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TOP 30 Efficient tax management in Garden City, NY
17 results found
Search for local businesses, places and services near you
Croce Wealth Management - UBS Financial Services Inc.
Croce Wealth Management - UBS Financial Services Inc. is a prestigious finance institution located at 1055 Franklin Avenue in Garden City, New York, United States. With a team of experienced financial advisors, they offer a wide range of wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, Croce Wealth Management provides personalized solutions tailored to each client's unique needs. Their commitment to excellence and dedication to client satisfaction make them a trusted partner in navigating the complexities of the financial world.
Kuttin Wealth Management - Ameriprise Financial Services, LLC
Kuttin Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 100 Quentin Roosevelt Boulevard in Garden City, New York, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and provide personalized financial planning services. During the initial consultation, we will discuss your financial goals and provide an overview of financial planning concepts. While we cannot guarantee future financial results, we are committed to helping you achieve your goals. Please visit our website for important disclosures and regulations, and feel free to refer your friends and family members to us for financial advice. We look forward to meeting with you to discuss what's most important to you.
Garden City Financial Group Inc.
Garden City Financial Group Inc. is a leading finance institution located at 100 Garden City Plaza in Garden City, New York, United States. With a team of experienced professionals, Garden City Financial Group Inc. offers a wide range of financial services including investment management, retirement planning, wealth management, and more. Whether you are an individual looking to grow your wealth or a business in need of financial guidance, Garden City Financial Group Inc. is dedicated to helping you achieve your financial goals. With a commitment to excellence and personalized service, Garden City Financial Group Inc. is your trusted partner in financial success.
Blueprint Tax Services
Blueprint Tax Services is a premier accounting and finance institution located at 600 Old Country Road in Garden City, New York. Our team of experienced professionals is dedicated to providing top-notch tax services and financial advice to individuals and businesses alike. With a focus on accuracy and efficiency, we strive to help our clients navigate the complex world of taxes and finances with ease. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Blueprint Tax 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.
25th Hour Accounting Solutions
25th Hour Accounting Solutions is a reliable and professional accounting firm located in the heart of Albany, New York. Our team of experienced accountants and financial experts are dedicated to providing top-notch services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to help. Visit us at 9 Garden Street to see how we can help you make the most of your finances.
Buckingham Strategic Wealth
Buckingham Strategic Wealth, located at 600 Old Country Road in Garden City, New York, is a finance institution dedicated to providing a highly personalized experience for each client's unique needs and goals. The Long Island team at Buckingham is inspired to tailor their services to meet the individual requirements of their clients. By becoming a Buckingham client, individuals can expect a comprehensive and customized approach to financial planning. To learn more about the client experience at Buckingham, interested parties can download the "Experience Is Everything" brochure.
Metropolitan Capital
Metropolitan Capital is a financial institution located in Garden City, New York, dedicated to providing comprehensive wealth management strategies to help clients minimize taxes and maximize wealth. Since 2006, they have assisted individuals in reaching financial independence by creating customized financial plans that address all aspects of their financial goals. The team at Metropolitan Capital believes in integrating tax planning with financial planning to ensure a more effective and cost-efficient investment strategy. They emphasize the importance of understanding each client's tax situation and use tax returns as a tool to determine the most suitable investment approach. With a focus on professional excellence and client service, Metropolitan Capital aims to help clients build wealth through strategic tax and financial planning. Securities and Advisory Services are offered through Osaic Wealth, Inc., and insurance and tax services are provided through Metropolitan Capital Tax & Wealth Management, Inc. Please note that investments in securities involve risk, and individuals should carefully consider their options before making any decisions.
Mark Palios - Raymond James
Mark Palios - Raymond James is a reputable finance institution located at 100 Quentin Roosevelt Boulevard in Garden City, New York. With a focus on providing top-notch financial services and investment solutions, this institution is dedicated to helping clients achieve their financial goals. Whether you are looking for wealth management, retirement planning, or investment advice, the experienced professionals at Mark Palios - Raymond James are here to assist you every step of the way. Trustworthy, reliable, and committed to excellence, this institution is the go-to choice for all your financial needs.
Paul R Trause - Financial Advisor, Ameriprise Financial Services, LLC
Paul R Trause - Financial Advisor, Ameriprise Financial Services, LLC, located at 100 Quentin Roosevelt Boulevard in Garden City, New York, offers a wide range of financial services. The institution provides expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products. Paul R Trause holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his commitment to professional excellence and ethical standards in the finance industry. With specialized knowledge in areas such as portfolio management, behavioral finance, philanthropy, annuities, retirement planning, and estate planning, clients can trust in the expertise and dedication of Paul R Trause as their financial advisor.
