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TOP 30 Financial management in Fulton, NY
31 results found
Search for local businesses, places and services near you
Merrill Lynch Financial Advisor Jessica E. Lee
Merrill Lynch Financial Advisor Jessica E. Lee is a reputable finance institution located at 474 Fulton Street in New York, United States. With years of experience and expertise in the financial industry, Jessica E. Lee provides personalized financial advice and strategies to help clients achieve their financial goals. Whether you're looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Jessica E. Lee is dedicated to providing top-notch service and guidance to help you navigate the complexities of the financial world.
Merrill Lynch Financial Advisor Jeff C Thomas
Merrill Lynch Financial Advisor Jeff C Thomas, located at 474 Fulton Street, New York, United States, offers a holistic approach to achieving client goals through Environmental, Social, and Governance (ESG) Principles and CERTIFIED FINANCIAL PLANNER™ Professional Standards. Specializing in Goals-Based Wealth Management with a focus on ESG Investing, the institution's personalized financial strategies align with client beliefs while aiming to achieve financial objectives. By prioritizing Social Responsibility and incorporating ESG issues into asset allocation models, the institution aims to provide sustainable and impactful investment solutions. With a commitment to community involvement and personalized service, the institution's team of experienced professionals at Merrill Lynch Wealth Management ensures that clients' financial needs and aspirations are met through tailored financial plans. By focusing on client priorities, goals, and values, the institution aims to help clients navigate financial decisions and achieve long-term success. With access to Merrill's investment insights and Bank of America's banking solutions, clients can develop a comprehensive approach to managing, growing, and preserving their wealth. By regularly reviewing and adjusting financial approaches, the institution helps clients stay on track to reach their financial goals. Through a personalized and client-focused approach, Merrill Lynch Financial Advisor Jeff C Thomas strives to help clients achieve their financial aspirations and navigate life's financial complexities.
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.
Gott Management Services
Gott Management Services is a reputable accounting and finance institution located at 640 Fulton Street in Farmingdale, New York, United States. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, bookkeeping, financial planning, and more. Our commitment to excellence and personalized service sets us apart from the competition, making us a trusted partner for individuals and businesses alike. Contact us today to see how we can help you achieve your financial goals.
Fulton Savings Bank
Fulton Savings Bank is a trusted financial institution located at 75 South 1st Street in Fulton, New York, United States. As a full-service bank, Fulton Savings Bank offers a range of financial services including personal and business banking, loans, mortgages, and investment options. With convenient ATM access, customers can easily manage their finances and access funds whenever needed. Visit Fulton Savings Bank for all your banking needs in the Fulton area.
Alternatives Federal Credit Union
Alternatives Federal Credit Union is a financial institution located at 125 North Fulton Street in Ithaca, New York, United States. As a credit union, Alternatives offers a range of banking services including savings accounts, loans, and ATM access. With a focus on community development and social responsibility, Alternatives is committed to providing affordable and accessible financial services to its members. Visit their branch in Ithaca to learn more about how they can help you achieve your financial goals.
WITH - KEHN, LLC
WITH - KEHN, LLC is a reputable accounting and finance institution located at 406 Fulton Street in Troy, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to excellence and personalized approach sets them apart in the industry. Whether you are a small business owner or an individual looking for financial guidance, WITH - KEHN, LLC is dedicated to helping you achieve your financial goals.
Rodney Shannon - State Farm Insurance Agent
Rodney Shannon - State Farm Insurance Agent is a trusted insurance agency located at 1320 Fulton Street in New York, United States. As we head back to school and routine in September, it's important to review your insurance needs. Our team is here to help you manage the risks of everyday life, recover from the unexpected, and achieve your dreams. We provide customers with insurance and financial services, including tips on safety for children and parents at bus stops, driving in rural areas, and managing retirement savings. Our mission is to assist you in protecting your assets and planning for the future.
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 Scott Skorobohaty
Bank of America Private Client Advisor Scott Skorobohaty is a financial institution located at 474 Fulton Street in New York, United States. As a private client advisor, Scott Skorobohaty offers personalized financial planning and investment services to high-net-worth individuals. With a focus on building long-term relationships and providing tailored solutions, clients can expect expert advice and guidance to help them achieve their financial goals. Whether it's wealth management, retirement planning, or estate planning, Bank of America Private Client Advisor Scott Skorobohaty is dedicated to helping clients navigate the complexities of their financial portfolios with confidence and peace of mind.
