The Best Corporate finance advisory in Schenectady, New York
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PlanMember Securities Corporation
PlanMember Securities Corporation is a finance institution located at 1574 Union Street, Schenectady, New York, United States. Specializing in helping individuals develop comprehensive financial strategies, the institution offers access to quality investment solutions to help clients achieve their retirement and investment goals. With over 40 years of experience, the institution caters to educators, employees of nonprofit and for-profit organizations, and individuals from all walks of life. The founder is also a guest speaker and has spoken at numerous public seminars and workshops across the country on topics such as estate planning, retirement planning, and wealth transfer strategies. As an independent advisor with PlanMember, clients can choose from a broad spectrum of investment options, including professionally managed mutual fund accounts and insurance programs. The institution also offers the PlanMember Services Program, a comprehensive retirement planning system designed to help individuals save for retirement. Representatives registered with PlanMember Securities Corporation offer securities and advisory services, and before investing, individuals are encouraged to carefully read prospectus(es) containing important information about investment objectives and risks. Plan for your future with PlanMember Securities Corporation and take the first step towards achieving your retirement goals.
Steven M Sargent & Co
Steven M Sargent & Co is a reputable accounting and finance institution located at 20 South Church Street in Schenectady, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Whether you are an individual looking for personal financial advice or a business in need of accounting solutions, Steven M Sargent & Co is dedicated to providing top-notch service and expertise to help you achieve your financial goals.
Pascucci William CPA
Pascucci William CPA is a reputable accounting and finance institution located at 952 Troy-Schenectady Road in Latham, New York. With years of experience in the industry, they offer a wide range of services to help individuals and businesses manage their financial affairs effectively. Their team of certified public accountants is dedicated to providing personalized and professional assistance to meet the unique needs of each client. Whether you need tax preparation, bookkeeping, or financial planning services, Pascucci William CPA is committed to delivering top-notch solutions to help you achieve your financial goals.
Robert L Kristel Accounting Firm
Robert L Kristel Accounting Firm is a reputable institution located at 670 Franklin Street, Schenectady, New York, United States. Specializing in accounting and finance, our firm offers a range of services to help clients reach their long-term financial goals. We work closely with closely held businesses, providing assistance with financial planning for both business and personal needs. Our experienced staff is trained in tax preparation and financial management, ensuring accurate and efficient services for individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations. We also provide investment advisory services and work with local attorneys, bankers, and investment firms to maximize profitability and efficiency for our clients.
Grasso & Kayser CPAs PC
Grasso & Kayser CPAs PC is a reputable accounting and finance institution located at 2504 Albany Street in Schenectady, New York. With a team of experienced and knowledgeable certified public accountants, they provide a wide range of financial services to individuals and businesses in the area. From tax preparation and planning to auditing and financial consulting, Grasso & Kayser CPAs PC is dedicated to helping their clients achieve their financial goals. Their commitment to professionalism and excellence sets them apart as a trusted partner in financial matters.
William F. Friske CPA
William F. Friske CPA is a reputable accounting and finance institution located at 284 Troy-Schenectady Road in Latham, New York, United States. With years of experience and expertise in the field, they offer a wide range of services to help individuals and businesses with their financial needs. Whether you need help with tax preparation, financial planning, or bookkeeping, the team at William F. Friske CPA is dedicated to providing top-notch service and personalized solutions to meet your specific needs. Contact them today to see how they can assist you with your accounting and finance needs.
Peterson, Campoli & Associates CPAs, PLLC
Peterson, Campoli & Associates CPAs, PLLC is a reputable accounting and finance firm located at 1473 Erie Boulevard in Schenectady, New York, United States. Our team of certified public accountants offers a wide range of services including tax preparation, financial planning, auditing, and consulting. With years of experience and a commitment to excellence, we strive to provide our clients with personalized and professional financial solutions. Contact us today to see how we can help you achieve your financial goals.
uTaxes - LLC/Corp Formation, Bookkeeping and Tax Services
uTaxes - LLC/Corp Formation, Bookkeeping and Tax Services is a trusted accounting and finance institution located at 45 Colvin Avenue in Albany, New York. With over 45 years of experience, our family-owned business offers a wide range of services including fast LLC/Corp formation, tax preparation, bookkeeping, CPA services, QuickBooks assistance, and website creation. Our team of experienced professionals is dedicated to providing both personal and professional financial services in Albany, Rensselaer, Schenectady, and Saratoga counties. We represent clients before the IRS and State tax agencies, ensuring that final assessments are fair and any refunds due are identified and credited accordingly.
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