The 30 Best Entrepreneurial finance in New York City, New York
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Bank of America Private Client Advisor Jing J Chen
Bank of America Private Client Advisor Jing J Chen is a Managing Director and Private Client Advisor located at 300 Broadhollow Road, Melville, New York, United States. Jing works closely with entrepreneurs, business owners, and executives, offering personalized financial advice in Mandarin and Cantonese. He leads a team of specialists in investment management, trust and estate planning, banking and lending, family office services, and business and succession planning. With a focus on clarity and responsiveness, Jing helps clients make informed decisions about their financial lives and legacies. He is committed to each client's long-term best interests and provides guidance on dynamic market conditions and evolving family priorities. Jing is a Certified Financial Planner™ and holds the Chartered Retirement Planning Counselor™ designation. Outside of work, Jing is involved in the Chinese American community in Queens. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience. They take the time to understand each client's needs and goals to create strategies that aim to meet their best interests now and in the future. With a history of over 200 years, Bank of America Private Bank helps clients manage significant wealth by offering personalized approaches and resources to achieve financial objectives. The institution values innovation and provides disciplined financial strategies to help clients navigate the complexities of the financial landscape. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their advisors before making financial decisions. Investing involves risk, and past performance does not guarantee future results. For more information, visit the Bank of America website."
Sorvillo Services
Sorvillo Services is a trusted institution located at 1982 Yubadam Road in Portville, New York, United States. We offer a wide range of professional services to assist individuals and businesses in achieving their goals. Our team of experts is dedicated to providing top-notch solutions in areas such as financial planning, consulting, and project management. With a commitment to excellence and customer satisfaction, Sorvillo Services is the go-to destination for all your service needs. Visit us today and experience the difference that our expertise can make in your success.
Rochester Financial Empowerment Center
The Rochester Financial Empowerment Center is a community resource located at 1050 University Avenue in Rochester, New York. Our mission is to provide residents with the tools and knowledge needed to take control of their finances and achieve their financial goals. Our experienced financial counselors offer one-on-one coaching sessions to help individuals create budgets, reduce debt, improve credit scores, and build savings. Whether you are looking to buy a home, start a business, or simply improve your financial literacy, the Rochester Financial Empowerment Center is here to support you every step of the way. Visit us today to start your journey towards financial empowerment.
Next Financial Group
Next Financial Group is a leading finance institution located at 1473 Erie Boulevard in Schenectady, New York. Our experienced team of financial experts is dedicated to providing personalized financial solutions to help our clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or secure a loan, Next Financial Group is here to help. Contact us today to schedule a consultation and take the next step towards financial success.
Wentworth Financial Partners
Wentworth Financial Partners is a finance institution located at 18 Corporate Woods Boulevard in Albany, New York, United States. Specializing in Risk Management & Insurance Solutions for the Independent RIA, Wentworth Financial Partners can be your partner in uncovering opportunities for you and your clients. As a company and product agnostic institution, the focus is always on the client's needs and goals. With access to over 80 life insurance, long-term care insurance, disability insurance, and annuity companies, Wentworth Financial Partners provides a wide range of resources for advisors and clients to leverage. The institution's independent offices located throughout the United States ensure that virtually no area is left unserviced. Committed to supporting the entrepreneurial spirit, Wentworth Financial Partners prioritizes the independent nature of every client, always putting their clients first. With a focus on offering world-class solutions for asset accumulation, protection, and distribution, Wentworth Financial Partners' advisors create tailored solutions through knowledge, research, and clear marketing concepts. Services include annuities to protect assets and provide lifetime income, estate planning to reduce taxes and unnecessary expenses, and succession planning to determine control and wealth distribution within a business. Wentworth Financial Partners operates as an insurance sales agency throughout the United States, providing a cutting-edge insurance platform for Registered Investment Advisors.
Priority Access Inc
Priority Access Inc is a leading finance institution located at 20 Corporate Woods Boulevard in Albany, New York. We specialize in providing priority access to financial services and solutions for our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized guidance and support. Whether you are looking for investment advice, wealth management, or retirement planning, Priority Access Inc is here to help you navigate the complex world of finance with ease and confidence. Visit us today and experience the priority access difference.
AIFG Capital Consultants
AIFG Capital Consultants is a finance institution located at 1044 Loudon Road in Cohoes, New York, United States. Our team of experienced professionals provides expert financial consulting services to help individuals and businesses achieve their financial goals. Whether you need assistance with investment strategies, retirement planning, or wealth management, AIFG Capital Consultants is dedicated to providing personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Awash Corp
Awash Corp is a reputable institution located at 429 New York 25, New Hyde Park, New York, United States. Specializing in providing top-notch services to its clients, Awash Corp is known for its commitment to excellence and customer satisfaction. With a team of highly skilled professionals, the institution offers a wide range of services to meet the needs of individuals and businesses alike. From financial consulting to business development, Awash Corp is dedicated to helping its clients achieve their goals and thrive in today's competitive market. Visit Awash Corp today to experience the difference for yourself.
Legend Group Inc
Legend Group Inc is a renowned finance institution located at 3532 James Street in Syracuse, New York, United States. With a reputation for excellence in financial services, Legend Group Inc offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized and comprehensive financial advice to individuals and businesses. Whether you are looking to grow your portfolio, plan for retirement, or manage your assets, Legend Group Inc is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
GENCOM Enterprises LLC
GENCOM Enterprises LLC is a leading institution located at 3169 Merchant Road in Warsaw, New York, United States. We specialize in providing top-notch services in various industries such as technology, finance, and consulting. Our team of experts is dedicated to delivering innovative solutions to help businesses thrive and succeed in today's competitive market. With a focus on customer satisfaction and quality, GENCOM Enterprises LLC is committed to exceeding expectations and building long-lasting partnerships with our clients. Visit us today and experience the difference our expertise can make for your business.
VKF Multiservice & Enterprise
VKF Multiservice & Enterprise is a reputable institution located at 58-12 Queens Boulevard in New York, United States. As a versatile finance and travel agency, we offer a wide range of services to cater to all your financial and travel needs. Whether you need assistance with money transfers, currency exchange, travel bookings, or any other financial or travel-related services, our experienced team is here to help. With a commitment to providing excellent customer service and reliable assistance, VKF Multiservice & Enterprise is your one-stop shop for all your finance and travel needs.
Howard S Innerfield - Morgan Stanley
Howard S Innerfield - Morgan Stanley is a prestigious finance institution located at 2000 Westchester Avenue in Harrison, New York, United States. With a reputation for excellence and expertise in the financial industry, Howard S Innerfield - Morgan Stanley offers a wide range of services to help clients achieve their financial goals. Whether you are looking for investment advice, wealth management, or retirement planning, the experienced professionals at this institution are dedicated to providing personalized solutions tailored to your needs. Trust Howard S Innerfield - Morgan Stanley to help you navigate the complexities of the financial world and secure a prosperous future.
RJG Tax & Capital Solutions, Inc
RJG Tax & Capital Solutions, Inc is a finance institution located at 150 Motor Parkway in Hauppauge, New York, United States. Specializing in tax and capital solutions, our team of experts is dedicated to helping individuals and businesses navigate the complex world of finance. Whether you need assistance with tax planning, investment strategies, or financial management, our experienced professionals are here to provide personalized solutions tailored to your unique needs. Trust RJG Tax & Capital Solutions, Inc to help you achieve your financial goals and secure a prosperous future.
Saratoga Business Advisors LLC
Saratoga Business Advisors LLC is a reputable accounting and finance institution located at 18 Division Street in Saratoga Springs, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to help businesses manage their finances effectively. From tax preparation to financial planning, Saratoga Business Advisors LLC is dedicated to providing top-notch financial solutions tailored to meet the unique needs of each client. Trustworthy and reliable, they are committed to helping businesses thrive and succeed in today's competitive market.
3871 Sedgwick LLC
3871 Sedgwick LLC is a reputable institution located at 3871 Sedgwick Avenue in New York, United States. Specializing in providing a range of services, this institution is known for its commitment to excellence and customer satisfaction. With a team of experienced professionals, 3871 Sedgwick LLC offers top-notch services tailored to meet the needs of its clients. Whether you are looking for financial advice, legal assistance, or real estate services, 3871 Sedgwick LLC is dedicated to providing you with the highest quality of service. Visit them today at their convenient location in New York.
40 Gold Street
40 Gold Street is a prestigious institution located in the heart of New York City. Situated at 40 Gold Street, this establishment offers top-notch facilities and services to cater to the needs of its clients. With a prime location in the bustling city, 40 Gold Street is a hub of activity and innovation. Whether you are looking for professional services, networking opportunities, or a dynamic work environment, 40 Gold Street has it all. Experience excellence at 40 Gold Street.
Frank Palmieri Inc
Frank Palmieri Inc is a renowned institution located at 55 Shepard Avenue in New York, United States. Known for its expertise in various fields such as finance, business management, and consulting, Frank Palmieri Inc has been a trusted partner for individuals and businesses alike. With a commitment to excellence and a track record of success, this institution is dedicated to providing top-notch services and solutions to meet the needs of its clients. Whether you are looking for financial advice, strategic business planning, or expert consulting services, Frank Palmieri Inc is the go-to destination for all your needs.
Gruver Zweifel & Scott
Gruver Zweifel & Scott is an accounting and finance institution located at 7936 Seneca Turnpike in Clinton, New York, United States. Situated in the historic Mohawk Valley, their Utica office caters to a wide range of clients including business, government, education, and non-profit organizations in the region. The Utica office was established in 2012 through a merger with Richard Zweifel's CPA office, enhancing the firm's presence in central New York and expanding their reach. As part of The Bonadio Group, an independent member of Moore North America, Inc. (MNA), they offer a comprehensive range of services to businesses in Buffalo, Rochester, Syracuse, and beyond. Visit their office in Clinton or learn more about their services online.
