TOP 10 Comprehensive tax services in New York City, New York

Kevin Quinn is a Financial Advisor at Ameriprise Financial Services, LLC located at 1001 Franklin Avenue, Garden City, New York, United States. Kevin holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, 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 demonstrate Kevin's expertise in asset management, retirement planning, estate planning, investment strategies, and more. Whether you are a retiree, small business owner, or high net worth individual, Kevin Quinn can provide you with comprehensive financial advice tailored to your specific needs.

The Pinnacle Group - Ameriprise Financial Services, LLC is a leading finance institution located at 1001 Franklin Avenue, Garden City, New York, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams for 2024, we offer personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Our experienced team documents your goals, regularly reviews and analyzes your progress, and adjusts your approach as life changes. You can easily access your investments and accounts from any device, track your progress towards your goals, and securely share information with us. Schedule a complimentary initial consultation to learn more about how we can help you achieve your financial goals. Our financial advisors are registered in certain U.S. states and adhere to strict regulations to ensure the safety and security of your investments. Contact us today to discuss what's most important to you and begin your journey towards financial success.

Michael Laliberte is a financial advisor at Ameriprise Financial Services, LLC located at 401 Franklin Avenue in Garden City, New York, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst® (CIMA®), Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and more. Michael Laliberte is dedicated to providing comprehensive financial services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.

Theodore Block - Financial Advisor, Ameriprise Financial Services, LLC, located at 377 Oak Street, Garden City, New York, United States, is a finance institution dedicated to helping clients prepare for their financial goals. With a focus on personalized financial advice, Theodore Block strives to help clients feel more confident and in control of their financial lives. Offering insights on stock prices and market trends, Theodore Block is committed to helping clients navigate the complexities of the financial world. As a registered advisor with FINRA, Theodore Block can only conduct securities business in certain states. Clients can expect a comprehensive overview of financial planning concepts during the initial consultation. Ameriprise Financial Services, LLC, Member FINRA and SIPC, values privacy and security, ensuring that clients' information is protected. Referrals are welcomed, as Theodore Block is dedicated to helping friends and family achieve their financial goals. Contact Ameriprise Financial Services, LLC today to start planning for a secure financial future.

Steven J Miller - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 401 Franklin Avenue, Garden City, New York, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, 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 demonstrate expertise in various areas of financial planning, asset management, estate planning, and retirement planning. The institution is committed to providing clients with comprehensive and personalized financial advice to help them achieve their financial goals.

Christopher Zarra is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1600 Stewart Avenue, Westbury, New York, United States. Christopher Zarra holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, 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 demonstrate Christopher Zarra's expertise in asset management, estate planning, retirement planning, investment management, and more. Contact Christopher Zarra for comprehensive financial advice tailored to your individual needs.

Jonathan London is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 90 Merrick Avenue, East Meadow, New York, United States. Jonathan holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. He is also a Certified Divorce Financial Analyst and a Certified Kingdom Advisor®, demonstrating his commitment to providing comprehensive financial planning services tailored to individual needs. With a focus on ethical practices and continuing education, Jonathan London is dedicated to helping clients achieve their financial goals and secure their financial future.

Anthony N Maneri is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 100 Quentin Roosevelt Boulevard in Garden City, New York, United States. With various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Anthony N Maneri offers expert financial advice tailored to the individual needs of clients. Specializing in asset management, retirement planning, estate planning, and investment opportunities, Anthony N Maneri is dedicated to providing comprehensive financial solutions. Whether you are a retiree, small business owner, high net worth individual, or military personnel, Anthony N Maneri has the expertise to help you achieve your financial goals. Contact them today for personalized wealth management services.

Henry Davidson - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 100 Quentin Roosevelt Boulevard, Garden City, New York, is a prestigious finance institution offering a wide range of services to cater to the diverse needs of individuals seeking expert financial advice. With a team of highly qualified professionals holding various certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, the institution ensures that clients receive personalized and comprehensive wealth management solutions. Whether you are planning for retirement, estate planning, investment management, or seeking advice on insurance products, the advisors at Henry Davidson have the expertise and knowledge to guide you through every step of the financial planning process. With a strong focus on ethical practices and continuing education, the institution is dedicated to providing top-notch services to help clients achieve their financial goals. Contact Henry Davidson - Private Wealth Advisor, Ameriprise Financial Services, LLC, for expert financial advice tailored to your specific needs.

