TOP 30 Financial management software in New York, New York
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Bank of America Financial Center
● ClosedThe Bank of America Financial Center located at 69 State Street in Albany, New York, is a leading institution in the world of banking and finance. With a strong reputation for providing excellent customer service and a wide range of financial products and services, this branch is a trusted destination for individuals and businesses alike. Whether you're looking to open a checking account, apply for a loan, or seek investment advice, the knowledgeable staff at the Bank of America Financial Center are ready to assist you in achieving your financial goals. Visit us today and experience the convenience and expertise that sets us apart from the rest.
Home Savings Bank Building, 69 State St, Albany, NY 12207, United States -
Alliant Capital Management
● OpenAlliant Capital Management is a reputable accounting and finance institution located at 1965 Sheridan Drive in Buffalo, New York, United States. With a team of experienced professionals, they provide expert financial management services to individuals and businesses alike. Whether you need assistance with budgeting, investing, or tax planning, Alliant Capital Management is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized approach sets them apart as a trusted partner in managing your finances effectively.
1965 Sheridan Dr Suite 100, Buffalo, NY 14223, United States -
Lifetime Software Store
● OpenWelcome to Lifetime Software Store, your premier destination for top-quality software solutions in Central Square, New York. Conveniently located at 3018 East Avenue, we are dedicated to providing our community with an extensive range of software products tailored to meet both personal and professional needs. Whether you're a tech enthusiast, a business owner, or someone seeking reliable software for everyday use, our knowledgeable staff is here to guide you every step of the way. At Lifetime Software Store, we pride ourselves on offering exceptional customer service, competitive pricing, and a curated selection of the latest software innovations. Visit us today and discover how we can help you enhance your digital experience.
3018 East Avenue, Central Square, New York 13036, United States -
Syrasoft Self Storage Software
● OpenWelcome to Syrasoft Self Storage Software, your trusted partner in revolutionizing self-storage facility management. Located at 6 Canton Street, Baldwinsville, New York, we specialize in providing cutting-edge software solutions that streamline operations, automate processes, and enhance your bottom line. Our software is meticulously designed to meet the unique needs of self-storage facilities, allowing you to spend less time on manual tasks and more time on what truly matters. Say farewell to cumbersome manual bookkeeping and embrace the ease of automated payments and detailed digital reports. With Syrasoft, securely store all your data—from tenant information to facility details—in one convenient, accessible location.
6 Canton Street, Baldwinsville, New York 13027, United States -
Regional Medical Management
● OpenWelcome to Regional Medical Management, your trusted partner in healthcare finance solutions. Conveniently located at 445 Factory Street, Watertown, New York, we specialize in providing comprehensive financial management services tailored to the unique needs of healthcare providers. Our expert team is dedicated to optimizing your financial operations, allowing you to focus on delivering exceptional patient care. Whether you're a small clinic or a large medical practice, we offer personalized solutions that enhance efficiency, improve revenue cycles, and ensure compliance with industry standards. At Regional Medical Management, we are committed to supporting the health of your business so you can better support the health of your community. Visit us today and discover how we can help you achieve financial success in the ever-evolving healthcare landscape.
445 Factory Street, Watertown, New York 13601, United States -
SouthShore Medical Practice Management,Inc.
● OpenWelcome to SouthShore Medical Practice Management, Inc., your trusted partner in comprehensive healthcare management solutions. Conveniently located at 28 West Main Street, Bay Shore, New York, our dedicated team is committed to enhancing the efficiency and effectiveness of medical practices throughout the region. At SouthShore Medical Practice Management, we specialize in providing tailored services that meet the unique needs of healthcare providers. Our offerings include practice management consulting, billing and coding optimization, regulatory compliance, and staff training and development. Our goal is to streamline operations, improve patient care, and maximize financial performance for your practice.
