Financial accounting services in Schenectady, New York
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Pascucci William CPA
Pascucci William CPA is a reputable accounting and finance institution located at 952 Troy-Schenectady Road in Latham, New York. With years of experience in the industry, they offer a wide range of services to help individuals and businesses manage their financial affairs effectively. Their team of certified public accountants is dedicated to providing personalized and professional assistance to meet the unique needs of each client. Whether you need tax preparation, bookkeeping, or financial planning services, Pascucci William CPA is committed to delivering top-notch solutions to help you achieve your financial goals.
Sunmark Credit Union
Sunmark Credit Union is a trusted financial institution located at 1187 Troy-Schenectady Road in Latham, New York. As a credit union, Sunmark offers a wide range of financial services to its members, including checking and savings accounts, loans, mortgages, and investment options. Additionally, Sunmark Credit Union provides convenient ATM services for easy access to cash withdrawals and account management. With a commitment to serving the community and helping members achieve their financial goals, Sunmark Credit Union is a reliable and customer-focused institution in the United States.
BSNB Latham
BSNB Latham is a trusted financial institution located at 1202 Troy-Schenectady Road in Latham, New York. As a full-service bank, we provide a wide range of financial services including personal and business banking, loans, mortgages, and investment options. Our convenient ATM services make accessing your funds quick and easy. With a commitment to customer service and community involvement, BSNB Latham is dedicated to helping our customers achieve their financial goals. Visit us today to experience the difference of banking with BSNB.
Stewart's Shops
Stewart's Shops is a versatile institution located at 4240 Consaul Road in Schenectady, New York. This establishment offers a wide range of services including ATM access, a cozy cafe, a convenient convenience store, financial services, delicious food options, a welcoming restaurant, and a well-stocked store for all your needs. Whether you're stopping by for a quick snack, a hot cup of coffee, or to take care of your banking needs, Stewart's Shops has you covered. Visit us today and experience the convenience and quality that Stewart's Shops has to offer.
Metroland Agency
Metroland Agency, located at 2330 Broadway in Schenectady, New York, is an insurance agency with a commitment to conducting business with old-fashioned values while utilizing today's technology. When you contact our offices, you will always speak to a real person who is dedicated to providing you with personalized service. We believe in accountability and strive to ensure that each client receives the attention and support they deserve. At Metroland Agency, we offer a wide range of insurance options, including wedding insurance, home and auto insurance, as well as coverage for small businesses and commercial properties. Our team of licensed professionals is ready to assist you with finding the right coverage to meet your needs.
State Farm Insurance
State Farm Insurance is a trusted insurance agency located at 1811 Curry Road in Schenectady, New York. Specializing in a wide range of insurance products, State Farm offers coverage for auto, home, life, and health insurance. With a reputation for excellent customer service and competitive rates, State Farm is a go-to destination for individuals and families looking to protect their assets and loved ones. In addition to insurance services, State Farm also offers financial products such as banking and investment options. Visit their location in Schenectady to speak with a knowledgeable agent and find the insurance coverage that best suits your needs.
Fred H. Winkler & Co - Fred H. Winkler Jr. CPA
Fred H. Winkler & Co - Fred H. Winkler Jr. CPA is a renowned accounting and finance institution located at 1004 Princetown Road in Schenectady, New York, United States. With a strong reputation for providing expert financial services, including tax preparation, auditing, and financial planning, Fred H. Winkler & Co is dedicated to helping individuals and businesses achieve their financial goals. Led by Fred H. Winkler Jr., a highly experienced Certified Public Accountant, the institution offers personalized and professional services to meet the unique needs of each client. Whether you are looking for assistance with tax filing or financial consulting, Fred H. Winkler & Co is committed to delivering exceptional results.
Western Union
Western Union is a renowned financial institution located at 1879 Altamont Avenue in Schenectady, New York, United States. With a long history of providing reliable and secure money transfer services, Western Union is a trusted choice for individuals and businesses alike. Whether you need to send money to a loved one overseas or make a payment quickly and securely, Western Union offers a convenient solution. Visit their location in Schenectady for all your financial needs.
PlanMember Securities Corporation
PlanMember Securities Corporation is a finance institution located at 1574 Union Street, Schenectady, New York, United States. Specializing in helping individuals develop comprehensive financial strategies, the institution offers access to quality investment solutions to help clients achieve their retirement and investment goals. With over 40 years of experience, the institution caters to educators, employees of nonprofit and for-profit organizations, and individuals from all walks of life. The founder is also a guest speaker and has spoken at numerous public seminars and workshops across the country on topics such as estate planning, retirement planning, and wealth transfer strategies. As an independent advisor with PlanMember, clients can choose from a broad spectrum of investment options, including professionally managed mutual fund accounts and insurance programs. The institution also offers the PlanMember Services Program, a comprehensive retirement planning system designed to help individuals save for retirement. Representatives registered with PlanMember Securities Corporation offer securities and advisory services, and before investing, individuals are encouraged to carefully read prospectus(es) containing important information about investment objectives and risks. Plan for your future with PlanMember Securities Corporation and take the first step towards achieving your retirement goals.
Steven R. Jones, CPA, PC
Steven R. Jones, CPA, PC is a reputable accounting and finance institution located at 133 Saratoga Road in Schenectady, New York, United States. With a team of experienced and qualified professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Clients can trust Steven R. Jones, CPA, PC to provide expert advice and assistance with their financial needs.
Watson Peterson & Co. CPA PLLC
Watson Peterson & Co. CPA PLLC is a reputable accounting and finance institution located on Front Street in Schenectady, New York, United States. Our team of certified public accountants provides a wide range of professional services to help individuals and businesses manage their financial affairs effectively. With a commitment to excellence and personalized service, we strive to exceed our clients' expectations and help them achieve their financial goals. Trust Watson Peterson & Co. CPA PLLC for all your accounting and finance needs.
beth kissinger, cpa
Beth Kissinger, CPA is a reputable accounting and finance institution located at 275 Saratoga Road in Schenectady, New York. With a team of experienced professionals, they offer a wide range of services including tax preparation, auditing, financial planning, and more. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted choice for individuals and businesses alike. Whether you are looking for help with your taxes or need assistance with financial planning, Beth Kissinger, CPA is dedicated to providing top-notch service to meet your needs.
Mark D Witecki CPA CFP CFE EA CCPS CDFA
Mark D Witecki CPA CFP CFE EA CCPS CDFA is a reputable accounting and finance institution located at 3701 State Street in Schenectady, New York, United States. With a team of highly qualified professionals holding various certifications such as Certified Public Accountant (CPA), Certified Financial Planner (CFP), Certified Fraud Examiner (CFE), Enrolled Agent (EA), Certified College Planning Specialist (CCPS), and Certified Divorce Financial Analyst (CDFA), the institution offers a wide range of financial services to individuals and businesses. Whether you need help with tax planning, financial planning, fraud examination, college planning, or divorce financial analysis, Mark D Witecki CPA CFP CFE EA CCPS CDFA is dedicated to providing expert guidance and personalized solutions to help you achieve your financial goals.
Upwise Professionals LLC
Upwise Professionals LLC is a leading institution located at 433 State Street, Schenectady, New York, United States. Specializing in Cloud SaaS platforms, Upwise empowers SMBs with innovative tools and offers SaaS consultants to ensure early success in identifying, automating, and optimizing business processes. Are you looking for effective customer engagement strategies? Upwise provides platform agnostic end-to-end CRM services to help businesses eliminate customer data silos, enhance sales and marketing processes, integrate with third-party systems, and boost productivity.
DiCocco & Associates, Inc
DiCocco & Associates, Inc is a leading accounting and finance firm located in Schenectady, New York. With a commitment to providing top-notch financial services to individuals and businesses, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, financial planning, or any other accounting services, DiCocco & Associates, Inc is here to help. Visit us at 1598 Union Street to learn more about how we can assist you with your financial needs.
Jason J. Getman CPA, PLLC
Jason J. Getman CPA, PLLC is a reputable accounting and finance institution located at 1509 Union Street in Schenectady, New York, United States. With a team of experienced professionals, they provide a wide range of accounting services to individuals and businesses in the area. From tax preparation to financial planning, Jason J. Getman CPA, PLLC is dedicated to helping their clients achieve their financial goals. Trustworthy and reliable, they are committed to providing top-notch service to all of their clients.
David Hawley - Thrivent
David Hawley - Thrivent is a finance institution located at 3418 Carman Road, Schenectady, New York, United States. Our team is dedicated to helping you achieve your financial goals through personalized and holistic advice. With a focus on protecting what matters most to you, retaining assets, and efficiently transferring wealth, we strive to provide comprehensive financial strategies that are in your best interest. Our experienced professionals at Mengel Morse and Associates, backed by a well-rounded team, offer a complete financial experience to clients across 32 states, including New York, Pennsylvania, Delaware, and Connecticut. Whether you are looking for guidance on managing wealth or have specific financial goals in mind, we tailor our advice to create a personalized blueprint that evolves with your needs and objectives.
Grant Mengel - Thrivent
Grant Mengel - Thrivent is a finance institution located at 3418 Carman Road, Schenectady, New York, United States. Licensing for services is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional for such guidance. Thrivent provides advice and guidance through its Financial Planning Framework, which includes a thorough review and analysis of a client's financial situation. Clients have the option to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
Simon Blattstein - Thrivent
Simon Blattstein - Thrivent is a finance institution located at 3418 Carman Road in Schenectady, New York, United States. They are licensed in multiple states, including CT, DE, FL, ID, MD, NY, OR, PA, and WA. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to engage further with Thrivent through their Dedicated Planning Services, which provides written recommendations for a fee. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients should consult with their attorney or tax professional for these matters. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC.
