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United Financial Planning Group LLC
United Financial Planning Group LLC is a Fee-Only, Fiduciary Firm located at 350 Motor Parkway in Hauppauge, New York. Our team of experienced CERTIFIED FINANCIAL PLANNER™ professionals and CPA’s are dedicated to providing comprehensive financial planning services to help you achieve your retirement goals. Whether you are just starting to think about retirement planning or are getting closer to retirement, we can help you create a solid retirement strategy to protect your assets and ensure financial success. Contact us today to schedule a consultation and start planning for a secure financial future.
TFG Accounting and Tax
TFG Accounting and Tax, located at 200 Parkway Drive South in Hauppauge, New York, has been serving companies across America since 1996. Their team of Certified Public Accountants offers a range of accounting, audit, tax, and business consulting services. In addition to their core services, TFG also provides financial planning, wealth management, insurance, and management consulting through their related entities. They pride themselves on offering innovative financial solutions tailored to individual and business needs, with a focus on maximizing assets and minimizing liabilities. TFG works with a variety of industries, from healthcare to technology, and is dedicated to helping clients make informed financial decisions and build their legacy. With a commitment to privacy and personalized service, TFG Accounting and Tax is a trusted partner for individuals, businesses, and estates seeking comprehensive financial management.
Roth&Co, LLP
Roth&Co, LLP is a reputable accounting and finance institution located at 1428 36th Street in New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and auditing. Clients can rely on Roth&Co, LLP for accurate and reliable financial advice to help them achieve their goals.
Roman & Associates
Roman & Associates, located at 2299 Coney Island Avenue in New York, is a leading accounting and finance institution dedicated to helping individuals and businesses take control of their finances and taxes. Our team of experienced CPAs and accounting professionals offer a wide range of services including tax return preparation, bookkeeping, financial advising, planning, and more. Whether you are a new business looking to set up your financial foundation or an established company seeking to enhance your financial health, our team is here to help. We provide services such as tax preparation, sales tax filings, general accounting, payroll management, and more to ensure your business stays on track and continues to grow.
LTK Certified Public Accountants
LTK Certified Public Accountants is a reputable institution located at 160-20 a Willets Point Boulevard in New York, United States. Specializing in accounting and finance services, LTK CPA is dedicated to providing top-notch financial expertise to individuals and businesses alike. With a team of experienced and highly qualified professionals, they offer a wide range of services including tax preparation, auditing, consulting, and more. Trust LTK Certified Public Accountants to help you navigate the complexities of financial management with precision and accuracy.
George Xu C.P.A., P.C.
George Xu C.P.A., P.C. is a reputable accounting and finance institution located at 39-07 Prince Street in New York, United States. With a team of experienced certified public accountants, they provide a wide range of accounting services including tax preparation, auditing, financial planning, and consulting. Clients can rely on George Xu C.P.A., P.C. for accurate and professional financial guidance to help them achieve their financial goals.
PW Advisors
PW Advisors is a reputable accounting and finance institution located at 251-73 Jericho Turnpike in New York, United States. With a team of experienced professionals, PW Advisors offers a wide range of financial services to individuals and businesses. From tax planning and preparation to investment strategies and financial consulting, PW Advisors is dedicated to helping clients achieve their financial goals. With a commitment to excellence and personalized service, PW Advisors is a trusted partner in navigating the complexities of the financial world.
Inderpreet Singh- Certified Public Accountant NYC
Inderpreet Singh- Certified Public Accountant NYC is a reputable accounting and finance institution located at 249-12 Jericho Turnpike, Bellerose, New York, United States. Our dedicated team is committed to providing our customers with accurate and timely financial information to ensure that their business operations run smoothly every day. We offer a comprehensive range of cost-effective accounting services to meet your needs. At Inderpreet Singh- CPA NYC, we take a proactive approach to tax services by staying up-to-date on new tax laws and legislation. This enables us to identify key tax planning opportunities that can minimize your current and future tax liabilities. Our team of experts is dedicated to providing both individual and business clients with the tax expertise they deserve.
Jacques M. Levy & Co. LLP
Jacques M. Levy & Co. LLP is a reputable accounting and finance institution located at 233 East Shore Road in Great Neck, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need assistance with tax preparation, auditing, or financial planning, Jacques M. Levy & Co. LLP is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.
LoTurco & Company
LoTurco & Company is a reputable accounting and finance institution located at 1040 Hempstead Turnpike in Franklin Square, New York, United States. With years of experience and expertise in the field, our team of professionals provides top-notch financial services to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or business consulting, we are here to help. Trust LoTurco & Company for all your accounting and finance needs.