28 West Main Street, Bay Shore, New York 11706, United States -
Bank of America Financial Center
● ClosedWelcome to the Bank of America Financial Center, conveniently located at 1 South Clinton Street, Syracuse, New York. As a leading institution in banking and finance, we are dedicated to providing exceptional financial services tailored to meet your individual and business needs. Whether you're looking to open a new account, manage your investments, or seek expert financial advice, our team of experienced professionals is here to assist you every step of the way. Our modern facility offers a welcoming atmosphere and state-of-the-art technology to ensure a seamless banking experience. Visit us today to discover a wide range of services, including personal banking, mortgage solutions, credit cards, and wealth management. At Bank of America, we are committed to helping you achieve your financial goals with confidence and convenience.
1 South Clinton Street, Syracuse, New York 13202, United States -
Bianchi Financial Software Consultants
● OpenWelcome to Bianchi Financial Software Consultants Located in the heart of McGraw, New York, Bianchi Financial Software Consultants is your trusted partner for all QuickBooks® solutions. Founded by Shelly Bianchi, a seasoned expert with over 20 years of experience as an Advanced Certified ProAdvisor, our business is dedicated to helping you master the financial aspects of your operations.
2697 Parks Road, McGraw, New York 13101, United States -
Monterey Management Corp.
● OpenWelcome to Monterey Management Corp., your trusted partner in financial services located at 307 Winchester Road, East Syracuse, New York. Specializing in ATM and finance solutions, we are committed to providing our clients with convenient and reliable financial management services. Our state-of-the-art ATMs ensure quick and secure transactions, while our expert financial team is dedicated to helping you navigate your financial journey with confidence. Whether you're a business or an individual, Monterey Management Corp. is here to support your financial needs with professionalism and care. Visit us today to experience exceptional service tailored to your financial goals.
307 Winchester Road, East Syracuse, New York 13057, United States -
New Rochelle Finance Administration
● OpenWelcome to New Rochelle Finance Administration, your trusted local government office dedicated to serving the financial needs of our vibrant community. Conveniently located at 515 North Avenue in New Rochelle, New York, our team is committed to ensuring transparency, efficiency, and accountability in managing the city's financial resources. We provide a wide range of services including budgeting, financial reporting, and revenue collection, all aimed at fostering the economic well-being of New Rochelle. Our knowledgeable staff is here to assist residents and businesses alike with any inquiries or support they may need. Visit us to experience our dedication to excellence and community-focused service.
515 North Avenue, New Rochelle, New York 10801, United States -
All-in-One Accounting Corp. Oleksandra Kuzma EA
● OpenWelcome to All-in-One Accounting Corp. Oleksandra Kuzma EA, your trusted partner in accounting and finance located at 187 Avenue T, Brooklyn, New York 11223. Our mission is to provide personalized, expert financial solutions tailored to meet your unique needs. Under the leadership of Oleksandra Kuzma, an Enrolled Agent with a passion for excellence, we offer a comprehensive range of services designed to simplify your financial life and help you achieve the best possible results. Our firm is dedicated to maintaining the high standards our profession demands, ensuring accuracy and compliance with all tax regulations. We work with a diverse client base, from start-ups to large corporations, offering services that range from tax preparation and business tax planning to personal tax solutions. At All-in-One Accounting Corp, we understand the complexities of today's economic landscape and are committed to delivering the highest quality service to meet these challenges.
187 Avenue T, Brooklyn, New York 11223, United States -
E*Trade Financial
● OpenWelcome to ETrade Financial, your trusted partner in navigating the world of finance. Conveniently located on West 11th Street in the heart of Manhattan, New York, we offer a comprehensive range of financial services designed to meet the needs of both individual investors and businesses. Our team of experienced professionals is dedicated to providing personalized solutions, whether you're looking to invest in the stock market, manage your portfolio, or plan for retirement. At ETrade Financial, we pride ourselves on our commitment to innovation, security, and customer satisfaction. Visit us today and discover how we can help you achieve your financial goals with confidence.
