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TOP 30 Certified financial advisor in New York, NY
866 results found
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George R Allen, CLU, ChFC, CFP
George R Allen, CLU, ChFC, CFP is a renowned financial institution located at 218 West 8th Street in Oswego, New York, United States. Specializing in a range of financial services, including estate planning, retirement planning, and investment management, the institution is led by experienced professionals with designations such as Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Certified Financial Planner (CFP). With a commitment to providing personalized and comprehensive financial solutions, George R Allen, CLU, ChFC, CFP is dedicated to helping clients achieve their financial goals and secure their financial future.
Frederick J Quencer CPA
Frederick J Quencer CPA is a reputable accounting and finance institution located at 18400 New York 12E in Brownville, New York, United States. With years of experience and expertise in the field, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Their team of certified public accountants is dedicated to providing top-notch financial solutions tailored to meet the unique needs of each client. Whether you are an individual or a business owner, Frederick J Quencer CPA is committed to helping you achieve your financial goals.
Joseph A Gunther, CFP
Joseph A Gunther, CFP is a finance institution located at 203 West Dominick Street in Rome, New York, United States. As a Certified Financial Planner, Joseph A Gunther provides expert financial advice and services to help individuals and businesses achieve their financial goals. With a commitment to professionalism and integrity, clients can trust Joseph A Gunther to provide personalized financial planning and investment strategies tailored to their specific needs. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Joseph A Gunther, CFP is dedicated to helping you secure your financial future.
Dec & Benson CPAs
Dec & Benson CPAs is a leading accounting and finance institution located at 101 Broad Street in Oneida, New York. With a team of experienced and knowledgeable Certified Public Accountants, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to excellence and personalized service sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Whether you need help with your taxes or guidance on financial decisions, Dec & Benson CPAs is dedicated to helping you achieve your financial goals.
Michael Frederick Marchio, CFP , ChFC - Northwestern Mutual
Michael Frederick Marchio, CFP, ChFC - Northwestern Mutual is a finance institution located at 19 Campion Road in New Hartford, New York, United States. As a Certified Financial Planner and Chartered Financial Consultant, Michael Frederick Marchio offers expert financial advice and planning services to help clients achieve their financial goals. With a focus on personalized solutions and long-term financial success, this institution provides a range of services including investment planning, retirement planning, risk management, and estate planning. Trust in Michael Frederick Marchio, CFP, ChFC - Northwestern Mutual for comprehensive and professional financial guidance.
Patrick M Tyksinski CPA PC
Patrick M Tyksinski CPA PC is a reputable accounting and finance institution located at 115 Genesee Street in New Hartford, New York. With years of experience and expertise in the field, they provide top-notch financial services to individuals and businesses in the area. Their team of professionals is dedicated to helping clients navigate the complexities of tax laws, financial planning, and accounting practices. Whether you need assistance with tax preparation, bookkeeping, or financial consulting, Patrick M Tyksinski CPA PC is committed to delivering personalized and reliable services to meet your specific needs.
Learman Christine A CPA
Learman Christine A CPA is a trusted accounting and finance institution located at 1763 Baseline Road in Grand Island, New York, United States. Our team is dedicated to serving our clients by addressing their specific needs and resolving their most pressing business concerns. We offer a range of services, including tax preparation and accounting, with a focus on providing high-quality and reliable assistance. Our goal is to guide and inspire our clients, while also ensuring compliance with all Federal and State tax regulations.
Swift & Swift, CPA's
Swift & Swift, CPA's is a renowned accounting and finance institution located at 125 Professional Parkway in Lockport, New York, United States. With a team of experienced and skilled Certified Public Accountants, we offer a wide range of financial services to individuals and businesses. From tax preparation and planning to auditing and consulting, we are dedicated to providing top-notch services tailored to meet our clients' specific needs. Trust Swift & Swift, CPA's for all your accounting and finance needs.
Jeffrey L Offhaus CPA LLC
Jeffrey L Offhaus CPA LLC is a reputable accounting and finance institution located at 240 Redtail in Orchard Park, New York, United States. With years of experience and expertise in the field, the institution offers a wide range of services including tax preparation, financial planning, and auditing. Their team of certified public accountants is dedicated to providing personalized and professional services to help individuals and businesses achieve their financial goals. Whether you need help with tax filing or financial consulting, Jeffrey L Offhaus CPA LLC is committed to delivering top-notch solutions tailored to your specific needs.
Roush CPA PC
Roush CPA PC is a reputable accounting and finance institution located at 534 Main Street in Medina, New York, United States. Our team of experienced certified public accountants is dedicated to providing top-notch financial services to individuals and businesses. From tax preparation to financial planning, we offer a wide range of services to meet our clients' needs. Trust Roush CPA PC for all your accounting and finance needs.
