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TOP 30 Customized tax planning services in Great Neck, NY
13 results found
Search for local businesses, places and services near you
Premier Wealth Planning
Premier Wealth Planning is a leading finance institution located at 107 Northern Boulevard in the bustling city of Great Neck, New York. Our dedicated team of financial experts are committed to helping our clients achieve their financial goals and secure their future wealth. With a personalized approach to financial planning, we offer a wide range of services including investment management, retirement planning, estate planning, and more. Trust Premier Wealth Planning to provide you with the guidance and expertise needed to make informed decisions and build a strong financial foundation.
JW Lee - State Farm Insurance Agent
JW Lee - State Farm Insurance Agent is a reputable insurance agency located at 24207 Northern Boulevard in New York, United States. Owned by JW Lee, who has a decade of experience in the insurance field, the agency serves the community of Great Neck and the entire state of New York. The team at JW Lee - State Farm Insurance Agent treats each customer like family, helping them choose Personal Protection Plans that suit their needs and budget. Services offered include Auto Insurance, Home Insurance, Life Insurance, Health Insurance, and Personal Liability Umbrella Insurance. The agency also provides free consultations for Business Liability Insurance, Commercial Auto and Fire Insurance, Workers Compensation Insurance, and Commercial Liability Umbrella Insurance. JW Lee is dedicated to providing superior service and personalized pricing plans to meet all insurance requirements. The agency also offers insurance for recreational vehicles, boats, and more. Customers can contact JW Lee - State Farm Insurance Agent for assistance with their insurance and financial needs, whether through a call, message, or in-person visit. The agency's mission is to serve as a committed partner and advocate for individuals, families, and businesses in their search for comprehensive insurance products. With a strong commitment to knowledge, compassion, and dependability, JW Lee - State Farm Insurance Agent strives to protect what matters most to its customers. The team is dedicated to providing superior service and is available for quick questions or detailed discussions about insurance needs. Customers can request a virtual meeting or visit the agency in person. For those using a screen reader, assistance is available by calling (718) 971-0224. Please note that State Farm is not responsible for the content of third-party sites referenced in this material, and investing involves risk. Customers are advised to consult a tax or legal advisor for advice regarding their personal circumstances.
Merrill Lynch Financial Advisor Edna Eidelberg
Merrill Lynch Financial Advisor Edna Eidelberg, located at 805 Northern Boulevard, Great Neck, New York, is dedicated to developing strong relationships with each client and providing personalized financial guidance as life situations change. With over 30 years of experience at Merrill Lynch Wealth Management, Edna focuses on helping clients achieve their personal and financial goals through tailored wealth management strategies. She works with individuals, families, small businesses, and non-profit organizations on education, retirement, estate planning, and more. Edna received her Bachelor of Science Degree from Cornell University and a Master of Business Administration from Baruch College. At Merrill Lynch Wealth Management, the team is committed to putting clients' interests first and giving back to the community through volunteering. The Merrill Personal Wealth Analysis™ helps build personalized financial plans centered on clients' goals. The team, supported by the global resources of Merrill, consists of talented individuals dedicated to building strong client relationships based on trust and personalized service.
Merrill Lynch Financial Advisor Joseph S. Grieco
Merrill Lynch Financial Advisor Joseph S. Grieco is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. Joseph has been in the financial service industry since 2000 and joined Merrill Lynch Wealth Management in 2010. He specializes in simplifying the lives of high net worth individuals and their families by providing customized wealth strategies to meet all of their financial needs. Joseph's approach to wealth management is consultative, objective, and focused on excellence. He takes the time to listen and understand each client's specific financial situation, preferences, and needs. Joseph coordinates with accountants and attorneys to ensure that all objectives are being met. He offers a wide range of services including investments, life insurance, trust and estate planning, and banking services from Bank of America. Joseph provides personalized service to a select group of clients and helps elderly clients organize their financial life and develop tax-efficient wealth transfer strategies. He is committed to attention to detail and outstanding customer service. Visit The Grieco Group website for more information. Joseph believes in building a personalized financial plan centered on your goals and what you want to achieve. His team is dedicated to building strong client relationships based on trust and personalized service. Get the latest investment insights, tips, and strategies from Merrill Lynch Wealth Management.
