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Financial advisory firms in New City, New York

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  • 76
  • 5 27
    #1

    TRIANGLE. Financial third party advisory

    ● Open
    1 Stage Rd Suite #211, Monroe, NY 10950, United States
    855-399-2223

    TRIANGLE Financial is a leading third-party advisory firm located at 1 Stage Road in Monroe, New York.

    Photo of TRIANGLE. Financial third party advisory - 1 Stage Road, Monroe, NY 10950, USA
    Financial Service
    Details
  • 5 34
    #2

    Francis Financial, Inc.

    ● Open
    39 Broadway Suite 1730, New York, NY 10006, United States
    212-374-9008
    francisfinancial.com

    Francis Financial, Inc. is a finance institution located at 39 Broadway, New York, New York, United States. We specialize in helping women navigate financial decisions with confidence, particularly those experiencing divorce or the loss of a loved one.

    Photo of Francis Financial, Inc. - 39 Broadway, Manhattan, New York 10006, USA Photo of Francis Financial, Inc. - 39 Broadway, Manhattan, New York 10006, USA Photo of Francis Financial, Inc. - 39 Broadway, Manhattan, New York 10006, USA
    Financial Service
    Details
  • 5 21
    #3

    Turk Financial Group

    ● Open
    4709 Avenue N, Brooklyn, NY 11210, United States
    305-204-8392
    turkfinancialgroup.com

    Turk Financial Group is a finance institution located at 4709 Avenue N in New York, United States. We offer securities through Securities America, Inc., Member FINRA/SIPC, and advisory services through Securities America Advisors, Inc.

    Photo of Turk Financial Group - 4709 Avenue N, Brooklyn, NY 11210, USA
    Financial Service
    Details
  • 5 57
    #4

    Upside Tax and Financial - Andrew Donoghue CPA CFP

    ● Open
    2 Gold St, New York, NY 10038, United States
    917-923-4178
    upsidetax.com

    Upside Tax and Financial, led by Andrew Donoghue CPA CFP, is a full-service Tax, Accounting, and Consulting firm located in the Financial District of New York City.

    Photo of Upside Tax and Financial - Andrew Donoghue CPA CFP - 2 Gold Street, Manhattan, New York 10038, USA Photo of Upside Tax and Financial - Andrew Donoghue CPA CFP - 2 Gold Street, Manhattan, New York 10038, USA Photo of Upside Tax and Financial - Andrew Donoghue CPA CFP - 2 Gold Street, Manhattan, New York 10038, USA
    Accounting Service Financial Service
    Details
  • 5 31
    #5

    LST Consultants LLC | Tax, Accounting, Advisory

    ● Open
    349 Central Ave, Lawrence, NY 11559, United States
    516-260-6400
    lionstartax.com

    LST Consultants LLC is a premier accounting, finance, and advisory firm located at 349 Central Avenue in Lawrence, New York, United States.

    Photo of LST Consultants LLC | Tax, Accounting, Advisory - 349 Central Avenue, Lawrence, NY 11559, USA Photo of LST Consultants LLC | Tax, Accounting, Advisory - 349 Central Avenue, Lawrence, NY 11559, USA Photo of LST Consultants LLC | Tax, Accounting, Advisory - 349 Central Avenue, Lawrence, NY 11559, USA
    Accounting Service Financial Service
    Details
  • 5 38
    #6

    Rochester Financial Services

    ● Open
    4 Old Brick Cir, Pittsford, NY 14534, United States
    585-442-7580
    rochesterfinancial.com

    Rochester Financial Services, located at 4 Old Brick Circle in Pittsford, New York, is an independent financial consultant offering objective and unbiased financial advice.

    Photo of Rochester Financial Services - 4 Old Brick Circle, Pittsford, NY 14534, USA
    Financial Service
    Details
  • 5 24
    #7

    TanTanCheng | 腾诚会计 Accounting, Tax & Advisory

    ● Open
    38-08 Union St # 2g, Queens, NY 11354, United States
    718-683-9105
    tantancheng.com

    TanTanCheng Accounting, Tax & Advisory is a leading institution located at 38-08 Union Street in New York, United States.

    Photo of TanTanCheng | 腾诚会计 Accounting, Tax & Advisory - 38-08 Union Street, Queens, NY 11354, USA Photo of TanTanCheng | 腾诚会计 Accounting, Tax & Advisory - 38-08 Union Street, Queens, NY 11354, USA Photo of TanTanCheng | 腾诚会计 Accounting, Tax & Advisory - 38-08 Union Street, Queens, NY 11354, USA
    Accounting Service Financial Service
    Details
  • 5 20
    #8

    Carter & Company New York CPA

    ● Open
    136 Madison Avenue, Manhattan, New York, United States
    332-900-5681
    cartercompanycpa.com

    Welcome to Carter & Company New York CPA, your trusted partner in accounting and finance located in the heart of Manhattan.

