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TOP 30 Business audit services in Albany, NY
213 results found
Search for local businesses, places and services near you
Sasa Mirkovic - Private Wealth Advisor, Ameriprise Financial Services, LLC
Sasa Mirkovic - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 80 Wolf Road, Albany, New York, United States, is a finance institution offering a wide range of services to meet the financial needs of individuals. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Sasa Mirkovic is equipped to provide expert advice on asset management, investment strategies, estate planning, retirement planning, and more. Whether you are a retiree, small business owner, high net worth individual, or someone looking for guidance on financial decision-making, Sasa Mirkovic has the expertise to help you navigate the complexities of financial planning. Contact them today to learn more about how they can assist you in achieving your financial goals.
Mark Keeling - Financial Advisor, Ameriprise Financial Services, LLC
Mark Keeling is a Financial Advisor at Ameriprise Financial Services, LLC located at 80 Wolf Road in Albany, New York, United States. Mark holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and more. Mark is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. With his extensive knowledge and commitment to ethical standards, Mark Keeling is a trusted advisor in the finance industry.
George Amedore III - Financial Advisor, Ameriprise Financial Services, LLC
George Amedore III is a financial advisor at Ameriprise Financial Services, LLC located at 80 Wolf Road, Albany, New York, United States. He holds various certifications such as 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®, CERTIFIED FINANCIAL PLANNER™, 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 demonstrate his expertise in asset management, estate planning, retirement planning, and various other financial services. George Amedore III is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients.
Scott Miller - Private Wealth Advisor, Ameriprise Financial Services, LLC
Scott Miller - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 4 Atrium Drive, Albany, New York, United States, is a finance institution offering a range of services to meet the diverse needs of individuals seeking wealth management and financial planning solutions. Scott Miller holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge in various financial areas, Scott Miller is dedicated to providing tailored financial solutions to clients, including small business owners, retirees, high net worth individuals, and those planning for retirement. Whether you are seeking advice on investments, insurance products, estate planning, or retirement income strategies, Scott Miller is equipped with the expertise and qualifications to guide you through the complexities of financial planning.
Norvest Financial Services Inc
Norvest Financial Services Inc is a leading finance institution located at 930 Albany Shaker Road in Latham, New York, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, Norvest Financial Services Inc offers a wide range of services including investment management, retirement planning, and wealth management. With a team of experienced and knowledgeable financial advisors, clients can trust Norvest Financial Services Inc to help them achieve their financial goals and secure their financial future.
First New York Retirement and Investment Services
First New York Retirement and Investment Services, located at 2 Wall Street in Albany, New York, is a finance institution offering a comprehensive financial management program through LPL Financial. This program is designed to help individuals organize their financial affairs and plan for the future. Members can take advantage of consultations at no cost or obligation. The financial professionals at First New York Retirement and Investment Services are registered representatives with LPL Financial, offering securities and advisory services. Insurance products are also available through LPL or its licensed affiliates. Please note that First New York Federal Credit Union and First New York Retirement and Investment Services are not registered as a broker-dealer or investment advisor. Securities and insurance offered through LPL or its affiliates are available to First New York members. Visit our office at First New York headquarters to learn more about our Financial Professionals. Please be aware that the LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For more information, please visit our website or contact us directly.
Olivia Casale - Associate Financial Advisor, Ameriprise Financial Services, LLC
Olivia Casale is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 80 Wolf Road in Albany, New York, United States. The office closes at 4 pm on Fridays from Memorial Day to Labor Day. Ameriprise financial advisors are registered to do business in certain U.S. states. The initial consultation provides an overview of financial planning concepts, with no written analysis or recommendations provided. Ameriprise Financial cannot guarantee future financial results. The institution is a member of FINRA and SIPC. Clients can expect personalized financial advice tailored to their specific needs. The institution values referrals and strives to help friends and family members achieve their financial goals. The privacy and security of clients' information is a top priority, with strict rules and regulations in place to protect their data. Contact Ameriprise Financial Services, LLC to schedule a meeting and discuss what's most important to you.
