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TOP 30 Budget planning tools in New York, NY
61 results found
Search for local businesses, places and services near you
Loretta De Simone - New York Life Agent
Loretta De Simone - New York Life Agent is an insurance agency located at 777 Westchester Avenue, White Plains, New York, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, as well as long-term coverage that is customizable to your needs and budget. Their services include investments in the market, assistance with everyday tasks, income replacement due to sickness or injury, and guidance on creating an estate plan. The institution has a diverse workforce and a commitment to giving back to communities through charitable initiatives. With over 12,000 agents nationwide, they provide tailored solutions to help you protect your family and secure your financial future. You can access resources and tools to help you plan for the future, and their financial strength ratings from major agencies reflect their commitment to policyholders.
New York Life
New York Life is an insurance agency located at 199 Water Street, New York, New York, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time. Their long-term coverage is highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. They also provide support for everyday tasks, income replacement in case of illness or injury, and professionally managed investments with market gains potential. New York Life offers a variety of insurance options for individuals, employees, executives, and business owners, as well as guidance on creating an investment strategy and estate planning. They have a diverse and welcoming workplace and have been recognized as an industry leader. Their agents are dedicated to addressing your unique needs, and they provide best-in-class products and solutions that adapt to your changing needs.
New York Life
New York Life is an insurance agency located at 2112 Empire Boulevard, Webster, New York, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, as well as long-term coverage that is customizable to your needs and budget. Their services include investments in the market, income replacement in case of sickness or injury, and assistance with everyday tasks. They also provide guidance on creating investment strategies, estate planning, and insurance for employees, executives, and small businesses. With over 12,000 agents nationwide, New York Life is committed to helping individuals and families protect their financial futures. They have a strong focus on diversity, responsibility, and community service, and have received high financial ratings from major agencies. Additionally, they offer resources and tools to help individuals prepare for their financial future. Join New York Life in making the world a better place to live.
Renato Salvacion - Financial Services Professional at New York Life Insurance Company
Renato Salvacion is a Financial Services Professional at New York Life Insurance Company, located at 1660 Walt Whitman Road, Melville, New York, United States. As an insurance agency, they offer permanent policies with guaranteed death benefits and cash value growth, long-term coverage that is customizable to fit your needs and budget, and the ability to invest policy cash value in the market. They provide assistance with everyday tasks, income replacement in case of sickness or injury, professionally managed investments, and guidance on creating an investment strategy and estate plan. New York Life consistently earns the highest financial ratings and is involved in charitable giving at both local and national levels. Renato I. Salvacion helps clients understand their financial options and achieve their goals through personalized approaches. Life insurance and long-term care insurance are offered to protect families and lifestyles. The institution helps clients secure a steady income for retirement and provides resources and tools for future financial planning.
Lee Rodger Loomis - New York Life Insurance
Lee Rodger Loomis - New York Life Insurance is an insurance agency located at 5788 Widewaters Parkway in DeWitt, New York. They offer a variety of permanent life insurance policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. The institution provides support for everyday tasks, income replacement in case of illness or injury, professionally managed investments, and guidance on creating an investment strategy and estate plan. They also offer insurance options for employees, executives, business owners, and small businesses.
Terry James, Financial Professional - New York Life
Terry James, Financial Professional at New York Life, located at 420 Lexington Avenue, New York, offers a wide range of financial and insurance services. The institution provides permanent policies with guaranteed death benefits and cash value growth, long-term coverage tailored to individual needs and budgets, and the ability to invest policy cash value in the market. Services include income replacement in case of illness or injury, professionally managed investments, estate planning, and insurance for employees and small businesses. Terry James helps clients navigate complex financial decisions and create personalized strategies to protect their families and achieve their goals. With a focus on long-term relationships, the institution offers support and guidance through life's milestones. Customers can access resources and tools to plan for the future and receive expert advice from a trusted Registered Representative & Insurance Agent.
Steve Myrtil, Financial Professional - New York Life
Steve Myrtil, Financial Professional at New York Life, located at 520 Broadhollow Road in Melville, New York, offers a wide range of financial and insurance services. They provide permanent policies with guaranteed death benefits and cash value, long-term coverage that is customizable to fit your needs and budget, and the ability to invest your policy's cash value in the market. They also offer assistance with everyday tasks, income replacement in case of illness or injury, and professionally managed investments with potential market gains. The institution can help with creating an investment strategy, estate planning, and insurance for employees, executives, or small business owners. They offer life insurance solutions tailored to your needs and budget, as well as resources and tools to help you prepare for the future. Steve Myrtil, as your Registered Representative & Insurance Agent, is dedicated to helping clients understand their options and achieve their financial goals. With a focus on personalized approaches and long-term relationships, Steve is committed to managing and updating your financial strategy as your life changes. Whether you are planning for retirement, protecting your family, or investing for the future, Steve Myrtil and New York Life can help guide you along the way.
