TOP 30 Auditing firm ny in Port Jefferson, New York

15 results found

Fortitude Investment Group is a finance institution located at 417 East Main Street, Port Jefferson, New York, United States. They believe in helping clients achieve their personal, professional, and financial goals by providing comprehensive financial planning services. Their team is committed to earning client relationships every day by investing time and expertise selflessly. They offer services in financial planning to address every phase of a client's financial life. Potential clients are invited to spend an hour discussing their financial goals with an investment professional. The institution values transparency and encourages clients to check the background of their investment professionals on FINRA's BrokerCheck. They provide educational information on investments, but advise clients to consult with a professional regarding their individual circumstances. Securities are offered through Concorde Investment Services, LLC, and advisory services through Concorde Asset Management, LLC. Fortitude Investment Group is independent of CIS, CAM, and CIA. Investors are advised to carefully consider the risks and charges of variable annuities before investing. The institution emphasizes that investment returns and principal value are not guaranteed, and product guarantees are based on the claims-paying ability of the issuing company.

Advisor Successions is a leading finance institution located at 414 Main Street in Port Jefferson, New York. Our team of experts specializes in helping financial advisors successfully transition their businesses to new owners, ensuring a smooth and seamless succession process. With years of experience and a proven track record of success, Advisor Successions is dedicated to helping advisors achieve their goals and secure the future of their practices. Contact us today to learn more about how we can help you plan for a successful transition.

Morgan Stanley Financial Advisors is a renowned finance institution located at 414 Main Street in Port Jefferson, New York. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized strategies and expert guidance. Whether you are planning for retirement, investing for the future, or managing your wealth, our advisors are here to provide tailored solutions to meet your individual needs. Trust in Morgan Stanley Financial Advisors for comprehensive financial planning and investment services that put your financial well-being first.

Munistat Services, Inc. is a finance institution located at 12 Roosevelt Avenue in Port Jefferson Station, New York, United States. Specializing in municipal finance, Munistat Services, Inc. offers a wide range of financial services to help local governments and organizations navigate the complex world of public finance. With a team of experienced professionals, Munistat Services, Inc. is dedicated to providing high-quality financial solutions tailored to meet the unique needs of each client. Whether you are looking for assistance with bond issuance, budgeting, or financial planning, Munistat Services, Inc. is here to help.

Ruggiero Investments is a finance institution located at 407 East Main Street in Port Jefferson, New York, United States. As a fiduciary, we provide strategic portfolio management services with a focus on exceeding our client's expectations. Our mission is to help clients achieve their investment goals through personalized financial planning. We offer a Five Star quality service that is authentic, honest, and tailored to each client's unique goals. Our team of financial advisors is dedicated to maximizing cash flow and lifestyle for our clients. With a focus on family, control, future-proofing, and generational wealth, we strive to safeguard our client's financial futures. Visit us today to start discussing your investment goals and working towards achieving them together.

Wells Fargo Advisors is a prominent financial institution located at 70 North Country Road in, Port Jefferson, New York, United States. They offer a wide range of financial services including investment advice, wealth management, retirement planning, and more. With a team of experienced financial advisors, Wells Fargo Advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Wells Fargo Advisors is there to provide expert guidance and personalized solutions.

Sena Accounting Solutions is a leading financial institution located at 1618 Main Street in Port Jefferson, New York, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-quality financial solutions to individuals and businesses alike. With a commitment to excellence and integrity, Sena Accounting Solutions is your trusted partner for all your financial needs. Contact us today to learn more about how we can help you achieve your financial goals.

Newton Sankey & Co. is a reputable accounting and finance institution located at 6 Roosevelt Avenue in Port Jefferson Station, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, and financial planning. Clients can trust Newton Sankey & Co. to deliver accurate and reliable financial advice to help them achieve their goals. Whether you are an individual or a business, this institution is dedicated to providing top-notch financial solutions tailored to your specific needs.

Welcome to Holly Hohenschuh, CPA – your trusted partner in accounting and finance, conveniently located at 117 Liberty Avenue, Port Jefferson, New York 11777. Situated on the picturesque north shore of Long Island, our firm is dedicated to providing comprehensive accounting and tax services tailored to meet all your business and personal needs. As a licensed CPA with clients across the United States, I specialize in offering personalized accounting solutions, including meticulous tax preparation and filing for federal, state (including multi-state), and local income taxes. Whether you're a business owner seeking expert financial planning or an individual in need of reliable income tax preparation, I am here to assist you every step of the way.

Welcome to Business Equity Solutions, LLC Located in the heart of Port Jefferson, New York, Business Equity Solutions, LLC is your trusted partner in accounting and finance. Situated at 646 Main Street, our firm is dedicated to providing exceptional financial services tailored to meet the unique needs of our diverse clientele.

Welcome to Rasta Properties Inc, your trusted partner in accounting and finance located in the heart of Port Jefferson, New York. Situated at 111 North Country Road, our firm is dedicated to providing exceptional financial services tailored to meet the unique needs of our clients. With a team of experienced professionals, we specialize in comprehensive accounting solutions, financial planning, and strategic advice to help you achieve your financial goals. At Rasta Properties Inc, we understand the complexities of the financial landscape and are committed to delivering personalized service with the utmost integrity and professionalism. Whether you're an individual seeking tax preparation assistance or a business in need of detailed financial analysis, we offer a wide range of services to support your financial well-being.

Welcome to Eve Loren Munsky CPA PC, your trusted partner in accounting and finance located in the heart of Port Jefferson Station, New York. Conveniently situated at 585 North Bicycle Path, our firm is dedicated to providing exceptional financial services to individuals and businesses in the community. At Eve Loren Munsky CPA PC, we understand the complexities of financial management and are committed to delivering personalized solutions tailored to meet your unique needs. Our experienced team of certified public accountants brings a wealth of knowledge and expertise, ensuring precision and accuracy in every aspect of our work.

Welcome to La Capra Joseph CPA, your trusted partner in accounting and finance located in the heart of Port Jefferson Station, New York. Situated at 2 Roosevelt Avenue, our firm is dedicated to providing exceptional financial services to individuals and businesses in our community and beyond. At La Capra Joseph CPA, we understand that managing your finances can be complex and time-consuming. That's why we offer a comprehensive range of services tailored to meet your unique needs. Our expertise includes tax preparation and planning, bookkeeping, payroll services, financial consulting, and more. We strive to deliver accurate, timely, and insightful financial guidance to help you make informed decisions and achieve your financial goals.

Welcome to T&T Bookkeeping Solutions, Inc., your trusted partner in accounting and finance located in the heart of Port Jefferson Station, New York. Situated at 6 Legend Street, our firm is dedicated to providing top-notch financial services tailored to meet the unique needs of small businesses and individuals in our community. At T&T Bookkeeping Solutions, Inc., we understand that managing finances can be a daunting task. That's why our team of experienced professionals is committed to delivering personalized bookkeeping, accounting, and financial management services with precision and care. Whether you're a small business owner seeking efficient bookkeeping solutions or an individual in need of tax preparation assistance, we are here to help streamline your financial processes and ensure peace of mind.

Welcome to Risotto Financial Services, LLC, your trusted partner in accounting and financial solutions. Conveniently located at 373 Old Town Road, Port Jefferson Station, New York, our firm is dedicated to serving the financial needs of individuals and businesses in the community and beyond. At Risotto Financial Services, LLC, we specialize in providing comprehensive accounting services, tailored financial planning, and insightful consultancy to help you navigate the complexities of financial management. Our team of experienced professionals is committed to delivering personalized service, ensuring that each client receives the attention and expertise they deserve.