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TOP 30 Comprehensive financial planning software in New York, NY
38 results found
A convenient service for searching for businesses, places and services
Financial Planning & Analysis Network Solutions
Financial Planning & Analysis Network Solutions is a leading institution located at 85 Broad Street in the heart of New York City. Specializing in accounting and finance, our team of experts provides innovative solutions for businesses looking to optimize their financial planning and analysis processes. Whether you are a small startup or a large corporation, our services are tailored to meet your specific needs and help you achieve your financial goals. Join us at Financial Planning & Analysis Network Solutions and let us help you take your business to the next level.
Bellucci Bookkeeping & Accounting Management, LLC
Bellucci Bookkeeping & Accounting Management, LLC is a professional accounting and finance institution located at 14 Bridle Ridge Road in Patterson, New York, United States. Our team of experienced professionals offers a wide range of services to help businesses and individuals manage their financial records and make informed decisions. Whether you need assistance with bookkeeping, tax preparation, or financial planning, our dedicated staff is here to help. Trust Bellucci Bookkeeping & Accounting Management, LLC to provide reliable and efficient financial solutions for all your needs.
WINWORLD SOLUTIONS LLP
Winworld Solutions LLP is a leading finance institution located at 3 Orchard Road in Armonk, New York. With a team of experienced professionals, we provide a wide range of financial services to our clients, including investment management, financial planning, and risk assessment. Our commitment to excellence and client satisfaction sets us apart from the rest, making us a trusted partner for all your financial needs. Visit us today and let us help you achieve your financial goals.
Allocation Resource Group
Allocation Resource Group is a leading finance institution located at 2 International Drive in Rye Brook, New York, United States. We specialize in providing expert financial allocation services to individuals, businesses, and organizations. Our team of experienced professionals work closely with clients to develop customized investment strategies that align with their financial goals and objectives. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Allocation Resource Group is here to help. Contact us today to learn more about how we can assist you in achieving financial success.
life ny
Life NY is a health, pharmacy, and store institution located at 333 Westchester Avenue in White Plains, New York, United States. Offering a range of services, Life NY is dedicated to providing top-notch care and products to its customers. Additionally, Life NY is proud to be a part of the leading end-to-end real estate software platform, Propertybase. With a comprehensive suite of tools including CRM, back office support, lead generation, marketing, and more, Propertybase and Life NY work together to provide an intelligent and seamless experience for their clients. By utilizing technology to automate tasks, reach more consumers, and drive business forward, Propertybase helps real estate professionals meet the demands of today's challenges. With a focus on creating lasting emotional connections and demonstrating unique expertise, Propertybase and Life NY are committed to helping businesses grow and succeed. Trusted by over 4,500 leading real estate brands worldwide, Propertybase is the real estate platform that brokerages, franchises, and teams have been looking for.
H&R Block
H&R Block is a renowned accounting and finance institution located at 158 New York 22 in Pawling, New York, United States. With a strong reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted partner for individuals and businesses seeking to manage their finances effectively. Their team of experienced professionals is dedicated to helping clients navigate the complexities of tax laws and make informed financial decisions. Whether you need assistance with tax filing, financial planning, or investment strategies, H&R Block is committed to providing personalized solutions to meet your needs.
Every Penny Bookkeeping & Business Services LLC
Every Penny Bookkeeping & Business Services LLC, located at 654 Saratoga Road in Wilton, New York, is a trusted institution specializing in accounting and finance. With a focus on helping small businesses thrive, we understand the importance of every penny. Our services are designed to provide up-to-date financials, strategic planning, and accountability to help you reach your goals. As your partner, not just your provider, we offer judgment-free assistance to keep your business on track and help you maximize your skills, time, and resources. Our team is dedicated to helping you grow by strategically planning for opportunities ahead of time. We pride ourselves on being completely non-judgmental and aim to make the process as easy as possible for you.
H&R Block
H&R Block is a well-known accounting and finance institution located at 827 New York 82 in Hopewell Junction, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal taxes or a business in need of accounting support, H&R Block is dedicated to providing expert guidance and reliable solutions to help you achieve your financial goals.
H&R Block
H&R Block is a trusted accounting and finance institution located at 250 Main Street in White Plains, New York, United States. With a team of experienced professionals, H&R Block provides a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is committed to helping you navigate the complexities of the financial world and achieve your financial goals. Visit us today to experience personalized and professional financial services.
Joseph Adami, CPA
Joseph Adami, CPA is a renowned accounting and finance institution located at 55 Somerston Road in Yorktown Heights, New York. With over 50 years of experience in the field, Joseph Adami provides personalized attention to each client, whether they are a small business or an individual just starting out in their career. Specializing in various industries such as small businesses, real estate, construction, and more, Joseph Adami offers a wide range of services including bookkeeping, tax preparation, payroll services, and tax planning. If you are facing a tax problem, Joseph Adami, CPA is the place to turn to. Handling everything from small business tax considerations to quarterly tax filings for self-employed individuals, Joseph Adami ensures that your financial needs are met accurately and efficiently. By taking advantage of their tax planning services, clients can work throughout the year to minimize their tax bill and avoid any potential issues with the IRS.
