![Guide.in.ua Guide.in.ua](https://guide.in.ua/assets/images/guide300.webp)
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- United Kingdom
- Italy
- Poland
- Australia
- Spain
- New Zealand
- France
- Germany
TOP 30 Certified financial advisor in New York, NY
866 results found
A convenient service for searching for businesses, places and services
Richard Marmon- Halm, CPA, PC
Richard Marmon-Halm, CPA, PC is a reputable accounting and finance institution located at 92-30 56th Avenue in New York, United States. With years of experience in the industry, they provide expert financial services to individuals and businesses alike. Their team of certified public accountants are dedicated to providing top-notch accounting solutions tailored to meet the unique needs of each client. Whether you need help with tax preparation, auditing, or financial planning, Richard Marmon-Halm, CPA, PC is the trusted choice for all your accounting and finance needs.
Siegel Joan
Siegel Joan is an accounting and finance institution located at 212-45 26th Avenue in New York, United States. They offer complimentary comprehensive financial consultations and are certified by the Certified Financial Planner Board of Standards, Inc. Securities are offered through Cetera Advisor Networks LLC, a member of FINRA and SIPC, and advisory services are also provided through Cetera Advisor Networks LLC. The individuals affiliated with this institution are licensed and registered in various states to sell insurance products and securities. Customers can check the background of the investment professionals associated with Siegel Joan for peace of mind.
Simeon Saturn, CPA, Tax Return Preparation, Tax Filing, Tax Service
Simeon Saturn, CPA is a reputable accounting firm located in New York, United States, specializing in tax return preparation, tax filing, and tax services. With a team of experienced professionals led by Simeon Saturn, a certified public accountant, clients can trust in receiving expert guidance and assistance with their financial needs. Located at 147-35 78th Road, Simeon Saturn, CPA is dedicated to providing top-notch accounting and finance services to individuals and businesses alike. Contact us today for all your tax-related needs.
Robert J. Klein CPA
Robert J. Klein CPA is a Certified Public Accounting firm located at 4021 214th Place in New York City, United States. Specializing in accounting and finance services for both small businesses and individuals, we offer taxation expertise and knowledge to help minimize tax liabilities. With over 30 years of experience, our team confidently handles all financial and tax issues that may arise, keeping up-to-date with new tax laws at the federal and state levels. We provide tax return preparation for businesses, estates, trusts, and individuals, ensuring accuracy and minimizing tax liabilities. Our services include year-round financial and tax planning, business entity recommendations, audits, and responses to IRS notices. Clients praise our attentive staff, professionalism, and timely service, making us a trusted choice for tax and financial needs. Contact us for personalized tax guidance and efficient solutions tailored to your unique circumstances.
Renu Sadhwani, CPA
Renu Sadhwani, CPA is a well-established accounting and finance institution located at 22 Ursula Drive, Roslyn, New York, United States. With over 25 years of experience, Renu Sadhwani is a Certified Public Accountant who specializes in tax preparation and financial statements. Her office is situated in Nassau County, New York, and she is licensed to practice in the state. At Renu Sadhwani, CPA, we offer a wide range of services including tax planning, accounting, financial consulting, and more. We are well-versed in tax laws and can assist individuals and businesses with their tax and accounting needs. Our personalized service ensures that each client receives the attention and expertise they deserve.
Gautam Anumukonda, CPA
Gautam Anumukonda, CPA is a reputable accounting and finance institution located at 63 Cuttermill Road in Great Neck, New York, United States. With a team of experienced certified public accountants, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, auditing, financial planning, or any other accounting needs, Gautam Anumukonda, CPA is dedicated to providing top-notch service and expertise to help you achieve your financial goals.
Steven Schlusselberg MBA CPA CGMA
Steven Schlusselberg MBA CPA CGMA is a prestigious accounting and finance institution located in Great Neck, New York. With a team of highly qualified professionals, including Certified Public Accountants (CPAs) and Chartered Global Management Accountants (CGMAs), the institution offers top-notch financial services to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or business consulting, Steven Schlusselberg MBA CPA CGMA has the expertise to help you achieve your financial goals. Visit their office at 17 Barstow Road to experience their exceptional services firsthand.
SUSAN SILVER MAN QUIGLEY, CFP
SUSAN SILVER MAN QUIGLEY, CFP is a finance institution located at 8 Yale Street in Garden City, New York, United States. Our team of Certified Financial Planners is dedicated to helping individuals and families achieve their financial goals through personalized financial planning and investment management services. With a focus on comprehensive financial planning, we provide our clients with expert advice and guidance to help them make informed decisions about their financial future. Contact us today to schedule a consultation and start planning for a secure financial future.
