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TOP 30 Financial advisor for tax planning in Fulton, NY
8 results found
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Bank of America Private Client Advisor John G Duane
Bank of America Private Client Advisor John G Duane is a Senior Vice President at Bank of America Private Bank in Brooklyn, New York. With a deep knowledge of complex financial concerns, John leads a team that delivers personalized wealth management strategies and services to high-net-worth families and individuals. His team includes experienced professionals such as a Relationship Manager, Portfolio Manager, Trust Officer, and other specialists. John is dedicated to helping clients navigate the challenges of managing significant wealth and strives to build strong client relationships based on trust and personal experience. The institution offers a personalized approach, drawing on the resources of Bank of America to help clients achieve their financial goals. Whether clients are looking to preserve wealth, build philanthropic legacies, or plan for future growth, Bank of America Private Bank prioritizes the goals of its clients. The institution values innovation and continually adapts to evolving markets and financial landscapes. Clients can expect disciplined financial strategies and a focus on providing a bridge across generations. It's important to note that Bank of America Private Bank does not provide legal, tax, or accounting advice. Clients should consult their own advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services, and fiduciary standards do not apply in certain situations.
Bank of America Private Client Advisor John Adam Alexander
Bank of America Private Client Advisor John Adam Alexander is a Senior Vice President and Private Client Advisor at Bank of America Private Bank, located in Brooklyn, NY. With a focus on advising Business Owners, from tech startups to multi-generational family businesses, John holds the Certified Exit Planning Advisor® and the Chartered SRI Counselor™ designations. He leads a team of specialists in investment management, trust and estate planning, banking and lending, liquidity event planning, legacy and wealth strategy, NextGen, art and philanthropy, and Family Office design. John's three decades of leadership experience in private banking and investment management across the Americas, Europe, and Asia make him well-equipped to provide expert advice tailored to the unique needs of each family. Fluent in Spanish and French, with a working knowledge of Russian, John is also the Executive Director of the Piermont Straus Foundation. At Bank of America Private Bank, clients can expect a personalized approach to managing significant wealth, with a focus on preserving and sharing wealth, building philanthropic legacies, and planning for future growth. The institution values innovation and aims to help clients anticipate and respond to evolving markets and financial landscapes. Please note that by visiting the Bank of America Private Bank's website, you may be directed to FINRA’S BrokerCheck. Investing involves risk, and it is recommended to consult legal and tax advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services.
Toro Taxes
Toro Taxes, located at 3249 Fulton Street in New York, United States, is a reputable institution specializing in accounting and finance services. With over a decade of experience, Toro Taxes is minority owned and operated, dedicated to providing reliable and efficient tax services to support local communities. Our professional tax advisors are experienced, personable, and committed to ensuring fast and accurate services. We offer assistance with tax preparation and filing to help you maximize your refund. With over 100 locations nationwide, Toro Taxes provides convenient access to customers seeking quality tax services. Our goal is to simplify the tax process and provide clear explanations of our services. For a hassle-free tax experience, contact Toro Taxes at (718)-576-6201.
H&R Block
H&R Block is a renowned accounting and finance institution located at 102 Fulton Street in New York, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal taxes or a business in need of comprehensive financial solutions, H&R Block is dedicated to providing expert guidance and support. Visit us today to secure your financial future with confidence.
H&R Block
H&R Block is a renowned accounting and finance institution located at 159 South 2nd Street in Fulton, 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 business consulting. Whether you are an individual looking for help with your personal finances or a business owner in need of expert advice, H&R Block is dedicated to providing top-notch services tailored to meet your specific needs. Trust H&R Block to help you navigate the complexities of accounting and finance with precision and expertise.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 474 Fulton Street in New York, United States, is a finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. The branch is dedicated to supporting the economic, social, and cultural life of the communities it serves through volunteerism and charitable outreach. With a team of experienced advisors, Merrill Lynch Wealth Management provides financial strategies tailored to meet the unique goals and needs of each client. These strategies go beyond wealth planning advice to include retirement income planning, guidance on concentrated stock positions, and access to estate planning services.
Northeast Risk Management Group Inc
Northeast Risk Management Group Inc is a finance institution located at 640 Fulton Street, Farmingdale, New York, United States. We are a purpose-driven company dedicated to advancing your financial health so you can confidently pursue your goals. Our mission is to drive positive financial outcomes in your life, not just investment returns. We believe in enabling you to focus your energy on something greater than money. Our founder, David Fehrity, draws inspiration from his experience playing Division I golf in college, where he learned the values of time, dedication, and hard work. With two decades of experience, we continue the tradition of serving our community with honesty, integrity, and compassion through comprehensive financial planning. It is our pleasure to assist you and your family on your financial journey.
Janie L. Bradley, Cpa
Janie L. Bradley, CPA is a reputable accounting and finance institution located at 1787 Fulton Street in New York, United States. With years of experience and expertise in the field, Janie L. Bradley, CPA offers a wide range of financial services to individuals and businesses. Their team of certified public accountants is dedicated to providing top-notch accounting solutions tailored to meet the unique needs of each client. Whether you need help with tax preparation, financial planning, or bookkeeping, Janie L. Bradley, CPA is the go-to institution for all your accounting and finance needs.
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