Merrill Lynch Financial Advisor Brian J. Finnerty
Merrill Lynch Financial Advisor Brian J. Finnerty, located at 1325 Franklin Avenue, Garden City, New York, United States, is a senior financial advisor with extensive industry experience dating back to 1981. With a focus on connecting all aspects of your financial life to help prioritize and pursue your goals, Brian offers personalized investment ideas geared towards increasing income, tax efficiencies, and capital preservation. Drawing on his background as an institutional fixed income trader and investment portfolio manager, Brian provides advice and guidance to corporate clients, individuals, and families. Through Merrill Personal Wealth Analysis™, Brian helps clients build personalized plans centered on their goals and aspirations, with a focus on adapting to life changes and market fluctuations. With a commitment to understanding each client's unique financial situation and priorities, Brian works to design and implement personalized plans to help clients pursue their financial goals while managing investment risk. As a Merrill Lynch Wealth Management Advisor, Brian is dedicated to helping clients navigate the complexities of their financial lives and achieve their goals. Contact Brian Finnerty for personalized investment strategies and comprehensive financial solutions to help you live your best financial life.
Merrill Lynch Financial Advisor James Tomlin
Merrill Lynch Financial Advisor James Tomlin, located at 1325 Franklin Avenue, Garden City, New York, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. With over 40 years of experience, our team provides advice and guidance to help clients pursue their financial goals and secure their future. We prioritize putting clients' interests first and building long-term relationships. Our services include asset allocation, diversification, investment selection, and downside risk management to help optimize returns while managing risk. The Williams Tomlin Group provides access to the Merrill Lynch Wealth Management platform, offering a broad range of services and strategies to meet the unique needs of affluent families and individuals. We strive to understand our clients' life goals and provide customized strategies to address their circumstances. Our goal is to bring fresh perspectives to your financial life and help you make informed decisions as you pursue your goals.
Philip Andriola - Private Wealth Advisor, Ameriprise Financial Services, LLC
Philip Andriola is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 401 Franklin Avenue, Garden City, New York, United States. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®, Philip Andriola is equipped to provide comprehensive financial planning services for individuals and businesses. Whether you need assistance with retirement planning, estate planning, investment management, or insurance products, Philip Andriola has the expertise and experience to help you achieve your financial goals. Contact him today to schedule a consultation and take the first step towards securing your financial future.
Steven J Miller - Financial Advisor, Ameriprise Financial Services, LLC
Steven J Miller - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 401 Franklin Avenue, Garden City, New York, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise in various areas of financial planning, asset management, estate planning, and retirement planning. The institution is committed to providing clients with comprehensive and personalized financial advice to help them achieve their financial goals.
Merrill Lynch Financial Advisor Daniel T. O'Connell
Merrill Lynch Financial Advisor Daniel T. O'Connell, located at 1325 Franklin Avenue, Garden City, New York, United States, offers personalized and professional financial services to individuals, families, and privately held companies. With over 30 years of experience, The O’Connell Group provides customized strategies to help clients achieve their financial goals, whether it be generating income for retirement, funding education, transferring wealth, or establishing a legacy. The team specializes in managing assets on a tax-efficient basis, aiming to preserve and grow wealth for the long term. They work with a select group of clients, including business owners, corporate executives, and affluent families, offering a range of capabilities tailored to each client's unique needs and goals. The team is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill Lynch. As Merrill Lynch Wealth Management Advisors, they are dedicated to helping clients navigate the complexities of their financial lives and achieve their goals. With access to top-quality research and technology, the team provides personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.
Craig Cody & Company, Inc. - Craig S Cody CPA
Craig Cody & Company, Inc. - Craig S Cody CPA is a leading accounting and finance institution located at 200 Garden City Plaza, Garden City, New York, United States. As a Certified Tax Coach™, Craig Cody is part of a select group of practitioners who undergo extensive training on tax planning techniques to provide the best strategies for clients. The practice offers traditional tax services as well as off-site CFO services, catering to a variety of clients including Medical Professionals, Clothing Sourcing Businesses, and Commercial Electrical Companies. With a dedicated and passionate team, Craig Cody & Company provides daily guidance and advice to business clients, helping them navigate the complexities of tax planning and financial management. The practice also offers strategic tax plans designed to minimize tax liabilities and maximize deductions for clients.
Bright Success Group Inc.
Bright Success Group Inc. is a leading institution in the field of accounting and finance located at 217-06 Merrick Boulevard in New York, United States. With a strong focus on providing top-notch education and training in the financial industry, Bright Success Group Inc. offers a wide range of courses and programs designed to help individuals succeed in the world of finance. Our expert faculty and state-of-the-art facilities ensure that students receive the highest quality education and hands-on experience to prepare them for successful careers in accounting and finance. Join us at Bright Success Group Inc. and take the first step towards a bright and prosperous future in the financial industry.
Petillo & Petillo Accounting Service
Petillo & Petillo Accounting Service is a reputable accounting firm located at 250 Nassau Boulevard in Garden City, New York. Specializing in accounting and finance services, our experienced team of professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. With a focus on accuracy, efficiency, and personalized attention, we strive to help our clients navigate the complexities of financial management with ease. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Petillo & Petillo Accounting Service is here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can assist you in reaching your financial objectives.
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