David A. Younis, CFP
David A. Younis, CFP is a renowned finance institution located at 150 State Street in Rochester, New York, United States. Specializing in financial planning and wealth management, David A. Younis, CFP offers expert advice and personalized solutions to help clients achieve their financial goals. With a Certified Financial Planner at the helm, clients can trust in the institution's expertise and dedication to providing top-notch financial services. Whether you are planning for retirement, investing for the future, or seeking guidance on tax planning, David A. Younis, CFP is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
Davie Kaplan C.P.A.
Davie Kaplan C.P.A. is a reputable accounting and finance institution located at 28 East Main Street in Rochester, New York, United States. With a team of experienced certified public accountants, Davie Kaplan C.P.A. provides a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can expect personalized and professional service to meet their individual or business financial needs.
The Client Driven Practice
The Client Driven Practice, located in Pittsford, New York, is a premier consulting firm specializing in facilitating client advisory boards for professional service firms. With over 34 years of experience and as a Storybrand Certified Guide, we are experts in translating client feedback into actionable strategies for success. Our team has conducted more client advisory boards for Financial Advisors than any other firm in the country, making us the go-to choice for those looking to elevate their business. By scheduling a client advisory board meeting with The Client Driven Practice, you open up the possibility of becoming the most successful and highly referred financial advisory firm. Our payment plans are flexible, and no matter which option you choose, you will gain access to valuable insider information that can transform your business.
Rochester Wealth Solutions
Rochester Wealth Solutions, located at 3300 Monroe Avenue in Rochester, New York, is a finance institution led by Matthew M. Corrigan, CRC, a Certified Retirement Counselor with over two decades of experience in financial planning and investment management. Matthew is dedicated to helping clients achieve financial independence and retirement goals through personalized recommendations tailored to their specific needs. As a highly-skilled advisor, Matthew takes a holistic approach to retirement planning, offering simple, clear, and easy-to-understand action plans for retirement confidence. With a "safety first approach" to investment management, ongoing reviews, and monitoring, Rochester Wealth Solutions aims to be your trusted advisor for all things financial. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Contact Rochester Wealth Solutions today for a comprehensive review of your financial situation and start planning for a secure retirement.
Novem Group
Novem Group is a finance institution located at 350 Linden Oaks in Rochester, New York, United States. Specializing in financial services, Novem Group offers a wide range of solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Novem Group is dedicated to providing personalized and comprehensive financial planning and investment management services. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Novem Group is here to help you every step of the way.
Popavero Jr Thomas J CPA
Popavero Jr Thomas J CPA is a reputable accounting and finance institution located at 160 Salt Point Turnpike in Poughkeepsie, New York. With years of experience in the industry, they offer a wide range of services to individuals and businesses alike. From tax preparation to financial planning, their team of certified public accountants is dedicated to providing top-notch assistance and guidance to help clients achieve their financial goals. Trust Popavero Jr Thomas J CPA for all your accounting and finance needs in the United States.
TFG Accounting and Tax
TFG Accounting and Tax, located at 120 White Plains Road in Tarrytown, New York, has been providing comprehensive accounting, audit, tax, and business consulting services since 1996. As part of The Fuoco Group, they offer a range of financial advisory services through their TFG Related Entities, including TFG Financial Advisors, TFG Risk Management, and TFG Business Advisors. Their team of Certified Public Accountants understands the unique financial needs of individuals, families, entrepreneurs, and business owners, offering innovative solutions to help them achieve their goals. From tax-saving strategies to comprehensive financial management, TFG Accounting and Tax provides customized options for growth and legacy building.
Gina M Ferri CPA
Gina M Ferri CPA is a reputable accounting and finance institution located at 3181 East Tremont Avenue in New York, United States. With a team of experienced professionals led by Gina M Ferri, CPA, the institution provides a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Clients can expect personalized and high-quality services tailored to meet their specific needs. Gina M Ferri CPA is dedicated to helping individuals and businesses achieve their financial goals with expertise and integrity.
Tim Nelson, CPA
Tim Nelson, CPA is a reputable accounting and finance institution located at 559 Gramatan Avenue in Mount Vernon, New York. With a team of experienced and qualified Certified Public Accountants, we provide a wide range of financial services including tax preparation, bookkeeping, auditing, and financial consulting. Our commitment to excellence and personalized service sets us apart from the rest, making us a trusted partner for individuals and businesses alike. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.
Kristin Krauskopf, CPA
Kristin Krauskopf, CPA is a reputable accounting and finance institution located at 153 Stevens Avenue in Mount Vernon, New York, United States. With a team of experienced and knowledgeable Certified Public Accountants, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Clients can trust Kristin Krauskopf, CPA to provide accurate and reliable financial solutions tailored to their individual needs. Whether you are a small business owner or an individual looking for professional accounting services, Kristin Krauskopf, CPA is dedicated to helping you achieve your financial goals.
Melissa Levine, CFP
Melissa Levine, CFP is a reputable financial institution located at 500 Mamaroneck Avenue in Harrison, New York. As a Certified Financial Planner, Melissa Levine offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized financial planning and wealth management, Melissa Levine, CFP is dedicated to providing top-notch financial guidance to individuals and families in the United States. Trust Melissa Levine, CFP to help you navigate your financial future with confidence and peace of mind.