Canale Insurance & Accounting
Canale Insurance & Accounting is a reputable institution located at 871 Oneida Street in Fulton, New York. We specialize in providing top-notch accounting, finance, and insurance services to our clients. Our experienced professionals are dedicated to helping individuals and businesses navigate the complexities of financial management and risk mitigation. Whether you need assistance with tax preparation, financial planning, or finding the right insurance coverage, Canale Insurance & Accounting is here to help. Visit us today to learn more about how we can support your financial goals.
The Carmoon Group Ltd
The Carmoon Group Ltd is a health insurance agency located at 240 Fulton Avenue, Hempstead, New York, United States. With personalized attention and prompt service, they specialize in providing insurance tailored to your industry needs. Clients have praised them for their ability to find the lowest possible cost on policies while ensuring excellent coverage. As a realtor, it is important to have a solid risk management program in place to protect your assets from various risks such as property damage, theft, and liability claims. The Carmoon Group Ltd offers contract bonds to ensure adherence to construction contracts, business insurance to guard against financial loss, and medical malpractice insurance to protect healthcare professionals from claims. With their expertise in insurance and risk management, they provide peace of mind for businesses and individuals alike.
Allnation Agency, Inc
Allnation Agency, Inc is a reputable health and insurance agency located at 250 Fulton Avenue, Hempstead, New York. With a strong commitment to providing quality services and personalized solutions, our dedicated team is here to assist individuals and families in navigating the complex world of health and insurance. Whether you are seeking coverage for medical expenses, life insurance, or other financial protection, Allnation Agency, Inc is here to help you find the right plan to meet your needs. Trust in our expertise and experience to guide you towards a secure and healthy future.
Winthrop Women’s Wellness OB/GYN
Winthrop Women’s Wellness OB/GYN, located at 1 Fulton Avenue in Hempstead, New York, offers top-quality care and expertise in all areas of specialty care. Our radiology experts provide imaging services such as CT and MRI scans, ultrasound, and X-ray throughout the New York City area. You can learn more about our imaging services and schedule an appointment with us. At NYU Langone Women’s Wellness OB/GYN—Long Island, our doctors and nurse practitioners deliver compassionate and personalized gynecologic and obstetric care. We offer pregnancy care, routine gynecologic care, and specialized services to women of all cultural backgrounds. Our bilingual staff, fluent in Spanish, provides on-site interpretation services.
Anthem Blue Cross and Blue Shield
Anthem Blue Cross and Blue Shield is a health insurance agency located at 127 Fulton Avenue, Hempstead, New York, United States. We offer a wide range of learning resources and services for our members, including care programs and tools to support whole-health for employees. The New York State of Health marketplace has extended the 2024 open enrollment period for individual and family insurance plans. As of January 1, 2024, Empire BlueCross BlueShield and Empire BlueCross are now known as Anthem Blue Cross and Blue Shield, with no impact on coverage or access to care. We provide affordable health, dental, and vision coverage, with options for financial assistance. Our Medicare plans cater to various healthcare needs and budgets. We offer group insurance plans for small and large businesses, with flexible options for medical, pharmacy, dental, vision, life, and disability coverage. Manage your health insurance plan easily online, submit claims, pay bills, access your member ID card, and chat with representatives. Stay informed with our latest advice, tips, and news to maximize your benefits and stay healthy. Health equity and routine screenings are important for overall well-being. Download our Sydney Health app for iOS and Android devices. Language assistance services are available for non-English speakers. Please contact our Customer Service for assistance. Sydney Care is provided through Carelon Digital Platforms, Inc. Let's make healthy happen with Anthem Blue Cross and Blue Shield.
Hawthorne Jr Dennis N
Hawthorne Jr Dennis N is a reputable law firm located at 118 Cayuga Street in Fulton, New York. Specializing in various areas of law, the experienced team at Hawthorne Jr Dennis N is dedicated to providing expert legal advice and representation to clients in the United States. With a commitment to excellence and a strong track record of success, this institution is a trusted choice for individuals seeking legal assistance.
