TOP 10 Customized tax planning services in New City, New York

Welcome to Green Park Home Insurance Solutions Located at 1 Edgewater Street in the heart of Staten Island, New York, Green Park Home Insurance Solutions is your trusted partner in safeguarding your home and peace of mind. As a premier insurance agency, we understand that homeowners insurance is not just a luxury but a necessity, especially when it comes to protecting your most valuable asset from unforeseen events.

Welcome to Avalanche Brokerage, your trusted insurance agency located at 604 Barlow Avenue, Staten Island, New York. Proudly serving the community, we specialize in offering a comprehensive range of insurance products tailored to meet your personal and commercial needs. As the #1 combined personal and commercial auto insurance company, we are committed to providing you with the best coverage options at competitive rates. At Avalanche Brokerage, we understand the importance of protecting what matters most to you. That's why we partner with Progressive to offer a wide array of insurance solutions, including auto, homeowners, renters, condo, and even pet insurance. Whether you're looking to secure your vehicle, safeguard your home, or protect your business, we have you covered.

Welcome to Susan Wiener Enterprises, LLC, your trusted partner in navigating the complex world of insurance and benefits solutions. Located at 115 Broadhollow Road, Melville, New York, we are a dedicated brokerage firm specializing in offering comprehensive health and wellness benefits to businesses of all sizes. Whether you're a large corporation or a small family-owned business, we provide access to an extensive network of regional and national medical plans, statutory DBL/PFL, life insurance, and a range of other ancillary benefits. With over 30 years of industry experience, our team is adept at crafting customized solutions that maximize tax savings, ensure compliance, and provide income supplements. We also offer expert guidance on riders that can significantly reduce out-of-pocket expenses for you and your employees.

Welcome to AIT Communications, your one-stop destination for all your accounting, finance, food, and insurance needs in Centereach, New York. Conveniently located at 2359 Middle Country Road, our diverse range of services is designed to cater to both individuals and businesses in the local community and beyond. At AIT Communications, we pride ourselves on delivering exceptional service with a personal touch. Our team of experienced professionals is dedicated to helping you navigate the complexities of accounting and finance, providing expert advice to ensure your financial health and success. Whether you're looking for tax preparation, bookkeeping, or strategic financial planning, we have you covered.

Welcome to Juleigha Schmidt - State Farm Insurance Agent, located at 1820 Middle Country Road, Centereach, NY 11720. As your dedicated State Farm agent, I am proud to serve Centereach and surrounding areas such as Selden, Farmingville, Lake Grove, Nesconset, and Lake Ronkonkoma. With deep roots in Suffolk County as a lifelong resident, homeowner, and business owner, I understand the importance of safeguarding what matters most to you. Our experienced team is committed to providing comprehensive insurance solutions, including Auto, Homeowners, Renters/Condo, Disability Insurance, and more. We focus not only on ensuring you have the right policies but also on helping you understand the significance of your coverage and how it benefits your family.

Welcome to Wealth Advisory Group, LLC, your trusted partner in financial planning and wealth management, located in the heart of Hauppauge, New York. Situated at 150 Motor Parkway, we are committed to providing personalized financial solutions tailored to meet the unique needs of each client. Our expert team of financial advisors brings years of experience and a deep understanding of the ever-changing financial landscape to help you achieve your financial goals. At Wealth Advisory Group, LLC, we offer a comprehensive range of services, including retirement planning, investment management, estate planning, and tax strategies. Our client-centric approach ensures that we take the time to understand your individual circumstances and aspirations, allowing us to create a customized financial plan that aligns with your objectives.

Welcome to Ameriprise Financial: Matarazzo Jr Arthur, your trusted partner in achieving financial success. Located at 1377 Motor Parkway, Islandia, New York, our firm is dedicated to providing personalized financial advice tailored to your unique needs and goals. At Ameriprise Financial, we understand that each client's financial journey is distinct. Our advisors possess a diverse range of expertise, allowing us to offer specialized services that align with your financial objectives. Whether you're planning for retirement, managing investments, or navigating complex financial situations, our team is equipped to guide you every step of the way.