Albert haft cpapc
Albert Haft CPAPC is a reputable accounting and finance institution located at 156 Long Beach Road in Island Park, New York, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, Albert Haft CPAPC is dedicated to helping their clients achieve their financial goals. Whether you need assistance with bookkeeping or investment strategies, this institution is committed to delivering reliable and efficient services.
Long Island Planning Group
The Long Island Planning Group, located at 6800 West Jericho Turnpike in Syosset, New York, is a finance institution founded by Robert Israel in 1975. Specializing in offering a wide range of financial products and services, the institution helps clients coordinate their life insurance, health insurance, disability insurance, and long-term care insurance needs with their financial goals. The team at Long Island Planning Group works with both individuals and businesses to create diversified portfolios that align with their specific objectives. The main goal of the institution is to establish and maintain long-term relationships with clients by understanding their needs and offering experienced financial advice and strategies. Collaboration with clients' advisors such as CPAs, attorneys, bankers, trustees, and trust officers is a key part of their team-oriented approach. Periodic reviews are conducted to ensure that clients' financial goals are being pursued effectively, even as they evolve over time.
Trivium Point Advisory
Trivium Point Advisory, located at 41 Pinelawn Road in Melville, New York, is a finance institution that is excited to welcome Paradigm Financial Partners and Lyons & Lyons, CPAs to their team. They specialize in connecting people, processes, and finances to provide essential financial strategies through wealth management, tax and accounting, and business advisory services all under one roof. Dedicated to individuals seeking an experienced and central advisor for their financial needs, Trivium Point Advisory offers a specialized experience that combines wealth management, accounting, and business advisory services for those who value financial stewardship. Their goal is to help clients understand their numbers and create a personalized financial roadmap to work towards their financial goals.
Merrill Lynch Financial Advisor Philip Siegel
Merrill Lynch Financial Advisor Philip Siegel is located at 1305 Walt Whitman Road in Melville, New York, United States. With a focus on wealth planning, Phil brings innovative ideas to successful individuals in various industries, such as sports and entertainment, technology, and healthcare. He is dedicated to building strong relationships with his clients and helping them make important financial decisions for themselves and their families. Phil is a Certified Financial Planner™ and Chartered Retirement Planning CounselorSM, with a Bachelor's degree in Finance from The George Washington University. He believes in a defined process for building wealth, emphasizing strategies that can create long-term results. Phil works closely with clients to understand their goals, risk tolerance, and investment objectives, creating personalized asset allocation plans that may include dividend-paying stocks, technology companies, ETFs, and alternative investments.
The Bonadio Group
The Bonadio Group, located at 6 Wembley Court in Albany, New York, is a top 50 CPA firm offering a wide range of accounting and finance services to help clients overcome their financial and business challenges. With a deep understanding of each industry they serve, they provide tailored solutions for every engagement. The team at The Bonadio Group are problem solvers, industry experts, and trusted partners, working closely with clients to ensure their success. As an independent member firm of the Moore North America, Inc. Association, they have access to a global network of resources to better serve their clients. The Bonadio Group is dedicated to being a strategic, community-oriented partner, offering knowledgeable commentary on industry trends through various channels. Serving businesses in Buffalo, Rochester, Syracuse, and beyond, The Bonadio Group is committed to providing exceptional service and expertise to help clients thrive.
Massaroni Wealth Management
Massaroni Wealth Management, located at 22 Century Hill Drive in Latham, New York, is a finance institution dedicated to helping clients achieve their financial goals through personalized service and care. Our team utilizes extensive resources to prioritize your needs in the Wealth Management process, creating a goals-based financial strategy tailored to your aspirations. Our process begins by exploring your goals, aspirations, and dreams to define your vision, values, priorities, and goals. We then craft and manage a personalized financial plan, providing continuous support at every stage. We handle all necessary steps, including coordinating with professionals like CPAs or Attorneys, to ensure a smooth execution of your plan.
LCS & Z
LCS & Z is a leading accounting and finance institution located at 33 Century Hill Drive in Latham, New York, United States. Our team of experienced professionals provides a wide range of financial services including tax preparation, auditing, financial planning, and consulting. With a commitment to excellence and personalized service, LCS & Z is dedicated to helping individuals and businesses achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
Edward Jones - Financial Advisor: Rudy A Diedreck, CFP®|CEPA®
Edward Jones - Financial Advisor: Rudy A Diedreck, CFP®|CEPA® is a reputable finance institution located at 4370 Buffalo Road, North Chili, New York. As a Certified Financial Planner (CFP) and Certified Exit Planning Advisor (CEPA), Rudy A Diedreck offers expert financial advice and planning services to help individuals and businesses achieve their financial goals. With a focus on personalized service and a commitment to excellence, clients can trust Edward Jones - Financial Advisor: Rudy A Diedreck to provide comprehensive financial solutions tailored to their unique needs. Whether you are looking to plan for retirement, invest for the future, or navigate complex financial decisions, Rudy A Diedreck and his team are dedicated to helping you secure a stable financial future.