Rojek & Associates
Rojek & Associates is a reputable institution located at 908 Niagara Falls Boulevard in North Tonawanda, New York. Specializing in a wide range of professional services, including legal, financial, and consulting, Rojek & Associates has a team of experienced professionals dedicated to providing top-notch assistance to clients. With a commitment to excellence and a track record of success, Rojek & Associates is a trusted partner for individuals and businesses seeking expert advice and support. Visit us today to learn more about how we can help you achieve your goals.
The Senate Cooperatives
The Senate Cooperatives is a well-established institution located at 388 Avenue S in New York, United States. We are a cooperative organization dedicated to promoting economic empowerment and community development through various cooperative initiatives. Our mission is to provide support and resources to individuals and businesses looking to establish or join cooperatives in order to create a more inclusive and sustainable economy. With a strong commitment to cooperation and collaboration, The Senate Cooperatives is a trusted partner for those seeking to build a better future for themselves and their communities.
Singla Accounting & Tax Services
Singla Accounting & Tax Services is a reputable institution located at 712 Elmgrove Road in Rochester, New York, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions to 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 management. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Singla Accounting & Tax Services is here to meet your needs with personalized and reliable service.
Wainwright Financial Solutions
Wainwright Financial Solutions is a leading accounting and finance institution located at 312 Titusville Road in Poughkeepsie, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and investment management. Whether you need help with your personal finances or are looking to grow your business, Wainwright Financial Solutions is dedicated to providing expert guidance and support to help you achieve your financial goals.
M.R. Tax Services
M.R. Tax Services is a professional accounting and finance institution located at 9 West Prospect Avenue in Mount Vernon, New York, United States. With a team of experienced professionals, we provide a wide range of tax services to individuals and businesses. Our expertise includes tax preparation, planning, and consulting to help our clients navigate the complex world of taxes. Whether you need help with filing your personal taxes or managing your business finances, M.R. Tax Services is here to assist you every step of the way. Contact us today to schedule a consultation and let us help you achieve your financial goals.
R F Resources
R F Resources is a renowned institution located at 2 Thompson Place in Larchmont, New York. We specialize in providing top-notch resources and services to help individuals and businesses achieve their financial goals. Our team of experts is dedicated to offering personalized solutions tailored to meet the unique needs of each client. With a commitment to excellence and a track record of success, R F Resources is the go-to destination for all your financial needs. Visit us today and let us help you navigate the path to financial success.
Downtown Business Services
Downtown Business Services is a reputable accounting and finance institution located at 235-09 Braddock Avenue in New York, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to businesses in the downtown area. Whether you need assistance with bookkeeping, tax preparation, or financial planning, our experts are here to help. Trust Downtown Business Services to handle all of your accounting and finance needs with precision and professionalism.
Wagner Ferber Fine & Ackerman, PLLC
Wagner Ferber Fine & Ackerman, PLLC is a top-tier CPA and business advisory firm located at 66 South Tyson Avenue in Floral Park, New York. Our team of partners, accountants, and staff go above and beyond traditional tax and accounting services to provide exemplary professional services to a diverse clientele. With our extensive experience, expertise, and access to the latest technology, we offer peace of mind to our clients by serving as their financial counselor, business advisor, and trusted partner. Our firm is known for its flexibility, forward-thinking approach, and commitment to providing partner-level attention to every client. Trust Wagner Ferber Fine & Ackerman, PLLC for all your accounting and finance needs.
Alliance Business Consultants
Alliance Business Consultants is a professional accounting and finance institution located at 757 North Corona Avenue in Valley Stream, New York. Our team of experts provides top-notch financial consulting services to help businesses manage their finances effectively. With a focus on accuracy and efficiency, we strive to assist our clients in making informed financial decisions to drive success and growth. Contact us today to learn more about how Alliance Business Consultants can support your business's financial needs.
Foster Ventures LLC
Foster Ventures LLC is a finance institution located at 224-10 Linden Boulevard in New York, United States. Our team of experienced professionals is dedicated to providing a range of financial services to help our clients achieve their goals. Whether you are looking for investment opportunities, financial planning, or assistance with managing your assets, Foster Ventures LLC is here to help. Contact us today to learn more about how we can support your financial needs.
Tax Melody
Tax Melody is a leading accounting and finance institution located at 109-20 71st Road in New York, United States. Our mission is to revolutionize the way individuals and small businesses approach their financials and taxes. We believe that financial peace of mind is crucial to economic prosperity, which is why we offer comprehensive tax preparation services to ensure accurate and timely filing. With a formal tax plan tailored to your specific needs, we can help maximize your tax savings and put more money back in your pocket. Our systematic approach helps us avoid common filing errors, resulting in optimized returns for our clients.
Lighthouse Strategies LLC
Lighthouse Strategies LLC is a finance institution located at 1485 Sycamore Avenue in Merrick, New York, United States. Specializing in providing strategic financial solutions, Lighthouse Strategies LLC offers a range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, clients can trust Lighthouse Strategies LLC to provide expert advice and personalized financial planning. Whether you are looking to invest, save for the future, or manage your finances more effectively, Lighthouse Strategies LLC is dedicated to helping you navigate the complexities of the financial world with confidence and clarity.
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