Welcome to Boyajian Diane, your trusted partner in financial services located in Holbrook, New York. Situated at 428 Alphabet Street, we are dedicated to providing personalized and comprehensive financial solutions to meet your unique needs. With years of experience in the finance industry, Boyajian Diane offers a wide range of services including financial planning, investment advice, tax preparation, and retirement planning. Our team of skilled professionals is committed to helping you achieve financial success and security. We pride ourselves on delivering exceptional customer service and expert guidance tailored to your individual goals. Visit us at our Holbrook office to discover how we can assist you in navigating your financial journey with confidence and clarity. Whether you are planning for the future or managing your current financial situation, Boyajian Diane is here to support you every step of the way.

Welcome to Steve Klinzing - State Farm Insurance Agent, your trusted partner for comprehensive insurance solutions in Patchogue, New York. Conveniently located at 288 Waverly Avenue, just south of Sunrise Highway at the intersection of Waverly and Roe, our office is easily accessible and right across from 7-Eleven. At Steve Klinzing State Farm Agency, we pride ourselves on delivering outstanding customer service and personalized insurance plans to meet your unique needs. Our multilingual team, fluent in English, Spanish, and French, is dedicated to providing you with a seamless experience, whether you're looking for Auto, Homeowners, Life, Renters, or Condo Insurance. We also offer specialized coverage such as Personal Articles Policy, Personal Liability Umbrella Policy, and Business Insurance to help you grow your business in Holbrook and beyond.

Welcome to Greg Mehrhoff - State Farm Insurance Agent, your trusted local insurance agency located at 10 Station Court, Bellport, NY 11713, nestled conveniently between Chase Bank and the Bellport Public Library and Post Office. With over a decade of dedicated service to the Long Island community, Greg Mehrhoff and his wife, Jillian, are committed to understanding and fulfilling your unique insurance needs. As a family-run business, we offer a wide range of coverage options including Auto, Homeowners, Life Insurance, and more, all aimed at helping you and your family build wealth and secure a prosperous future. Greg, a Chartered Financial Consultant (ChFC) and lifelong Long Islander, brings a deep connection to the community, enriched by his passion for family, outdoor activities, and community service. Actively engaged in supporting local charities and organizations, Greg strives to make a positive impact throughout the region. If you’re affiliated with a non-profit organization, feel free to inquire about our community outreach initiatives.

Welcome to The Mehrhoff Agency, your trusted local State Farm Insurance provider located at 10 Station Court, Bellport, NY 11713. Nestled conveniently between the Chase Bank and the Bellport Public Library and Post Office, we are here to serve the Long Island community with over a decade of dedicated experience. Led by Gregory Mehrhoff, a Chartered Financial Consultant (ChFC) and lifelong Long Island resident, our family-run agency is committed to understanding and addressing your unique insurance needs. At The Mehrhoff Agency, we offer a comprehensive range of insurance solutions, including Auto, Homeowners, Life, Renters, and Business insurance. Our mission is to help you and your family build wealth and secure your future, ensuring that every day can feel like summer. We proudly serve Bellport Village and its neighboring communities, including North Bellport, Patchogue, East Patchogue, Shirley, Mastic, Mastic Beach, Medford, Holbrook, Holtsville, Yaphank, and Brookhaven, as well as the wider areas of Nassau, Suffolk, Queens, Brooklyn, Manhattan, Bronx, and Staten Island.

Welcome to Ken Kortright - State Farm Insurance Agent, your trusted insurance agency located at 224 East Main Street, Suite A, Patchogue, New York. Serving all of Nassau and Suffolk Counties, including Medford, Sayville, Blue Point, Moriches, and Coram, as well as the Five Boroughs and the entire State of New York, we are dedicated to providing personalized insurance solutions for individuals and businesses alike. With over 25 years of experience, Ken Kortright and his team are committed to helping you find the right insurance products to meet your needs. We offer a comprehensive range of insurance options, including Auto, Homeowners, Life, Renters, and Condo Insurance. For business owners, we provide specialized coverage such as Commercial Auto, Fire Insurance, Business Liability, and Worker's Compensation Insurance.