Merrill Lynch Financial Advisor Camillo D'Angelo
Merrill Lynch Financial Advisor Camillo D'Angelo, located at 805 Northern Boulevard, Great Neck, New York, offers personalized wealth management strategies tailored to your financial goals. With access to investment insights from Merrill and banking solutions from Bank of America, Camillo D'Angelo can help you navigate the ever-changing market conditions and create a flexible financial strategy. As a part of the Merrill tradition of community involvement, Camillo volunteers with local organizations to give back to the community. By utilizing the Merrill Personal Wealth Analysis, a personalized plan can be developed centered on your aspirations and focused on achieving your desired outcomes. With a focus on understanding your priorities, family, and goals, Camillo D'Angelo works to create a financial approach that reflects your unique needs and situation. By utilizing the Investment Personality Assessment and ongoing conversations, Camillo can help you make informed investment decisions and adjust your financial approach as your life evolves. The goal is to help you manage, grow, and preserve your wealth while pursuing your financial objectives.
Merrill Lynch Financial Advisor Victoria Z Smallberg
Merrill Lynch Financial Advisor Victoria Z Smallberg is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. Victoria Smallberg, along with her partner Sharon Zeleznik, offers a comprehensive approach to managing wealth by listening to clients' needs and helping them achieve their financial goals. With access to the investment insights of Bank of America, they address various aspects of clients' financial lives. The team is committed to building strong client relationships based on trust and personalized service. They offer personalized wealth management strategies and financial planning to help clients pursue their goals without unnecessary investment risk. By understanding clients' priorities and aspirations, they design customized financial approaches to help turn goals into reality. The team at Merrill Lynch Wealth Management focuses on understanding clients' families, goals, and priorities, and helps them stay on track to achieve what matters most to them. They provide personalized investment strategies and comprehensive financial solutions to address clients' needs and pursue their goals. The institution offers investment insights, tips, and strategies to help clients live their best financial lives. Victoria Smallberg is registered to do business in multiple states and is dedicated to helping clients navigate the complexities of their financial lives. Investing involves risk, and it is essential to consult legal and tax advisors before making any financial decisions. Merrill Lynch does not provide legal, tax, or accounting advice, and clients should carefully consider the differences between brokerage and investment advisory services when selecting financial services. For more information about the services offered, clients can speak with their Merrill financial advisor.
Merrill Lynch Financial Advisor Kevin Condon
Merrill Lynch Financial Advisor Kevin Condon, located at 805 Northern Boulevard in Great Neck, New York, is a Senior Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management. With a background in finance and experience at top financial institutions, Kevin provides personalized wealth management guidance and tailored financial strategies for affluent individuals, families, and businesses. He focuses on risk management and asset diversification to help clients preserve and grow their assets. Kevin holds a Bachelor of Science from Mount St. Mary’s University and is a CFA Charterholder. His team, FCMH Wealth Management & Associates, offers comprehensive financial solutions including cash and lending options, wealth structuring, and tax efficient portfolio management. Kevin's approach is centered on understanding each client's unique goals and priorities, and designing a personalized plan to help them achieve financial success. Whether planning for retirement, education expenses, or wealth transfer, Kevin works with clients to develop a customized investment approach that reflects their personality and life priorities. As a Merrill Lynch Wealth Management Advisor, Kevin is dedicated to helping clients navigate the complexities of their financial lives and pursue their goals.
Merrill Lynch Financial Advisor Judith Ringel
Merrill Lynch Financial Advisor Judith Ringel 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 dedicated to building strong client relationships based on trust and personalized service. The financial advisors at Merrill Lynch focus on your family, goals, and priorities, adapting as they change over time. By working closely with you to identify and define your goals, they create a financial strategy that reflects your investment style and life plan. Using the Investment Personality Assessment, the team at Merrill aims to understand you better as an investor and customize a financial approach that aligns with your goals and priorities. With the Merrill Personal Wealth Analysis™, they can document a personalized plan centered on your goals and what you want to achieve. As your life and goals evolve, the team is dedicated to helping you stay on track and make adjustments to your financial approach as needed.