Paul R Loucks - Financial Advisor, Ameriprise Financial Services, LLC
Paul R Loucks is a financial advisor at Ameriprise Financial Services, LLC located at 125 Wolf Road in Albany, New York, United States. He is registered to conduct securities business in certain states. The institution offers consultations to discuss financial planning concepts, although written analysis and recommendations are not provided during the initial meeting. Ameriprise Financial cannot guarantee future financial results. Clients can refer friends and family members to Paul R Loucks for assistance in achieving their financial goals. The institution is a member of FINRA and SIPC, and users of the website are bound by the Ameriprise Financial Website Rules and Regulations. Privacy and security are a top priority, with information available on the Privacy and Security Center regarding online security guarantees and email fraud.
Wayne, Sperazzo & Associates - Ameriprise Financial Services, LLC
Wayne, Sperazzo & Associates - Ameriprise Financial Services, LLC is a finance institution located at 5 Palisades Drive, Albany, New York, United States. They offer investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can track their progress towards financial goals securely from any device. The institution provides a complimentary initial consultation to discuss retirement, education, major purchases, and more. Ameriprise financial advisors are registered to do business in certain U.S. states and cannot guarantee future financial results. Clients can expect regular meetings to review progress and adjust strategies as life changes. Privacy and security are a top priority, with detailed information available on their website. The institution values referrals and strives to help friends and family achieve their financial goals.
UBS Financial Services Inc.
UBS Financial Services Inc. is a leading financial institution located at 8 Southwoods Boulevard in Albany, New York, United States. As a premier provider of financial services, UBS offers a wide range of investment and wealth management solutions to individuals, businesses, and institutions. With a commitment to excellence and a focus on client satisfaction, UBS Financial Services Inc. is dedicated to helping clients achieve their financial goals and secure their financial futures.
John G. Walsh - UBS Financial Services Inc.
John G. Walsh - UBS Financial Services Inc. is a renowned finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. With a strong reputation for providing top-notch financial services, the institution offers a wide range of investment options and wealth management solutions to its clients. The team of experienced professionals at John G. Walsh - UBS Financial Services Inc. is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, this institution is committed to providing personalized financial advice and guidance tailored to your specific needs.
Jackson Hewitt Tax Service
Jackson Hewitt Tax Service is a finance institution located at 1843 Central Avenue in Albany, New York, United States. While their tax advance loans have ended for the year, their Tax Pros are ready to help you maximize your refund. Perfect for busy individuals, you can 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. A Refund Advance loan allows you to receive money before your tax refund arrives, as the IRS can sometimes take weeks to send it. Although Refund Advance is no longer available for this year, Early Refund Advance was offered at select locations from December 11, 2023, until January 14, 2023, and No Fee Refund Advance was available from January 2, 2024, at most locations until February 11, 2024.
QuickTaxnBooks.Com - Affordable Business & Individual Tax Preparation Services
QuickTaxnBooks.Com is your go-to institution for affordable business and individual tax preparation services. Located at 292 Washington Avenue Extension in Albany, New York, United States, we specialize in accounting and finance to ensure that your financial information is well-supported no matter what comes your way. In addition to expert tax filing, we provide $1,000,000 Tax Audit Defense™ and Identity Theft Restoration through Protection Plus. Our services include preparing and eFiling various tax forms such as Individual/Joint 1040, Sole Prop Sch C, Business 1065, 1120, 1120S, 1041, 990, 706, and 709, as well as After-the-Fact Payroll using Form 940 and Form 941. We also handle eFiling for 1099-MISC, 1099-NEC, and W-2 forms nationwide.
Sommers & Magilton Inc. Tax Services
Sommers & Magilton Inc. Tax Services is a reputable accounting and finance institution located at 1971 Western Avenue in Albany, New York, United States. With a team of experienced professionals, they specialize in providing top-notch tax services to individuals and businesses. Whether you need help with tax preparation, planning, or filing, Sommers & Magilton Inc. Tax Services is dedicated to helping you navigate the complexities of the tax system and maximize your financial success. Trustworthy, efficient, and reliable, they are committed to delivering personalized solutions tailored to your specific needs. Contact them today to schedule a consultation and take the stress out of tax season.