Welcome to Rich File - State Farm Insurance Agent, proudly serving the Islip, NY community and all of New York State for over 50 years! Located at 660 Montauk Highway, Islip, NY 11751, our family-owned agency has been a trusted name in insurance and financial services since 1968. Founded by Hank File and carried forward by Rich File since 1992, we are committed to providing personalized service that goes beyond the typical 15-minute phone call. At Rich File Agency, we believe in building lasting relationships to help you navigate the complexities of insurance and financial planning. Our experienced team, with a combined 80 years of expertise, is dedicated to protecting your greatest assets and helping you achieve your financial dreams. As a State Farm agency, we offer a wide range of insurance products and financial services tailored to meet the unique needs of every family. We proudly serve the entire New York State, from Buffalo to Montauk, and are conveniently located across from Islip Town Hall.

Welcome to Business Financial Partners, your trusted financial advisory firm conveniently located at 300 New York 109, West Babylon, New York. We specialize in providing personalized financial solutions to help individuals and businesses achieve their financial goals. With a commitment to excellence and a client-centric approach, our team of experienced financial advisors is dedicated to guiding you through every stage of your financial journey. Whether you are planning for retirement, seeking investment strategies, or need assistance with tax planning, Business Financial Partners offers a comprehensive range of services tailored to meet your unique needs. Our expert advisors work closely with you to develop customized plans that align with your financial objectives and ensure your long-term success.

Welcome to Beacon Pointe Advisors, your trusted partner in financial planning and investment advisory services, located at 2488 Montauk Highway, Bridgehampton, New York. As one of the nation's largest Registered Investment Advisor firms, we are dedicated to serving the New York area with a comprehensive range of services, including investment advisory, financial planning, wealth management, and retirement plan services. At Beacon Pointe Advisors, we pride ourselves on our fiduciary responsibility to our clients, ensuring that your financial well-being is at the forefront of everything we do. Our holistic allWEALTH® approach covers all aspects of financial planning, from wealth and retirement strategies to estate and tax planning, insurance reviews, and risk assessments. We also specialize in values-based investing, life transition support, and multi-generational wealth and legacy planning.

Welcome to the office of Merrill Lynch Financial Advisor Michael T. Lagnese, located at 450 Old Country Road, Riverhead, New York. We are dedicated to helping you navigate your financial journey with confidence and clarity. Our team, supported by the global resources of Merrill, is composed of talented and experienced professionals committed to building strong relationships based on trust and personalized service. At Merrill Lynch Wealth Management, we focus on what matters most to you—your family, goals, and priorities—as they evolve over the years. Our mission is to understand your unique financial situation, enabling us to design and implement a personalized plan to help you pursue your financial goals while managing investment risk.

Welcome to Merrill Lynch Wealth Management, your trusted financial partner located at 450 Old Country Road, Riverhead, New York. As a leading name in finance, we specialize in helping individuals, families, business owners, executives, and institutions navigate both rising and turbulent markets. Our team of expert financial advisors brings years of combined wealth management experience, offering insights and strategies tailored to your unique financial goals. At Merrill Lynch Wealth Management, we understand that wealth planning goes beyond mere advice. Our advisors are equipped to assist with retirement income planning, guidance on concentrated stock positions, and traditional investments, while also providing access to Bank of America’s estate planning services. We work collaboratively with your external professionals, such as accountants and tax attorneys, to ensure a comprehensive approach to your financial well-being.

Welcome to Electronic Payments, your trusted partner in cutting-edge financial technology, located at 1161 Scott Avenue, Calverton, New York. As a leading provider in the finance industry, we specialize in offering advanced point of sale and payment processing solutions tailored to meet the diverse needs of your business. Our innovative in-house processing platform, Cygma®, combined with our versatile Exatouch® Point of Sale system, empowers businesses across various sectors, including restaurants, retail, and service industries, to optimize operations, enhance customer experiences, and boost profitability. We pride ourselves on providing seamless integration with the latest payment methods, ensuring your business can accept all the payment types your customers prefer.