Merrill Lynch Financial Advisor John Huber
Merrill Lynch Financial Advisor John Huber is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. At FCMH Wealth Management & Associates, clients can expect an uncommon level of wealth management, especially during critical financial junctures. The institution serves a diverse clientele from various backgrounds and industries, including senior-level corporate executives, physicians, attorneys, entrepreneurs, athletes, entertainers, and financial sponsor principals.
United Financial Planning Group LLC
United Financial Planning Group LLC is a finance institution located at 14 Pennsylvania Plaza in New York, New York, United States. Our team of CERTIFIED FINANCIAL PLANNER™ professionals and CPA’s are dedicated to providing comprehensive financial planning services to help you achieve your retirement goals. As a Fee-Only, Fiduciary Firm, we offer impartial advice to help you make informed decisions about your finances. Whether you are just starting to think about retirement planning or fine-tuning your goals as you approach retirement, our team is here to help you create a retirement plan that protects the assets you have worked hard to obtain. Contact us today to start planning for a financially secure future.
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.
Schaefer Sciarrino & Schulenberg
Schaefer Sciarrino & Schulenberg is a well-established accounting and finance institution located at 5530 Sheridan Drive in Williamsville, New York, United States. With a team of experienced professionals, they offer a wide range of services to help individuals and businesses manage their financial needs. From tax preparation to financial planning, Schaefer Sciarrino & Schulenberg is dedicated to providing top-notch service and expertise to their clients. Whether you are looking for assistance with your personal finances or need help with your business accounting, this institution is committed to helping you achieve your financial goals.
Kloc & Co
Kloc & Co is a reputable accounting and finance institution located at 2560 Walden Avenue in Buffalo, New York. With a team of experienced professionals, Kloc & Co offers a wide range of services including tax preparation, financial planning, and auditing. Clients can trust in the expertise and dedication of the staff at Kloc & Co to provide top-notch financial solutions tailored to their specific 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.
KVLSM LLP
KVLSM LLP is a leading accounting and finance institution located at 415 Crossways Park Drive in Woodbury, New York, United States. Our team of experts offers a wide range of services including tax preparation, auditing, financial planning, and consulting. With a commitment to excellence and professionalism, we strive to help our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
Marcum LLP
Marcum LLP is a leading accounting and finance institution located at 10 Melville Park Road in Melville, New York, United States. With a team of highly skilled professionals, Marcum LLP offers a wide range of services including tax planning, auditing, financial consulting, and more. Clients can trust Marcum LLP to provide expert guidance and support in navigating the complexities of the financial world.
BSB Accountants & Advisors
BSB Accountants & Advisors is a leading accounting and finance institution located at 201 Moreland Road, Hauppauge, New York, United States. We specialize in helping small business owners gain a clear understanding of their financial state and make informed decisions for sustainable growth. As members of the AICPA, we offer expertise in New York tax law and work with clients ranging from individuals to fortune 50 companies. Our team at BSB goes above and beyond to communicate clearly, often, and be easily accessible to our clients. We value long-term relationships and serve as trusted advisors, not just accountants. From daily accounting and bookkeeping services to tax problem resolution, we provide strategic guidance on operational best practices, employee retention, marketing, and more.
Janice Redmond & Associates - Certified Public Accountants
Janice Redmond & Associates - Certified Public Accountants is a reputable accounting firm located at 140 Fell Court in Hauppauge, New York, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. With a commitment to accuracy and integrity, we offer a wide range of services including tax preparation, bookkeeping, auditing, and financial planning. Trust Janice Redmond & Associates to handle all of your accounting needs with precision and expertise.
Nawrocki Smith
Nawrocki Smith is a leading accounting and finance institution located at 100 Motor Parkway in Hauppauge, New York, United States. With a team of experienced professionals, Nawrocki Smith offers a wide range of financial services including tax preparation, auditing, consulting, and financial planning. Whether you are a small business owner or an individual looking for expert financial advice, Nawrocki Smith is dedicated to providing personalized solutions to help you achieve your financial goals. Contact Nawrocki Smith today to learn more about how they can help you navigate the complexities of accounting and finance.
JWT3CPA
JWT3CPA is a leading accounting and finance institution located at 200 Motor Parkway in Hauppauge, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the United States. With a focus on accuracy, integrity, and personalized attention, we strive to help our clients achieve their financial goals and make informed decisions. Whether you need assistance with tax preparation, auditing, or financial planning, JWT3CPA is here to help. Contact us today to learn more about how we can support your financial needs.
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