New York Life: Balwant Singh
New York Life: Balwant Singh is an insurance agency located at 576 Broadhollow Road, Melville, New York, United States. They offer permanent policies with a guaranteed death benefit and cash value that grows over time. Their long-term coverage is highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. The institution provides support for everyday tasks, income replacement due to sickness or injury, and professionally managed investments with potential market gains. They also offer guidance on creating an investment strategy, setting up an estate plan, and insurance options for employees, executives, and business owners. New York Life is committed to giving back to the community through charitable initiatives and has a diverse and welcoming workplace. With over 175 years of experience, they offer tailored solutions to meet your financial needs and goals. Their mission is to make the world a better place through responsible investing, community engagement, and support for individuals, families, and communities. You can access resources and tools to help you prepare for the future, and cancel anytime.
Elisa Plan
Elisa Plan is a finance institution located at 2509 Browncroft Boulevard in Rochester, New York, United States. Our mission is to help eradicate the poverty-mindset through financial education and coaching. Our services include credit strategy, debt management, introduction to investments, and budget analysis. We cater to individuals who are looking to make a complete change in their financial habits, increase their credit score, refinance or obtain a new auto loan, or need a savings and investment strategy that works best for their household. We also focus on making a positive impact on the community by assisting low to moderate income families with resources and tools in areas such as health, wellness, organization, and financial literacy. We strive to make job and wellness opportunities visible and equitable to underrepresented communities. With a track record of assisting over 2,000 families with credit and budgeting, and disputing over $250k in inaccurate items on credit reports, Elisa Plan is dedicated to providing simple, practical, and easy-to-implement personal finance tips. If you are looking to improve your financial situation and make a positive impact on your community, Elisa Plan is here to help.
Friendly Budget
Friendly Budget is a cozy lodging establishment located at 8780 Brewerton Road in Brewerton, New York, United States. Our institution prides itself on providing comfortable and affordable accommodations for travelers looking to explore the area without breaking the bank. With a welcoming atmosphere and friendly staff, Friendly Budget is the perfect choice for budget-conscious visitors seeking a convenient and pleasant place to stay. Whether you're passing through Brewerton for business or leisure, our institution offers a convenient and affordable option for your lodging needs.
Financial Planning & Analysis Network Solutions
Financial Planning & Analysis Network Solutions is a leading institution located at 85 Broad Street in the heart of New York City. Specializing in accounting and finance, our team of experts provides innovative solutions for businesses looking to optimize their financial planning and analysis processes. Whether you are a small startup or a large corporation, our services are tailored to meet your specific needs and help you achieve your financial goals. Join us at Financial Planning & Analysis Network Solutions and let us help you take your business to the next level.
Dollar General
Dollar General is a popular convenience store, drugstore, and home goods store located at 3059 New York 22 in Dover Plains, New York. This store offers a wide range of products including food, health items, and household essentials at affordable prices. With its convenient location and diverse selection, Dollar General is a one-stop shop for all your everyday needs. Visit us today for a convenient shopping experience!
Soundworks Inc
Soundworks Inc, located at 1 Hunter Avenue in Armonk, New York, is a premier institution specializing in designing custom audiovisual solutions for residential and commercial spaces. With over 30 years of experience, our team of expert system designers and installation staff are dedicated to providing top-notch customer service and satisfaction. At Soundworks, we understand the importance of creating systems that not only meet the needs of our clients but also enhance their overall experience. Whether you're looking to upgrade your home theater, set up a multi-room music system, or improve your energy management, we have the expertise to design a solution that fits your goals and budget.
Construction Bid Solutions
Construction Bid Solutions, located at 15 Oakridge Circle in Ridge, New York, is a cutting-edge institution that offers Estimating Solutions for Your Next Construction Project. By incorporating Artificial Intelligence (AI) into their takeoff software, they provide the most precise estimates, minimizing errors and saving valuable time. Their AI technology adapts to changing project conditions, enhancing overall efficiency and reducing costs. As your project manager, Construction Bid Solutions acts as the owner's representative, ensuring smooth project execution and allowing you to focus on core responsibilities. They accurately measure and breakdown architectural drawings to provide quantity takeoffs for labor, materials, and equipment needed for construction projects. With an extensive network and industry knowledge, they can connect you with the perfect contractor for your specific project needs.