Welcome to Merrill Lynch Financial Advisor Harry L Hackett, your trusted partner in financial planning and wealth management located at 57 Hampton Road, Southampton, New York. Our mission is to be your primary source for financial advice and guidance, offering personalized strategies to help you navigate the complexities of the financial world. At the Hackett Group, we believe in building strong relationships through teamwork and client involvement. Our dedicated team of advisors and wealth management client associates work closely with you to understand your unique financial situation, goals, and priorities. With access to the global investment capabilities of Merrill and the banking convenience of Bank of America, we provide comprehensive solutions tailored to your needs.

Welcome to Merrill Lynch Financial Advisor Gregory C. Mallgraf's office, located at 57 Hampton Road, Southampton, New York. With over 20 years of experience in the financial services industry, Greg joined Merrill Lynch Wealth Management in 2008 and is dedicated to providing personalized and disciplined investment management strategies for individuals and families. As the Senior Resident Director of the Southampton branch and a Wealth Management Advisor with the Martorana-Mallgraf Group, Greg is committed to understanding your unique financial needs and goals. At Merrill Lynch, we offer access to a wide range of investment solutions and banking products from Bank of America. With timely insights into market trends and the global economy, Greg helps you stay on track with your financial objectives. Our approach focuses on connecting your life and finances, providing fresh perspectives to help turn your goals into reality.

Welcome to Merrill Lynch Financial Advisor Michael Gray, located at 57 Hampton Road, Southampton, New York. As a dedicated financial advisor, Michael Gray offers a comprehensive suite of investment solutions through Merrill and banking products from Bank of America. Our mission is to build and preserve wealth for our clients by understanding their unique financial goals and providing personalized, high-quality investment advice. At Merrill Lynch, we focus on creating tailored financial strategies that align with your risk tolerance, time horizon, and liquidity needs. By leveraging our deep knowledge and experience, we aim to help you navigate the complexities of the financial markets and make informed decisions that can shape a prosperous future for you and your family.

Welcome to James Grossi - State Farm Insurance Agent, your trusted insurance agency located at 801 County Road 39, Southampton, New York 11968. As summer approaches, it's the perfect time to revisit your financial goals and insurance plans. Have you reviewed them lately? Our dedicated team is here to help you get on the right track for the season ahead! Call or stop by today to learn more. At James Grossi State Farm, we proudly serve the Southampton community and surrounding areas, including East Hampton, Bridgehampton, Watermill, West Hampton Beach, Hampton Bays, Riverhead, East Moriches, Center Moriches, and Manorville. Our experienced and knowledgeable team is committed to providing excellent service to every customer.

Welcome to Ted Morales - State Farm Insurance Agent, your trusted insurance partner in Hampton Bays, New York. Located at 252 West Montauk Highway, we are proud to serve our community and the greater Suffolk and Nassau Counties, including East Hampton, West Hampton, Southampton, Sag Harbor, Bridgehampton, Montauk, Shirley, Riverhead, and the five boroughs. Our mission is to help you manage the risks of everyday life, providing comprehensive insurance solutions tailored to your unique needs. Established in 2019, our agency is driven by a commitment to making a genuine impact on the lives of our neighbors. With over 30 years of industry experience, Ted Morales, our dedicated State Farm agent, leads a team that is fluent in both English and Spanish, ensuring clear communication and exceptional service for every client. We specialize in a wide range of insurance products, including auto, home, life, renters, health, and business insurance, as well as pet insurance and coverage for recreational vehicles, campers, jet-skis, and snowmobiles.

