- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- United Kingdom
- Italy
- Poland
- Australia
- Spain
- New Zealand
- France
- Germany
TOP 30 Financial advisor client testimonials in New York, NY
78 results found
Search for local businesses, places and services near you
The Accredited Group
The Accredited Group is a boutique business development firm located at 1 Huntington Quadrangle in Melville, New York. Specializing in finance, The Accredited Group offers a wide range of financial products to help small businesses grow and succeed. With over 15 years of experience, TAG is dedicated to providing the best possible solutions to its clients, always putting customer service first. From quick funding to reducing credit card processing fees, TAG is committed to helping businesses thrive. Connect with a dedicated Business Financing Advisor to explore the best offers from their marketplace of lenders and customize a product line to meet your business needs. Whether you're looking to build your empire or secure a revolving line of credit, TAG is here to help you every step of the way. Contact The Accredited Group today to learn more about their business and mortgage solutions and take the first step towards securing funding for your business.
Bonanno Michael
Bonanno Michael is a reputable finance institution located at 250 Osborne Road in Albany, New York. With a strong presence in the financial industry, Bonanno Michael offers a wide range of services to meet the diverse needs of its clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced professionals at Bonanno Michael are dedicated to helping you achieve your financial goals. Trustworthy and reliable, Bonanno Michael is committed to providing top-notch financial services to individuals and businesses in the Albany area and beyond.
James E Weiss Inc
James E Weiss Inc is a reputable finance institution located at 225 North Greenbush Road in Troy, New York, United States. With a focus on providing top-notch financial services to individuals and businesses, they have built a strong reputation for their expertise and dedication to their clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at James E Weiss Inc is here to help. Trustworthy and reliable, they are committed to helping you achieve your financial goals.
Charles Oliver
Charles Oliver is a reputable institution located at 225 Old Loudon Road in Latham, New York, United States. Specializing in accounting and finance, Charles Oliver offers top-notch services and expertise in financial management. With a team of experienced professionals, they provide comprehensive and personalized solutions to meet the needs of their clients. Whether you are an individual or a business looking for expert financial advice, Charles Oliver is the go-to institution for all your accounting and finance needs.
Colonial Transfer, LLC
Colonial Transfer, LLC is a finance institution located at 4 Corporate Drive in New York, United States. We specialize in providing efficient and reliable transfer services for our clients, ensuring seamless transactions and peace of mind. With a team of experienced professionals, we are dedicated to delivering top-notch customer service and personalized solutions to meet your financial needs. Trust Colonial Transfer, LLC for all your transfer requirements and experience the difference.
Christina Chiravolo
Christina Chiravolo is a renowned health institution located at 6 Chelsea Place in New York, United States. With a team of highly skilled and compassionate healthcare professionals, Christina Chiravolo is dedicated to providing top-quality medical care to patients of all ages. Specializing in a wide range of healthcare services, including preventative care, diagnostics, and treatment, this institution is committed to promoting the health and well-being of the community. Patients can expect personalized care, state-of-the-art facilities, and a welcoming environment at Christina Chiravolo.
Cook & Breitenbach
Cook & Breitenbach is a prestigious law firm located at 2749 Main Street in Crown Point, New York. With a team of experienced and dedicated lawyers, they provide top-notch legal services to their clients. Specializing in a variety of practice areas, including but not limited to, personal injury, family law, and estate planning, Cook & Breitenbach is committed to helping clients navigate the complex legal system with ease. Their reputation for excellence and professionalism makes them a trusted choice for legal representation in the United States.
CBH Business Services
CBH Business Services, located in Glens Falls, New York, offers a wide range of accounting and finance services to individuals and businesses in the Greater Glens Falls Area and Southern Vermont. With expertise in income tax preparation, bookkeeping, and financial reporting, CBH Business Services is dedicated to helping clients successfully manage their finances. Using Quickbooks and Peachtree software, their skilled associates provide customized services tailored to each client's specific needs. In addition to tax return preparation, CBH Business Services also offers IRS representation and guidance on tax law changes. Clients can expect quality service at a competitive cost, whether on site or off site, for training and implementation of accounting software. Testimonials from satisfied clients speak to the professionalism and reliability of CBH Business Services. With offices in Glens Falls, NY and West Pawlet, VT, CBH Business Services serves the Upstate New York area and Southern Vermont, including Glens Falls, Saratoga Springs, Queensbury, and Warren, Saratoga, and Washington Counties.
Merchant & Associates
Merchant & Associates is a reputable finance institution located at 48 Main Street in South Glens Falls, New York. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses in the area. Our commitment to excellence and personalized approach sets us apart from other financial institutions. Whether you need assistance with investments, retirement planning, or loans, Merchant & Associates is here to help you achieve your financial goals. Visit us today to learn more about how we can assist you in managing your finances effectively.