Kelly A. Rohrs, CPA
Kelly A. Rohrs, CPA is a reputable accounting and finance institution located at 265 Sunrise Highway, Rockville Centre, New York, United States. With a team of highly skilled and experienced Certified Public Accountants, they offer a wide range of services including tax preparation, financial planning, auditing, and business consulting. Their commitment to providing personalized and professional services sets them apart from other accounting firms. Whether you are an individual looking for assistance with your taxes or a business in need of financial guidance, Kelly A. Rohrs, CPA is dedicated to helping you achieve your financial goals.
Daniel G. Mazzola, CFA, CPA
Daniel G. Mazzola, CFA, CPA is a prestigious finance institution located at 91 Bayview Avenue in Massapequa, New York, United States. Led by the highly qualified and experienced Daniel G. Mazzola, who holds both the Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA) designations, the institution offers expert financial services to clients. With a strong focus on providing personalized and professional financial advice, Daniel G. Mazzola, CFA, CPA is committed to helping individuals and businesses achieve their financial goals.
BloomSchon CPAs
BloomSchon CPAs is a leading accounting and finance institution located at 375 North Broadway in Jericho, New York, United States. Our team of certified public accountants is dedicated to providing top-notch financial services to individuals and businesses alike. With a strong commitment to accuracy and professionalism, we offer a wide range of accounting services including tax preparation, auditing, financial planning, and more. Trust BloomSchon CPAs to handle all of your financial needs with expertise and care.
DeFreitas & Minsky LLP | CPA
DeFreitas & Minsky LLP | CPA is a reputable accounting and finance institution located at 30 Jericho Executive Plaza in Jericho, New York, United States. With a team of experienced Certified Public Accountants, they provide a wide range of accounting services including tax preparation, financial planning, auditing, and business consulting. Clients can trust DeFreitas & Minsky LLP | CPA for their expertise and dedication to helping individuals and businesses achieve their financial goals.
Marc Strent, CFP
Marc Strent, CFP is a reputable finance institution located at 1000 Woodbury Road in Woodbury, New York, United States. Specializing in financial planning and wealth management, Marc Strent, CFP offers personalized services to help clients achieve their financial goals. With a certified financial planner at the helm, clients can trust in the expertise and experience of the institution to provide sound financial advice and guidance. Whether it's retirement planning, investment strategies, or estate planning, Marc Strent, CFP is dedicated to helping clients secure their financial future.
R. Seeger Wealth Management, Ltd
R. Seeger Wealth Management, Ltd. is a full-service wealth management firm located at 138 South 1st Street, Lindenhurst, New York, United States. Established in 2010, founder Richard Seeger serves as a fiduciary to clients along the East Coast, offering expertise in retirement services, estate planning, trust services, and next generation wealth education. Richard is a CERTIFIED FINANCIAL PLANNER™ and an active member of the Financial Planning Association of Long Island, always prioritizing his clients' best interests with transparency. With a background in Business Administration and Finance, Richard has obtained various FINRA licenses and continues to further his education through conferences and seminars. As a member of the Knights of Columbus, Richard values family and treats his clients as such. Consult with R. Seeger Wealth Management for personalized financial advice and strategies to help you achieve your financial goals.
The Wealth Alliance
The Wealth Alliance is a distinguished finance institution located at 105 Broadhollow Road, Melville, New York, United States. As a registered investment advisory firm with the U.S. Securities and Exchange Commission, we are dedicated to providing sound advice for an ever-changing world. Our team of seasoned advisors, including certified financial planners and certified public accountants, work with Fidelity Investments to revolutionize the client experience. Acting as fiduciaries, we prioritize our clients' needs above all else. Led by Chief Executive Officer & Managing Director, Rob Conzo, we offer personalized advice, empower businesses, and create tailored financial planning divisions. We believe in the importance of giving back and support a variety of causes. Contact us at our New York or Florida offices for expert financial guidance.
Picker & Auerbach, CPAs
Picker & Auerbach, CPAs is a reputable accounting and finance institution located at 525 Chestnut Street in Cedarhurst, New York, United States. With a team of highly skilled and experienced Certified Public Accountants, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to providing personalized and professional services has earned them a strong reputation in the industry. Whether you are an individual or a business in need of financial guidance, Picker & Auerbach, CPAs is dedicated to helping you achieve your financial goals.