West 11th Street, Manhattan, New York, United States -
F&S Financial Services, Inc
● OpenWelcome to F&S Financial Services, Inc. Located in the heart of Queens, New York, F&S Financial Services, Inc. is your trusted partner for all your accounting and financial needs. Situated at 62-18 Roosevelt Avenue, we are dedicated to serving the diverse community of Queens and beyond with professionalism, integrity, and personalized attention.
62-18 Roosevelt Avenue, Queens, New York 11377, United States -
Dash Financial Technologies LLC
● OpenWelcome to Dash Financial Technologies LLC, your trusted partner in innovative financial solutions. Conveniently located in the heart of Manhattan at 250 Park Avenue South, New York, we specialize in providing cutting-edge technology and services tailored to meet the dynamic needs of the financial industry. Our team of experts is dedicated to delivering unparalleled support and insights, empowering our clients to achieve their financial goals with confidence. At Dash Financial Technologies, we are committed to excellence, integrity, and fostering long-lasting relationships with our clients. Discover the future of finance with us today.
250 Park Avenue South, Manhattan, New York, United States -
Merrill Lynch Financial Advisor Michael T Lagnese
● ClosedWelcome to the office of Merrill Lynch Financial Advisor Michael T. Lagnese, located at 450 Old Country Road, Riverhead, New York. We are dedicated to helping you navigate your financial journey with confidence and clarity. Our team, supported by the global resources of Merrill, is composed of talented and experienced professionals committed to building strong relationships based on trust and personalized service. At Merrill Lynch Wealth Management, we focus on what matters most to you—your family, goals, and priorities—as they evolve over the years. Our mission is to understand your unique financial situation, enabling us to design and implement a personalized plan to help you pursue your financial goals while managing investment risk.
450 Old Country Road, Riverhead, New York 11901, United States -
Merrill Lynch Financial Advisor Harry L Hackett
● ClosedWelcome to Merrill Lynch Financial Advisor Harry L Hackett, your trusted partner in financial planning and wealth management located at 57 Hampton Road, Southampton, New York. Our mission is to be your primary source for financial advice and guidance, offering personalized strategies to help you navigate the complexities of the financial world. At the Hackett Group, we believe in building strong relationships through teamwork and client involvement. Our dedicated team of advisors and wealth management client associates work closely with you to understand your unique financial situation, goals, and priorities. With access to the global investment capabilities of Merrill and the banking convenience of Bank of America, we provide comprehensive solutions tailored to your needs.
57 Hampton Road, Southampton, New York 11968, United States -
Construction Bid Solutions
● OpenConstruction Bid Solutions, located at 15 Oakridge Circle in Ridge, New York, is a cutting-edge institution that offers Estimating Solutions for Your Next Construction Project. By incorporating Artificial Intelligence (AI) into their takeoff software, they provide the most precise estimates, minimizing errors and saving valuable time. Their AI technology adapts to changing project conditions, enhancing overall efficiency and reducing costs. As your project manager, Construction Bid Solutions acts as the owner's representative, ensuring smooth project execution and allowing you to focus on core responsibilities. They accurately measure and breakdown architectural drawings to provide quantity takeoffs for labor, materials, and equipment needed for construction projects. With an extensive network and industry knowledge, they can connect you with the perfect contractor for your specific project needs.
15 Oakridge Cir, Ridge, NY 11961, United States -
JMT Consulting Group
● OpenJMT Consulting Group, located at 2200 New York 22, Patterson, New York, United States, has been providing financial optimization services to over 2,000 nonprofits since 1991. They understand the importance of every dollar spent efficiently on operational efficiency to achieve better outcomes for your mission. Specializing in nonprofit organizations, JMT Consulting offers cloud-based financial software solutions that are tailored to the unique needs and budget of each organization. With user-friendly interfaces and powerful reporting capabilities, their software allows nonprofits to track finances, manage funds, and improve control over spending. JMT Consulting also offers services such as implementation, training, and support for best-in-class software solution partners, as well as cloud application hosting for organizations looking to expand their operations. With a focus on helping nonprofits reach their missions, JMT Consulting is a trusted resource in the nonprofit community for all finance needs.