Reid Quality Tax Services
Reid Quality Tax Services is a reputable accounting and finance institution located at 600 Central Avenue in Albany, New York, United States. With a team of experienced professionals, we offer top-quality tax services to individuals and businesses alike. Our services include tax preparation, planning, and consulting to ensure our clients maximize their financial potential. Trust Reid Quality Tax Services for all your accounting and finance needs.
uTaxes - LLC/Corp Formation, Bookkeeping and Tax Services
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.
Better Bookkeeping Services
Better Bookkeeping Services is a reputable accounting and finance institution located at 206 Lancaster Street in Albany, New York, United States. With a team of experienced professionals, we offer top-notch bookkeeping services to help businesses maintain accurate financial records and make informed decisions. Our services are tailored to meet the specific needs of each client, ensuring efficiency and accuracy in all financial matters. Whether you are a small business owner or a large corporation, Better Bookkeeping Services is committed to providing reliable and personalized solutions to help you achieve your financial goals.
Cooperus Consulting
Cooperus Consulting, located at 350 Northern Boulevard in Albany, New York, is a trusted source for business funding in the finance industry. Specializing in factoring, they provide easy access to small business finance for B2B operations, with facilities set up in less than 7 days. They offer a variety of financial services including Merchant Cash Advances, SBA loans, Startup Funding, Equipment Purchasing, Commercial Real Estate, Lines of Credit, and Term Loans. Cooperus Consulting also buys contracts and annuity-styled payment streams for those in need of fast cash. Whether you are considering selling an Owner Financed Private Mortgage Note, a Structured Settlement, or need an advance for a pending inheritance or personal injury award, they can help you get the cash you need quickly.
AlbanyAdvisor Group
Albany Advisor Group, located at 20 Corporate Woods Boulevard in Albany, New York, is a trusted finance institution dedicated to helping individuals and businesses efficiently manage their accumulated wealth. With a focus on comprehensive financial planning and target-risk investment management, our team works tirelessly to ensure the continued success of our clients. We believe that a solid financial plan is essential in understanding how assets should be invested and distributed, which is why we tailor-made financial plans without personal biases, treating each plan as a complex puzzle. Our certified financial planners are committed to providing active investment management and integrated financial planning services. By integrating risk management into personalized financial plans, we help clients understand the risks they are taking and develop strategies tailored to their needs. Our fiduciary responsibility ensures that our clients have the confidence and peace of mind needed on their financial journey.
Cody Wojdyla, CFP® - Certified Financial Planner
Cody Wojdyla, CFP® - Certified Financial Planner is a finance institution located at 18 Corporate Woods Boulevard in Albany, New York, United States. Specializing in financial planning for individuals and families in Glens Falls, Saratoga, Albany, and the Adirondacks, Cody helps clients create and manage game plans to achieve their financial, business, and life goals. As an independent advisor, Cody has the flexibility to choose from a wide range of investment and insurance companies to best meet the needs of his clients without any corporate pressure or sales goals. Operating as a fiduciary, Cody always prioritizes the goals and needs of his clients. The institution is affiliated with Rosemont Financial Group, with offices in Albany and Old Forge. Securities and Advisory services are offered through LPL Financial. Cody Wojdyla, CFP® is a Certified Financial Planner™ professional, authorized by the Certified Financial Planner Board of Standards, Inc. Website design and development by Mannix Marketing, Inc.
Steward Partners global Advisory, LLC
Steward Partners Global Advisory, LLC is a finance institution located at 677 Broadway in Albany, New York, United States. They offer a wide range of financial advisory services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Steward Partners Global Advisory, LLC provides personalized strategies and solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Steward Partners Global Advisory, LLC is dedicated to helping you succeed.
Robert J. McNamara Financial Consultants
Robert J. McNamara Financial Consultants, located at 132 South Swan Street in Albany, New York, is a finance institution dedicated to helping individuals plan for their financial future with ease and confidence. While planning a vacation may seem more exciting, planning for retirement can often be overwhelming and intimidating. However, with the expert guidance of Robert J. McNamara Financial Consultants, you can approach your financial planning with excitement and anticipation. Our team is committed to helping you navigate the uncertainties and fears that often come with retirement planning, ensuring that you and your family can look forward to your upcoming years with confidence. We understand that financial planning is often overlooked, but it is one of the most important things you can do for yourself and your loved ones. With our assistance, you can achieve your future financial goals and enjoy peace of mind knowing that we have your back every step of the way.
