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TOP 30 Certified financial advisor in New York, NY
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Kevin Kautzmann, CFP
Kevin Kautzmann, CFP is a reputable finance and insurance agency located at 80 5th Avenue in the bustling city of New York, New York, United States. With a team of certified financial planners, they offer personalized financial planning services to help individuals and businesses achieve their financial goals. Whether you need assistance with retirement planning, investment strategies, or insurance coverage, Kevin Kautzmann, CFP is dedicated to providing expert advice and guidance tailored to your specific needs. Trust in their expertise and experience to secure your financial future.
The WealthPlan LLC
The WealthPlan LLC, located at 60 Cuttermill Road in Great Neck, New York, is a finance institution that offers personalized wealth strategies designed exclusively for your needs. Led by Certified Financial Planner David Warshaw, who has over 20 years of experience, the institution follows a unique Four Seasons Approach to Financial Planning. This approach provides a fully customizable framework to help clients reach their retirement goals by guiding them through each quarter of the year with tailored strategies. At The WealthPlan LLC, the focus is on optimizing clients' finances for both the present and the future. By helping clients understand their monthly expenses, savings rate, and future income, the institution aims to ensure that clients can retire with confidence. Proactive tax planning is also a key aspect, with a thorough review of prior year's tax returns and strategies to lower taxes using tools like Holistiplan.
John G. Sassone, CFP / Janney Montgomery Scott
John G. Sassone, CFP / Janney Montgomery Scott is a reputable financial institution located at 1001 Franklin Avenue in Garden City, New York, United States. Specializing in providing comprehensive financial planning services, they are dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals, including Certified Financial Planners, they offer personalized investment strategies tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, John G. Sassone, CFP / Janney Montgomery Scott is committed to providing expert guidance and support every step of the way.
Joseph S. Purpura, CPA, P.C.
Joseph S. Purpura, CPA, P.C. is a reputable accounting and finance institution located at 3601 Hempstead Turnpike in Levittown, New York, United States. With years of experience in the industry, they provide a wide range of professional services to individuals and businesses, including tax preparation, financial planning, and auditing. Their team of certified public accountants is dedicated to helping clients achieve their financial goals and navigate complex financial matters with ease. Trust Joseph S. Purpura, CPA, P.C. for all your accounting and finance needs.
Ian M. Weinberg, CFP
Ian M. Weinberg, CFP is a finance institution located at 7600 Jericho Turnpike in Woodbury, New York, United States. Specializing in financial planning, Ian M. Weinberg, CFP offers expert advice and guidance to help clients achieve their financial goals. With a Certified Financial Planner on staff, clients can trust in the institution's expertise and dedication to helping them secure their financial future. Whether you are looking to invest, plan for retirement, or manage your assets, Ian M. Weinberg, CFP is here to provide personalized solutions tailored to your unique needs.
Gregory Mosick, CFP
Gregory Mosick, CFP is a finance institution located at 1000 Woodbury Road in Woodbury, New York, United States. Specializing in financial planning and wealth management, Gregory Mosick, CFP offers expert advice and personalized strategies to help clients achieve their financial goals. With a Certified Financial Planner designation, Gregory Mosick is dedicated to providing top-notch service and guidance to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Gregory Mosick, CFP is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
Council Rock Wealth Advisory Group Mary Beth Fairchild
Council Rock Wealth Advisory Group Mary Beth Fairchild is a finance institution located at 2280 East Avenue, Rochester, New York, United States. The institution offers a range of certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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 cover a variety of financial planning and wealth management topics, ensuring that advisors are well-equipped to provide expert advice to clients. The institution is committed to upholding ethical standards and providing comprehensive financial planning services to individuals and businesses.
Mark L Fine, CLU, ChFC, CFP, CASL
Mark L Fine, CLU, ChFC, CFP, CASL is a renowned financial institution located at 1 Northwestern Boulevard in Albany, New York, United States. Specializing in insurance and financial planning, they offer a wide range of services to help individuals and businesses achieve their financial goals. With a team of highly skilled and certified professionals, including Chartered Life Underwriters, Chartered Financial Consultants, Certified Financial Planners, and Chartered Advisor for Senior Living, clients can trust in their expertise and experience. Whether you are looking for retirement planning, investment advice, or insurance solutions, Mark L Fine, CLU, ChFC, CFP, CASL is dedicated to providing personalized and comprehensive financial services to meet your needs.
William P. O'Keefe Jr. CPA
William P. O'Keefe Jr. CPA is a renowned accounting and finance institution located at 181 Blackberry Road in New York, United States. With a team of experienced and knowledgeable Certified Public Accountants, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust in the expertise and professionalism of William P. O'Keefe Jr. CPA to help them navigate the complexities of the financial world and achieve their financial goals.