Paul J. Nagel, CPA, CFP
Paul J. Nagel, CPA, CFP is a reputable accounting and finance institution located at 13 Deasy Lane in Glen Cove, New York, United States. With years of experience in the industry, they offer top-notch financial services to individuals and businesses alike. Their team of professionals, led by Paul J. Nagel, a certified public accountant and certified financial planner, provides expert advice and guidance to help clients achieve their financial goals. Whether you need help with tax planning, investment management, or retirement planning, Paul J. Nagel, CPA, CFP is the institution to trust for all your financial needs.
Weintraub, Traub, Tracy & Virk CPAs LLP
Weintraub, Traub, Tracy & Virk CPAs LLP is a reputable accounting and finance institution located at 37 East Main Street in Oyster Bay, New York, United States. With a team of experienced and knowledgeable professionals, they offer a wide range of services to meet the financial needs of individuals and businesses. From tax preparation and auditing to financial planning and consulting, Weintraub, Traub, Tracy & Virk CPAs LLP is dedicated to providing top-notch service and expert advice to help clients achieve their financial goals.
David H. Propper, CPA
David H. Propper, CPA is a reputable accounting and finance institution located at 10 Smith Street in Glen Cove, New York, United States. With years of experience and expertise in the field, they provide a wide range of services including tax preparation, financial planning, and bookkeeping. Their team of certified professionals are dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with personal taxes or complex financial strategies, David H. Propper, CPA is the trusted choice for all your accounting needs.
Raskin & Raskin CPA's PC
Raskin & Raskin CPA's PC is a reputable accounting and finance institution located at 52 Elm Street in Huntington, New York. With years of experience and expertise in the field, our team of certified public accountants provides a wide range of services to individuals and businesses alike. From tax preparation and planning to financial analysis and consulting, we are dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
Alex Zourides, CFP, Inc
Alex Zourides, CFP, Inc is a finance institution located at 734 Walt Whitman Road in Melville, New York, United States. Specializing in financial planning and wealth management, our team of Certified Financial Planners is dedicated to helping clients achieve their financial goals. With a focus on personalized service and expertise in investment strategies, retirement planning, and estate planning, we strive to provide our clients with the tools and guidance needed to secure their financial future. Contact us today to schedule a consultation and start planning for tomorrow.
Weisman & Co., CPA's
Weisman & Co., CPA's is a reputable accounting and finance institution located at 410 Motor Parkway in Hauppauge, New York, United States. With years of experience and expertise in the field, their team of certified public accountants provides a wide range of services including tax preparation, auditing, financial planning, and consulting. Clients can trust Weisman & Co., CPA's for accurate and reliable financial guidance to help them achieve their business and personal financial goals.
BRIAN A. KING, CFP
Brian A. King, CFP is a finance institution located at 110-45 Queens Boulevard, New York, United States. At Brian A. King, clients can expect personalized services in insurance, wealth preservation, retirement, and investment planning. The principal, Brian A. King, is a Certified Financial Planner with extensive experience and qualifications. The firm's mission is to help clients achieve their financial goals through informed decision-making. Visitors to the website can access calculators, articles, and reports to gain a better understanding of financial concepts. Securities are offered through Cadaret, Grant & Co. Inc. Brian King Financial and Cadaret, Grant are separate entities. The institution is licensed in CT, FL, NJ, and NY. Certified Financial Planner (CFP®) is a mark of the Certified Financial Planner Board of Standards, Inc. Clients can check the background of the investment professional for added peace of mind.
L.I.G ADVISORY SERVICES: CPA
L.I.G Advisory Services: CPA is a professional institution located at 136-68 Roosevelt Avenue in New York, United States. Specializing in accounting, finance, and legal services, our team of experienced Certified Public Accountants (CPAs) provide expert advice and guidance to individuals and businesses. Whether you need assistance with tax preparation, financial planning, or legal matters, our dedicated team is here to help you navigate the complexities of the financial world. Trust L.I.G Advisory Services: CPA to provide you with comprehensive and reliable solutions to your accounting and financial needs.
Ik Koo Kang, CPA 강익구 공인회계사
Ik Koo Kang, CPA is a well-established accounting and finance institution located at 35-35 149th Street in New York, United States. Our team offers a wide range of services to help clients secure a solid financial future. We specialize in cutting-edge bookkeeping, accounting, taxation, and financial solutions to drive growth and wealth in our client's businesses and personal lives. As approved Certifying Acceptance Agents, we focus on obtaining US Individual Taxpayer Identification Numbers (ITINs) and staying up-to-date on evolving legislation and technological advancements. Our dedicated team ensures accurate, well-organized financial information for both corporate and personal financial health. We provide expert guidance on tax planning, preparation, interpretation, nonprofit tax planning, regulatory compliance, and more. With a commitment to excellence, we tailor our services to meet the unique needs and goals of each client, prioritizing quality and accuracy to save valuable time and resources.
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