Auditing services offered in Schenectady, New York

Dan Miller - Financial Advisor at Ameriprise Financial Services, LLC, located at 1205 Troy-Schenectady Road in Latham, New York, offers a wide range of financial services to individuals and businesses. Dan Miller 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®, CFP®, 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 reflect Dan Miller's expertise in asset management, retirement planning, estate planning, investment management, and more. Whether you are a retiree, small business owner, or high net worth individual, Dan Miller can provide personalized financial advice tailored to your specific needs. Contact Dan Miller at Ameriprise Financial Services, LLC for comprehensive financial planning services.

Services Financial is a leading finance institution located in Schenectady, New York, United States. We offer a wide range of financial services to individuals, businesses, and organizations. Our experienced team of professionals is dedicated to helping our clients achieve their financial goals and objectives. Whether you need assistance with investments, loans, or financial planning, we are here to provide expert guidance and support. Trust Services Financial to help you navigate the complexities of the financial world and secure your financial future.

Douglas Kelly - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1205 Troy-Schenectady Road, Latham, New York, United States. They offer a range of certifications and designations 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications cover various aspects of financial planning, asset management, estate planning, retirement planning, and more. The advisors at Douglas Kelly - Financial Advisor, Ameriprise Financial Services, LLC are dedicated to providing expert advice and guidance to individuals, retirees, small business owners, and high net worth clients.

James L Phillips is a financial advisor at Ameriprise Financial Services, LLC located at 1205 Troy-Schenectady Road in Latham, New York. With a focus on providing personalized financial solutions, James and his team offer a range of services to help clients achieve their financial goals. Each advisor at Ameriprise has their own "Top areas of focus," which can be reviewed based on your location search to find the best match for your needs. By looking into their backgrounds, credentials, and experience, you can make an informed decision on who to work with.

Three Buckets Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 1205 Troy-Schenectady Road, Latham, New York, United States. The team at Three Buckets Wealth Management is dedicated to helping families plan and achieve their financial dreams. They offer personalized strategies to empower individuals with confidence and control over their finances, whether the goal is retirement, investment growth, or leaving a legacy for loved ones. The team invites individuals to start their financial journey with a complimentary initial consultation to celebrate milestones and work towards turning dreams into realities. The institution prioritizes the financial well-being of each client's family and is committed to walking the path together. Ameriprise financial advisors are registered in certain U.S. states and provide an overview of financial planning concepts during the initial consultation. While Ameriprise Financial cannot guarantee future financial results, they are dedicated to helping clients achieve their goals. Clients can expect to hear from the team soon after a referral is made. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring privacy and security for all clients.

Tyler Kuznia, a Financial Advisor at Ameriprise Financial Services, LLC, is located at 1205 Troy-Schenectady Road in Latham, New York, United States. As a finance institution, Ameriprise offers personalized financial planning services to help individuals achieve their financial goals. Tyler Kuznia specializes in various areas of focus to cater to the specific needs of clients. By reviewing his background, credentials, and experience, clients can determine if his approach aligns with their financial objectives. To schedule a complimentary initial consultation with Tyler Kuznia, individuals can fill out the "Request consultation" form on the website and he will reach out to them to discuss their financial goals.

Raymond James Financial Services is a finance institution located at 132952 Troy-Schenectady Road in Latham, 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, Raymond James is committed to helping clients achieve their financial goals and secure their financial future. Whether you are a seasoned investor or just starting out, Raymond James Financial Services is dedicated to providing personalized solutions to meet your unique financial needs.

Mike Macdonald: Primerica - Financial Services is a reputable finance and insurance agency located at 678 Troy-Schenectady Road in Latham, New York. With a strong focus on providing quality financial services, Mike Macdonald and his team offer a wide range of products and solutions to help individuals and families achieve their financial goals. Whether you are looking for insurance coverage, investment opportunities, or retirement planning, Primerica is dedicated to helping you secure your financial future. Visit their office today to learn more about the services they offer and how they can assist you in reaching your financial objectives.

