TOP 30 Be proactive in New York

Cullen and Dykman LLP is a prestigious law firm located at 333 Earle Ovington Boulevard in Uniondale, New York. With a history dating back to 1850, we have been providing innovative and practical legal advice to a wide range of institutional clients, from small businesses to large utilities and financial service companies. Our team of experienced attorneys offers a full-service approach, helping clients navigate complex legal challenges and maximize opportunities for success in today's global market. We prioritize building long-term partnerships with our clients, taking the time to understand their industries, business goals, and challenges. Our proactive and innovative counsel, combined with a collaborative interdisciplinary approach, ensures that we provide high-quality, cost-efficient legal services tailored to our clients' specific needs.

Fairpoint Wealth Partners, Inc. is a finance institution located at 1882 South Winton Road in Rochester, New York, United States. Our team is dedicated to translating your resources into lasting financial security for you and your family. We work closely with individuals and families in our local community and beyond, taking a proactive approach to help you achieve your goals, maintain your lifestyle in retirement, and prepare for a lifetime of financial health. We understand that financial stress often stems from uncertainty, which is why we believe in partnership. We collaborate with you to design a strategy tailored to your specific goals, and then work with you on an ongoing basis to ensure you stay on track. Our goal is to oversee your investments and financial plan so you can live your life with confidence.

Mirsky Financial Management Corporation, located at 130c Linden Oaks in Rochester, New York, offers a unique approach to wealth management in Fairport. As a finance institution, we understand the importance of hard work and building success, but we also believe that there comes a time when you should be able to enjoy the fruits of your labor. Our team of experienced wealth advisors are here to help you protect and grow your wealth beyond just your investment portfolio. Our services go beyond traditional wealth management firms, as we have expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. Our specialists work together to ensure all aspects of your financial life are taken care of, allowing you to focus on enjoying your wealth.

Cullen and Dykman LLP is a prestigious law firm located at 80 State Street in Albany, New York, United States. With a history dating back to 1850, our firm has a wealth of experience in helping institutions navigate complex legal challenges and seize opportunities for success in today's global market. We provide innovative and practical legal advice to a diverse range of clients, from small businesses to large utilities and financial service companies. Our full-service approach ensures that we can meet all of our clients' legal needs, whether it be regulatory guidance, financial transactions, or high stakes litigation. We prioritize building long-term partnerships with our clients, taking the time to understand their industries, business goals, and challenges. Our attorneys are proactive and innovative, staying ahead of legal developments to provide solutions that drive success.

The Oak Group is a finance institution located at 2649 South Road, Poughkeepsie, New York, United States. Our mission is to help individuals take a proactive approach to their personal financial situation by providing sound advice and guidance for their financial future. We specialize in investing, retirement planning, estate planning, and wealth preservation. Our team at The Oak Group is dedicated to helping clients pursue their financial goals and make informed decisions. As part of Wells Fargo Investment Institute, we offer insights and outlooks on the economy, equities, fixed income, real assets, and alternative investments. Our President, Darrell Cronk, provides valuable information on current market trends and potential impacts on investments. We also provide weekly market insights, economic data analysis, and reports on timely market topics.

Condo CFO is a reputable accounting and finance institution located at 490 Kings Highway in New York, United States. Specializing in providing top-notch accounting, bookkeeping, and financial advisory services, Condo CFO works closely with property managers and board members of self-managed buildings to ensure smooth operation and increased property value. With a focus on keeping maintenance charges low and ensuring compliance with all laws and regulations, Condo CFO becomes an integral part of the building's team, attending board meetings and assisting in making sound financial decisions. Testimonials from satisfied clients highlight the exceptional services provided by CFO Felix Rozenbaum, who has helped numerous buildings improve their financial stability and organization. From setting building finances on the right path to managing expenses, building reserves, and keeping maintenance fees unchanged, Condo CFO has proven to be a game-changer for many buildings. With a disciplined and proactive approach, Condo CFO is dedicated to meeting the comprehensive accounting and financial needs of self-managed buildings and larger homeowners associations.

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.

O'Keefe Stevens Advisory, Inc. is a finance institution located at One Bausch and Lomb Place in Rochester, New York, United States. They offer personalized financial advice based on a proven financial process to help clients make the most of their financial resources. The institution focuses on building trusting relationships with clients and creating individualized portfolios to help them reach their financial goals with confidence. They provide timely communication, education, and support to guide clients through their financial journey. The team at O'Keefe Stevens Advisory, Inc. is dedicated to serving their clients as fiduciaries, always putting their interests first. Clients have praised the institution for their excellent financial planning and investment services, as well as their commitment to teaching market principles and investment strategies. O'Keefe Stevens Advisory, Inc. offers investment advisory services and their clients have shared unsolicited testimonials praising the institution for their role as a partner and trusted guide in their financial lives. For more information, visit their website or contact them at the provided address in Rochester.

