Financial advisor client testimonials in New York, NY
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Paul Arbeit
● OpenPaul Arbeit is a renowned finance institution located at 520 White Plains Road in Tarrytown, New York, United States. With a strong reputation for providing top-notch financial services, Paul Arbeit offers a wide range of solutions to meet the unique needs of their clients. Whether you are looking for investment advice, wealth management, or assistance with financial planning, the experienced team at Paul Arbeit is dedicated to helping you achieve your financial goals. Visit their office today to learn more about how they can assist you in managing your finances effectively.
520 White Plains Rd, Tarrytown, NY 10591, United States -
Long Run Capital Management LLC
● OpenLong Run Capital Management LLC is a finance institution located at 141-I Main Street in Tuckahoe, New York, United States. Specializing in investments in key enabling technologies for climate change mitigation, the institution believes in the importance of sustainable practices for the future. Their motto, "There is no business to be done on a dead planet", reflects their commitment to environmentally responsible investing. Long Run Capital Management LLC is also affiliated with Longrun Capital AB in Stockholm, Sweden, further expanding their reach in the field of finance and sustainability.
141-I Main St, Tuckahoe, NY 10707, United States -
Crowe Kevin A
● OpenCrowe Kevin A is a reputable finance institution located at 2018 Ralph Avenue in New York, United States. Specializing in a wide range of financial services, Crowe Kevin A is committed to providing expert advice and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, Crowe Kevin A offers a comprehensive approach to wealth management, investment strategies, and financial planning. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, Crowe Kevin A is dedicated to helping you succeed. Visit us today to learn more about how we can assist you in reaching your financial objectives.
2018 Ralph Ave, Brooklyn, NY 11234, United States -
Jennifer Tang
● OpenJennifer Tang is a reputable finance institution located at 39-07 Prince Street in New York, United States. With a team of experienced professionals, Jennifer Tang offers a wide range of financial services to individuals and businesses. Whether you are looking for investment advice, wealth management, or assistance with financial planning, Jennifer Tang is dedicated to helping clients achieve their financial goals. Visit us today to learn more about how we can assist you in managing your finances effectively.
39-07 Prince St Suite 6 A-8, Queens, NY 11354, United States -
Somerset Finanical Group Inc
● ClosedSomerset Financial Group Inc, located at 10 Cuttermill Road in Great Neck, New York, is a specialty finance company specializing in direct hard money and bridge loans. With over 40 years of experience, SFG is a family-owned business with offices in Great Neck, Long Island, as well as West Palm Beach and Boca Raton, Florida. The institution prides itself on being flexible, easy to work with, and able to accommodate quick close transactions. SFG provides financing solutions for borrowers in need of quick closings, facing foreclosure or bankruptcy, or who do not meet traditional lenders' income/credit requirements. Testimonials from clients and partners highlight SFG's professionalism, dedication, and focus on providing the best experience for their clients and partners while positively impacting the communities they serve. With a strong reputation and long-standing relationships in the industry, Somerset Financial Group Inc is a trusted partner for those seeking alternative financing options.
10 Cutter Mill Rd Suite #202, Great Neck, NY 11021, United States -
Matthew Udasin
● ClosedMatthew Udasin is a reputable finance institution located at 1375 New Scotland Road in Slingerlands, New York, United States. With a focus on providing top-notch financial services, Matthew Udasin offers a wide range of expertise in investment strategies, wealth management, and financial planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial futures. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Matthew Udasin is committed to providing personalized solutions tailored to your individual needs. Visit their office today to start building a strong financial foundation for tomorrow.
1375 New Scotland Rd, Slingerlands, NY 12159, United States -
Petrella Phillips LLP
● ClosedPetrella Phillips LLP is a reputable accounting and finance institution located at 1892 South Winton Road in Rochester, New York, United States. We specialize in tax preparation, planning, IRS representation, estate and trust tax preparation, business consulting, and financial planning. Our team of experienced professionals is dedicated to providing accurate and efficient services for individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations. We offer extended hours at our main office in Rochester, as well as locations in Geneva and Dansville. Additionally, we have a 24-hour drop box for your convenience. Whether you are looking for assistance with tax preparation, planning for the future, or guidance on business matters, Petrella Phillips LLP is here to help you navigate through any financial challenge.
1892 S Winton Rd Suite 180, Rochester, NY 14618, United States -
Sharina World
● ClosedSharina World is a unique institution located at 1080 Old Country Road, Westbury, New York, United States. This institution offers a wide range of services including accounting, finance, health, and travel agency services. At Sharina World, we are dedicated to providing a secure and quality platform for education, skills training, inspiration, empowerment, health care, professional services, networking, recognition, and success on a global scale. Our team of Certified Public Accountants (CPAs) and Internal Auditors are here to simplify your daily accounting and financial management needs.
1080 Old Country Rd, Westbury, NY 11590, United States -
Triple J Enterprises
● ClosedTriple J Enterprises is a reputable finance institution located at 2910 Glenwood Road in New York, United States. With a focus on providing top-notch financial services, Triple J Enterprises offers a wide range of solutions tailored to meet the unique needs of their clients. Whether you are looking for investment opportunities, financial planning advice, or assistance with managing your assets, the experienced team at Triple J Enterprises is dedicated to helping you achieve your financial goals. Trust in Triple J Enterprises for expert guidance and personalized service in the world of finance.
