Effective tax strategy in Albany, NY
19 results found
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Pinnacle Investments, LLC. - Albany
● ClosedPinnacle Investments, LLC. in Albany, located at 125 Wolf Road, is a finance institution committed to providing planned results to help you achieve your goals. With a team of exceptional advisors, they offer a full spectrum of products and services including traditional stocks, bonds, CDs, mutual funds, personal financial planning, asset allocation, managed portfolios, and corporate pension plans. They also provide unique investment opportunities such as private placements and alternative investments. The institution believes that financial security is not just about making money, but effective planning and managing the money you've made. Their advisors offer strategies, advice, and services to help you achieve your financial goals, whether you're just starting out or have an established portfolio. With a focus on transparency and customer experience, they work with you to tailor a customized financial plan that fits your lifestyle and future goals. At Pinnacle Investments, they are dedicated to supporting you in building something of lasting value for your financial future.
125 Wolf Rd #406, Albany, NY 12205, United States -
MSK Tax & Accounting Services
● ClosedMSK Tax & Accounting Services is a reputable institution located at 184 Central Avenue in Albany, 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 efficiency, we strive to help our clients navigate the complexities of tax laws and financial regulations with ease. Whether you need assistance with tax preparation, bookkeeping, or financial planning, MSK Tax & Accounting Services is here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can assist you in managing your finances effectively.
184 Central Ave, Albany, NY 12206, United States -
Pundit Tax
● OpenPundit Tax is a professional tax preparation and consulting firm located at 11 North Pearl Street in Albany, New York. Our team of experienced tax experts is dedicated to providing high-quality services to individuals and businesses in the United States. Whether you need help with filing your taxes, maximizing deductions, or resolving tax issues, we are here to assist you every step of the way. Trust Pundit Tax to handle all of your tax needs with precision and expertise.
11 N Pearl St, Albany, NY 12207, United States -
Symmetry Tax Solutions
● OpenSymmetry Tax Solutions is a finance institution located at 6 Tower Place in Albany, New York, United States. Specializing in tax solutions, they offer expert services to help individuals and businesses navigate the complexities of tax laws and regulations. With a focus on symmetry and balance in their approach, Symmetry Tax Solutions strives to provide clients with efficient and effective solutions to their tax-related needs. Their team of experienced professionals is dedicated to helping clients achieve financial stability and peace of mind.
6 Tower Pl, Albany, NY 12203, United States -
Capable Wealth
● ClosedCapable Wealth is a finance institution located at 150 State Street in Albany, New York, United States. We understand that navigating the world of financial planning can be overwhelming, which is why we strive to simplify complex topics and empower our clients to make strong money decisions. At Capable Wealth, we believe in creating clarity and providing expert guidance to help you achieve financial confidence and live a fulfilling lifestyle. Our founder, Jared, is a natural and enthusiastic speaker who is available to speak on a variety of financial topics affecting young professionals.
150 State St 4th floor, Albany, NY 12207, United States -
Atlas Private Wealth Management, LLC
● ClosedAtlas Private Wealth Management, LLC is a finance institution located at 3 Atrium Drive in Albany, New York, United States. Our mission is to build successful, long-term professional relationships with our clients based on mutual trust, effective communication, and a shared commitment to the financial planning process. We offer a comprehensive, personalized approach aimed at enhancing the quality of life for each client, regardless of where they are in life’s journey. Whether you are a young couple starting a family, a retired couple living off savings, or anywhere in between, we are here to help you navigate financial concerns such as student loans, investing, retirement planning, estate planning, and more. Our Senior Vice President Director of Retirement Services is dedicated to helping you envision the retirement you desire and understand how factors like taxes, social security benefits, and healthcare costs can impact your financial future.
3 Atrium Dr Suite 265, Albany, NY 12205, United States -
FinanciAyers Consulting, LLC
● ClosedFinanciAyers Consulting, LLC is a trusted financial consulting firm located at 37 Natick Street in Albany, New York, United States. Our team of experienced consultants provides personalized financial advice and solutions to help individuals and businesses achieve their financial goals. From investment planning to retirement savings, we offer a wide range of services tailored to meet our clients' specific needs. With a commitment to excellence and a focus on building long-term relationships, FinanciAyers Consulting, LLC is dedicated to helping our clients secure their financial future.