Westhill Accounting and Tax Services
Westhill Accounting and Tax Services is a reputable institution located at 500 Mamaroneck Avenue in Harrison, New York. Specializing in accounting and finance, our team of experts is dedicated to providing top-notch services to individuals and businesses alike. With a commitment to accuracy and efficiency, we offer a wide range of services including tax preparation, bookkeeping, payroll management, and financial consulting. Trust Westhill Accounting and Tax Services to handle all of your financial needs with professionalism and expertise.
H&R Block
H&R Block is a trusted accounting and finance institution located at 2295 Middle Country Road in Centereach, New York. With a team of knowledgeable professionals, H&R Block offers a wide range of financial services to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or bookkeeping, H&R Block is dedicated to providing expert guidance and support. Visit their office in Centereach for personalized financial solutions that meet your specific needs.
Robert Rimberg & Associates LLC
Robert Rimberg & Associates LLC is a reputable accounting and finance institution located at 1025 Westchester Avenue in White Plains, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation to financial planning, they strive to provide their clients with top-notch services and expert advice to help them achieve their financial goals. Whether you need assistance with bookkeeping, budgeting, or investment strategies, Robert Rimberg & Associates LLC is dedicated to providing personalized solutions tailored to meet your specific needs. Trustworthy, reliable, and committed to excellence, this institution is a trusted partner for all your accounting and finance needs.
NOVELL BUSINESS SOLUTIONS
Novell Business Solutions is a leading accounting and finance institution located at 17 Franklin Avenue in Bedford Hills, New York, United States. Our team of experienced professionals provides a range of services to help businesses manage their financial affairs efficiently and effectively. Whether you need assistance with bookkeeping, tax preparation, or financial planning, Novell Business Solutions is here to help. Our commitment to excellence and personalized service sets us apart from the rest. Contact us today to learn more about how we can support your financial needs.
TKS Solutions / Penny - It Works
TKS Solutions / Penny - It Works is a leading institution in accounting and finance located at 100 South Bedford Road, Mount Kisco, New York, United States. With over 25 years of experience, we specialize in redefining enterprise investment technology ecosystems and providing modern solutions to meet the needs of today and the challenges of tomorrow. Our award-winning OMS technology helps you get trades to market faster, while our highly configurable software and services from SS&C Eze optimize operational and investment alpha across the entire investment process. From small start-ups to the largest investment institutions, over 1900 buy-side firms worldwide trust us to streamline workflows, centralize data flow, and eliminate manual processes.
Freddy Heredia, Senior Accountant
Freddy Heredia, Senior Accountant is a reputable accounting and finance institution located at 21 North Main Street in Port Chester, New York, United States. With years of experience in the industry, Freddy Heredia offers top-notch accounting services to individuals and businesses alike. From tax preparation to financial planning, clients can trust Freddy Heredia for professional and reliable accounting solutions. Contact us today to schedule a consultation and take control of your financial future.
Engine by MoneyLion
Engine by MoneyLion, located at 50 West 23rd Street in New York, is a finance institution that specializes in acquiring, growing, and monetizing consumers at scale. They offer precision matching and personalization across their network, matching qualified prospects with comprehensive products and valuable insights to enhance their financial journey. With AI-enabled technologies, they can offer the right product to the right person at the right time with just a single line of code or fully white-labeled experiences using their native API. Accessing the largest financial marketplace dataset, Engine by MoneyLion applies custom AI models to drive recommendations, conversions, and monetization. They provide detailed analytics and precise controls for confident business growth. Their enterprise solutions help build brand awareness and acquire high-intent prospects at scale through their consumer marketplace, leveraging omnichannel marketing insights to optimize consumer engagement strategies.
Empire Business Services
Empire Business Services is a reputable health and insurance agency located at 455 Tarrytown Road in White Plains, New York. With a strong commitment to providing top-notch services to individuals and businesses alike, Empire Business Services offers a wide range of health and insurance products to meet the diverse needs of its clients. Whether you are looking for health coverage for yourself or your employees, or seeking comprehensive insurance solutions for your business, Empire Business Services has the expertise and resources to help you find the perfect plan. Contact us today to learn more about how we can assist you in securing your health and financial future.
Hedley & Co, PLLC Certified Public Accountants
Hedley & Co, PLLC Certified Public Accountants is a trusted institution located at 1593 U.S. 9, Clifton Park, New York, United States. Specializing in accounting and finance, we offer expert guidance on tax planning, resolving tax issues, and business growth strategies. With a focus on personalized service, we understand the challenges of balancing business and family, and are dedicated to helping you succeed every step of the way. Our experienced team, with a diverse client base, brings fresh ideas to help your business thrive. We are committed to serving the Saratoga County and Capital Region community, and show our appreciation through our 20th anniversary giving program. Contact us today to see how we can support your financial goals and become your firm for all seasons.