2910 Glenwood Rd, Brooklyn, NY 11210, United States -
Jonie and Company
● ClosedJonie and Company is a reputable accounting and finance institution located at 3296 Fulton Street in New York, United States. With tax season fast approaching, our team is ready to assist you in maximizing your tax filing and helping your business operate more efficiently. By scheduling an appointment at 718.280.1145, you can take advantage of our expert services to ensure a smooth tax season. At Jonie and Company, we understand the importance of leveraging accounting and bookkeeping solutions to reduce the time spent on administrative tasks. Our team is dedicated to providing you with the tools and resources needed to streamline your financial processes and make informed decisions for your business.
3296 Fulton St, Brooklyn, NY 11208, United States -
Bucknam & Conley CPAs
● ClosedBucknam & Conley CPAs is a trusted CPA firm located at 18 Division Street in Saratoga Springs, New York. Specializing in tax planning and business advisory services, they are an independent member of BDO Alliance USA, providing expertise across various practice areas and industry sectors nationwide. With a cloud-based approach, Bucknam & Conley CPAs focus on serving domestic companies and their owners with the latest technology and resources. Clients have praised the firm for their dedication, insight, and proactive approach to staying current with changing regulations.
18 Division St #207A, Saratoga Springs, NY 12866, United States -
Kane Firm
● OpenKane Firm is a reputable accounting and finance institution located at 5225 Sheridan Drive in Buffalo, New York, United States. With a team of experienced professionals, Kane Firm offers a wide range of financial services including tax preparation, auditing, consulting, and financial planning. Clients can trust Kane Firm to provide expert advice and personalized solutions to help them achieve their financial goals.
5225 Sheridan Dr, Buffalo, NY 14221, United States -
Tax Geek Usa
● OpenTax Geek USA is a leading accounting and finance institution located in New York, United States. Our team of experts are dedicated tax geeks who specialize in providing top-notch tax services and financial advice to individuals and businesses. With years of experience and a passion for numbers, we are committed to helping our clients navigate the complex world of taxes and finances. Whether you need assistance with tax preparation, planning, or consulting, Tax Geek USA is here to help you achieve your financial goals. Trust the geeks to handle all of your accounting and finance needs with precision and expertise.
Queens, NY 11412, United States -
Join The Nest
● OpenJoin The Nest is a leading travel agency located at 71 Audrey Avenue in Oyster Bay, New York, United States. As a part of the NEST-Network of Entrepreneurs Selling Travel, we are dedicated to supporting home-based travel agencies since 2004. Our focus is on helping entrepreneurs achieve financial, professional, and personal success by providing tailored solutions exclusively for them. At Join The Nest, we offer experienced agencies the choice to remain independent and book directly with suppliers using their own ARC, CLIA, IATA, or TRUE number. Alternatively, agencies can join our NEST Plus program, which provides the resources of a hosted agency for Independent Travel Advisors. We empower our members with options and a supportive community to call home.
71 Audrey Ave, Oyster Bay, NY 11771, United States -
Jacoby & Meyers, LLP
● ClosedWelcome to Jacoby & Meyers, LLP – Your Trusted Bronx Personal Injury Attorneys Located at 2488 Grand Concourse, The Bronx, New York, Jacoby & Meyers, LLP is a leading law firm specializing in personal injury cases. With a commitment to providing high-quality legal representation, our experienced team of attorneys is dedicated to helping victims of negligence secure the compensation they deserve.
2488 Grand Concourse, The Bronx, New York 10458, United States -
ALG Blueprint
● ClosedWelcome to ALG Blueprint, your trusted partner in accounting and finance, strategically located at 2916 Frederick Douglass Boulevard, Manhattan, New York. We specialize in crafting tailored solutions that empower businesses to achieve sustainable growth and long-term success. Our experienced advisors work closely with you to develop comprehensive roadmaps, focusing on key areas such as finances, operations, and strategic planning. At ALG Blueprint, we believe effective tax planning is more than just compliance; it’s about minimizing tax liabilities through strategic financial management. Our expertise in securing business credit and funding involves a thorough analytical approach, addressing various financial and strategic considerations.
2916 Frederick Douglass Boulevard, Manhattan, New York, United States -
Green Park Home Insurance Solutions
● ClosedWelcome to Green Park Home Insurance Solutions Located at 1 Edgewater Street in the heart of Staten Island, New York, Green Park Home Insurance Solutions is your trusted partner in safeguarding your home and peace of mind. As a premier insurance agency, we understand that homeowners insurance is not just a luxury but a necessity, especially when it comes to protecting your most valuable asset from unforeseen events.
1 Edgewater Street, Staten Island, New York 10305, United States -
William McIntosh, Real Estate Salesperson
● OpenWelcome to William McIntosh, Real Estate Salesperson, located at 28080 Main Road, Cutchogue, New York 11935. As a dedicated real estate advisor with Daniel Gale Sotheby’s International Realty, Bill McIntosh is committed to providing meaningful and joyful real estate experiences with honesty and enthusiasm. With over 30 years of experience on Wall Street, Bill transitioned naturally into real estate, leveraging his financial expertise and active investment background in the Manhattan market. A lifelong resident of the North Fork, Bill cherishes his roots and brings a deep understanding of the local area to his practice. His business thrives on referrals, with more than 75% of his clientele being loyal past clients, a testament to the trust and exceptional service he consistently delivers. Bill caters to a diverse range of clients, from seasoned investors to first-time home buyers, with equal dedication and eagerness.
28080 Main Road, Cutchogue, New York 11935, United States
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