Jackson Hewitt Tax Service is a finance institution located at 939 State Street in Schenectady, New York, United States. Our Tax Pros are dedicated to helping you get your biggest refund, even though our tax advance loans have ended for this year. Our services are perfect for busy lives - 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. Although Refund Advance loans are no longer available this year, we offer in-person tax preparation appointments, drop-off tax preparation services, and assistance with IRS letters. 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.

Jackson Hewitt Tax Service, located at 93 West Campbell Road in Schenectady, New York, is a finance institution that is committed to helping you get your biggest refund. While our tax advance loans have ended for this year, our Tax Pros are ready to assist you with all of your tax needs. 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, we did offer Early Refund Advance at select locations from December 11, 2023, until January 14, 2023, and No Fee Refund Advance at most locations from January 2, 2024, until February 11, 2024.

uTaxes - LLC/Corp Formation, Bookkeeping and Tax Services is a trusted accounting and finance institution located at 45 Colvin Avenue in Albany, New York. With over 45 years of experience, our family-owned business offers a wide range of services including fast LLC/Corp formation, tax preparation, bookkeeping, CPA services, QuickBooks assistance, and website creation. Our team of experienced professionals is dedicated to providing both personal and professional financial services in Albany, Rensselaer, Schenectady, and Saratoga counties. We represent clients before the IRS and State tax agencies, ensuring that final assessments are fair and any refunds due are identified and credited accordingly.

DRW Tax Service is a reputable accounting and finance institution located at 1581 Union Street in Schenectady, New York, United States. With a team of experienced professionals, we offer a wide range of tax services to individuals and businesses. Our goal is to provide accurate and efficient financial solutions to help our clients navigate the complex world of taxes and finances. Whether you need help with tax preparation, planning, or filing, our dedicated team is here to assist you every step of the way. Trust DRW Tax Service to handle all of your accounting and finance needs with precision and expertise.

The Mohawk Valley Group - Morgan Stanley is a finance institution located at 1212 Troy-Schenectady Road in Latham, New York, United States. As part of the prestigious Morgan Stanley brand, this institution offers a wide range of financial services and investment opportunities to individuals and businesses in the Mohawk Valley region. With a team of experienced professionals and a commitment to providing personalized financial solutions, The Mohawk Valley Group - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future.

Morgan Stanley Financial Advisors is a leading financial institution located at 1212 Troy-Schenectady Road in Latham, New York, United States. Our team of experienced advisors offers comprehensive financial planning services to help individuals and businesses achieve their financial goals. From investment management to retirement planning, we provide personalized solutions tailored to each client's unique needs. With a commitment to excellence and integrity, Morgan Stanley Financial Advisors is dedicated to helping our clients build and protect their wealth for the future.

Trustco Bank, located at 201 Troy-Schenectady Road in Latham, New York, is a trusted institution offering a range of financial services including ATM services, banking, and finance. With a focus on community banking, Trustco Bank prides itself on providing exceptional Home Town service to its customers while supporting its employees and the communities it serves. Customers can take advantage of various account options such as the Home Town Investment Checking Account, Home Town Savings Account, and Home Town Business Checking Account, all designed to help individuals achieve their financial goals. Trustco Bank has been recognized for its outstanding services, including being voted the #1 Bank in the Capital District by the Times Union and the Best Bank on Wolf Road by the Anderson Group.

H&R Block is a trusted institution located at 579 Troy-Schenectady Road in Latham, New York, United States. Specializing in accounting and finance services, H&R Block offers expert tax preparation, financial planning, and consulting services to individuals and businesses. With a team of knowledgeable professionals, H&R Block is committed to helping clients navigate the complexities of tax laws and financial regulations to maximize their financial well-being. Visit H&R Block in Latham for reliable and personalized financial services.

