TOP 30 Customized financial planning in Amsterdam, New York

8 results found

Cooper Financial Consulting is an accounting and finance institution located at 14 Columbia Street in Amsterdam, New York, United States. They offer a wide range of services including reviewing and posting vendor invoices, scheduling and posting vendor payments, year-end reporting, customer invoicing, financial analysis, budgeting, payroll services, and more. With a focus on helping businesses improve their bottom line through data analysis and process improvement, owner Jason Cooper brings over 20 years of accounting and business experience to the table. Cooper Financial Consulting serves customers virtually across the U.S. and on-site in the Upstate NY/Capital Region area.

Alberto Romero - Independent Life Insurance Agent is a reputable insurance agency located at 1747 Amsterdam Avenue in New York, New York. Specializing in life insurance, Alberto Romero offers personalized and comprehensive coverage options to meet the unique needs of each client. With a commitment to providing top-notch customer service and expert advice, clients can trust Alberto Romero to help them secure their financial future and protect their loved ones. Contact Alberto Romero today to learn more about their range of life insurance products and how they can help you plan for the unexpected.

Baez Tax is a reputable accounting and finance institution located at 2089 Amsterdam Avenue in New York, New York, United States. Our team of tax professionals is dedicated to helping clients navigate the complex tax code and maximize their returns. We strive to simplify the tax process for our clients by providing reliable and accurate tax services. Our mission is to assist clients in achieving their tax objectives while minimizing their tax liability. We prioritize building long-term relationships with clients based on trust, integrity, and mutual respect. Our tax professionals work closely with clients to understand their unique needs and develop a customized tax strategy. We believe in transparency and keeping clients informed throughout the entire tax process.

Victoria Tax Plus LLC Multi Services Daysi Travel is a finance, local government office, and store located at 2037 Amsterdam Avenue in New York, New York, United States. Specializing in tax preparation, the institution offers a range of services including filing taxes, forming LLCs, and assisting with ITIN renewals. Customers can receive a $50 cash bonus for referring a friend, as well as cash advances ranging from $500 to $7000. The friendly bilingual staff can also help with notary services, money transfers to countries such as the Dominican Republic and Mexico, passport photos, and insurance plans. Founded in 2018 by Yocasta Velasquez, Victoria Tax Plus aims to provide valuable services to the community and help individuals navigate important financial documents and tax obligations. Visit us today for all your tax and accounting needs!

Insurance 4 Ny is a reputable insurance agency located at 2090 Amsterdam Avenue in New York, New York. With a strong presence in the United States, Insurance 4 Ny offers a wide range of insurance products and services to meet the needs of individuals and businesses alike. Whether you're looking for auto, home, life, or business insurance, our team of experienced professionals is dedicated to providing personalized solutions to protect what matters most to you. Contact Insurance 4 Ny today to discuss your insurance needs and find the coverage that fits your lifestyle and budget.

DesMoines Bookkeeping and Tax Preparation LLC is a reputable accounting and finance institution located at 38 East Main Street in Amsterdam, New York, United States. With nearly 50 years of experience, our trained professionals are experts in providing expert accounting services and comprehensive personal or business tax preparation and planning. Whether you need assistance with business bookkeeping, payroll services, or tax planning, our team is here to help you navigate through complex financial issues. We specialize in creating LLCs, S-Corporations, and C-Corporations to suit your business needs and promote a strong corporate structure. Our firm is known for delivering innovative and lasting results, thanks to our seasoned experts in accounting, taxation, and business. We stay current with ever-changing accounting practices and utilize tax planning strategies to identify savings tools and vehicles that benefit our clients personally and professionally. Security is our top priority, and we work with the best in the business to ensure the safety of office and customer information. Our office is bilingual in Spanish and English, catering to the needs of the Latino community with over 45 years of experience in tax and business services. Don't hesitate to reach out to us at Tax Time for assistance, even if you can't pay fees upfront. Visit our website designed by Ziggys Web Solutions LLC for more information.

Community Bank, N.A. is a full-service financial institution located at 4781 New York 30, Amsterdam, New York, United States. As a bank specializing in finance, we offer a wide range of services to meet your financial needs. From checking accounts to home equity loans, we have the tools and expertise to help you achieve your financial goals. Our mobile and online banking services make managing your money easy and convenient. We also provide resources to help you protect yourself against fraud and stay safe online. Whether you are a business owner looking for a strong financial foundation or a homeowner ready to take on a home improvement project, Community Bank, N.A. is here to support you every step of the way. Join us today and experience the highest level of customer service and trust that sets us apart from other banks.

Welcome to INSTAVENTURE Travel, your ultimate travel planning companion located in the heart of Manhattan at 452 West 145th Street, New York. We understand that planning a vacation can be overwhelming, with countless options and decisions to make. That's why we're here to take the stress out of travel planning and create a personalized itinerary just for you! At INSTAVENTURE Travel, we specialize in crafting unique travel experiences tailored to your interests and preferences. Whether you're dreaming of exploring the vibrant streets of New York City, relaxing on the beaches of the Caribbean, or embarking on an adventure in Europe, we've got you covered. Our expert team conducts thorough research to ensure you discover the best places to stay, visit, and enjoy, without the hassle of endless online searches or relying on social media recommendations.