Robert J. Fowler, CFP
Robert J. Fowler, CFP is a reputable finance institution located at 2103 Plum Street in New York, United States. Specializing in financial planning and wealth management, Robert J. Fowler, CFP is committed to helping individuals and families achieve their financial goals. With a team of experienced Certified Financial Planners, clients can expect personalized and comprehensive financial solutions tailored to their specific needs. Whether you are looking to invest for the future, plan for retirement, or protect your assets, Robert J. Fowler, CFP is dedicated to providing expert guidance and support every step of the way.
Wen Ma, CFP
Wen Ma, CFP is a finance institution located at 423 New Karner Road in Albany, New York, United States. Specializing in financial planning and wealth management, our certified financial planners are dedicated to helping clients achieve their financial goals. With a focus on personalized service and expert advice, Wen Ma, CFP is committed to providing comprehensive financial solutions tailored to each individual's unique needs. Whether you are planning for retirement, investing for the future, or looking to protect your assets, our team is here to help you navigate the complexities of the financial world with confidence and peace of mind. Contact us today to schedule a consultation and take the first step towards a secure financial future.
Watson Peterson & Co. CPA PLLC
Watson Peterson & Co. CPA PLLC is a reputable accounting and finance institution located on Front Street in Schenectady, New York, United States. Our team of certified public accountants provides a wide range of professional services to help individuals and businesses manage their financial affairs effectively. With a commitment to excellence and personalized service, we strive to exceed our clients' expectations and help them achieve their financial goals. Trust Watson Peterson & Co. CPA PLLC for all your accounting and finance needs.
Mark D Witecki CPA CFP CFE EA CCPS CDFA
Mark D Witecki CPA CFP CFE EA CCPS CDFA is a reputable accounting and finance institution located at 3701 State Street in Schenectady, New York, United States. With a team of highly qualified professionals holding various certifications such as Certified Public Accountant (CPA), Certified Financial Planner (CFP), Certified Fraud Examiner (CFE), Enrolled Agent (EA), Certified College Planning Specialist (CCPS), and Certified Divorce Financial Analyst (CDFA), the institution offers a wide range of financial services to individuals and businesses. Whether you need help with tax planning, financial planning, fraud examination, college planning, or divorce financial analysis, Mark D Witecki CPA CFP CFE EA CCPS CDFA is dedicated to providing expert guidance and personalized solutions to help you achieve your financial goals.
Ertel Daniel C CPA
Ertel Daniel C CPA is a reputable accounting and finance institution located at 2310 Nott Street East in New York, United States. With years of experience and expertise in the field, they offer a wide range of services to individuals and businesses, including tax preparation, financial planning, and consulting. Their team of certified public accountants is dedicated to providing top-notch services and personalized solutions to meet their clients' needs. Whether you need help with your taxes or want to improve your financial outlook, Ertel Daniel C CPA is the institution to trust.
The Retirement Guy - Johnathan Wilsey, AIF®, CRC®, NSSA®, CSRIC®
The Retirement Guy - Johnathan Wilsey, AIF®, CRC®, NSSA®, CSRIC® is a finance institution located at 20 Corporate Woods Boulevard in Loudonville, New York, United States. Specializing in retirement planning, Johnathan Wilsey and his team offer expertise in areas such as investment management, asset allocation, and income planning. With a range of certifications including AIF®, CRC®, NSSA®, and CSRIC®, clients can trust in the knowledge and experience of The Retirement Guy to help them achieve their financial goals and secure their future.
Dean Boucounis CHFC CLU
Dean Boucounis CHFC CLU is a renowned finance institution located at 231 Salina Meadows Parkway in Syracuse, New York, United States. Specializing in financial planning and wealth management, the institution is led by Dean Boucounis, a Certified Financial Planner (CHFC) and Chartered Life Underwriter (CLU). With a strong commitment to providing personalized financial solutions, Dean Boucounis CHFC CLU offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets, Dean Boucounis CHFC CLU is dedicated to helping you navigate the complex world of finance with confidence and clarity.