Great Lakes Insurance Services Group LLC
Great Lakes Insurance Services Group LLC is a reputable insurance agency located at 562 Clymer-Sherman Road in Clymer, New York. With a commitment to providing top-notch insurance solutions, they offer a wide range of insurance products to meet the diverse needs of their clients. Whether you are looking for auto, home, life, or business insurance, their team of experienced professionals is dedicated to helping you find the right coverage at the best possible rates. Trust Great Lakes Insurance Services Group LLC to protect what matters most to you.
Keenan M. Miller
Keenan M. Miller is a leading finance institution located at 4100 Vestal Road in Vestal, New York, United States. With a strong reputation for providing expert financial services and guidance, Keenan M. Miller offers a range of solutions tailored to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Keenan M. Miller is committed to delivering top-notch service and support. Visit their office today to learn more about how they can help you achieve financial success.
Patrick J Murphy
Patrick J Murphy is a reputable finance institution located at 2911 Watson Boulevard in Endicott, New York, United States. With a strong focus on providing top-notch financial services, Patrick J Murphy is committed to helping individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, the experienced team at Patrick J Murphy is dedicated to providing personalized solutions tailored to your specific needs. Trust in Patrick J Murphy for all your financial needs and take the first step towards securing a prosperous financial future.
PS Finace
PS Finance is a trusted and established legal finance institution located at 520 8th Avenue, New York, New York, United States. Specializing in providing pre-settlement funding for accident victims and their families, PS Finance offers a lifeline to those struggling to make ends meet during a personal injury lawsuit. With a commitment to helping clients secure the funds they need to cover medical bills, daily expenses, and lost wages, PS Finance is dedicated to providing financial support during a challenging time. Whether you were involved in a car accident, workplace incident, or other personal injury, PS Finance is ready to assist you in obtaining the financial assistance you deserve. By offering pre-settlement funding, PS Finance helps clients avoid the stress of waiting for their final settlement by providing the cash flow needed to stay afloat. With a nationwide commercial showcasing the simplicity of the process, PS Finance is a reliable resource for those in need of financial support during a lawsuit.
Olijarczyk John
Olijarczyk John is an accounting and finance institution located at 9 Lockwood Avenue in Yonkers, New York. Our team of experienced professionals provides a wide range of financial services to individuals and businesses in the United States. Whether you need help with tax preparation, financial planning, or bookkeeping, we are here to assist you every step of the way. Trust Olijarczyk John for all your accounting and finance needs.
Iryna Stepanchuk CPA
Iryna Stepanchuk, CPA is a full-service accounting and finance firm located at 195 Montague Street in New York, United States. Specializing in tax planning, outsourced CFO and accounting services, tax preparation, and financial coaching, our team is dedicated to providing comprehensive solutions to small businesses. Iryna Stepanchuk, a Certified Public Accountant with extensive industry knowledge, offers complimentary consultations to new clients. With certifications in tax planning and coaching, she has helped clients save hundreds of thousands of dollars in taxes. Iryna's commitment to excellence is evident in her academic achievements and ongoing education in taxation, accounting, and financial planning. She also offers services in business and personal tax returns, financial coaching, multi-state tax compliance, and more. Testimonials from satisfied clients highlight Iryna's dedication to providing top-notch service and expertise. Our team at Iryna Stepanchuk, CPA is dedicated to building long-lasting relationships with our clients and staying informed about changes in tax laws and accounting standards to help clients achieve their strategic objectives. Contact us today for a free strategy session and discover how we can help you reach your financial goals.
Decandido Frank
Decandido Frank is a reputable accounting and finance institution located at 90 Woodvale Loop in New York, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, financial planning, and consulting. Clients can expect personalized and reliable solutions to their financial needs, ensuring their financial success and stability. Decandido Frank is known for their expertise, integrity, and commitment to excellence in the field of accounting and finance. Contact them today to see how they can help you achieve your financial goals.
Michael Barends: Allstate Insurance
Michael Barends: Allstate Insurance is a trusted insurance agency located at 3640 Seneca Street in West Seneca, New York. With a strong reputation for providing reliable coverage and excellent customer service, our team is dedicated to helping individuals and families protect what matters most. Whether you're in need of auto, home, life, or business insurance, we have the expertise to find the right policy for you. Contact us today to learn more about how we can help you secure your future.
Central Insurance Agency
Central Insurance Agency, located at 93 East Main Street in Smithtown, New York, is a trusted insurance agency specializing in providing customized insurance solutions to highly specialized industries. With a solid reputation as a nationwide broker and trusted advisor, CIA understands the unique risks that companies face and works to provide tailored coverage that supports growth while protecting assets, products, services, and employees. Their team conducts a thorough review of existing policies and works with major carriers to ensure clients receive the best rates possible. Testimonials from satisfied clients praise CIA for their exceptional service and attention to detail, with many trusting them for over a decade to handle all their insurance needs.
Nationwide Insurance: Kevin Fenzl
Nationwide Insurance: Kevin Fenzl is an insurance agency located at 2568 Elmwood Avenue in Kenmore, New York, United States. Specializing in auto, commercial, farm, financial, home, powersports, and human services insurance, the agency offers a wide range of coverage options to suit the needs of individuals and businesses in the area. From auto insurance with customizable policies to homeowners insurance tailored to protect your property, the Kevin Fenzl team is dedicated to providing personalized and responsive service to their clients. Additionally, the agency offers life insurance options to ensure financial stability for your loved ones, as well as business insurance solutions to safeguard your assets and employees. With access to Nationwide's exclusive programs and discounts, as well as the renowned On Your Side® Claims Service, customers can trust the Kevin Fenzl agency to provide reliable coverage and support. For more information or to schedule an appointment, contact the Kevin Fenzl at (716) 871-7000 or visit their office at 2568 Elmwood Ave in Kenmore.
Kelly Flynn
Kelly Flynn is a renowned health institution located at 191 Broadway in Amityville, New York, United States. With a team of dedicated healthcare professionals, Kelly Flynn offers a wide range of medical services to meet the needs of the community. From preventive care to specialized treatments, patients can expect top-quality care in a welcoming and compassionate environment. Whether you are in need of routine check-ups or managing a chronic condition, Kelly Flynn is committed to helping you achieve optimal health and well-being.
Weltz Law
Weltz Law is a high-caliber institution located at 5 North Village Avenue in Rockville Centre, New York. Specializing in FINRA arbitrations, AAA arbitrations, and FINRA & SEC investigations and proceedings, our New York-based securities arbitration and litigation lawyers provide effective legal counsel and reliable client services nationwide. We understand the risks associated with investing in securities, which is why we are dedicated to helping clients who have suffered financial harm due to broker or financial advisor misconduct. Our experienced arbitration lawyers can analyze your situation and determine the best course of action to seek a remedy for your financial losses. We represent clients in securities litigation and arbitration nationwide, as well as handle commercial litigation matters on their behalf. With over 30 years of collective experience, our attorneys are prepared to fight for you and seek maximum compensation.
Illuminate Business Consulting, LLC
Illuminate Business Consulting, LLC is a premier consulting firm located at 2495 Main Street, Buffalo, New York, United States. Led by President Joanne Campagna, who brings over 20 years of commercial banking experience, our firm specializes in providing expert guidance to businesses in the architecture, manufacturing, and professional services industries. Our mission is to illuminate the path to success for our clients, helping them navigate the challenges and opportunities that come their way. With a deep understanding of the unique needs of businesses, we offer personalized solutions tailored to each client's specific goals and objectives.
RD Advisory Group
RD Advisory Group is a leading institution located at 3 Ellinwood Court, New Hartford, New York, United States. Specializing in providing virtual, fractional, and customizable CFO services for independent insurance agencies of all sizes, the AgencyCFO™ Program is a must-have strategic and financial resource in the industry. With a focus on helping agencies find hidden revenue opportunities, the program is scalable and cost-effective compared to hiring a full-time CFO. Led by Founding Partner Roe Polczynski and Partner Don Polczynski, RD Advisory Group offers unique leadership programs and coaching sessions to help individuals at all levels of their career. With a focus on breaking through organizational barriers such as lack of direction, motivation, and high attrition rates, the institution aims to help agencies reach their full potential.
RDG+Partners CPAs
RDG Partners CPAs is a trusted institution located at 10 Winthrop Street in Rochester, New York, United States. Specializing in accounting and finance, we are dedicated to helping businesses navigate their financial challenges with ease. Our team of experienced accountants are actively involved in important decision-making processes, holding business owners accountable while providing customized solutions. Clients praise our firm for our versatility, reliability, responsiveness, and flexibility, ensuring a positive and successful client experience. With glowing testimonials from satisfied clients, RDG Partners CPAs is a go-to partner for all your financial needs.
McGuckin Agency
The McGuckin Agency, located at 722 Weiland Road in Rochester, New York, is a premier local insurance agency that specializes in personal lines insurance. They offer a variety of insurance options including Auto, Home, Collector car, ATV, Boat, and Motorcycle insurance. The agency prides itself on shopping current insurance rates with multiple competing markets to ensure their clients are getting the best rates available. At The McGuckin Agency, transparency is key. They believe in making the insurance process simple and stress-free for their clients. If they don't have what you're looking for, they have partnerships with financial advisors and realtors to provide a unique shopping experience.
