Customized financial planning in Port Washington, New York

The Bank of America Financial Center at 79 Main Street in Port Washington, New York, is a leading financial institution offering a wide range of banking and financial services to individuals, businesses, and organizations. With a reputation for excellence and innovation, this bank provides convenient and secure banking solutions to help customers achieve their financial goals. From personal banking services such as checking and savings accounts to business loans and investment options, the Bank of America Financial Center is committed to providing top-notch customer service and financial expertise. Visit us today to learn how we can help you manage your finances and secure your financial future.

State Farm Insurance - Rey Polanco is an insurance agency located at 740 West 181st Street in New York, New York. Conveniently situated next to the 181st St. A train Station and GW Bridge Port Authority Bus Terminal, Rey Polanco and his team have been providing exceptional customer service since 2001. Specializing in Auto Insurance, Home Insurance, Life Insurance, Health Insurance, and Business and Commercial Insurance policies, the bilingual Spanish-speaking team is dedicated to helping customers manage their risks and make informed decisions based on their goals and dreams. Rey Polanco, a Binghamton University alumni with a B.S. in Management & Marketing, is also a member of the Washington Heights Business Improvement District Board. The office has been recognized by State Farm with awards such as the Chairman's Circle and Senior Vice President Club, showcasing their excellence in the industry.

The Tax Advisory Group is a leading accounting and finance institution located at 223 Main Street in Port Washington, New York, United States. Our team of experienced professionals provides expert guidance and support in all areas of tax advisory services. Whether you are an individual or a business owner, we are here to help you navigate the complex world of taxes and financial planning. Trust the Tax Advisory Group to provide you with personalized and comprehensive solutions to meet your financial goals.

Todd Weiss Franchise Consulting, located at 130 Shore Road in Port Washington, New York, is a finance and real estate agency specializing in franchise strategy. Led by Todd Weiss, a top industry leader with over 10 years of experience, the institution works closely with clients to help them achieve their goals in the franchising industry. Todd's expertise and insider knowledge have helped numerous individuals find the perfect franchise opportunity for them and their families. Clients have praised Todd for his guidance, patience, and ability to narrow down options to fit their passions and goals. With a focus on strong relationships and excellent customer service, Todd Weiss Franchise Consulting is a valuable resource for anyone looking to enter the world of franchise ownership.

Inder Singh CPA, located in Long Island, NY, is dedicated to providing financial information to customers in a timely and accurate manner. Their full range of cost-effective accounting services ensures that business operations run efficiently every day. The firm takes a proactive approach to tax services, staying up-to-date on new tax laws to minimize tax liabilities for both individuals and businesses. Custom financial plans are designed to help clients reach their financial goals, with implementation strategies tailored to each individual. With additional locations in Manhattan and Bellerose, Inder Singh CPA is committed to providing the tax expertise and personalized service that clients deserve.

Welcome to Sound Risk Management Corp., your trusted partner in navigating the complex world of insurance. Located at 428 New York 25A, Miller Place, New York 11764, we specialize in providing comprehensive insurance solutions tailored to protect your most valuable assets. Our team of dedicated professionals becomes an integral part of your team, offering expert advice and customized insurance plans that ensure peace of mind. Our extensive range of services includes General Liability, Commercial Property, Workers Compensation, Umbrella/Excess, Commercial Auto, Contractors Liability, Employment Practices, Directors and Officers, Cyber Liability, Builders Risk, Bonds, and more. Whether you're a General Contractor, Sub-Contractor, Home Remodeler, Tradesman, or a property owner, we help you manage the significant liabilities and financial risks associated with your industry, particularly in the challenging New York construction market.

Nelson Rivera Jr.: Allstate Insurance is a reputable insurance agency located at 65 Manorhaven Boulevard in Port Washington, New York. With a commitment to providing top-notch insurance coverage and exceptional customer service, Nelson Rivera Jr. and his team strive to help clients protect what matters most to them. Whether you're looking for auto, home, life, or business insurance, you can trust Nelson Rivera Jr.: Allstate Insurance to find the right coverage for your needs. Contact them today to learn more about their insurance products and services.

Welcome to M&T Bank in Port Jervis, your trusted financial partner located at 13 Sussex Street, Port Jervis, New York 12771. As a leading bank in the finance industry, we are committed to providing personalized banking solutions to meet all your financial needs. Visit our Port Jervis branch where our friendly and knowledgeable team is ready to assist you. Our branch ATMs are available 24/7 for your convenience. At M&T Bank, your personal banker is your go-to resource for expert guidance and support. Whether you're looking to open a checking or savings account, apply for a mortgage, home equity line of credit, or auto loan, or select the perfect credit card, we ensure a seamless experience tailored to your needs. Our team is dedicated to helping you find the best terms and rates, answering your questions, and providing you with the confidence to make informed financial decisions.

PLAN2LEAD, LLC is a leading finance and real estate agency located at 10 Bayside Avenue in Port Washington, New York, United States. Specializing in financial planning, investment strategies, and real estate services, our team of experts is dedicated to helping our clients achieve their goals and secure their financial future. With a focus on personalized solutions and exceptional customer service, PLAN2LEAD, LLC is committed to guiding individuals and businesses towards success in their financial endeavors. Contact us today to learn more about how we can help you plan and lead towards a brighter financial future.

Great Hill Advisory is a leading finance institution located at 174 Main Street in Port Washington, New York, United States. Our team of experienced advisors offers personalized financial solutions to help clients achieve their goals and secure their financial future. With a focus on integrity, transparency, and excellence, Great Hill Advisory is committed to providing top-notch financial guidance and support to individuals and businesses alike. Whether you are looking to invest, plan for retirement, or manage your wealth, our dedicated team is here to help you every step of the way. Trust Great Hill Advisory to be your partner in financial success.