Sixt Gerhard & Associates CPA's, PLLC
Sixt Gerhard & Associates CPA's, PLLC is a trusted accounting and finance institution located at 1075 Davis Road in West Falls, New York, United States. With over four decades of experience, our second-generation family business is dedicated to getting to know our clients on a personal level to tailor our recommendations and achieve the best results possible. We are committed to providing year-round support at every stage of your business or life, combining time-tested values with modern technology to make the process straightforward, convenient, and transparent. As full-time accounting and tax professionals, we are here to assist with your complex, ever-changing financial needs. Our small size allows us to offer individualized attention and decades of experience to each client. Visit our resource library for free tools, calculators, and information that can be useful for individuals and small businesses. Trust Sixt Gerhard & Associates to answer your questions and provide trusted guidance, because that's what helpers do.
Nicholas Savas CFP® RICP®
Nicholas Savas CFP® RICP® is a finance institution located at 755 Jefferson Road in Rochester, New York, United States. Specializing in financial planning and retirement income, Nicholas Savas offers expert advice and personalized strategies to help clients achieve their financial goals. With certifications as a Certified Financial Planner (CFP®) and Retirement Income Certified Professional (RICP®), clients can trust in the knowledge and expertise provided by Nicholas Savas. Whether you are planning for retirement, investing for the future, or seeking guidance on financial matters, Nicholas Savas CFP® RICP® is dedicated to helping you navigate the complexities of finance with confidence.
JAMES P. NORRIS, CFP, EA
JAMES P. NORRIS, CFP, EA is a reputable accounting and finance institution located at 1530 Dewey Avenue in Rochester, New York, United States. With a team of certified financial planners and enrolled agents, they offer expert advice and services to help individuals and businesses manage their finances effectively. Whether you need help with tax planning, investment strategies, or retirement planning, JAMES P. NORRIS, CFP, EA is dedicated to providing personalized solutions to meet your financial goals.
Paul Byron Hill CFP
Paul Byron Hill CFP is a reputable finance institution located at 1159 Pittsford Victor Road in Pittsford, New York, United States. Our team of experienced professionals specialize in providing comprehensive financial planning services to help individuals and families achieve their financial goals. Whether you are looking to invest, plan for retirement, or save for the future, our certified financial planners are here to guide you every step of the way. Trust Paul Byron Hill CFP to provide personalized solutions tailored to your unique financial needs.
Vincent Paone
Vincent Paone is a finance institution located at 565 Taxter Road in Elmsford, New York, United States. Our dedicated team is committed to your financial well-being and helping you achieve your financial goals. We have a strong leadership team that is dedicated to achieving our mission and creating a culture of belonging, respect, and opportunity for all. We are actively involved in making a difference in the communities where we work and live. Our financial representatives at Barnum Financial Group are committed to providing personalized financial advice tailored to your specific needs and goals. We offer services in financial planning, investment management, asset protection, education funding, retirement planning, and estate planning. Whether you are just starting out in your career or planning for retirement, we can help you manage all aspects of your finances in a thoughtful, goal-focused manner.
William Bagnato, CPM® - Morgan Stanley
William Bagnato, CPM® - Morgan Stanley is a renowned finance institution located at 2000 Westchester Avenue, Harrison, New York, United States. As a Certified Property Manager (CPM®) affiliated with Morgan Stanley, William Bagnato provides expert financial services and investment advice to clients. With a focus on wealth management and asset growth, this institution offers personalized strategies to help individuals and businesses achieve their financial goals. Trustworthy and experienced, William Bagnato, CPM® - Morgan Stanley is dedicated to helping clients navigate the complexities of the financial world with confidence and success.
Mark Vaimberg, CFP
Mark Vaimberg, CFP is a financial institution located at 225 Wireless Boulevard in Hauppauge, New York, United States. As a Certified Financial Planner, Mark Vaimberg offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized financial planning, investment management, and retirement planning, Mark Vaimberg provides comprehensive and tailored solutions to meet the individual needs of each client. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Mark Vaimberg, CFP is dedicated to helping you achieve financial success.