2200 NY-22, Patterson, NY 12563, United States -
Full 360
● OpenFull 360 is a finance institution located at 40 Exchange Place in New York, United States. They are now part of Micro Focus Vertica and offer early access to Vertica Accelerator. Their commitment to delivering Vertica-as-a-Service is deepened through their acquisition by Micro Focus. Full 360 specializes in guiding clients through the complex journey to the cloud, offering expertise in data migration, modernizing systems, and optimizing cloud architecture. They provide structured offerings to help clients right size their cloud and apply the latest cloud developments like machine learning. Full 360 has successfully worked with various industries, from private wealth management to pharmaceutical companies, to upgrade and migrate their data systems to the cloud. They are ISO/IEC 27001:2013 certified, ensuring high standards of data security and management. With a fanatical dedication to fulfilling the cloud's promise, Full 360 is committed to mastering complexity and delivering the impossible for their clients.
40 Exchange Pl # 602, New York, NY 10005, United States -
WINWORLD SOLUTIONS LLP
● OpenWinworld Solutions LLP is a leading finance institution located at 3 Orchard Road in Armonk, New York. With a team of experienced professionals, we provide a wide range of financial services to our clients, including investment management, financial planning, and risk assessment. Our commitment to excellence and client satisfaction sets us apart from the rest, making us a trusted partner for all your financial needs. Visit us today and let us help you achieve your financial goals.
3 Orchard Rd, Armonk, NY 10504, United States -
Allocation Resource Group
● OpenAllocation Resource Group is a leading finance institution located at 2 International Drive in Rye Brook, New York, United States. We specialize in providing expert financial allocation services to individuals, businesses, and organizations. Our team of experienced professionals work closely with clients to develop customized investment strategies that align with their financial goals and objectives. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Allocation Resource Group is here to help. Contact us today to learn more about how we can assist you in achieving financial success.
2 International Dr Suite 110, Rye Brook, NY 10573, United States -
cfX Incorporated
● OpencfX Incorporated is a leading finance institution located at 55 Broadway in the heart of New York City. Specializing in providing innovative financial solutions, cfX Incorporated offers a wide range of services to meet the unique needs of individuals and businesses. With a team of experienced professionals and a commitment to excellence, cfX Incorporated is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, wealth management, or financial planning, cfX Incorporated is your trusted partner in finance.
55 Broadway #2608, New York, NY 10006, United States -
Interactive Data
● OpenInteractive Data, located at 100 William Street in New York, offers end-to-end fixed income solutions to help financial markets participants manage risk, uncover opportunities, and make informed decisions in real-time. With a focus on price transparency, efficient execution, and performance analysis, Interactive Data helps clients navigate rapidly shifting paradigms across geopolitics, climate, markets, and workforce. In today's financial ecosystem, where private wealth is undergoing a generational shift and global markets are filled with uncertainty, Interactive Data provides comprehensive information and expertise to help clients excel in various market scenarios. By offering data and insights to identify potential opportunities across all asset classes, risk management tools, and access to experts, Interactive Data empowers clients to navigate uncertain markets with confidence.
100 William St, New York, NY 10038, United States -
life ny
● OpenLife NY is a health, pharmacy, and store institution located at 333 Westchester Avenue in White Plains, New York, United States. Offering a range of services, Life NY is dedicated to providing top-notch care and products to its customers. Additionally, Life NY is proud to be a part of the leading end-to-end real estate software platform, Propertybase. With a comprehensive suite of tools including CRM, back office support, lead generation, marketing, and more, Propertybase and Life NY work together to provide an intelligent and seamless experience for their clients. By utilizing technology to automate tasks, reach more consumers, and drive business forward, Propertybase helps real estate professionals meet the demands of today's challenges. With a focus on creating lasting emotional connections and demonstrating unique expertise, Propertybase and Life NY are committed to helping businesses grow and succeed. Trusted by over 4,500 leading real estate brands worldwide, Propertybase is the real estate platform that brokerages, franchises, and teams have been looking for.