    Photo of Carter & Company New York CPA - 136 Madison Avenue, Manhattan, New York 10016, USA Photo of Carter & Company New York CPA - 136 Madison Avenue, Manhattan, New York 10016, USA Photo of Carter & Company New York CPA - 136 Madison Avenue, Manhattan, New York 10016, USA
    Accounting Service Financial Service
    Details
  • 4.9 154
    #9

    The DeMinno CPA Firm, PC

    ● Open
    337 N Main St Suite #13, New City, NY 10956, United States
    845-638-4527
    deminno.tax

    The DeMinno CPA Firm, PC is a reputable accounting and finance institution located at 337 North Main Street in New City, New York, United States.

    Photo of The DeMinno CPA Firm, PC - 337 North Main Street, New City, NY 10956, USA Photo of The DeMinno CPA Firm, PC - 337 North Main Street, New City, NY 10956, USA Photo of The DeMinno CPA Firm, PC - 337 North Main Street, New City, NY 10956, USA
    Accounting Service Financial Service
    Details
  • 4.9 44
    #10

    Long Island Tax, Accounting, & Advisory Services Inc.

    ● Open
    4 Hemlock Rd, Mt Sinai, NY 11766, United States
    631-645-5257
    litaasi.com

    Long Island Tax, Accounting, & Advisory Services Inc. is a reputable institution located at 4 Hemlock Road in Mount Sinai, New York.

    Photo of Long Island Tax, Accounting, & Advisory Services Inc. - 4 Hemlock Road, Mount Sinai, NY 11766, USA Photo of Long Island Tax, Accounting, & Advisory Services Inc. - 4 Hemlock Road, Mount Sinai, NY 11766, USA Photo of Long Island Tax, Accounting, & Advisory Services Inc. - 4 Hemlock Road, Mount Sinai, NY 11766, USA
    Accounting Service Financial Service
    Details
  • 4.9 41
    #11

    Gleason Tax Advisory

    ● Open
    1848 Buffalo St Ext, Jamestown, NY 14701, United States
    716-720-5339
    gleasontaxadvisory.com

    Gleason Tax Advisory, located at 1848 Buffalo Street Extension in Jamestown, New York, offers a range of services including tax preparation, insurance, payroll, Medicare, and business advisement.

    Photo of Gleason Tax Advisory - 1848 Buffalo Street Extension, Jamestown, NY 14701, USA Photo of Gleason Tax Advisory - 1848 Buffalo Street Extension, Jamestown, NY 14701, USA Photo of Gleason Tax Advisory - 1848 Buffalo Street Extension, Jamestown, NY 14701, USA
    Accounting Service Financial Service Insurance Agency
    Details
  • 4.9 238
    #12

    Cardinal Financial Company, Limited Partnership

    ● Open
    41 Pinelawn Rd Suite 100, Melville, NY 11747, United States
    980-350-6668
    cardinalfinancial.com

    Cardinal Financial Company, Limited Partnership is a reputable finance institution located at 41 Pinelawn Road in Melville, New York, United States.

    Photo of Cardinal Financial Company, Limited Partnership - 41 Pinelawn Road, Melville, NY 11747, USA Photo of Cardinal Financial Company, Limited Partnership - 41 Pinelawn Road, Melville, NY 11747, USA Photo of Cardinal Financial Company, Limited Partnership - 41 Pinelawn Road, Melville, NY 11747, USA
    Financial Service
    Details
  • 4.8 129
    #13

    Duke Law Firm, P.C.

    ● Open
    3407 Rochester Rd, Lakeville, NY 14480, United States
    585-229-6875
    dukelawfirm.net

    Duke Law Firm, P.C. located at 3407 Rochester Road in Lakeville, New York, is a reputable institution specializing in family law and financial matters.

    Photo of Duke Law Firm, P.C. - 3407 Rochester Road, Lakeville, NY 14480, USA Photo of Duke Law Firm, P.C. - 3407 Rochester Road, Lakeville, NY 14480, USA Photo of Duke Law Firm, P.C. - 3407 Rochester Road, Lakeville, NY 14480, USA
    Legal Service
    Details
  • 4.7 34
    #14

    Firm Insurance Agency, LLC

    ● Open
    5900 N Burdick St, East Syracuse, NY 13057, United States
    315-656-4114
    firminsuranceagency.com

    Firm Insurance Agency, LLC is a reputable health insurance agency located at 5900 North Burdick Street in East Syracuse, New York.