Bandoblu James M CPA
Bandoblu James M CPA is a reputable accounting and finance institution located at 2010 Genesee Street in Syracuse, 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 to individuals and businesses alike. Whether you are looking for assistance with tax filing or need help with financial management, Bandoblu James M CPA is the go-to institution for all your accounting needs.
Hilton & Powers, Cpa's P.C.
Hilton & Powers, CPA's P.C. is a reputable accounting and finance institution located at 5 Paris Road in New Hartford, New York, United States. With a team of experienced certified public accountants, they offer a wide range of services including tax preparation, auditing, financial planning, and consulting. Clients can trust Hilton & Powers to provide accurate and reliable financial solutions to help them achieve their goals.
Gibson Kevin L CPA
Gibson Kevin L CPA is a reputable accounting and finance institution located at 220 Orchard Park Road in West Seneca, New York, United States. With years of experience and expertise in the field, they provide a wide range of services to individuals and businesses, including tax preparation, financial planning, and auditing. Their team of certified public accountants is dedicated to helping clients navigate the complexities of financial management and achieve their goals. Trust Gibson Kevin L CPA for all your accounting and finance needs.
Skrobacz & Company, CPA's, P.C.
Skrobacz & Company, CPA's, P.C. is a reputable accounting and finance institution located at 5678 Main Street in Williamsville, New York, United States. With a team of highly skilled certified public accountants, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Clients can trust Skrobacz & Company for accurate and reliable financial guidance to help them achieve their goals.
Aldrich CPA Mark D
Aldrich CPA Mark D is a reputable accounting and finance institution located at 1400 Sweet Home Road in Amherst, New York, United States. With a team of experienced Certified Public Accountants, they offer a wide range of services including tax preparation, financial planning, and auditing. Their dedication to providing high-quality and personalized services sets them apart from other firms in the industry. Whether you are an individual or a business owner, Aldrich CPA Mark D is committed to helping you achieve your financial goals and maximize your financial success.
John M. Maggio, CPA
John M. Maggio, CPA is a reputable accounting and finance institution located at 200 Park Avenue in Rochester, 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, auditing, and consulting. Their team of certified professionals is dedicated to providing personalized and high-quality financial solutions to individuals and businesses alike. Trust John M. Maggio, CPA for all your accounting and finance needs.
De Mott & Smith: Smith Stephen L CPA
De Mott & Smith: Smith Stephen L CPA is a reputable accounting and finance institution located at 100 White Spruce Boulevard in Rochester, New York, United States. With a focus on providing top-notch financial services, Stephen L. Smith, a certified public accountant, offers expert advice and assistance to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or bookkeeping, De Mott & Smith is dedicated to helping you achieve your financial goals. Trustworthy, reliable, and professional, De Mott & Smith: Smith Stephen L CPA is your go-to destination for all your accounting and finance needs.
Michael S, Ray, CPA/ABV, P.C.
Michael S. Ray, CPA/ABV, P.C. is a reputable accounting and finance institution located at 70 Linden Oaks in Rochester, New York, United States. With a team of skilled professionals led by Michael S. Ray, a certified public accountant and accredited in business valuation, the firm offers a wide range of financial services including tax preparation, auditing, business consulting, and valuation services. Clients can expect personalized and professional service to meet their individual or business financial needs.
Sharina World
Sharina World is a unique institution located at 1080 Old Country Road, Westbury, New York, United States. This institution offers a wide range of services including accounting, finance, health, and travel agency services. At Sharina World, we are dedicated to providing a secure and quality platform for education, skills training, inspiration, empowerment, health care, professional services, networking, recognition, and success on a global scale. Our team of Certified Public Accountants (CPAs) and Internal Auditors are here to simplify your daily accounting and financial management needs.
Doerr & Hall CPAs LLP
Doerr & Hall CPAs LLP is a reputable accounting and finance institution located at 32 Maiden Lane in Kingston, New York, United States. With a team of experienced and knowledgeable professionals, they offer a wide range of services to individuals and businesses, including tax preparation, financial planning, and auditing. Clients can trust Doerr & Hall CPAs LLP to provide accurate and reliable financial solutions to help them achieve their goals.
Patricia M Curthoys, CPA, PLLC
Patricia M Curthoys, CPA, PLLC is a trusted accounting and finance institution located at 6938 U.S. 9 in Rhinebeck, New York, United States. With a team of experienced professionals led by Patricia M Curthoys, a certified public accountant, the institution offers a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Patricia M Curthoys, CPA, PLLC is dedicated to helping clients achieve their financial goals with personalized and professional service.