37 Natick St, Albany, NY 12205, United States -
Merrill Lynch Financial Advisor Zachary P Haggas
● ClosedMerrill Lynch Financial Advisor Zachary P Haggas is a finance institution located at 69 State Street, Albany, New York, United States. The H Group, of which Zachary P Haggas is a part, believes in building strong relationships through teamwork and involvement. They provide access to the global investment capabilities of Merrill Lynch and the banking convenience of Bank of America. The institution aims to be your primary source for financial advice and guidance, valuing dedication and diligence at every step of the financial planning process. Their mission is to understand you and what matters most to you, helping you design and implement a personalized plan to pursue your financial goals while managing investment risk. They focus on potential solutions to turn goals into reality, addressing issues such as future healthcare expenses, education costs, business sales, and wealth transfer. The team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. They offer personalized investment strategies and comprehensive financial solutions to help you achieve your goals. With access to the latest investment insights and tips, they are dedicated to helping you live your best financial life. Remember that investing involves risk, and it's important to consult with legal and tax advisors before making any financial decisions. Merrill Lynch offers a range of brokerage, investment advisory, and financial planning services to meet your needs. Let Merrill Lynch Financial Advisor Zachary P Haggas help you create a financial approach that reflects your unique needs and priorities.
69 State St, Albany, NY 12207, United States -
Merrill Lynch Financial Advisor Harold E Connolly
● ClosedMerrill Lynch Financial Advisor Harold E Connolly is a trusted institution located at 69 State Street, Albany, New York, United States. Hal has been with Merrill Lynch Wealth Management since 1989 and holds various prestigious designations in the finance industry. He is dedicated to participating in the community and volunteers with local organizations. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™ to help clients achieve their goals. With a focus on family, goals, and priorities, Hal listens to clients' needs and creates tailored financial strategies. The institution utilizes the Investment Personality Assessment to customize approaches based on individual preferences. By staying informed about changes in clients' lives and financial markets, Merrill Lynch Wealth Management Advisors help clients stay on track to achieve their goals. With a focus on building a one-on-one relationship, Merrill provides personalized investment strategies and comprehensive financial solutions. Harold Connolly is registered to do business in multiple states and holds the CIMA® and CRPC® designations. The institution emphasizes the importance of understanding clients' unique needs and priorities to design effective financial approaches. Merrill Lynch does not provide legal, tax, or accounting advice and clients should consult their advisors before making financial decisions. With a commitment to helping clients live their best financial lives, Merrill offers investment insights, tips, and strategies.
69 State St, Albany, NY 12207, United States -
Block Advisors
● ClosedBlock Advisors is a trusted institution located at 145 Wolf Road in Albany, New York, specializing in accounting and finance services. With a team of experienced professionals, Block Advisors offers personalized financial solutions to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment advice, Block Advisors is dedicated to helping you achieve your financial goals. Visit us today to learn more about our comprehensive services and how we can assist you in managing your finances effectively.
145 Wolf Rd Unit 2, Albany, NY 12205, United States -
RK Miller Associates LLC
● OpenRK Miller Associates LLC is a reputable consulting firm located at 90 State Street in Albany, New York. With a team of experienced professionals, they provide a wide range of services including strategic planning, project management, and business development. Their expertise and dedication to client satisfaction have made them a trusted partner for businesses looking to achieve their goals and maximize their potential. Whether you are a small start-up or a large corporation, RK Miller Associates LLC is committed to helping you succeed.
90 State St, Albany, NY 12203, United States -
Williams & Lombardi
● ClosedWilliams & Lombardi is a renowned accounting and finance institution located in the heart of Albany, New York. With a prime location at 3 Clinton Square, this institution offers top-notch financial services to individuals and businesses alike. Their team of experienced professionals is dedicated to providing expert advice and guidance on a wide range of financial matters. Whether you need help with tax preparation, investment planning, or financial consulting, Williams & Lombardi is the go-to institution for all your accounting and finance needs. Visit them today to see how they can help you achieve your financial goals.