Andrew Tsiolas - Financial Advisor at Alma Private Wealth, a financial advisory practice of Ameriprise Financial Services, LLC, is located at 19603 Northern Boulevard in New York, United States. Specializing in providing investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance, Andrew Tsiolas works closely with clients to document their financial objectives, regularly review progress, and adjust strategies as needed. Clients have secure access to their investments and accounts from any device, allowing them to track progress towards their goals. For those interested in learning more about how Andrew Tsiolas can help achieve financial goals, scheduling a complimentary initial consultation is the first step. With a focus on retirement planning, education funding, major purchases, and more, Andrew Tsiolas helps clients navigate the financial landscape with personalized strategies. By staying informed on market trends and developments, clients can make informed decisions about their investments.

John Ingrilli, an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 500 North Broadway in Jericho, New York, is dedicated to helping clients achieve their financial goals. With a focus on personalized financial advice, John takes the time to understand what is truly important to each individual, whether it be saving for college, planning for retirement, or making smart investments. By offering tailored advice, clients can feel more confident and in control of their financial future. Background and qualification information for John Ingrilli 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 that time. Ameriprise Financial Services, LLC cannot guarantee future financial results, but strives to help clients navigate the complexities of the financial world.

Kevin Bertoncin, CFP® - UBS Financial Services Inc. is a reputable finance institution located at 709 Westchester Avenue in White Plains, New York, United States. Specializing in financial planning and wealth management services, our team of experts is dedicated to helping clients achieve their financial goals. With a focus on personalized solutions and exceptional customer service, we strive to provide our clients with the guidance and support they need to secure their financial future. Trust Kevin Bertoncin, CFP® - UBS Financial Services Inc. for all your financial needs.

Palmer Financial is a finance institution located at 199 East Main Street, Smithtown, New York, United States. Our goal is to help you take a proactive approach to your personal financial situation and make sound decisions for your future. We specialize in investing, retirement planning, estate planning, and wealth preservation. Our customizable planning approach and dedicated support will help you pursue your financial goals with confidence. We offer insights from Wells Fargo Investment Institute to help you navigate the economy, equities, fixed income, real assets, and alternative investments. Please note that by clicking on any external links, you will be leaving the Wells Fargo website and entering a third-party site. It is important to review the third-party's policies and terms to understand how your information may be collected and maintained. Let us help you create and manage a successful retirement plan tailored to your unique needs and goals.

Target Rock Wealth Management is a finance institution located at 445 Park Avenue, New York, New York, United States. As a fee-only fiduciary advisor with two experienced advisors, we are dedicated to helping our clients create a path to financial freedom that aligns with their goals and values. Specializing in tax-efficient investment management, we offer clear and actionable advice for families and individuals looking to maximize their financial wealth. Whether you are planning for retirement, saving for your children's education, or seeking to make a positive impact with your investments, we are here to help you achieve your goals. Target Rock Wealth Management LLC is a registered investment advisor offering services in New York and other jurisdictions where exempted. Please note that all information provided on this website is for informational purposes only, and any investment decisions should be discussed with a qualified advisor before implementation.

Statera Wealth Solutions, located at 25 Carle Road in Westbury, New York, is a finance institution that is dedicated to empowering clients towards optimal Financial Balance®. By changing the conversation about personal finance, Statera Wealth Solutions brings clarity and honesty to the table. Their unique approach focuses on a macro-economic philosophy that provides a holistic view of your entire financial landscape, making it easier to have authentic conversations about financial strategies. Unlike traditional financial institutions, Statera Wealth Solutions offers a personalized financial model built exclusively for each client. By eliminating opinion, bias, and hype, clients gain a different perspective on their financial path. The institution focuses on the four critical areas of financial importance: Protection, Assets, Liabilities, and Cash Flow, setting them apart from mass prescribed financial guidance.

Financial Boss is a finance institution located at 100 Terminal Drive, Plainview, New York, United States. We are a fee-only fiduciary specializing in helping techies achieve their financial goals. Our unique approach involves using AI chatbots and applying Agile methods to financial planning. Our institution believes that money serves a purpose, but it won't buy you happiness. We offer three different plans to help build your financial foundation, from creating awareness to controlling cashflow to investing and advanced planning. Our Certified Financial Planners (CFP®) are held to a fiduciary standard and act in your best interests.