- certified financial advisor in Albany
- certified financial advisor in Amherst
- certified financial advisor in Armonk
- certified financial advisor in Baldwin
- certified financial advisor in Batavia
- certified financial advisor in Beacon
- certified financial advisor in Bellmore
- certified financial advisor in Binghamton
- certified financial advisor in Brewster
- certified financial advisor in Briarcliff Manor
- certified financial advisor in Brockport
- certified financial advisor in Bronxville
- certified financial advisor in Buffalo
- certified financial advisor in Carmel Hamlet
- certified financial advisor in Cedarhurst
- certified financial advisor in Chappaqua
- certified financial advisor in Cicero
- certified financial advisor in Clinton
- certified financial advisor in Cohoes
- certified financial advisor in Commack
- certified financial advisor in Delmar
- certified financial advisor in East Aurora
- certified financial advisor in East Meadow
- certified financial advisor in East Syracuse
- certified financial advisor in Elmsford
- certified financial advisor in Endicott
- certified financial advisor in Fairport
- certified financial advisor in Farmingdale
- certified financial advisor in Fishkill
- certified financial advisor in Freeport
- certified financial advisor in Garden City
- certified financial advisor in Glen Cove
- certified financial advisor in Glens Falls
- certified financial advisor in Grand Island
- certified financial advisor in Great Neck
- certified financial advisor in Hamburg
- certified financial advisor in Harrison
- certified financial advisor in Hauppauge
- certified financial advisor in Hawthorne
- certified financial advisor in Hicksville
- certified financial advisor in Hopewell Junction
- certified financial advisor in Hudson
- certified financial advisor in Hudson Falls
- certified financial advisor in Huntington
- certified financial advisor in Huntington Station
- certified financial advisor in Jamestown
- certified financial advisor in Jericho
- certified financial advisor in Johnson City
- certified financial advisor in Kingston
- certified financial advisor in Latham
- certified financial advisor in Levittown
- certified financial advisor in Lindenhurst
- certified financial advisor in Lockport
- certified financial advisor in Long Beach
- certified financial advisor in Lowville
- certified financial advisor in Lynbrook
- certified financial advisor in Mamaroneck
- certified financial advisor in Manhasset
- certified financial advisor in Massapequa
- certified financial advisor in Massapequa Park
- certified financial advisor in Massena
- certified financial advisor in Medina
- certified financial advisor in Melville
- certified financial advisor in Merrick
- certified financial advisor in Middletown
- certified financial advisor in Mount Kisco
- certified financial advisor in Mount Vernon
- certified financial advisor in Nanuet
- certified financial advisor in New City
- certified financial advisor in New Hartford
- certified financial advisor in New Hyde Park
- certified financial advisor in New Rochelle
- certified financial advisor in Newburgh
- certified financial advisor in North Syracuse
- certified financial advisor in Northport
- certified financial advisor in Nyack
- certified financial advisor in Oneida
- certified financial advisor in Orchard Park
- certified financial advisor in Ossining
- certified financial advisor in Oswego
- certified financial advisor in Oyster Bay
- certified financial advisor in Pearl River
- certified financial advisor in Penfield
- certified financial advisor in Pittsford
- certified financial advisor in Plainview
- certified financial advisor in Plattsburgh
- certified financial advisor in Pleasantville
- certified financial advisor in Port Chester
- certified financial advisor in Port Jefferson
- certified financial advisor in Port Jefferson Station
- certified financial advisor in Port Jervis
- certified financial advisor in Potsdam
- certified financial advisor in Poughkeepsie
- certified financial advisor in Rensselaer
- certified financial advisor in Rhinebeck
- certified financial advisor in Rochester
- certified financial advisor in Rockville Centre
- certified financial advisor in Rome
- certified financial advisor in Roslyn
- certified financial advisor in Rye Brook
- certified financial advisor in Saint James
- certified financial advisor in Saratoga Springs
- certified financial advisor in Scarsdale
- certified financial advisor in Schenectady
- certified financial advisor in Seaford
- certified financial advisor in Setauket- East Setauket
- certified financial advisor in Sleepy Hollow
- certified financial advisor in Smithtown
- certified financial advisor in Spring Valley
- certified financial advisor in Suffern
- certified financial advisor in Syosset
- certified financial advisor in Syracuse
- certified financial advisor in Tarrytown
- certified financial advisor in Troy
- certified financial advisor in Uniondale
- certified financial advisor in Utica
- certified financial advisor in Valhalla
- certified financial advisor in Valley Stream
- certified financial advisor in Vestal
- certified financial advisor in Wappingers Falls
- certified financial advisor in Warwick
- certified financial advisor in West Hempstead
- certified financial advisor in West Islip
- certified financial advisor in West Seneca
- certified financial advisor in Westbury
- certified financial advisor in Westfield
- certified financial advisor in White Plains
- certified financial advisor in Williamsville
- certified financial advisor in Woodbury
- certified financial advisor in Yonkers
- certified financial advisor in Yorktown Heights
List of businesses, places and services in New York
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos