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TOP 30 Efficient tax management in Yorktown Heights, NY
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Newsholme Financial Services
Newsholme Financial Services is a reputable accounting and finance institution located at 2326 Crompond Road in Yorktown Heights, New York, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or investment management, we are here to assist you every step of the way. Trust Newsholme Financial Services to help you achieve your financial goals and secure a stable financial future.
Tipping Point Advisors Inc
Tipping Point Advisors Inc is a finance institution located at 1884 Railroad Avenue in Yorktown Heights, New York, United States. Our team of experienced advisors is dedicated to helping clients navigate the complexities of the financial world and make informed decisions. We offer a range of services including investment management, financial planning, and retirement planning. Whether you are looking to grow your wealth, plan for the future, or protect your assets, Tipping Point Advisors Inc is here to help you reach your financial goals.
Joseph Adami, CPA
Joseph Adami, CPA is a renowned accounting and finance institution located at 55 Somerston Road in Yorktown Heights, New York. With over 50 years of experience in the field, Joseph Adami provides personalized attention to each client, whether they are a small business or an individual just starting out in their career. Specializing in various industries such as small businesses, real estate, construction, and more, Joseph Adami offers a wide range of services including bookkeeping, tax preparation, payroll services, and tax planning. If you are facing a tax problem, Joseph Adami, CPA is the place to turn to. Handling everything from small business tax considerations to quarterly tax filings for self-employed individuals, Joseph Adami ensures that your financial needs are met accurately and efficiently. By taking advantage of their tax planning services, clients can work throughout the year to minimize their tax bill and avoid any potential issues with the IRS.
Joseph P Lucia & Associates LLC
Joseph P. Lucia & Associates, LLC is a finance institution located at 3505 Hill Boulevard in Yorktown Heights, New York, United States. As an independent financial advisory firm, they prioritize the best interests of their clients above all else. They offer personalized portfolio creation based on individual needs and investment goals, utilizing the stability and service of Charles Schwab Institutional as their custodian. With a focus on unbiased relationships and the highest standards of care, they provide ongoing collaboration and innovative strategies to help clients achieve their financial goals. Their team of experienced financial professionals and access to cutting-edge technologies ensure that clients receive exceptional service and objective financial planning. Recognized for their outstanding service, Joseph P. Lucia & Associates, LLC is dedicated to enriching the lives of their clients and helping them stay focused on their financial journey. They look forward to building long-term relationships with clients and helping them reach their financial dreams. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Awards received by the firm were based on merit and not paid for.
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