William F. Friske CPA is a reputable accounting and finance institution located at 284 Troy-Schenectady Road in Latham, New York, United States. With years of experience and expertise in the field, they offer a wide range of services to help individuals and businesses with their financial needs. Whether you need help with tax preparation, financial planning, or bookkeeping, the team at William F. Friske CPA is dedicated to providing top-notch service and personalized solutions to meet your specific needs. Contact them today to see how they can assist you with your accounting and finance needs.

Pascucci William CPA is a reputable accounting and finance institution located at 952 Troy-Schenectady Road in Latham, New York. With years of experience in the industry, they offer a wide range of services to help individuals and businesses manage their financial affairs effectively. Their team of certified public accountants is dedicated to providing personalized and professional assistance to meet the unique needs of each client. Whether you need tax preparation, bookkeeping, or financial planning services, Pascucci William CPA is committed to delivering top-notch solutions to help you achieve your financial goals.

Fred H. Winkler & Co - Fred H. Winkler Jr. CPA is a renowned accounting and finance institution located at 1004 Princetown Road in Schenectady, New York, United States. With a strong reputation for providing expert financial services, including tax preparation, auditing, and financial planning, Fred H. Winkler & Co is dedicated to helping individuals and businesses achieve their financial goals. Led by Fred H. Winkler Jr., a highly experienced Certified Public Accountant, the institution offers personalized and professional services to meet the unique needs of each client. Whether you are looking for assistance with tax filing or financial consulting, Fred H. Winkler & Co is committed to delivering exceptional results.

Thrivent Financial, located at 3418 Carman Road in Schenectady, New York, is a finance and insurance agency that believes in providing every individual with a financial plan they can have confidence in. Their team of financial advisors is dedicated to understanding each client's unique situation and goals in order to create a personalized financial plan that prioritizes what matters most to them. Thrivent offers free virtual coaching through Money Canvas™ to help clients build healthier money habits at their own pace. Whether you are just starting out, building a foundation, or nearing retirement, Thrivent's financial advisors are there to help you navigate the challenges and opportunities life presents. Thrivent is committed to giving back to the community and offers various generosity programs and charitable planning options for clients who are interested in making a positive impact. With $162 billion in assets under management/advisement, Thrivent is a Fortune 500 organization that provides advice, investments, insurance, banking, and generosity programs. Their mission is to help people make the most of all they've been given and live a more meaningful and generous life.

Liberty Tax is a financial institution located at 1121 State Street in Schenectady, New York, United States. They offer a wide range of financial services including tax preparation, tax planning, and financial consulting. With a team of experienced professionals, Liberty Tax is dedicated to helping individuals and businesses navigate the complexities of the tax system and achieve their financial goals. Whether you need help with filing your taxes or creating a comprehensive financial plan, Liberty Tax is here to provide expert guidance and support.

PlanMember Securities Corporation is a finance institution located at 1574 Union Street, Schenectady, New York, United States. Specializing in helping individuals develop comprehensive financial strategies, the institution offers access to quality investment solutions to help clients achieve their retirement and investment goals. With over 40 years of experience, the institution caters to educators, employees of nonprofit and for-profit organizations, and individuals from all walks of life. The founder is also a guest speaker and has spoken at numerous public seminars and workshops across the country on topics such as estate planning, retirement planning, and wealth transfer strategies. As an independent advisor with PlanMember, clients can choose from a broad spectrum of investment options, including professionally managed mutual fund accounts and insurance programs. The institution also offers the PlanMember Services Program, a comprehensive retirement planning system designed to help individuals save for retirement. Representatives registered with PlanMember Securities Corporation offer securities and advisory services, and before investing, individuals are encouraged to carefully read prospectus(es) containing important information about investment objectives and risks. Plan for your future with PlanMember Securities Corporation and take the first step towards achieving your retirement goals.