Financial Decisions
Financial Decisions is a leading finance institution located in the heart of New York City. Situated at 780 3rd Avenue, this institution specializes in providing expert financial advice and guidance to individuals and businesses looking to make informed decisions about their money. With a team of experienced professionals, Financial Decisions offers a wide range of services including investment planning, wealth management, and retirement planning. Whether you are looking to grow your wealth or secure your financial future, Financial Decisions is dedicated to helping you achieve your goals. Contact us today to schedule a consultation and take the first step towards a more secure financial future.
Policy Smart
Policy Smart is a finance institution located at 445 Park Avenue, New York, New York, United States. They offer independent risk management advice for commercial insurance, group benefits, and retirement plans. With their proprietary tool, the CMR Database®, they provide access to over 13,000 specialists and direct writers in the industry, helping organizations find the right vendor for their needs and budget. By analyzing client policy and plan data against 600,000 data points, Policy Smart can source specialty brokers/vendors with the best coverage, price, and service. They have a 95% success rate in reducing clients' premiums, providing unprecedented market access for better coverage, pricing, and service. Clients have saved over $130 million to date with Policy Smart, and they guarantee that coverage will either remain the same or improve. The benchmarking process is confidential, and Policy Smart can expand options beyond what traditional brokers may offer. If they don't save you money while maintaining or improving your coverage, you don't pay. Contact Policy Smart to start assembling your policy documents and receive a confidential risk assessment.
Wealth Habits
Wealth Habits is a finance institution located at 5 Sage Court, White Plains, New York, United States. Our services include market and economic observations, portfolio changes, and operations updates. We also offer education planning with practical tips for college education and ensuring equal funding for every child's education. Our experts can help you unlock the secrets of tax-efficient retirement withdrawals and create a blueprint for optimized retirement distributions. Learn about the pros and cons of 401(k) consolidation to maximize your retirement savings. Our services cover financial planning, investments, and tax planning with actionable strategies, tools, and resources to help you achieve financial independence.
Small Business Services
Small Business Services is a trusted institution located at 4608 U.S. 11 in Pulaski, New York. Specializing in accounting and finance, our team of experts is dedicated to helping small businesses thrive and succeed. From bookkeeping and tax preparation to financial planning and consulting, we offer a wide range of services tailored to meet the specific needs of each client. With a commitment to excellence and personalized attention, Small Business Services is the go-to resource for all your financial needs. Contact us today to learn more about how we can help your business grow.
COUNTRY OF
COUNTRY OF is a trendy clothing store located in the heart of New York City. Our store at 13 Essex Street offers a curated selection of stylish and high-quality clothing for men and women. From casual everyday wear to sophisticated formal attire, we have something for every fashion-forward individual. Come visit us and experience the latest trends in fashion at COUNTRY OF.
Joseph Mercado - State Farm Insurance Agent
Joseph Mercado - State Farm Insurance Agent is a trusted insurance agency located at 1814 Middle Country Road, Ridge, New York, United States. As April is Distracted Driving Awareness month, the institution offers tools to help individuals be more vigilant while driving. The team at Joseph Mercado - State Farm Insurance Agent is dedicated to protecting and educating the neighborhood they grew up in. With 13 years of experience, they understand the importance of proper coverage and strive to have meaningful conversations with clients to ensure they are adequately protected. The range of insurance policies offered includes Auto Insurance, Home Insurance, Renters Insurance, Condo Insurance, Health Insurance, Term/Whole Life Insurance, and Personal Liability Umbrella Insurance. The team at Joseph Mercado - State Farm Insurance Agent takes pride in helping clients make informed decisions about their coverage needs and budget constraints.
Metro Health Insurance
Metro Health Insurance is a leading health insurance agency located at 45 North Avenue in Pleasant Valley, New York, United States. We specialize in providing comprehensive health insurance plans to individuals and families, ensuring that they have access to quality healthcare services when they need it most. Our dedicated team of insurance professionals is committed to helping our clients find the right coverage options that meet their specific needs and budget. With Metro Health Insurance, you can rest assured knowing that you and your loved ones are protected in case of unexpected medical expenses. Contact us today to learn more about our insurance plans and how we can help you secure your health and well-being.
Engine by MoneyLion
Engine by MoneyLion, located at 50 West 23rd Street in New York, is a finance institution that specializes in acquiring, growing, and monetizing consumers at scale. They offer precision matching and personalization across their network, matching qualified prospects with comprehensive products and valuable insights to enhance their financial journey. With AI-enabled technologies, they can offer the right product to the right person at the right time with just a single line of code or fully white-labeled experiences using their native API. Accessing the largest financial marketplace dataset, Engine by MoneyLion applies custom AI models to drive recommendations, conversions, and monetization. They provide detailed analytics and precise controls for confident business growth. Their enterprise solutions help build brand awareness and acquire high-intent prospects at scale through their consumer marketplace, leveraging omnichannel marketing insights to optimize consumer engagement strategies.