Welcome to Kathleen Handley - State Farm Insurance Agent, your trusted partner in protecting what matters most. Conveniently located off exit 70 on the Long Island Expressway, in the McDonald's/King Kullen shopping center at 460 County Road 111, Suite 5, Manorville, NY, we are dedicated to serving the Manorville community and beyond. With over 30 years of insurance experience, our team is passionate about helping you manage everyday risks, recover from the unexpected, and realize your dreams. At Kathleen Handley State Farm Agency, we offer a wide range of insurance products tailored to meet your unique needs, including auto, home, life, business, and even pet insurance. Whether you're in need of a personal evaluation of your coverage or seeking advice on protecting your business, our knowledgeable team is here to assist you in both English and Spanish. We pride ourselves on providing exceptional customer service and ensuring all our quotes are free and completed in less than 15 minutes.

Welcome to your local Maspeth Subway® Restaurant, conveniently located at 69-79 Grand Avenue, Queens, New York 11378. We invite you to experience our delicious range of food offerings, whether you're in the mood for our famous Footlongs, 6” sandwiches, wraps, or salads. Our menu is designed to delight with fresh-cut veggies, a variety of protein choices, and our signature fresh-baked bread. At Subway®, we believe in giving you the power to "Make it What You Want®." Customize your meal with our diverse selection of ingredients and enjoy it as a sandwich, wrap, or salad. For those with dietary preferences, some locations offer a six-inch gluten-free bread option, baked off-site to avoid cross-contamination. Be sure to ask your Sandwich Artist® for availability.

Welcome to SecureSpace Self Storage Maspeth Queens, your premier choice for reliable and affordable storage solutions in Queens, New York. Conveniently located at 59-20 Borden Avenue, our facility offers a wide range of storage units to meet your needs, whether you're moving, decluttering, or seeking long-term storage for personal or business use. At SecureSpace, we prioritize the safety and security of your belongings. Our state-of-the-art facility is equipped with continuous digital surveillance, secure keypad entry, and additional security patrols, ensuring that your items are always protected. Each entry and exit is meticulously recorded for added peace of mind.

Welcome to Safeguard Self Storage in Jamaica, Queens! Conveniently located at 156-01 Liberty Avenue, Queens, New York, Safeguard Self Storage offers the perfect solution for all your storage needs. Just a stone's throw from Roy Wilkins Park and Queens Public Library, our facility is designed to provide exceptional service at an affordable rate.

Welcome to Subway® at 1432 Myrtle Avenue, Brooklyn, New York! Our local restaurant offers a fresh and exciting dining experience with a wide range of delicious options to satisfy your cravings. Whether you're looking for a quick meal on the go, a leisurely dine-in experience, or catering for your next event, we've got you covered. At Subway®, we pride ourselves on delivering bold new flavors alongside your classic favorites. Enjoy our famous Footlongs, 6” sandwiches, wraps, and salads, all crafted with fresh-cut veggies, a variety of protein choices, and freshly baked bread. Don't forget to treat yourself to our delectable cookies!

Welcome to Mail Boxes of Brooklyn, your trusted partner in financial services located at 2167 East 21st Street, Brooklyn, New York 11229. We specialize in providing comprehensive financial solutions tailored to meet the unique needs of our community. At Mail Boxes of Brooklyn, we pride ourselves on delivering exceptional customer service and expert advice to help you navigate your financial journey with confidence. Our experienced team is dedicated to offering a wide range of services, including financial planning, investment guidance, tax preparation, and more. Whether you're an individual seeking to secure your financial future or a business owner looking for strategic financial insights, we are here to support you every step of the way.

Welcome to State Farm Insurance, your trusted local insurance agency located at 5375 New York 7, Oneonta, New York 13820. At State Farm, we're committed to providing you with personalized insurance solutions that not only meet your needs but also help you save. With our State Farm® Personal Price Plan®, you can tailor your protection while exploring a variety of savings options. Whether you bundle your vehicle insurance with homeowners, renters, condo, or life insurance, you could save significantly. Our dedication to customer satisfaction is reflected in the numbers—since 1922, we’ve been safeguarding what matters most to our clients. With over 91 million policies and accounts, we’re already serving many of your neighbors. Every policy comes with a dedicated agent, ready to assist you whenever you need a hand.