Prager Metis CPAs is a renowned accounting and finance institution located at 100 Sunnyside Boulevard Extension in Woodbury, New York, United States. At Prager Metis, we go beyond just number crunching and reports, offering a range of advisory services to enhance your future. Our audit and accounting professionals provide financial protection and potential, while our business management experts set industry standards with proactive strategies. With over 100 partners and principals and more than 600 team members, Prager Metis is a top international firm with offices worldwide. We believe in taking the time to understand our clients' specific needs and offer expert advice to protect and grow the value of their assets. Whether you're facing tax challenges, disputes with tax authorities, or looking to sell real estate property, Prager Metis has the expertise to guide you through. Join our team-oriented environment and be a part of our commitment to excellence and innovation for the next hundred years.

Toro Taxes Cypress, located at 2812 Fulton Street in New York, United States, is a trusted institution specializing in accounting and finance services. With over a decade of experience, Toro Taxes is minority owned and operated, dedicated to serving local communities with reliable and efficient tax services. Our professional team is committed to providing fast and accurate assistance with tax preparation and filing, ensuring you receive the maximum refund possible. Our experienced and personable tax advisors are here to answer any questions and provide a clear understanding of the services we offer. With over 100 locations nationwide, Toro Taxes provides convenient access for customers seeking assistance with their taxes.

Yellow Tulip Tax is a reputable accounting and finance institution located at 40-04 98th Street in New York, United States. With a team of experienced professionals, we provide a wide range of tax services to individuals and businesses. Our goal is to help our clients navigate the complexities of tax laws and maximize their financial well-being. Whether you need assistance with tax preparation, planning, or representation, Yellow Tulip Tax is here to provide personalized and reliable service. Trust us to handle all your tax needs with accuracy and efficiency.

Robert Greene CPA - Tax Strategies, Inc. is a premier accounting and finance institution located at 152 Deer Ridge Drive in Staatsburg, New York, United States. We specialize in taking the stress out of filing taxes and helping clients cut their tax bills. Our experienced tax specialists work with individuals and businesses of all sizes to ensure they claim all deductions and credits they are entitled to. At Robert Greene CPA - Tax Strategies, Inc., we believe in being proactive when it comes to taxes. Our team will guide you on how to structure your income and expenses throughout the year to maximize deductions during tax time. We also focus on utilizing strategic tax planning to reduce taxes without creating audit risk.

Ivy Tax & Business Inc, located at 100 Duffy Avenue, Hicksville, New York, United States, is not your typical accounting firm; we are professional tax planning specialists and accountants dedicated to minimizing taxes. Our mission goes beyond traditional accounting services as we are deeply committed to enhancing the cash flow of small to medium-sized business owners and investors. Founded with a vision to provide unique services, we do not just record financial history; we actively guide you through professional advice and strategies to help you earn more and retain more of your hard-earned money. Our team of registered accountants is a top-tier tax strategic team, providing you with practical, IRS-approved strategies to minimize your tax burden. While "other firms" often take a reactive approach that may result in outdated information, unpleasant surprises during tax season, and a lack of control, Ivy Tax & Business Inc stands out by offering ongoing coaching and proactive solutions. Working with us, you will have confidence knowing that you are paying the least amount of taxes possible while achieving your financial dreams.

Ivy Tax & Business Inc. in Jericho is not your traditional accounting firm; we are specialized tax planning professionals and accountants. Our mission goes beyond traditional accounting services as we are deeply committed to enhancing the cash flow of small and medium-sized business owners and investors. Founded with a vision to provide unique services, we are not just about recording financial history; we proactively guide you through professional advice and strategies to help you earn more and keep more of your hard-earned money. Our team of registered accountants is a top-tier tax strategy team, providing you with practical, IRS-approved strategies to minimize your tax burden. While "other companies" may only take a reactive approach to planning, which can lead to outdated information, unpleasant surprises during tax season, and a lack of control, Ivy Tax & Business Inc. stands out by offering ongoing coaching and proactive solutions. Working with us, you can be confident that you are paying the least amount of taxes possible while achieving your financial dreams.

Moskowitz & Simons is an accounting and finance institution located at 88 C Atlantic Avenue in Lynbrook, New York, United States. We aim to help you understand the opportunities and potential rewards of taking a proactive approach to your personal financial situation. Our website offers valuable information on insurance, investing, retirement, estate planning, and wealth preservation. We provide access to calculators, videos, and instructions for downloading VENMO and PAYPAL 1099-K. Security-related transactions are managed by Halliday Financial, LLC. Please note that past performance may not indicate future results, and different types of investments involve varying degrees of risk. We recommend working with skilled professionals to pursue your financial goals. Income tax and accounting services are provided independently by KPStein CFP® Inc, DBA Moskowitz and Simons. Be sure to check the background of our investment professionals for your peace of mind.

Tax Melody is a leading accounting and finance institution located at 109-20 71st Road in New York, United States. Our mission is to revolutionize the way individuals and small businesses approach their financials and taxes. We believe that financial peace of mind is crucial to economic prosperity, which is why we offer comprehensive tax preparation services to ensure accurate and timely filing. With a formal tax plan tailored to your specific needs, we can help maximize your tax savings and put more money back in your pocket. Our systematic approach helps us avoid common filing errors, resulting in optimized returns for our clients.

Welcome to Khairul Bashar Law Offices, located at 7232 Broadway in New York, United States. We are your trusted ally in navigating immigration challenges, specializing in a wide range of services including Citizenship & Naturalization, Asylum, Deportation Defense, Employment and Family-Based Immigration, Investor and Business Immigration, Immigration Compliance, Waivers and Appeals, Student Visa, and Consular Processing. Led by our esteemed Principal Lawyer, Khairul Bashar, a dually qualified legal professional with extensive expertise in U.S. Immigration and Nationality Law, our firm is committed to providing comprehensive legal support tailored to your unique needs. We prioritize your journey and work with you to craft a path to a brighter future together.

COVID-19 Drive-Thru Testing at Walgreens located at 1556 Hertel Avenue in Buffalo, New York offers convenient and efficient testing for individuals seeking to know their COVID-19 status. This health, pharmacy, and store institution provides a safe and contactless way for customers to get tested for the virus without having to leave their vehicle. With trained healthcare professionals on site, individuals can receive quick and reliable results to help them make informed decisions about their health and well-being. Visit Walgreens for peace of mind and proactive measures against the spread of COVID-19.

Freight Forwarding Solutions | Best Freight Services Worldwide is a moving company and storage facility located at 100 Broadway, Lynbrook, New York, United States. We offer the fastest shipping alternatives for transporting goods and cargo worldwide, whether it's across the street or across the country. Our reliable freight forwarding service keeps your company informed on the status of your freight and we work with top companies in the industry to provide efficient transportation. Our international air freight service is perfect for those who need fast shipping, meeting the highest standards for freight forwarding. We also offer courier delivery and warehouse services for storing large amounts of goods. Our distribution service makes it easy to send out your products, and our land freight services offer a range of advantages for transporting goods.

Rite Aid Pharmacy located at 6900 4th Avenue in New York, United States is a health-focused institution offering pharmacy services and a variety of health products. Whether you need to pick up a prescription or stock up on over-the-counter medications, Rite Aid has you covered. In addition, they offer flu shots and other vaccines to help you stay healthy and protected. You can schedule an appointment or walk in for your flu shot today. Please note that state, age, and health restrictions may apply, so be sure to ask your pharmacist for more details. Stay proactive about your health with Rite Aid Pharmacy.

S&T Pharmacie, located at 391 Eastern Parkway in New York, United States, is a health pharmacy store dedicated to providing comprehensive and personalized services to the community since 1977. Our locally owned business boasts a diverse team of healthcare professionals who are committed to offering top-notch patient care. At S&T Pharmacie, we take a proactive approach to managing patient health by carefully reviewing medication history, dosages, and potential side effects or interactions. Our team also offers consultation services to help patients adhere to their medication schedules and optimize their drug therapy with care.

UR Medicine Labs – Fairport is a premier health facility located at 800 Ayrault Rd #160, Fairport, NY 14450, United States. Specializing in providing comprehensive laboratory services, this local business is dedicated to delivering accurate and timely diagnostic testing to support the health and well-being of the community. As part of the renowned UR Medicine network, the Fairport lab upholds the highest standards of quality and care, ensuring that patients and healthcare providers receive reliable results. With a team of skilled professionals and state-of-the-art technology, UR Medicine Labs – Fairport is committed to excellence in medical diagnostics, offering a wide range of services from routine blood work to specialized testing. Conveniently located and easily accessible, this facility is a trusted partner in health, contributing to effective medical treatment and proactive health management.

Welcome to the Center for Clear Hearing, conveniently located at 950 NY-146 Suite 200, Clifton Park, NY 12065, United States. For over 30 years, our dedicated team has been committed to helping patients preserve and improve their hearing health. As a leading provider in the Capital District, with additional offices in Schenectady, we offer a comprehensive range of services to meet all your hearing needs. At the Center for Clear Hearing, we understand that choosing the right hearing professional is one of the most important decisions you'll make. Unlike eyeglasses, hearing aids cannot be prescribed in a one-size-fits-all manner. Our experienced professionals utilize their expertise and judgment to recommend and fit the best hearing instruments tailored to your specific requirements.