    Photo of Firm Insurance Agency, LLC - 5900 North Burdick Street, East Syracuse, NY 13057, USA Photo of Firm Insurance Agency, LLC - 5900 North Burdick Street, East Syracuse, NY 13057, USA Photo of Firm Insurance Agency, LLC - 5900 North Burdick Street, East Syracuse, NY 13057, USA
    Insurance Agency Medical Services
    Details
  • 4.6 32
    #15

    Eden Advisory Services LLC and Cafe

    ● Open
    269 Osborne Rd Unit 3, Albany, NY 12211, United States
    518-977-3771
    edenasc.com

    Eden Advisory Services LLC and Cafe is a unique institution located at 269 Osborne Road in Albany, New York. This establishment offers a blend of financial advisory services and a cozy cafe experience all under one roof.

    Photo of Eden Advisory Services LLC and Cafe - 269 Osborne Road, Albany, NY 12211, USA Photo of Eden Advisory Services LLC and Cafe - 269 Osborne Road, Albany, NY 12211, USA Photo of Eden Advisory Services LLC and Cafe - 269 Osborne Road, Albany, NY 12211, USA
    Financial Service Food Establishment Restaurant
    Details
  • 4.5 37
    #16

    Angelides & Company Accounting Firm

    ● Open
    2360 Steinway St, Astoria, NY 11105, United States
    718-728-0900
    angelidesco.com

    Angelides & Company Accounting Firm is a reputable institution located at 2360 Steinway Street in New York, United States.

    Accounting Service Financial Service
    Details
  • 4.1 39
    #17

    Austro Financial Services Inc

    ● Open
    280 St Nicholas Ave, Brooklyn, NY 11237, United States
    718-366-6408

    Austro Financial Services Inc is a leading financial institution located at 280 Saint Nicholas Avenue in New York, United States.

    Photo of Austro Financial Services Inc - 280 Saint Nicholas Avenue, Brooklyn, NY 11237, USA Photo of Austro Financial Services Inc - 280 Saint Nicholas Avenue, Brooklyn, NY 11237, USA Photo of Austro Financial Services Inc - 280 Saint Nicholas Avenue, Brooklyn, NY 11237, USA
    Financial Service
    Details
  • 5 4
    #18

    J. Pink Associates, Inc., Financial Advisors

    ● Open
    3 Nancy Ct STE 1, Wappingers Falls, NY 12590, United States
    845-790-4300
    johnpink.com

    J. Pink Associates, Inc. is a reputable financial advisory firm located at 3 Nancy Court in Wappingers Falls, New York. As experienced financial advisors, we offer personalized services to help individuals and businesses achieve their financial goals.

    Photo of J. Pink Associates, Inc., Financial Advisors - 3 Nancy Court, Wappingers Falls, NY 12590, USA Photo of J. Pink Associates, Inc., Financial Advisors - 3 Nancy Court, Wappingers Falls, NY 12590, USA Photo of J. Pink Associates, Inc., Financial Advisors - 3 Nancy Court, Wappingers Falls, NY 12590, USA
    Financial Service
    Details
  • 5 1
    #19

    First Financial Advisors Group

    ● Open
    620 Rte 25A, Mt Sinai, NY 11766, United States
    631-689-1515
    firstfinancialag.com

    First Financial Advisors Group is a leading finance institution located at 620 Route 25A in Mount Sinai, New York, United States.

    Photo of First Financial Advisors Group - 620 Route 25A, Mount Sinai, NY 11766, USA Photo of First Financial Advisors Group - 620 Route 25A, Mount Sinai, NY 11766, USA
    Financial Service
    Details
  • 5 1
    #20

    Morgan Stanley Financial Advisors

    ● Open
    414 Main St #101, Port Jefferson, NY 11777, United States
    631-642-8600
    advisor.morganstanley.com

    Morgan Stanley Financial Advisors is a renowned finance institution located at 414 Main Street in Port Jefferson, New York.

    Financial Service
    Details
  • 5 4
    #21

    Argus Information and Advisory Services, Inc.

    ● Open
    50 Main St Floor 6, White Plains, NY 10606, United States
    914-307-3100
    argusinformation.com

    Argus Information and Advisory Services, Inc. is a leading provider of data analytics and consulting services located at 50 Main Street in White Plains, New York.

    Details
  • 5 1
    #22

    Geri Pell - Private Wealth Advisor, Ameriprise Financial Services, LLC

    ● Open
    800 Westchester Ave Ste 300, Rye Brook, NY 10573, United States
    914-253-8800
    ameripriseadvisors.com

    Geri Pell is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 800 Westchester Avenue, Rye Brook, New York, United States.