Herweyer Financial is a reputable finance institution located at 242 Union Street in Schenectady, New York, United States. With a team of experienced professionals, Herweyer Financial offers a wide range of financial services including investment planning, retirement planning, wealth management, and more. Whether you are an individual looking to secure your financial future or a business in need of financial guidance, Herweyer Financial is dedicated to providing personalized solutions to help you achieve your financial goals. Visit us today to learn more about how we can help you navigate the complexities of the financial world.

Steven R. Jones, CPA, PC is a reputable accounting and finance institution located at 133 Saratoga Road in Schenectady, New York, United States. With a team of experienced and qualified professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Clients can trust Steven R. Jones, CPA, PC to provide expert advice and assistance with their financial needs.

Beth Kissinger, CPA is a reputable accounting and finance institution located at 275 Saratoga Road in Schenectady, New York. With a team of experienced professionals, they offer a wide range of services including tax preparation, auditing, financial planning, and more. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted choice for individuals and businesses alike. Whether you are looking for help with your taxes or need assistance with financial planning, Beth Kissinger, CPA is dedicated to providing top-notch service to meet your needs.

Mark D Witecki CPA CFP CFE EA CCPS CDFA is a reputable accounting and finance institution located at 3701 State Street in Schenectady, New York, United States. With a team of highly qualified professionals holding various certifications such as Certified Public Accountant (CPA), Certified Financial Planner (CFP), Certified Fraud Examiner (CFE), Enrolled Agent (EA), Certified College Planning Specialist (CCPS), and Certified Divorce Financial Analyst (CDFA), the institution offers a wide range of financial services to individuals and businesses. Whether you need help with tax planning, financial planning, fraud examination, college planning, or divorce financial analysis, Mark D Witecki CPA CFP CFE EA CCPS CDFA is dedicated to providing expert guidance and personalized solutions to help you achieve your financial goals.

Upwise Professionals LLC is a leading institution located at 433 State Street, Schenectady, New York, United States. Specializing in Cloud SaaS platforms, Upwise empowers SMBs with innovative tools and offers SaaS consultants to ensure early success in identifying, automating, and optimizing business processes. Are you looking for effective customer engagement strategies? Upwise provides platform agnostic end-to-end CRM services to help businesses eliminate customer data silos, enhance sales and marketing processes, integrate with third-party systems, and boost productivity.

Graves Brothers Home Improvement, located at 6814 Main Street in Williamsville, New York, is a leading general contractor and roofing contractor. With over 40 years of experience, our expert staff has received numerous awards and certifications for our top-quality workmanship. Our team of professionals is dedicated to providing the best service for your home or business. We specialize in solar energy systems to help reduce or eliminate your electric bill, as well as new home siding installations to make your property stand out. Our free home audit can improve your home's comfort, safety, and energy efficiency. For businesses and property managers, we offer high-quality roofing services to protect your investments.

Graves Brothers Home Improvement, located at 1202 Troy-Schenectady Road in Latham, New York, is a trusted general contractor and roofing contractor. With over 40 years of experience, our expert staff has consistently delivered top-quality workmanship to homes and businesses, earning us numerous recognitions and certificates. When you choose Graves Brothers, you can count on a full team of professionals dedicated to your project. We specialize in solar energy systems to help reduce or eliminate your electric bill, as well as new home siding installations to enhance your property's curb appeal. Our free home audit can make your space more comfortable, safe, and energy-efficient. For businesses and property managers, we offer high-quality roofing solutions to protect your investments.

RBC Wealth Management, located at 461 Clinton Street in Schenectady, New York, is a finance institution that prioritizes your unique goals and aspirations. Our team goes beyond just the numbers to create a personalized wealth management plan that meets your needs and ambitions. We work with you to develop strategies that focus on what matters most to you and your family, helping you navigate through changes and protect your wealth for a more secure future. With a focus on both your current needs and future goals, we provide guidance and support to help you achieve financial confidence. Whether it's assisting your family, responsible investing, or philanthropic giving, we help you make a difference in a way that aligns with your values.