333 Westchester Ave, White Plains, NY 10604, United States -
H&R Block
● OpenH&R Block is a renowned accounting and finance institution located at 158 New York 22 in Pawling, New York, United States. With a strong reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted partner for individuals and businesses seeking to manage their finances effectively. Their team of experienced professionals is dedicated to helping clients navigate the complexities of tax laws and make informed financial decisions. Whether you need assistance with tax filing, financial planning, or investment strategies, H&R Block is committed to providing personalized solutions to meet your needs.
158 NY-22 Ste C2, Pawling, NY 12564, United States -
Your Online Bookkeeping
● ClosedYour Online Bookkeeping is a premier accounting and finance institution located on South Riverside Avenue in Croton-on-Hudson, New York. Our team of experienced professionals provides top-notch bookkeeping services for businesses of all sizes, helping them manage their finances efficiently and effectively. With our convenient online platform, clients can easily access their financial information and stay up-to-date on their accounts from anywhere. Trust Your Online Bookkeeping to handle all your accounting needs with professionalism and accuracy.
S Riverside Ave, Croton-On-Hudson, NY 10520, United States -
Every Penny Bookkeeping & Business Services LLC
● ClosedEvery Penny Bookkeeping & Business Services LLC, located at 654 Saratoga Road in Wilton, New York, is a trusted institution specializing in accounting and finance. With a focus on helping small businesses thrive, we understand the importance of every penny. Our services are designed to provide up-to-date financials, strategic planning, and accountability to help you reach your goals. As your partner, not just your provider, we offer judgment-free assistance to keep your business on track and help you maximize your skills, time, and resources. Our team is dedicated to helping you grow by strategically planning for opportunities ahead of time. We pride ourselves on being completely non-judgmental and aim to make the process as easy as possible for you.
654 Saratoga Rd Box 2533, Wilton, NY 12831, United States -
Quant Solutions, LLC
● OpenQuant Solutions, LLC is a full-service financial and business solutions provider located at 900 3rd Avenue in New York City. Specializing in accounting and finance, we offer strategic financial guidance for small businesses in various creative industries. Our services include accounting, bookkeeping, cash management, budgeting, and strategic planning to help you manage your day-to-day finances and focus on growing your business. Our team, led by Jeanine, is dedicated to providing personalized attention and expertise to meet your specific needs and goals. Whether you need help with classifying expenses, communicating with your tax preparer, or creating a financial roadmap, we are here to assist you every step of the way. By outsourcing your financial responsibilities to us, you can rest assured that your finances are in good hands.
900 3rd Ave 29th floor, New York, NY 10022, United States -
H&R Block
● OpenH&R Block is a renowned accounting and finance institution located at 1866 Route 6 in Carmel Hamlet, New York, United States. With a team of experienced professionals, H&R Block provides a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to helping you navigate the complexities of financial management with ease and confidence. Trust H&R Block for all your accounting and finance needs.
1866 Rte 6, Carmel Hamlet, NY 10512, United States -
G&H CPAs
● OpenG&H CPAs is a reputable accounting and finance institution located at 445 Broadhollow Road in Melville, New York. With a team of experienced and knowledgeable professionals, they offer a wide range of services including tax preparation, auditing, financial planning, and more. Their commitment to providing high-quality and personalized services sets them apart from other firms in the industry. Whether you are an individual or a business owner, G&H CPAs is dedicated to helping you achieve your financial goals. Contact them today to learn more about how they can assist you with your accounting and finance needs.
445 Broadhollow Rd #230, Melville, NY 11747, United States
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