Greg Mengel - Thrivent
Greg Mengel - Thrivent is a finance institution located at 3418 Carman Road, Schenectady, New York, United States. We are dedicated to helping clients achieve their financial goals through personalized and holistic advice. Founded in 2017 by Greg Mengel and Bob Morse, with over 20 years of experience in successful practices at Thrivent, we offer comprehensive financial strategies across 32 states. Our commitment is to provide informed and educated guidance at every step of your financial journey, ensuring your assets are protected, retained, and efficiently transferred. Whether you are managing accumulated wealth or have specific financial goals in mind, our advice is tailored to your individual needs and goals.
Steve Warren - Thrivent
Steve Warren - Thrivent is a finance institution located at 3418 Carman Road in Schenectady, New York, United States. Licensing for their services can be obtained through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which involves reviewing and analyzing a client's financial situation. Clients can also opt for Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
Bank of America (with Drive-thru ATM)
Bank of America is a renowned financial institution located at 1428 Altamont Avenue in Schenectady, New York. Offering a wide range of banking services, customers can conveniently access their accounts through the drive-thru ATM. With a focus on customer satisfaction and financial security, Bank of America ensures a seamless banking experience for all clients.
Trustco Bank
Trustco Bank is a trusted institution located at 1400 Altamont Avenue, Schenectady, New York, United States. Offering a range of services including ATM, banking, and finance, Trustco Bank is dedicated to providing exceptional Home Town service to its customers. With over 120 years of experience, Trustco Bank has been voted the #1 Bank in the Capital District by the Times Union and the Best Bank on Wolf Road by the Anderson Group. Whether you are opening a Home Town Investment Checking Account, a Home Town Savings Account, or a Home Town Business Checking Account, Trustco Bank offers innovative banking products and solutions to help you achieve your financial goals. With state-of-the-art mobile banking options, access to over 55,000 surcharge-free ATMs, and personalized mortgage services, Trustco Bank is committed to meeting the needs of its customers.
Trustco Bank
Trustco Bank is a trusted institution located at 3900 Carman Road in Schenectady, New York, United States. Offering a range of financial services including ATM access, banking, and finance, Trustco Bank prides itself on providing exceptional Home Town service to its customers. With over 140 convenient locations and a state-of-the-art mobile app for remote deposits, Trustco Bank is committed to making banking easy and accessible. Recognized as the #1 Bank in the Capital District by the Times Union and the Best Bank on Wolf Road by the Anderson Group, Trustco Bank has a long-standing tradition of excellence dating back to 1902. Customers can open various accounts with new money deposits and maintain minimum balances to enjoy benefits and rewards.
Bank of America (with Drive-thru ATM)
Bank of America in Schenectady, New York offers a convenient banking experience with their Drive-thru ATM. Located at 1757 Union Street, this institution provides a range of financial services to meet your banking needs. Whether you're looking to deposit checks, withdraw cash, or manage your accounts, Bank of America is here to assist you with their friendly and knowledgeable staff. Visit their Drive-thru ATM today for quick and easy access to your funds.
The Sunway Team - Morgan Stanley
The Sunway Team at Morgan Stanley is a leading finance institution located at 1212 Troy-Schenectady Road in Latham, New York, United States. With a strong focus on providing top-notch financial services, our team of experts offers personalized wealth management solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, The Sunway Team is dedicated to providing you with the guidance and support you need to make informed decisions and secure your financial future. Contact us today to learn more about how we can help you navigate the complexities of the financial world.
David Michael Morales - Morgan Stanley
David Michael Morales - Morgan Stanley is a finance institution located at 1212 Troy-Schenectady Road in Latham, New York. As part of the renowned global financial services firm Morgan Stanley, the institution offers a wide range of financial services including investment advice, wealth management, retirement planning, and more. With a team of experienced professionals led by David Michael Morales, clients can expect personalized and comprehensive financial solutions to help them achieve their financial goals. Whether you are an individual looking to grow your wealth or a business seeking strategic financial guidance, David Michael Morales - Morgan Stanley is dedicated to providing top-notch service and expertise.
H&R Block
H&R Block is a renowned accounting and finance institution located at 1400 Altamont Avenue in Schenectady, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking to maximize your tax refund or a business seeking expert financial guidance, H&R Block is dedicated to providing top-notch services tailored to your specific needs. Trust H&R Block for all your accounting and finance needs.
Liberty Tax
Liberty Tax is a finance institution located at 1056 Altamont Avenue in Schenectady, New York, United States. We specialize in providing tax preparation services to individuals and businesses, helping our clients navigate the complexities of the tax system and maximize their refunds. Our team of experienced professionals is dedicated to providing personalized and efficient service, ensuring that our clients receive the most accurate and beneficial tax advice. Visit us today to experience the Liberty Tax difference and take control of your financial future.
Joseph J Montone & Co
Joseph J Montone & Co is a reputable accounting and finance institution located at 1502 State Street in Schenectady, New York. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Joseph J Montone & Co is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in managing your finances.
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