the Investment Personality Assessment to gain a deeper understanding of each client's investing preferences. The team at CDB Wealth Management helps clients track changes in their lives and goals to ensure their financial approach reflects these changes.
1325 Franklin Ave 4th Floor, Garden City, NY 11530, United States -
Phoenix Asset Management
● ClosedPhoenix Asset Management is a reputable finance and real estate agency located at 1205 Franklin Avenue in Garden City, New York. With a team of experienced professionals, we provide expert advice and services in managing assets and real estate investments. Our institution is dedicated to helping clients achieve their financial goals through strategic planning and personalized solutions. Whether you are looking to grow your wealth or invest in properties, Phoenix Asset Management is here to guide you every step of the way.
1205 Franklin Ave #110, Garden City, NY 11530, United States -
Steven J Miller - Financial Advisor, Ameriprise Financial Services, LLC
● OpenSteven J Miller - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 401 Franklin Avenue, Garden City, New York, United States. The institution offers a range of certifications and designations 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 expertise in various areas of financial planning, asset management, estate planning, and retirement planning. The institution is committed to providing clients with comprehensive and personalized financial advice to help them achieve their financial goals.
401 Franklin Ave Ste 101 & Ste 103, Garden City, NY 11530, United States -
Merrill Lynch Financial Advisor Susan Novick
● ClosedMerrill Lynch Financial Advisor Susan Novick is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. The team at Merrill Lynch is dedicated to providing exemplary client service and has received recognition from financial industry publications and Bank of America Corporation. Their accolades include being ranked in Forbes' "Best-in-State Wealth Management Teams" in 2024 and "America's Top Women Wealth Advisors Best-in State" in 2022. The team, supported by the global resources of Merrill, is committed to building strong client relationships based on trust and personalized service. They offer wealth management strategies tailored to individual goals and priorities, with a focus on helping clients navigate life's changes and achieve their financial objectives. The team includes a Registered Senior Wealth Management Client Associate and is experienced in areas such as retirement income planning, concentrated stock positions, and sustainable and impact investing solutions. Merrill Lynch Wealth Management Advisors work with clients to create personalized financial plans centered on their goals and values, helping them make informed investment decisions and stay on track to achieve their objectives. The team is dedicated to putting clients first and providing comprehensive financial solutions to help them live their best financial life.
1325 Franklin Ave 4th Floor, Garden City, NY 11530, United States -
Merrill Lynch Financial Advisor Michael Rosenstein
● ClosedMerrill Lynch Financial Advisor Michael Rosenstein, located at 1325 Franklin Avenue in Garden City, New York, offers a sophisticated suite of financial strategies for successful professionals and wealthy families. The institution, known as The Russo Rosenstein Group, operates under the premise that clients' lives revolve around money, and aims to enhance and enrich their financial lives through personalized service and attention. With a focus on educating and coaching clients, the highly credentialed advisors at The Russo Rosenstein Group help clients prioritize their goals for themselves, their families, and their communities. The institution serves a diverse range of high-net-worth and ultra-high-net-worth clients, including senior-level corporate executives, business owners, and partners at law firms, among others. By taking a planning-based approach and offering tailored strategies, The Russo Rosenstein Group aims to help clients achieve their most significant goals for family, business, and philanthropy. The institution also provides assistance with business and personal financial needs, including plan design and implementation for business owners. With a commitment to multi-generational wealth management, The Russo Rosenstein Group ensures that clients receive ongoing support and guidance for a rewarding retirement lifestyle. The institution's vision is to provide superior wealth management by understanding clients' unique needs and offering high-caliber intelligence and insight. With a focus on building lasting advisory relationships and delivering a boutique level of service, The Russo Rosenstein Group aims to help clients leave memories, not just money, along their financial journey.
1325 Franklin Ave 4th Floor, Garden City, NY 11530, United States -
J.B. Luzim & Company - Tax and Accounting
● OpenJ.B. Luzim & Company is a reputable tax and accounting firm located at 300 Garden City Plaza in Garden City, New York. With a team of experienced professionals, they specialize in providing comprehensive accounting and financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, J.B. Luzim & Company is dedicated to helping you achieve your financial goals. Trustworthy and reliable, they are committed to providing top-notch service to their clients in the United States.
300 Garden City Plaza #154, Garden City, NY 11530, United States -
S & K Accounting Corp
● ClosedS & K Accounting Corp is a reputable accounting and finance institution located at 61-07 Springfield Boulevard in New York, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, bookkeeping, financial planning, and consulting. Their commitment to accuracy and integrity ensures that clients receive top-notch financial assistance tailored to their individual needs. Whether you are a small business owner or an individual looking for financial guidance, S & K Accounting Corp is dedicated to helping you achieve your financial goals.
61-07 Springfield Blvd, Oakland Gardens, NY 11364, United States -
1040 Times Tax Services
● Closed1040 Times Tax Services is a reputable accounting and finance institution located at 401 Franklin Avenue in Garden City, New York, United States. Specializing in tax preparation and financial consulting, our experienced professionals are dedicated to providing top-notch services to individuals and businesses alike. With a focus on accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and maximize their financial potential. Trust 1040 Times Tax Services for all your accounting and finance needs.
401 Franklin Ave Suite 318, Garden City, NY 11530, United States -
Minsky & Cottone, CPAs, PC
● ClosedMinsky & Cottone, CPAs, PC is a reputable accounting and finance firm located at 591 Stewart Avenue in Garden City, New York. With a team of experienced professionals, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Clients can trust Minsky & Cottone for expert advice and personalized solutions to meet their financial needs. Whether you are an individual or a business owner, this institution is dedicated to helping you achieve your financial goals.
591 Stewart Ave #510, Garden City, NY 11530, United States
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