3 Clinton Square, Albany, NY 12207, United States -
Empire Center for Public Policy
● OpenThe Empire Center for Public Policy is a non-partisan think tank located at 69 State Street in Albany, New York. The institution is dedicated to promoting transparency, accountability, and efficiency in government. Through research, analysis, and advocacy, the Empire Center seeks to inform and educate the public on important policy issues affecting New York State. With a focus on fiscal responsibility and limited government, the Center strives to provide objective and data-driven research to help shape public policy decisions.
69 State St, Albany, NY 12207, United States -
Santella Business Solutions
● ClosedSantella Business Solutions is a reputable accounting and finance institution located at 2131 Albany Post Road in Montrose, New York. Our team of experienced professionals offers a wide range of services to help individuals and businesses manage their financial needs effectively. From tax preparation and bookkeeping to financial planning and consulting, we are dedicated to providing top-notch solutions tailored to meet our clients' specific goals and objectives. Contact us today to learn more about how we can help you achieve financial success.
2131 Albany Post Rd, Montrose, NY 10548, United States -
Laager Law Firm
● ClosedLaager Law Firm is a reputable legal institution located at 125 Wolf Road in Albany, New York, United States. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business dispute, Laager Law Firm is here to help. With a commitment to excellence and a track record of success, you can trust us to handle your legal matters with professionalism and expertise. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
125 Wolf Rd, Albany, NY 12205, United States -
Bell Financial
● ClosedBell Financial is a finance institution located at 2 Pine West Plaza in Albany, New York, United States. We specialize in designing, implementing, and maintaining customized financial plans to help individuals, families, and business owners achieve their financial goals. Our team thoroughly assesses and analyzes your complete financial situation to ensure our strategy aligns with your values, needs, and long-term aspirations. Whether you are a client of our firm or a visitor, we are delighted to have you here on the Bell Financial website. We invite you to explore the opportunities and potential rewards that come with taking a proactive approach to your personal financial situation. Our website serves as a valuable resource and tool for all your financial needs.
2 Pine West Plaza #203, Albany, NY 12205, United States -
The Di Bella Financial Group, LLC.
● ClosedThe Di Bella Financial Group, LLC is a finance institution located at 5 Washington Square, Albany, New York, United States. Since 1976, they have been dedicated to serving professional advisors and helping individuals effectively manage, protect, and distribute wealth according to personal goals. The team at The Di Bella Financial Group takes pride in educating clients on their financial options to make wise decisions for themselves, their families, and their businesses. They provide personalized recommendations tailored to individual needs and goals, offering practical education and step-by-step guidance to ensure clients have clarity about their finances. The team at The Di Bella Financial Group is committed to building personal relationships based on trust and knowledge, and they provide hands-on support throughout every phase of a client's financial journey. They offer insight, answer questions, and help clients stay on track as their lives evolve. The team includes Joseph F. Di Bella, Joseph L. Di Bella, and Elizabeth Bauer, who are licensed to sell insurance through New York Life Insurance Company and offer securities products and services through NYLIFE Securities LLC. They also provide investment advisory and financial planning services through Eagle Strategies LLC.
5 Washington Square 1st Floor, Albany, NY 12205, United States -
Joseph L Di Bella, President - The Di Bella Financial Group, Llc
● OpenJoseph L Di Bella, President of The Di Bella Financial Group, LLC, located at 5 Washington Square in Albany, New York, is a finance institution dedicated to serving professional advisors. Since 1976, we have been helping individuals nationwide effectively manage, protect, and distribute wealth in alignment with their personal goals. Our team takes pride in educating clients on their financial options, empowering them to make informed decisions for themselves, their families, and their businesses. We provide practical education and personalized guidance to help clients better understand their financial situation and options. By tailoring our recommendations to each individual's unique needs and goals, we aim to help prepare them for a secure and rewarding future. Our team offers hands-on support throughout every phase of our clients' financial journey, assisting with custom strategies and staying by their side as their lives evolve.
5 Washington Square Suite 1, Albany, NY 12205, United States -
Norvest Financial Services Inc
● OpenNorvest Financial Services Inc is a leading finance institution located at 930 Albany Shaker Road in Latham, New York, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, Norvest Financial Services Inc offers a wide range of services including investment management, retirement planning, and wealth management. With a team of experienced and knowledgeable financial advisors, clients can trust Norvest Financial Services Inc to help them achieve their financial goals and secure their financial future.
930 Albany Shaker Rd # 101, Latham, NY 12110, United States
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