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TOP 30 Budgeting strategies in New York, NY
184 results found
Search for local businesses, places and services near you
New York Life
New York Life is an insurance agency located at 35 East Main Street, Westfield, 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 fit your needs and budget. Their policies also allow you to invest your cash value in the market, providing potential market gains. New York Life can help pay for everyday tasks, replace lost income due to illness or injury, and offer professionally managed investments with low fees. They offer a variety of insurance options for individuals, employees, executives, and business owners, as well as guidance on creating an estate plan. With over 12,000 agents nationwide, New York Life is committed to helping you protect your family and plan for the future. Their mission is to make the world a better place through responsible investing, community engagement, and charitable giving. Visit their website for articles, guides, and financial calculators to help clarify your financial goals.
New York Life
New York Life is an insurance agency located at 23 Robert Pitt Drive in Monsey, 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 highly customizable to fit your needs and budget. Their services include investing policy cash value in the market, assistance with everyday tasks, income replacement in case of sickness or injury, professionally managed investments, and guidance on creating an investment strategy. They also provide insurance for employees, executives, and business owners, as well as charitable giving and support for bereavement, education, and local initiatives. With over 12,000 agents nationwide, New York Life offers flexible solutions tailored to individual needs, with the highest financial strength ratings from major agencies. They are committed to making a positive impact in the communities they serve, with a diverse workforce reflecting the population they support. Additionally, they offer resources and tools to help individuals prepare for their financial future.
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.
Sheldon Jimenez, Financial Professional - New York Life
Sheldon Jimenez, Financial Professional at New York Life located at 3763 Richmond Avenue in New York offers a range of financial and insurance services. They provide permanent policies with guaranteed death benefits and cash value growth, long-term coverage tailored to individual needs and budgets, investments options, and assistance in paying for everyday tasks or lost income due to illness or injury. The institution also offers expertise in creating investment strategies, estate planning, insurance for employees and small businesses, and charitable giving. Sheldon Jimenez is dedicated to helping clients understand their options and achieve their financial goals, offering personalized approaches and support through life's milestones. Whether you are looking to protect your family's future, save for retirement, or cover unexpected expenses, Sheldon Jimenez and New York Life can provide the guidance and resources you need to secure your financial well-being.
Brunch & Budget
Brunch & Budget is a finance institution located at 159 20th Street in New York, United States. Imagine feeling in total control of your finances and having clarity on your financial future. Book a one-on-one virtual brunch with us to find out how! Our 10 Focused Weeks program includes 5 Strategy Calls with 2 specialized coaches to create a personalized financial plan for you. Build generational wealth through both good and hard times with our expert guidance. Gain access to over 30 workshop videos covering topics such as investing, saving, credit, debt, buying a home, freelance life, and more. Please note that the information provided on our website is general in nature and should not be considered financial advice. We recommend consulting a financial planner before making any decisions. Legal or tax advice should be sought from an attorney or tax professional. Let us help you take control of your financial future today!
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.
New York Life Insurance Co.Liya LiLi Agent
New York Life Insurance Co. Liya LiLi Agent is an insurance agency located at 39-01 Main Street, New York, United States, offering a variety of permanent 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. They provide support for everyday tasks, income replacement in case of sickness or injury, and professionally managed investments with potential market gains. With expertise in creating investment strategies and estate planning, they offer insurance solutions for individuals, employees, executives, business owners, and more. Their diverse and welcoming workplace fosters personal and professional growth, while their commitment to charitable giving and community support reflects their values of diversity, responsibility, and service. With a mission to make the world a better place, New York Life Insurance Co. Liya LiLi Agent is dedicated to helping individuals, families, and communities thrive.
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.
New York life
New York Life, located in Amherst, New York, United States, is a reputable insurance agency offering a variety of permanent policies with guaranteed death benefits and cash value growth. Their long-term coverage options are highly customizable to suit individual needs and budgets, with the added benefit of being able to invest policy cash values in the market. The institution provides support for everyday tasks, income replacement in case of illness or injury, and professionally managed investments with potential market gains. New York Life also offers expertise in creating investment strategies, estate planning, and insurance solutions for employees, executives, and small businesses. With a focus on community engagement and charitable giving, New York Life is dedicated to helping families protect their financial futures and thrive. Their diverse workforce reflects the communities they serve, and they are committed to making a positive impact through volunteerism and charitable donations. With a strong reputation for financial stability and accountability to policy owners, New York Life has been in business since 1845 and continues to uphold their values of diversity, responsibility, and service. Whether you are just starting to plan for your financial future or need assistance with a complex situation, New York Life's agents are ready to provide tailored solutions to meet your needs and budget.
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.
Shirley Salazar, Financial Professional - New York Life
Shirley Salazar, Financial Professional at New York Life, located at 120 Broadway in New York, offers a range of financial and insurance services. They provide permanent policies with guaranteed benefits and cash value growth, long-term coverage customizable to your needs and budget, and investment options to help you plan for the future. Their services include income replacement, investments for education expenses, estate planning, and insurance for employees and small businesses. They strive to support their clients through all stages of life, providing personalized strategies and guidance. With a focus on community and charitable giving, Shirley Salazar aims to help clients protect their families and achieve their financial goals. Contact Shirley Salazar for expert advice on securing your financial future.
