TOP 30 Financial documents in Albany, New York

12 results found

Merrill Lynch Financial Advisor Zachery Freire, located at 69 State Street, Albany, New York, United States, is committed to understanding your values and helping you achieve your financial goals. With a focus on personalized wealth management strategies, Zachery and his team work to create flexible financial plans tailored to your individual needs. As a US Army Veteran, Zachery is also actively involved in community organizations such as The CEG's Veteran Connect Center. Through one-on-one conversations and the Merrill Personal Wealth Analysis™, Zachery helps clients build and document personalized financial plans centered on their goals. By utilizing the Investment Personality Assessment, he gains a deeper understanding of each client's investing preferences to customize their financial approach. With access to the investment insights of Merrill and the banking solutions of Bank of America, Zachery provides comprehensive financial strategies to help clients manage, grow, and preserve their wealth.

S.M. Miller & Associates - Ameriprise Financial Services, LLC is a trusted finance institution located at 4 Atrium Drive, Albany, New York, United States. Recognized as one of the Most Trustworthy Companies in America 2023 by Newsweek, we specialize in providing personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Our team documents your goals, regularly reviews progress, and adjusts strategies as life changes. With access to investments and accounts from any device, we prioritize secure and transparent communication with our clients. Our services include retirement planning, education funding, major purchases, and more. Through the Retirement InteractiveSM tool, clients can explore potential challenges and solutions for their retirement income. Our financial advisors are registered in specific U.S. states, ensuring personalized recommendations and solutions tailored to individual needs.

Jackson Hewitt Tax Service, located at 504 Delaware Avenue in Albany, New York, is a finance institution that is dedicated to helping individuals maximize their tax refunds. While their tax advance loans have ended for the year, their team of Tax Pros is still available to assist you in getting the most out of your return. Their services are perfect for those with busy lives, as you can simply drop off your tax documents and let a Tax Pro take care of the rest. They offer a quick call to review your final return and convenient e-signing options to make the process as seamless as possible.

Electronic Tax & Services is a leading accounting and finance institution located at 187 Second Avenue in Albany, New York. Our team of experienced professionals specializes in providing electronic tax filing services, financial planning, and consulting to individuals and businesses. We are committed to helping our clients navigate the complexities of tax laws and regulations, ensuring they maximize their financial resources and minimize their tax liabilities. Whether you need assistance with tax preparation, bookkeeping, payroll services, or financial advice, Electronic Tax & Services is here to help. Contact us today to schedule a consultation and see how we can assist you with your accounting and finance needs.

JP Multi Services LLC is a finance institution located at 54 State Street, Albany, New York, United States. We specialize in providing a wide range of financial services to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized solutions and expert advice. Whether you need assistance with tax preparation, accounting, bookkeeping, or financial planning, we are here to help. Trust JP Multi Services LLC to provide you with the financial expertise and support you need to succeed.

Xpress Filing is a finance institution located at 302 Northern Boulevard in Albany, New York. We specialize in providing efficient and reliable filing services for individuals and businesses. Our team of experts is dedicated to helping clients navigate the complex world of finance and ensure that all necessary paperwork is filed accurately and on time. Whether you need assistance with tax filings, business registration, or other financial documentation, Xpress Filing is here to help. Trust us to streamline the filing process and take the stress out of managing your finances.

Ian Mann CFP®, MBA, EA - Sit Back Tax is an accounting and finance institution located at 125 Wolf Road in Albany, New York, United States. Unlike many tax preparers today, Ian values in-person meetings as the best way to serve clients. This allows taxpayers to have all their questions answered in a single sitting and gain confidence in their tax preparation. For those who prefer to stay home, a client portal is available to create an account, upload documents, and sign completed returns. Ian Mann CFP®, MBA, EA - Sit Back Tax offers personalized and convenient tax preparation services for individuals and businesses.

Notary4U is a trusted finance institution located at 88 Bentwood Court in Albany, New York, United States. Our experienced team of professionals provides a range of notary services to meet your financial needs. Whether you require notarization for legal documents, real estate transactions, or other important paperwork, we are here to assist you with efficiency and professionalism. Trust Notary4U for all your notary needs.

Brandon J. Broderick, Personal Injury Attorney at Law is a trusted institution located at 21 Everett Road Extension in Albany, New York, United States. Specializing in personal injury cases, their team of experienced lawyers will work tirelessly to ensure you receive the compensation you deserve for your injuries. From car accidents to slip-and-fall injuries, they handle a wide range of cases with professionalism and expertise. Injuries can be life-changing, both physically and emotionally. That's why having a reliable personal injury attorney in Albany is crucial. Brandon J. Broderick's team will work closely with medical professionals and accident investigators to build a strong case on your behalf. If another party is found to be at fault for your injuries, their insurance company may be held accountable for damages and related costs.

Discount EDGAR is a finance institution located at 125 Wolf Road in Albany, New York. We specialize in providing discounted access to the Electronic Data Gathering, Analysis, and Retrieval system (EDGAR) for individuals and businesses looking to access and analyze financial documents filed with the Securities and Exchange Commission (SEC). Our services allow our clients to stay informed and make informed financial decisions.

Loan Till Payday Online is a financial service provider located in Albany, NY, specializing in connecting consumers with a network of available lenders who may be able to assist with their financial needs. The business operates primarily as a lead generation service, which means it helps facilitate connections between borrowers and lenders but does not directly engage in lending activities or make credit decisions. Important Information:

Welcome to the USPS Dropbox located at 1172 Albany Street, Utica, New York 13501. Conveniently situated in the heart of Utica, our facility offers a reliable and secure solution for all your postal and financial needs. Whether you're sending important documents, mailing packages, or managing financial transactions, our USPS Dropbox is designed to provide you with easy and efficient service. Open 24/7, our dropbox ensures that you can manage your postal requirements at any time that suits you. With a commitment to security and efficiency, we aim to make your mailing experience seamless and stress-free. Visit us today and discover the convenience of our USPS services right in your neighborhood.