    Photo of Geri Pell - Private Wealth Advisor, Ameriprise Financial Services, LLC - 800 Westchester Avenue, Rye Brook, NY 10573, USA Photo of Geri Pell - Private Wealth Advisor, Ameriprise Financial Services, LLC - 800 Westchester Avenue, Rye Brook, NY 10573, USA Photo of Geri Pell - Private Wealth Advisor, Ameriprise Financial Services, LLC - 800 Westchester Avenue, Rye Brook, NY 10573, USA
    Financial Service
    Details
  • 5 2
    #23

    Hudson Peak Wealth Advisors - Ameriprise Financial Services, LLC

    ● Open
    427 Bedford Rd Ste 110, Pleasantville, NY 10570, United States
    914-769-2800
    ameripriseadvisors.com

    Hudson Peak Wealth Advisors, located at 427 Bedford Road in Pleasantville, New York, is a branch of Ameriprise Financial Services, LLC.

    Photo of Hudson Peak Wealth Advisors - Ameriprise Financial Services, LLC - 427 Bedford Road, Pleasantville, NY 10570, USA Photo of Hudson Peak Wealth Advisors - Ameriprise Financial Services, LLC - 427 Bedford Road, Pleasantville, NY 10570, USA
    Financial Service
    Details
  • 5 7
    #24

    Tax Advisory Group

    ● Open
    223 Main St, Port Washington, NY 11050, United States
    516-231-5575
    kennethkdillenbeckcpa.com

    The Tax Advisory Group is a leading accounting and finance institution located at 223 Main Street in Port Washington, New York, United States. Our team of experienced professionals provides expert guidance and support in all areas of tax advisory services.

    Photo of Tax Advisory Group - 223 Main Street, Port Washington, NY 11050, USA Photo of Tax Advisory Group - 223 Main Street, Port Washington, NY 11050, USA Photo of Tax Advisory Group - 223 Main Street, Port Washington, NY 11050, USA
    Accounting Service Financial Service
    Details
  • 5 3
    #25

    Financial Tax Reports, LLP

    ● Open
    65 Court St #5, White Plains, NY 10601, United States
    914-421-7732

    Financial Tax Reports, LLP is a reputable accounting and finance institution located at 65 Court Street in White Plains, New York, United States.

    Photo of Financial Tax Reports, LLP - 65 Court Street, White Plains, NY 10601, USA Photo of Financial Tax Reports, LLP - 65 Court Street, White Plains, NY 10601, USA Photo of Financial Tax Reports, LLP - 65 Court Street, White Plains, NY 10601, USA
    Accounting Service Financial Service
    Details
  • 5 1
    #26

    Bona Financial Group

    ● Open
    1 Mill Ln, North Castle, NY 10504, United States
    914-758-0261

    Bona Financial Group is a reputable insurance agency located at 1 Mill Lane in New York, United States. With a team of experienced professionals, we provide a wide range of insurance products and services to meet the diverse needs of our clients.

    Insurance Agency
    Details
  • 5 9
    #27

    Thoroughbred Advisors - Financial Advisors

    ● Open
    421 Troy-Schenectady Rd, Latham, NY 12110, United States
    518-608-4608
    thoroughbredadvisors.com

    Thoroughbred Advisors is a reputable financial advisory firm located at 421 Troy-Schenectady Road in Latham, New York.

    Photo of Thoroughbred Advisors - Financial Advisors - 421 Troy-Schenectady Road, Latham, NY 12110, USA Photo of Thoroughbred Advisors - Financial Advisors - 421 Troy-Schenectady Road, Latham, NY 12110, USA Photo of Thoroughbred Advisors - Financial Advisors - 421 Troy-Schenectady Road, Latham, NY 12110, USA
    Financial Service Insurance Agency
    Details
  • 5 1
    #28

    Steward Partners global Advisory, LLC

    ● Open
    677 Broadway, Albany, NY 12207, United States
    518-419-6650
    stewardpartners.com

    Steward Partners Global Advisory, LLC is a finance institution located at 677 Broadway in Albany, New York, United States. They offer a wide range of financial advisory services to help individuals and businesses achieve their financial goals.

    Financial Service
    Details
  • 5 1
    #29

    Edelman Financial Engines

    ● Open
    28 Corporate Dr Suite 101, Clifton Park, NY 12065, United States
    833-752-6333
    edelmanfinancialengines.com

    Edelman Financial Engines is a leading financial institution located at 28 Corporate Drive in New York, United States. Specializing in finance, they offer a range of services to help individuals and businesses manage their wealth and investments.

    Photo of Edelman Financial Engines - 28 Corporate Drive, Clifton Park, NY 12065, USA
    Financial Service
    Details
  • 5 1
    #30

    Falcon Financial Advisors

    ● Open
    120 W 3rd St Suite 117, Jamestown, NY 14701, United States
    716-484-6192
    falconfinancialadvisors.com

    Falcon Financial Advisors, located at 120 West 3rd Street in Jamestown, New York, is a trusted and valued financial and insurance services firm. Our goal is to empower our clients through proper protection and building towards financial independence.

    Financial Service
    Details
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