TOP 10 Comprehensive wealth management services in New Windsor, New York

B. Riley Wealth Tax Services is a reputable institution located at 484 Temple Hill Road in New Windsor, New York, United States. Specializing in accounting and finance, our team of tax professionals can assist individuals and businesses in implementing effective financial strategies to minimize tax liabilities. With expertise in the latest tax law changes for the 2023 tax year, our professionals are dedicated to helping clients navigate tax season and beyond. At B. Riley Wealth Tax Services, we provide comprehensive tax and wealth management services to help clients keep more of what they earn and grow their net worth over time. Our experienced professionals can assist with tax returns as well as develop total tax management plans that integrate tax expertise with financial advice. We are committed to keeping up with qualified designations to ensure our clients receive the expertise needed to address ever-changing federal and state tax laws.

Kevin J Mulqueen, Financial Advisor at Eagle Strategies, is a trusted financial institution located at 460 Temple Hill Road in New Windsor, New York. Specializing in providing personalized financial planning and wealth management services, Kevin J Mulqueen and his team are dedicated to helping individuals and families achieve their financial goals. With a focus on building long-term relationships with clients, they offer a comprehensive range of financial services, including investment planning, retirement planning, estate planning, and insurance solutions. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Kevin J Mulqueen, Financial Advisor at Eagle Strategies, is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Carl Barbera, M.D. is a renowned orthopedic care institution located at 1910 South Road in Poughkeepsie, New York, United States. Committed to providing the Hudson Valley with the most advanced, accessible, and comprehensive orthopedic care under one roof, the institution is led by managing partner William W. Colman, M.D., a board-certified orthopedic surgeon with a wealth of experience. With a team of 14 OADC physicians named Castle Connolly 2024 Top Doctors, patients can trust in the expertise and quality of care provided at Carl Barbera, M.D. Services offered include spine surgery, interventional pain medicine, and a range of orthopedic tests at their Orthoexpress facility. With convenient offices in Poughkeepsie, Kingston, Rhinebeck, East Fishkill, and New Windsor, the institution has been dedicated to providing high-quality care and excellent customer service to patients for over 40 years.

Welcome to Justin D. Restmeyer CPA Located at 1320 North Windsor Avenue in Bay Shore, New York, Justin D. Restmeyer CPA is your trusted partner in accounting and finance. With a commitment to excellence and a passion for helping individuals and businesses achieve their financial goals, we offer a comprehensive range of services tailored to meet your unique needs.

Welcome to Steven Segretta - Real Estate at Brown Harris Stevens, your trusted partner in navigating the vibrant and dynamic real estate market of Brooklyn, New York. Located at 160 7th Avenue, Brooklyn, NY 11215, Steven Segretta is a licensed real estate salesperson with a reputation for excellence, commitment, and personalized service. With extensive experience in both New York and New Jersey, Steven Segretta specializes in helping clients buy and sell properties with confidence and ease. Whether you're a first-time homebuyer or a seasoned investor, Steven’s deep knowledge of the Park Slope area and his financial expertise provide invaluable insights to make informed decisions. His dedication to client satisfaction is reflected in the glowing testimonials from previous clients who commend his thorough communication, responsiveness, and genuine care throughout the real estate process.