IFS
IFS is a leading finance institution located at 285 Fulton Street in the bustling city of New York, United States. With a strong reputation for providing expert financial services, IFS is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, IFS offers a wide range of services to meet your needs. Visit us today to experience the professionalism and expertise that sets IFS apart in the world of finance.
NBT Bank
NBT Bank is a trusted financial institution located at 1930 State Route 3 in Fulton, New York, United States. As a full-service bank, NBT Bank offers a range of financial services including personal and business banking, loans, mortgages, and investment options. With a convenient ATM on site, customers can easily access their accounts and manage their finances. NBT Bank is committed to providing excellent customer service and helping individuals and businesses achieve their financial goals.
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.
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.
Jonie and Company
Jonie 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.
Alter Jack B CPA
Alter Jack B CPA is a reputable accounting and finance institution located at 175 South 2nd Street in Fulton, New York, United States. With years of experience in the industry, they offer a wide range of services including tax preparation, financial planning, and auditing. Their team of skilled professionals is dedicated to providing personalized solutions to meet the unique needs of each client. Whether you are an individual or a business owner, Alter Jack B CPA is committed to helping you achieve your financial goals.
N.Y.S Refund Center
N.Y.S Refund Center is a reputable financial institution located at State Route 3 in Fulton, New York, United States. Specializing in accounting and finance services, the center assists individuals and businesses in processing refunds and managing their financial transactions efficiently. With a team of experienced professionals, N.Y.S Refund Center ensures accurate and timely handling of all financial matters, providing clients with peace of mind and expert guidance. Whether you are seeking assistance with tax refunds, investment returns, or budget planning, N.Y.S Refund Center is committed to helping you achieve your financial goals.
Attina Services Corp
Attina Services Corp is a reputable accounting and finance institution located at 3229 Fulton Street in New York, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our dedication to accuracy, integrity, and client satisfaction sets us apart in the industry. Whether you need help with tax preparation, bookkeeping, or financial planning, Attina Services Corp is here to help you achieve your financial goals. Visit us today to see how we can assist you with your financial needs.
Los Taxes Santana
Los Taxes Santana is a reputable accounting and finance institution located at 3249 Fulton Street in New York, United States. With a team of experienced professionals, they provide expert tax preparation, financial planning, and accounting services to individuals and businesses. Whether you need help with filing your taxes or managing your finances, Los Taxes Santana is dedicated to providing top-notch service and helping you achieve your financial goals. Contact them today to schedule a consultation and see how they can assist you with all your accounting and finance needs.
William Browning & Co
William Browning & Co is a renowned accounting and finance institution located at 814 Fulton Street in Farmingdale, New York, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our commitment to delivering high-quality services and personalized solutions sets us apart in the industry. Whether you need assistance with tax preparation, financial planning, or investment management, our team is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can assist you with your accounting and finance needs.
Account On US Services Inc
Account On US Services Inc is a reputable accounting and finance institution located at 352 Fulton Avenue in Hempstead, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, our experts are here to assist you every step of the way. Trust Account On US Services Inc for all your financial needs and rest easy knowing your finances are in good hands.
Diamond Geyer & Co
Diamond Geyer & Co is a reputable accounting and finance institution located at 375 Fulton Street in Farmingdale, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, auditing, and financial planning. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Whether you need help with your taxes or want to plan for a secure financial future, Diamond Geyer & Co is the institution to turn to.
PAYOMATIC
PAYOMATIC is the largest and most convenient provider of check cashing and financial services in New York. With nearly 140 stores located in neighborhoods throughout the Bronx, Brooklyn, Manhattan, Queens, Long Island, and the NYC area, we offer a wide range of services including check cashing, business check cashing, Western Union money transfers, money orders, bill payment, direct deposit, and prepaid debit cards. Visit a PAYOMATIC store near you today to access these services. Link your inPOWER Card to manage your money anytime, anywhere with ease and security. The inPOWER Prepaid Mastercard is issued by The Bancorp Bank, N.A., and can be used wherever Debit Mastercard is accepted.
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