Belva Barned, an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 90 Merrick Avenue, East Meadow, New York, United States, specializes in providing comprehensive financial planning services. Belva holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products. Belva is committed to upholding a high standard of ethics and continuously seeks to enhance her knowledge and skills to better serve her clients. Whether you are a retiree, small business owner, or high net worth individual, Belva's diverse expertise and personalized approach can help you achieve your financial goals. Contact Belva Barned today to discuss your financial needs and create a customized plan for your financial future.

Michael Stallone - Financial Advisor at Ameriprise Financial Services, LLC, located at 1600 Stewart Avenue, Westbury, New York, United States, offers comprehensive financial planning services. With a focus on helping clients achieve their financial goals, Michael Stallone provides personalized advice and guidance to individuals looking to secure their financial future. As a member of FINRA and SIPC, clients can trust in the expertise and professionalism of Ameriprise Financial Services, LLC. From investment products to retirement planning, Michael Stallone is dedicated to helping clients navigate the complexities of the financial world. Take the next step towards a more secure financial future by scheduling a complimentary initial consultation with Michael Stallone today.

James Newkirk is a Financial Advisor at Ameriprise Financial Services, LLC, located at 90 Merrick Avenue, East Meadow, New York, United States. James holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications highlight James' expertise in asset management, estate planning, retirement planning, investment strategies, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, James Newkirk can provide comprehensive financial advice tailored to your specific needs. Contact James Newkirk today for expert financial guidance.

John Merendino - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 1600 Stewart Avenue, Westbury, New York, United States, is a finance institution that offers a wide range of specialized certifications and designations to ensure that their advisors are highly qualified to meet the diverse needs of their clients. From the AAMS™ certification focusing on asset management to the APMA™ designation covering portfolio management, the institution provides expertise in areas such as estate planning, retirement planning, and investment strategies for individuals, retirees, and small business owners. Advisors at John Merendino - Private Wealth Advisor also hold certifications like ADPA™, AEP®, AIF®, AWMA℠, and more, showcasing their commitment to ethical practices and ongoing education in the field of finance. With a focus on providing tailored financial solutions and expert advice, the institution ensures that clients receive comprehensive and personalized wealth management services.

Robert F De Stefano, Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1600 Stewart Avenue, Westbury, New York, United States, offers a wide range of financial services to individuals. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, 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®, clients can trust in the expertise and commitment to providing top-notch financial advice and services. Specializing in asset management, retirement planning, estate planning, investment strategies, and more, Robert F De Stefano is dedicated to helping clients achieve their financial goals with integrity and professionalism.

Randall C Perkins is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 90 Merrick Avenue, East Meadow, New York, United States. Specializing in finance, Randall Perkins holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, 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 demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, and more. As a Certified Military Financial Advisor®, Randall Perkins is also trained to serve veterans and active duty personnel. With a commitment to ethical practices and continuing education, Randall C Perkins is dedicated to providing comprehensive financial planning services for individuals and businesses.

James Naples III is a Financial Advisor at Ameriprise Financial Services, LLC located at 1600 Stewart Avenue, Westbury, New York, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. James Naples III is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. He is committed to upholding the highest ethical standards and staying current with industry trends through continuing education. Contact James Naples III today for comprehensive financial planning services.

Anchor Wealth Management - UBS Financial Services Inc. is a reputable finance institution located at One Jericho Plaza in Jericho, New York, United States. Specializing in wealth management, they provide comprehensive financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals and access to UBS's global resources, clients can expect personalized investment strategies tailored to their unique needs. Whether it's retirement planning, investment management, or estate planning, Anchor Wealth Management - UBS Financial Services Inc. is dedicated to helping clients build and protect their wealth for the future.

Rich Rothenberger is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 401 Franklin Avenue, Garden City, New York, United States. Rich holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, 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 demonstrate Rich's expertise in various financial planning areas such as asset management, estate planning, retirement planning, investment strategies, risk management, and more. Rich is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Rich Rothenberger at Ameriprise Financial Services, LLC for all your financial planning needs.

Raymond James Financial Services is a leading finance institution located at 626 RXR Plaza in Uniondale, New York, United States. With a strong reputation for providing comprehensive financial services, Raymond James offers a wide range of investment options and personalized financial planning solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, the experienced professionals at Raymond James Financial Services are dedicated to providing top-notch financial guidance and support.

Alan Katz, CRPC - UBS Financial Services Inc. is a prestigious finance institution located at One Jericho Plaza in Jericho, New York, United States. Specializing in wealth management and financial planning, Alan Katz and his team provide expert advice and personalized solutions to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, UBS Financial Services Inc. offers a comprehensive range of services to meet the unique needs of each individual or organization. Whether you are planning for retirement, investing for the future, or seeking guidance on estate planning, Alan Katz and his team are dedicated to helping you make informed financial decisions and secure a prosperous future.