The WealthPlan LLC
The WealthPlan LLC, located at 60 Cuttermill Road in Great Neck, New York, is a finance institution that offers personalized wealth strategies designed exclusively for your needs. Led by Certified Financial Planner David Warshaw, who has over 20 years of experience, the institution follows a unique Four Seasons Approach to Financial Planning. This approach provides a fully customizable framework to help clients reach their retirement goals by guiding them through each quarter of the year with tailored strategies. At The WealthPlan LLC, the focus is on optimizing clients' finances for both the present and the future. By helping clients understand their monthly expenses, savings rate, and future income, the institution aims to ensure that clients can retire with confidence. Proactive tax planning is also a key aspect, with a thorough review of prior year's tax returns and strategies to lower taxes using tools like Holistiplan.
Paul J Kutz CPA MS CFP
Paul J Kutz CPA MS CFP is a reputable accounting and finance institution located at 475 Northern Boulevard in Great Neck, New York, United States. With a team of highly skilled professionals, including certified public accountants, financial planners, and experts in tax and finance, the institution offers a wide range of services to individuals and businesses. Whether you need assistance with tax preparation, financial planning, or accounting services, Paul J Kutz CPA MS CFP is dedicated to providing personalized and reliable solutions to help you achieve your financial goals.
Party Rock DJ Entertainment
Welcome to Party Rock DJ Entertainment, your ultimate destination for unforgettable music and entertainment experiences! Located at 8 West Main Street, Patchogue, New York 11772, we are your local experts in creating the perfect atmosphere for any event. Whether you're planning a wedding, corporate event, birthday party, or any special occasion, our talented DJs are here to make your event truly memorable. At Party Rock DJ Entertainment, we pride ourselves on delivering a wide range of music genres tailored to suit your unique taste and event theme. Our experienced DJs are skilled in reading the crowd and keeping the dance floor alive with energy and excitement. From classic hits to the latest chart-toppers, we ensure a seamless blend of tracks that keeps your guests entertained from start to finish.
Astor Lane Realty
Welcome to Astor Lane Realty, your premier destination for all your real estate needs in Westchester County, New York. Located at 531 Central Park Avenue in the charming town of Scarsdale, we pride ourselves on being the best resource for buying or selling homes in the local market. Whether you’re searching for a cozy condo, sprawling estate, or a promising investment property, our website offers the most comprehensive and user-friendly real estate search tools available. Updated every 15 minutes directly from the official Realtor®'s database, you can trust that the information you find is current and reliable. Our website not only allows you to save searches and receive daily alerts about new listings and price changes, but it also offers an Interactive Map Search. This feature enables you to view properties on a map, or refine your search by drawing boundaries around your desired area. Curious about the market trends in your neighborhood? Create a custom market report to see what's active, under contract, and sold near you.
Mike Miguel & The Miguel Team - eXp Realty - Queens NY Homes
Welcome to Mike Miguel & The Miguel Team - eXp Realty, your trusted real estate partner in Queens, New York. Located at 213-33 39th Avenue, Queens, NY 11361, our team is dedicated to providing exceptional real estate services across Queens, Brooklyn, and Long Island. With a reputation built on professionalism, expertise, and personalized service, we pride ourselves on helping clients navigate the complexities of buying and selling homes with ease and confidence. Our comprehensive website, TheMiguelTeam.com, offers the best real estate search experience, featuring homes, condos, co-ops, land, and foreclosure properties. Updated every 15 minutes with the latest data from the Multiple Listing Services (MLS), our platform ensures you have access to the most current listings. Customize your search with our Interactive Map Search, save your preferences, and receive daily email alerts for new listings and market updates in your favorite neighborhoods.
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