Owlview Accounting
Owlview Accounting is a trusted institution located at 1837 Columbia Turnpike in Castleton-on-Hudson, New York, United States. Specializing in accounting and finance services, we offer NY State tax preparation services by a certified professional to ensure that your taxes and finances are in the best place possible. Our team is dedicated to helping you get the refund you deserve with our professional federal tax prep services. With over 20 years of experience serving the Capital District, we have earned the trust of our clients by providing thorough tax and accounting services at some of the lowest fees in the Greater Capital District. As a locally owned business, we are focused on our clients and strive to help them reach their financial goals through careful preparation.
Electronic Tax & Services
Electronic Tax & Services is a leading accounting and finance institution located at 187 Second Avenue in Albany, New York. Our team of experienced professionals specializes in providing electronic tax filing services, financial planning, and consulting to individuals and businesses. We are committed to helping our clients navigate the complexities of tax laws and regulations, ensuring they maximize their financial resources and minimize their tax liabilities. Whether you need assistance with tax preparation, bookkeeping, payroll services, or financial advice, Electronic Tax & Services is here to help. Contact us today to schedule a consultation and see how we can assist you with your accounting and finance needs.
Global Accounting and Tax Point LLC
Global Accounting and Tax Point LLC is a leading accounting and finance institution located at 328b Central Avenue, Albany, New York, United States. Our team of experienced professionals is dedicated to providing top-notch accounting and tax services to individuals and businesses worldwide. With a focus on accuracy and efficiency, we strive to help our clients navigate the complex world of financial management with ease. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our experts are here to help. Trust Global Accounting and Tax Point LLC for all your accounting and finance needs.
INCOME TAX
Income Tax is an institution located at 645 Melrose Avenue in New York, United States. Specializing in accounting and finance, Income Tax provides expert services for individuals and businesses seeking assistance with their tax obligations. With a team of experienced professionals, clients can trust Income Tax to provide accurate and reliable tax preparation and planning services to help them maximize their financial outcomes. Whether you need help with filing your annual tax return or require guidance on complex tax matters, Income Tax is dedicated to providing personalized and efficient solutions to meet your needs.
Placentric Digital Marketing
Placentric Digital Marketing, located in Glens Falls, New York, is a leading institution specializing in strategic marketing plan development to increase sales and grow businesses. With a clear and realistic marketing action plan, businesses can confidently stand out in a crowded market, attract and retain more customers, and reach their highest financial goals. Don't waste time and money on 'hit and miss' marketing techniques - let Placentric Digital Marketing show you three ways to increase sales in just 15 minutes. Choose from the Strategic Marketing Bootcamp or Traditional Marketing Plan Development to receive a personalized plan tailored to your business needs.
H&R Block
H&R Block is a renowned accounting and finance institution located at 10014 U.S. 4 in Whitehall, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal taxes or a business in need of comprehensive financial solutions, H&R Block is dedicated to providing expert guidance and support. Visit their office in Whitehall today to learn how they can help you achieve your financial goals.
H&R Block
H&R Block is a renowned accounting and finance institution located at 1240 New York 29 in Greenwich, New York, United States. With a reputation for providing expert tax preparation and financial services, H&R Block serves individuals and businesses alike with their comprehensive range of accounting solutions. Their team of experienced professionals are dedicated to helping clients navigate the complexities of tax laws and financial planning, ensuring they achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, or financial consulting, H&R Block is your trusted partner for all your accounting and finance needs.
Destination Accounting Firm
Destination Accounting Firm is a leading accounting and finance institution located at 1744 U.S. 11 in Mooers, New York. Our team of experienced professionals is dedicated to providing top-notch accounting services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, financial planning, or any other accounting needs, our experts are here to assist you. Trust Destination Accounting Firm for all your financial needs and let us help you reach your financial goals.
H&R Block
H&R Block is a renowned accounting and finance institution located at 2429 Vestal Parkway East in Vestal, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal taxes or a business in need of comprehensive financial management, H&R Block is dedicated to providing expert guidance and support. Visit us today to experience our exceptional services and secure your financial future.
Accountax
Accountax is a reputable accounting and finance institution located at 140 Pulaski Highway in Pine Island, New York, United States. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, bookkeeping, payroll processing, and financial planning. Our commitment to excellence and personalized service sets us apart from the competition, making us a trusted partner for individuals and businesses alike. Visit us today to see how we can help you achieve your financial goals.
Sage
Sage is a trendy clothing store located at 3813 13th Avenue in New York, United States. Offering a curated selection of stylish and fashionable apparel, Sage is the go-to destination for those looking to elevate their wardrobe. With a wide range of options for both men and women, Sage caters to fashion-forward individuals seeking high-quality pieces at affordable prices. Whether you're looking for the perfect outfit for a night out or simply want to refresh your everyday style, Sage has something for everyone. Visit us today and discover the latest trends in fashion.
- Pharmacy
- Pharmacy warehouse
- Personal loan
- Small business loan
- Payday loans
- Financial consulting
- Financial advisor
- Tax advisor
- Tax consultant
- Tax preparation services
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List of businesses, places and services in New York
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