Marguerite Danaher is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 175 South Wellwood Avenue, Lindenhurst, New York, United States. Marguerite holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, 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 demonstrate Marguerite's expertise in wealth management, retirement planning, estate planning, investment management, and financial planning for various individuals, including retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Marguerite is dedicated to providing comprehensive and tailored financial advice to her clients."

Dave Someria is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 85 East Old Country Road, Hicksville, New York, United States. Specializing in finance, Dave offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With regular meetings to review progress and update strategies as life changes, clients can track their investments and accounts securely from any device. Dave provides complimentary initial consultations to discuss retirement, education, major purchases, and other financial goals. As a registered advisor, Dave can conduct securities business with residents of specific states listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, offering a secure and reliable financial planning experience. Contact Dave Someria today to learn more about achieving your financial goals.

Klerer Financial Services, Inc. is a reputable finance institution located at 3272 Merrick Road in Wantagh, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, Klerer Financial Services, Inc. is dedicated to providing personalized solutions tailored to your specific needs. Visit them today to see how they can help you secure your financial future.

Raymond James Financial Services is a finance institution located at 5510 Merrick Road in Massapequa, New York, United States. With a focus on providing comprehensive financial services to individuals and businesses, Raymond James offers a wide range of investment options, retirement planning, wealth management, and more. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or make smart investment decisions, Raymond James Financial Services is committed to providing personalized solutions tailored to your unique needs.

Raymond James Financial Services is a leading finance institution located at 255 Executive Drive in Plainview, New York, United States. With a strong reputation for delivering personalized and comprehensive financial services, Raymond James is committed to helping individuals and businesses achieve their financial goals. From investment management to retirement planning, their team of experienced professionals provides expert guidance and tailored solutions to meet the unique needs of each client. With a focus on integrity and excellence, Raymond James Financial Services is dedicated to building long-lasting relationships and delivering exceptional financial advice.

Estola Miller Barnett, CRPC - UBS Financial Services Inc. is a trusted financial institution located at One Jericho Plaza in Jericho, New York, United States. Specializing in finance, they offer a range of services to help individuals and businesses manage their wealth and achieve their financial goals. With a team of experienced professionals, including Estola Miller Barnett who is a Certified Retirement Planning Counselor (CRPC), clients can expect personalized and comprehensive financial advice tailored to their unique needs. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, UBS Financial Services Inc. is dedicated to providing top-notch financial solutions and guidance.

Douglas Graham - UBS Financial Services Inc. is a reputable financial institution located at 58 South Service Road in Melville, New York, United States. As a branch of UBS Financial Services Inc., they offer a wide range of financial services to individual and corporate clients, including wealth management, investment advisory, and financial planning. With a team of experienced professionals, Douglas Graham - UBS Financial Services Inc. is dedicated to providing personalized and comprehensive financial solutions to help clients achieve their financial goals.

Kleiman Wealth Management Group - UBS Financial Services Inc. is a prominent finance institution located at 58 South Service Road in Melville, New York, United States. With a focus on providing comprehensive wealth management services, the team at Kleiman Wealth Management Group offers personalized financial solutions to help clients achieve their financial goals. Whether it's retirement planning, investment management, or estate planning, the experienced professionals at this institution are dedicated to providing top-notch financial guidance and support.

Caufield Wealth Management Group - UBS Financial Services Inc. is a renowned financial institution located at 58 South Service Road in Melville, New York, United States. As a leading wealth management group, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Caufield Wealth Management Group provides personalized investment strategies, retirement planning, estate planning, and more. Trustworthy and reliable, they are committed to helping their clients secure their financial future.

Natalie Mcginley, Financial Professional - New York Life, located at 1660 Walt Whitman Road, Melville, New York, United States, offers a wide range of financial services and products to meet the needs of clients. Specializing in creating custom insurance and financial solutions, Natalie works closely with clients to develop comprehensive approaches that address current needs, future goals, and wealth transfer to the next generation. With expertise in life insurance, long-term care, disability insurance, annuities, and investments, Natalie helps clients protect their families, assets, and businesses from unexpected events while pursuing greater returns for a secure retirement. As a financial advisor with Eagle Strategies, Natalie is committed to building long-term relationships with clients and providing personalized guidance and support through life's biggest moments. From life insurance to financial strategy, Natalie helps clients turn their love for their families into policies that offer protection and peace of mind. Whether planning for retirement, education expenses, or estate transfer, Natalie can help clients navigate the complex world of finance and create customized plans that meet their needs and goals. Contact Natalie Mcginley, Financial Professional - New York Life, to start planning for a secure financial future.