Atlas Private Wealth Management, LLC
Atlas Private Wealth Management, LLC is a finance institution located at 3 Atrium Drive in Albany, New York, United States. Our mission is to build successful, long-term professional relationships with our clients based on mutual trust, effective communication, and a shared commitment to the financial planning process. We offer a comprehensive, personalized approach aimed at enhancing the quality of life for each client, regardless of where they are in life’s journey. Whether you are a young couple starting a family, a retired couple living off savings, or anywhere in between, we are here to help you navigate financial concerns such as student loans, investing, retirement planning, estate planning, and more. Our Senior Vice President Director of Retirement Services is dedicated to helping you envision the retirement you desire and understand how factors like taxes, social security benefits, and healthcare costs can impact your financial future.
Rosemont Financial Group
Rosemont Financial Group is a leading finance institution located at 18 Corporate Woods Drive in Albany, New York, United States. With a team of experienced professionals, Rosemont Financial Group offers a wide range of financial services including investment management, retirement planning, and wealth management. Whether you are an individual looking to grow your personal finances or a business seeking strategic financial solutions, Rosemont Financial Group is dedicated to helping you achieve your financial goals. Trust in Rosemont Financial Group for expert advice and personalized financial strategies tailored to your specific needs.
FinanciAyers Consulting, LLC
FinanciAyers Consulting, LLC is a trusted financial consulting firm located at 37 Natick Street in Albany, New York, United States. Our team of experienced consultants provides personalized financial advice and solutions to help individuals and businesses achieve their financial goals. From investment planning to retirement savings, we offer a wide range of services tailored to meet our clients' specific needs. With a commitment to excellence and a focus on building long-term relationships, FinanciAyers Consulting, LLC is dedicated to helping our clients secure their financial future.
Greenbush Financial Group
Greenbush Financial Group is a finance institution located at 159 Wolf Road in Albany, New York, United States. Specializing in financial planning and investment services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Greenbush Financial Group offers personalized solutions tailored to your individual needs. With a commitment to integrity and transparency, we strive to provide exceptional service and guidance to our clients to help them secure a stable financial future.
Bonanno Michael
Bonanno Michael is a reputable finance institution located at 250 Osborne Road in Albany, New York. With a strong presence in the financial industry, Bonanno Michael offers a wide range of services to meet the diverse needs of its clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced professionals at Bonanno Michael are dedicated to helping you achieve your financial goals. Trustworthy and reliable, Bonanno Michael is committed to providing top-notch financial services to individuals and businesses in the Albany area and beyond.
Steward Partners
Steward Partners is a leading finance institution located at 677 Broadway in Albany, New York, United States. Offering a wide range of financial services, including wealth management, investment advisory, and retirement planning, Steward Partners is committed to helping clients achieve their financial goals. With a team of experienced financial advisors and a client-centric approach, Steward Partners provides personalized solutions to meet the unique needs of each individual or business. Visit us today to learn more about how we can help you secure your financial future.
The RW Group - Morgan Stanley
The RW Group - Morgan Stanley is a leading finance institution located at 80 State Street in Albany, New York, United States. Specializing in wealth management, investment banking, and asset management services, The RW Group - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to excellence, they provide personalized solutions and strategic advice to help clients navigate the complexities of the financial world. Trustworthy, reliable, and innovative, The RW Group - Morgan Stanley is a trusted partner for all your financial needs.
Edelman Financial Engines
Edelman Financial Engines is a leading financial institution located at 28 Corporate Drive in New York, United States. Specializing in finance, they offer a range of services to help individuals and businesses manage their wealth and investments. With a team of experienced financial advisors, Edelman Financial Engines provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Edelman Financial Engines can provide the expertise and guidance you need to secure your financial future.
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