SoFi
SoFi is a leading finance institution located at 860 Washington Street in New York, New York, United States. Specializing in providing innovative financial solutions, SoFi offers a wide range of services including student loan refinancing, personal loans, mortgages, and investment options. With a focus on empowering individuals to achieve their financial goals, SoFi combines cutting-edge technology with personalized guidance to help customers make informed decisions and secure their financial future. Whether you are looking to refinance your student loans, buy a home, or invest for the future, SoFi is dedicated to helping you reach your financial milestones.
promba
Promba is a cutting-edge medical institution located at 24 Meadowbrook Road in White Plains, New York. Specializing in personalized healthcare and advanced treatment options, our team of expert doctors and health professionals are dedicated to providing top-quality care to our patients. From primary care services to specialized treatments, Promba is committed to helping you achieve optimal health and well-being. Visit us today to experience the difference in healthcare excellence.
FandoQ
FandoQ is a Persian Mediterranean Halal food institution located at 1610 Old Country Road in Westbury, New York. Our menu is inspired by the rich culinary traditions of the Mediterranean and Persian regions, offering a variety of dishes such as lamb chops, kebabs, stews, seafood, and vegetarian options. We take pride in using only the freshest and highest quality ingredients to create our flavorful dishes. In addition to our dining experience, we also cater to private celebrations, weddings, birthday parties, and corporate events. Our experienced team will work closely with you to create a customized menu that suits your taste and budget. Whether you're looking for a memorable dining experience or catering for a special event, FandoQ is the perfect choice. Contact us today to reserve your spot and embark on a culinary adventure like no other!
Nanak Flights
Nanak Flights is a reputable travel agency located at 40 90 State Street in Albany, New York, United States. With a focus on providing exceptional service and competitive prices, Nanak Flights offers a wide range of travel options including flights, hotels, car rentals, and vacation packages. Whether you are planning a business trip or a leisurely getaway, the experienced team at Nanak Flights is dedicated to helping you find the best travel deals and make your travel experience seamless and enjoyable. Contact Nanak Flights today to start planning your next adventure!
NY Insurance Hub Agency
NY Insurance Hub Agency, located at 125 Wolf Road in Albany, New York, is your go-to insurance agency for all your coverage needs. Whether you're looking for auto, home, or business insurance, we are here to help you find budget-friendly options from the best insurance companies in New York. Formerly known as the James O'Brien Agency, we have rebranded as NY Insurance Hub to offer an expanded lineup of services and options for our customers. Our motto is "Expect More" because we believe in providing personalized guidance and exceptional service throughout the insurance process. Unlike larger national insurers, we take the time to understand your specific needs and tailor our recommendations accordingly. We are committed to building relationships with our clients and acting as a source of education for the community.
Dollar Tree
Located at 3736 Burgoyne Avenue in Hudson Falls, New York, the Dollar Tree is a one-stop shop for all your household needs. From affordable beauty products to toys, crafts, and school supplies, you'll find everything you need at extreme values every day. Stock up on brand-name food, snacks, candy, and drinks, as well as party supplies, balloons, gift bags, and seasonal decorations for every holiday and occasion. Whether you're planning a wedding, birthday party, or office event, Dollar Tree has catering supplies, decorations, and party favors for less. Additionally, the store carries a wide selection of office supplies, cleaning products, and janitorial supplies to help you run your small business, classroom, school, office, or church efficiently. Visit the Dollar Tree at Kings Commons Shopping Center today for more thrills, more fun, and new items arriving every week!
Law Department
The Law Department at 43 Durkee Street in Plattsburgh, New York, is a vital local government office that provides legal services and advice to the community. Our team of experienced lawyers is dedicated to upholding the law and ensuring justice is served. Whether you need assistance with civil matters, criminal cases, or other legal issues, our department is here to help. Trust us to provide professional and reliable legal support for all your needs.
Home Improvement Gallery Inc
Home Improvement Gallery Inc is a premier home goods store located in South Glens Falls, New York. Our store at 10 Saratoga Avenue offers a wide selection of products to help you enhance and beautify your living space. From furniture to decor, appliances to lighting, we have everything you need to turn your house into a home. Our knowledgeable staff is here to assist you in finding the perfect items to suit your style and budget. Visit us today and let us help you create the home of your dreams.
- Life insurance companies
- Health insurance companies
- Financial consulting
- Financial advisor
- Tax advisor
- Shoe store
- Women clothing store
- Men clothing store
- Tax preparation services
- Clothing store
- Medical clinic
- Children clothing store
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