TOP 30 Business financial planning services in Saint James, New York

12 results found

Edward Jones - Financial Advisor: Johnson C Uwamanzu-Nna is a trusted financial institution located at 542 North Country Road in Saint James, New York. As a dedicated financial advisor, Johnson C Uwamanzu-Nna provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of financial services including retirement planning, investment management, and wealth management. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Johnson C Uwamanzu-Nna is committed to helping you navigate the complex world of finance with confidence and peace of mind.

Welcome to James Winter - State Farm Insurance Agent located at 312 Lake Avenue in Saint James, New York. Serving Smithtown, Nesconset, Stony Brook, Nassau and Suffolk Counties, as well as the 5 boroughs and the entire State of New York, James Winter and his team offer exceptional service and free insurance quotes on all lines of business. With over 15 years of insurance experience, they specialize in auto, homeowners, renters/condo, life, and personal liability umbrella insurance. They also work closely with small business owners, providing free quotes on commercial auto, fire insurance, worker's compensation, business liability, and commercial liability umbrella insurance. In addition, they offer insurance options for motorcycles, antique cars, boats, RVs, ATVs, jet-skis, snowmobiles, and even pet insurance through a partnership with Trupanion.

Welcome to James Payoute - State Farm Insurance Agent, your trusted partner for comprehensive insurance solutions in Brooklyn, New York. Located at 547 Saint Marks Avenue, we are dedicated to helping you protect what matters most, whether it’s your family, belongings, or financial future. At James Payoute - State Farm Insurance, we understand the importance of personalized service. That’s why all auto insurance quote requests are exclusively handled through our experienced agents. Call us during business hours to create your Personal Price Plan and explore options that fit your lifestyle and budget. We offer a wide range of auto insurance policies, including coverage for new drivers, business travelers, and collectors. Plus, you can save more by bundling auto and home policies.

Welcome to Edward Jones - Financial Advisor: Roodmy Cesar, your trusted partner in navigating the path to financial success. Conveniently located at 542 North Country Road, Saint James, New York, our office is dedicated to providing personalized financial advice and services tailored to meet your unique needs. At Edward Jones, we understand the importance of planning for your financial future. Our comprehensive suite of tools and resources, including the Starting Point tool and the "My Priorities" quiz, are designed to help you identify and achieve your financial goals. Whether you're planning for retirement, saving for education, or looking to grow your investments, we're here to guide you every step of the way.

The Center for Professional Development and Communication (CPDC) is a prestigious university located in Saint James, New York, United States. Our institution is dedicated to providing students with top-notch education and practical skills to excel in their chosen fields. With a focus on professional development and effective communication, CPDC offers a wide range of programs and courses to help students reach their full potential. Our experienced faculty and staff are committed to fostering a supportive learning environment where students can thrive academically and personally. Join us at CPDC and take the first step towards a successful and fulfilling career.

Thomas Maher: Allstate Insurance is a reputable insurance agency located at 462 Moriches Road in Saint James, New York. With a strong focus on providing personalized insurance solutions to meet the needs of individuals and families, Thomas Maher and his team offer a wide range of insurance products including auto, home, life, and more. With a commitment to excellent customer service and a dedication to helping clients protect what matters most, Thomas Maher: Allstate Insurance is a trusted choice for insurance in the United States.

Dowling Knipfing Klein Insurance is a reputable insurance agency located at 500 Lake Avenue in Saint James, New York, United States. With years of experience in the industry, they provide a wide range of insurance products and services to meet the needs of individuals and businesses. Whether you are looking for auto, home, life, or business insurance, their team of knowledgeable agents is dedicated to helping you find the best coverage at competitive rates. Visit Dowling Knipfing Klein Insurance today for personalized assistance and reliable insurance solutions.

Tim Fleming: Allstate Insurance is a reputable insurance agency located at 419 North Country Road in Saint James, New York. With a focus on providing quality insurance products and excellent customer service, Tim Fleming and his team are dedicated to helping clients find the right coverage for their needs. Whether you are looking for auto, home, life, or business insurance, Tim Fleming: Allstate Insurance is here to assist you every step of the way. Contact them today to discuss your insurance options and secure your peace of mind.

EJF Consulting is a professional consulting firm located at 579 Moriches Road in Saint James, New York. With a focus on providing top-notch services, EJF Consulting offers a wide range of consulting solutions to help businesses thrive and grow. Whether you need assistance with strategic planning, financial analysis, or project management, the team at EJF Consulting is dedicated to helping you achieve your goals. Contact them today at (516) 819-7576 or ejfred22@verizon.net to learn more about how they can assist your business.

Welcome to Daniel K Kwan, your trusted partner in accounting and finance located in the heart of Manhattan, New York. Situated at 56 Saint James Place, our firm is dedicated to providing exceptional financial services tailored to meet the unique needs of both individuals and businesses. With a commitment to excellence and a keen eye for detail, our team of experienced professionals offers a comprehensive range of services including bookkeeping, tax preparation, financial planning, and business consulting. At Daniel K Kwan, we understand the complexities of the financial world and are here to help you navigate through them with confidence and ease. Our personalized approach ensures that we fully understand your financial goals and challenges, allowing us to craft customized solutions that drive success. Whether you're a small business owner seeking strategic advice or an individual looking to optimize your tax returns, we are here to support you every step of the way.

Welcome to O'Hara & Company, your trusted partner in accounting and finance, conveniently located at 275 Lake Avenue in the heart of Saint James, New York. At O'Hara & Company, we are committed to providing personalized and comprehensive financial solutions to meet the unique needs of individuals and businesses in our community. With years of experience and a team of dedicated professionals, we offer a wide range of services including bookkeeping, tax planning and preparation, financial consulting, and business advisory services. Our mission is to help you achieve your financial goals by delivering expert advice and tailored strategies that ensure compliance and maximize efficiency.

Welcome to Robin A. Masterson, M.B.A., your trusted partner in accounting and finance solutions, located conveniently at 87 Sunny Road, Saint James, New York. With a commitment to excellence and a personalized approach, we provide a comprehensive range of financial services tailored to meet the unique needs of individuals and businesses in the community. At Robin A. Masterson, M.B.A., we understand the complexities of financial management and are dedicated to helping our clients achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, financial planning, or business consulting, our team of experienced professionals is here to guide you every step of the way.