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.
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.
In The Black MGMT
In The Black MGMT is a reputable accounting and finance institution located at 1 Grand Street in New York, United States. Our team of experienced professionals is dedicated to helping individuals and businesses achieve financial success by providing expert financial management services. Whether you need assistance with tax preparation, budgeting, or investment strategies, our knowledgeable staff is here to help you stay "in the black" and reach your financial goals. Contact us today to learn more about how we can help you manage your finances effectively.
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.
N.A. Financial Solutions LLC
N.A. Financial Solutions LLC is a reputable finance institution located at 3130 Wharton Drive in Yorktown Heights, New York. Our team of financial experts is dedicated to providing top-notch financial solutions to individuals and businesses. Whether you need help with investments, retirement planning, or managing your finances, we are here to assist you every step of the way. With our personalized approach and commitment to excellence, you can trust N.A. Financial Solutions LLC to help you achieve your financial goals. Contact us today to schedule a consultation.
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.
Financial Planning Services | The Financial Gym
Financial Planning Services at The Financial Gym, located at 1077 Pleasantville Road in Briarcliff Manor, New York, offers personalized financial planning and coaching to help individuals achieve their financial goals. Our team of experienced professionals provide guidance on budgeting, saving, investing, and more to help clients build a strong financial foundation. Whether you're looking to buy a home, save for retirement, or pay off debt, our services can help you navigate the complex world of finance with confidence. Visit us today to start your journey towards financial fitness.
Whelan Financial Planning
Whelan Financial Planning is a trusted finance institution located at 2127 Crompond Road in Cortlandt, New York. With a team of experienced financial planners, they offer personalized financial advice and services to help individuals and businesses achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or create a budget, Whelan Financial Planning is dedicated to providing expert guidance and support. Contact them today to schedule a consultation and take the first step towards securing your financial future.
Munistat Services, Inc.
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.
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.
Quant Solutions, LLC
Quant Solutions, LLC is a full-service financial and business solutions provider located at 900 3rd Avenue in New York City. Specializing in accounting and finance, we offer strategic financial guidance for small businesses in various creative industries. Our services include accounting, bookkeeping, cash management, budgeting, and strategic planning to help you manage your day-to-day finances and focus on growing your business. Our team, led by Jeanine, is dedicated to providing personalized attention and expertise to meet your specific needs and goals. Whether you need help with classifying expenses, communicating with your tax preparer, or creating a financial roadmap, we are here to assist you every step of the way. By outsourcing your financial responsibilities to us, you can rest assured that your finances are in good hands.
Financial Remedies
Financial Remedies is a trusted finance institution located at 24 Century Hill Drive in Newtonville, New York, United States. We specialize in providing expert financial solutions and remedies to individuals and businesses facing financial challenges. Our team of experienced professionals is dedicated to helping clients navigate complex financial situations and achieve their goals. Whether you need assistance with debt management, investment planning, or budgeting, Financial Remedies is here to help. Contact us today to schedule a consultation and take the first step towards financial stability and success.
Fiscally Fit
Fiscally Fit is a leading financial institution located at 84 Seminary Hill Road in Carmel Hamlet, New York. Our team of experienced professionals is dedicated to helping individuals and businesses achieve financial wellness through personalized financial planning and consulting services. Whether you are looking to create a budget, save for retirement, or invest for the future, Fiscally Fit is here to guide you every step of the way. Contact us today to schedule a consultation and take the first step towards a more secure financial future.
Brian Knust - Ramsey Financial Coach
Brian Knust - Ramsey Financial Coach is a renowned institution located in Setauket- East Setauket, New York, United States. Specializing in finance and health, this institution offers expert financial coaching services to help individuals achieve their financial goals and improve their overall financial well-being. With a focus on the principles taught by financial guru Dave Ramsey, Brian Knust provides personalized guidance and practical strategies to help clients take control of their finances, reduce debt, and build wealth for the future. Located at 248 Route 25A, this institution is dedicated to empowering individuals to make informed financial decisions and live a healthier financial life.
Joseph Adami, CPA
Joseph Adami, CPA is a renowned accounting and finance institution located at 55 Somerston Road in Yorktown Heights, New York. With over 50 years of experience in the field, Joseph Adami provides personalized attention to each client, whether they are a small business or an individual just starting out in their career. Specializing in various industries such as small businesses, real estate, construction, and more, Joseph Adami offers a wide range of services including bookkeeping, tax preparation, payroll services, and tax planning. If you are facing a tax problem, Joseph Adami, CPA is the place to turn to. Handling everything from small business tax considerations to quarterly tax filings for self-employed individuals, Joseph Adami ensures that your financial needs are met accurately and efficiently. By taking advantage of their tax planning services, clients can work throughout the year to minimize their tax bill and avoid any potential issues with the IRS.
Michael Sands, CPA, PC
Michael Sands, CPA, PC is a trusted accounting and finance institution located at 260 Main Street in Northport, New York, United States. With years of experience and expertise in the field, Michael Sands and his team provide top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, they offer a wide range of services tailored to meet the specific needs of their clients. Whether you are looking for assistance with bookkeeping, budgeting, or investment strategies, Michael Sands, CPA, PC is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and see how they can help you secure a stable financial future.
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