Ostrander Barbara E CPA
Ostrander Barbara E CPA is a reputable accounting and finance institution located at 2678 South Road in Poughkeepsie, New York, United States. With years of experience and expertise in the field, Ostrander Barbara E CPA offers a wide range of services including tax preparation, financial planning, and business consulting. Their team of certified public accountants is dedicated to providing personalized and professional services to individuals and businesses alike. Trust Ostrander Barbara E CPA for all your accounting and finance needs.
Accounting | Hudson Valley CPAs
Accounting | Hudson Valley CPAs is a reputable institution located at 232 New Hackensack Road in Wappingers Falls, New York, United States. Specializing in accounting and finance services, our team of certified public accountants are dedicated to providing top-notch financial solutions for individuals and businesses in the Hudson Valley region. With years of experience and expertise, we offer a wide range of services including tax preparation, audit assistance, financial planning, and more. Trust Accounting | Hudson Valley CPAs to handle all your accounting needs with professionalism and efficiency.
James P Frederick CPA
James P Frederick CPA is a reputable accounting and finance institution located at 3042 Westchester Avenue in New York, United States. With years of experience in the industry, James P Frederick CPA offers a wide range of services including tax preparation, financial planning, and consulting. Their team of certified public accountants is dedicated to providing top-notch financial solutions to individuals and businesses alike. Whether you need help with tax filings or investment strategies, James P Frederick CPA is the go-to institution for all your accounting and finance needs.
Tax Tuesday, Inc- Managed by Lata Kirpalani, CPA
Tax Tuesday, Inc, managed by Lata Kirpalani, CPA, is a leading accounting and finance institution located at 13-28 Robin Lane, New York, United States. Our mission is to help you save time and effort, reduce tax season stress, and make informed decisions by taking care of your financial health. Ms. Lata Kirpalani, a professional Certified Public Accountant in New York and New Jersey, with over 21 years of experience, offers personalized solutions to meet the short and long-term needs of her clients. From small business owners to corporate professionals and foreign investors, we cater to clients across various business niches. Our tech-savvy firm can provide services via Skype, e-sign documents, and more for your convenience. With expertise in bookkeeping, international tax services, business tax preparation, and IRS representation, we ensure that your financial needs are met efficiently.
Russell Blank, CPA
Russell Blank, CPA is a reputable accounting and finance institution located at 1 Hollow Lane in New Hyde Park, New York, United States. With years of experience and expertise, they provide a wide range of services including tax preparation, financial planning, and audit services. Their team of certified public accountants is dedicated to helping individuals and businesses navigate the complexities of financial management. Whether you need assistance with tax filing or strategic financial planning, Russell Blank, CPA is committed to providing personalized solutions to meet your needs.
David J Rothfeld, CPA
David J Rothfeld, CPA is a reputable accounting and finance institution located at 120 Bethpage Road in Hicksville, 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 certified public accountants are dedicated to providing personalized and professional services to meet the unique needs of each client. Whether you need help with tax preparation, bookkeeping, or financial planning, David J Rothfeld, CPA is the go-to institution for all your accounting and finance needs.
Pierre-Louis & Associates CPA, P.C.
Pierre-Louis & Associates CPA, P.C. is a reputable accounting and finance firm located at 1900 Grand Avenue in Baldwin, New York. With a team of experienced certified public accountants, they offer a wide range of services including tax preparation, financial planning, bookkeeping, and auditing. Clients can trust Pierre-Louis & Associates CPA, P.C. for accurate and reliable financial advice and services to help them achieve their financial goals.
Coder & Company CPAs PC
Coder & Company CPAs PC is a reputable accounting and finance institution located at 40 Underhill Boulevard in Syosset, New York. Our team of certified public accountants provides expert financial services to individuals and businesses in the area. With a commitment to accuracy and professionalism, we offer a wide range of services including tax preparation, financial planning, and auditing. Trust Coder & Company CPAs PC for all your accounting needs.
Anderson Scott CPA
Anderson Scott CPA is a reputable accounting and finance institution located at 825 East Jericho Turnpike in Huntington Station, New York, United States. With a team of experienced Certified Public Accountants, they provide a wide range of financial services to individuals and businesses. From tax preparation and planning to bookkeeping and financial consulting, Anderson Scott CPA is dedicated to helping their clients achieve their financial goals. With a commitment to excellence and personalized service, they are a trusted partner for all accounting and finance needs.
Salvatore Albanese & Company LLC CPA's
Salvatore Albanese & Company LLC CPA's is a reputable accounting and finance institution located at 65 East John Street in Hicksville, New York, United States. With a team of experienced Certified Public Accountants, they offer a wide range of financial services including tax preparation, auditing, bookkeeping, and consulting. Clients can trust Salvatore Albanese & Company LLC CPA's for their expertise and dedication to providing top-notch financial solutions.
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