Foundation Source
Foundation Source, located at 1 Hollow Lane in New Hyde Park, New York, is a finance institution that specializes in helping individuals and organizations navigate the world of philanthropy. With tech-enabled solutions, Foundation Source makes giving and managing a foundation easier for over 2,000 private foundations. They work with a variety of professionals, from law firms to wealth advisors, to ensure that philanthropic goals are met efficiently and effectively. Testimonials from satisfied clients highlight the seamless process and valuable support provided by Foundation Source. Their extensive library of educational material and expert insights offer essential features for foundations looking to make a positive impact. Whether you are starting a foundation or looking to enhance your philanthropic efforts, Foundation Source is dedicated to empowering individuals and companies to create a better world through philanthropy.
Leo Israel & Co
Leo Israel & Co is a reputable accounting and finance institution located at 120 West Jamaica Avenue in Valley Stream, New York. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the United States. Their expertise includes tax preparation, auditing, bookkeeping, and financial planning. Trust Leo Israel & Co to help you navigate the complexities of the financial world and achieve your financial goals.
O'Keefe Stevens Advisory, Inc.
O'Keefe Stevens Advisory, Inc. is a finance institution located at One Bausch and Lomb Place in Rochester, New York, United States. They offer personalized financial advice based on a proven financial process to help clients make the most of their financial resources. The institution focuses on building trusting relationships with clients and creating individualized portfolios to help them reach their financial goals with confidence. They provide timely communication, education, and support to guide clients through their financial journey. The team at O'Keefe Stevens Advisory, Inc. is dedicated to serving their clients as fiduciaries, always putting their interests first. Clients have praised the institution for their excellent financial planning and investment services, as well as their commitment to teaching market principles and investment strategies. O'Keefe Stevens Advisory, Inc. offers investment advisory services and their clients have shared unsolicited testimonials praising the institution for their role as a partner and trusted guide in their financial lives. For more information, visit their website or contact them at the provided address in Rochester.
Scott Menta
Scott Menta is a reputable finance institution located at 565 Taxter Road in Elmsford, New York, United States. With a focus on providing top-notch financial services and expertise, Scott Menta is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced team at Scott Menta is here to help. Trust in Scott Menta for all your financial needs.
Nicholas Pirrotta
Nicholas Pirrotta is a reputable finance institution located at 520 White Plains Road in Tarrytown, New York, United States. Specializing in a wide range of financial services, Nicholas Pirrotta offers expert advice and solutions to help individuals and businesses manage their finances effectively. With a team of experienced professionals, the institution prides itself on providing personalized and tailored financial strategies to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Nicholas Pirrotta is dedicated to helping you achieve your financial goals.
- Small business loan
- Financial consulting
- Financial advisor
- Tax advisor
- Tax consultant
- Tax preparation services
- Notary
- Payday loans
- Lawyer
- Law company
- Home insurance companies
- Personal loan
- financial advisor client testimonials in Albany
- financial advisor client testimonials in Amityville
- financial advisor client testimonials in Buffalo
- financial advisor client testimonials in Cutchogue
- financial advisor client testimonials in Elmsford
- financial advisor client testimonials in Endicott
- financial advisor client testimonials in Franklin Square
- financial advisor client testimonials in Glens Falls
- financial advisor client testimonials in Great Neck
- financial advisor client testimonials in Hawthorne
- financial advisor client testimonials in Hudson
- financial advisor client testimonials in Kenmore
- financial advisor client testimonials in Latham
- financial advisor client testimonials in Mahopac
- financial advisor client testimonials in Melville
- financial advisor client testimonials in New Hartford
- financial advisor client testimonials in New Hyde Park
- financial advisor client testimonials in Oyster Bay
- financial advisor client testimonials in Port Jefferson
- financial advisor client testimonials in Port Washington
- financial advisor client testimonials in Rochester
- financial advisor client testimonials in Rockville Centre
- financial advisor client testimonials in Rocky Point
- financial advisor client testimonials in Saratoga Springs
- financial advisor client testimonials in Smithtown
- financial advisor client testimonials in Tarrytown
- financial advisor client testimonials in Troy
- financial advisor client testimonials in Tuckahoe
- financial advisor client testimonials in Uniondale
- financial advisor client testimonials in Valley Stream
- financial advisor client testimonials in Vestal
- financial advisor client testimonials in Watertown
- financial advisor client testimonials in West Babylon
- financial advisor client testimonials in West Seneca
- financial advisor client testimonials in Westbury
- financial advisor client testimonials in White Plains
- financial advisor client testimonials in Woodbury
- financial advisor client testimonials in Yonkers
List of local businesses, places and services in New York
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos