TOP 30 Financial needs in Saratoga Springs, New York

30 results found

Premier Financial Management is a leading finance institution located at 21 Congress Street in Saratoga Springs, New York, United States. Our team of experienced financial advisors are dedicated to providing top-notch financial planning and investment services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Premier Financial Management is here to help. Trust us to provide personalized and comprehensive financial solutions tailored to your individual needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Bouchey Financial Group, Ltd. is a finance institution located at 340 Broadway, Saratoga Springs, New York, United States. At Bouchey Financial, we strive to simplify investing and financial planning to empower our clients to make confident decisions. Our team members come from diverse backgrounds, allowing us to create a client-centric organization focused on our clients' financial success. We adhere to the highest ethical standards set by the Certified Financial Planner Code of Ethics and the Certified Financial Planners Board of Standards Practice Standards. Since 1995, Bouchey Financial Group has been providing personalized wealth management services as an SEC Registered Investment Advisor. With nearly $1 billion in assets under management, we offer transparent and conflict-free financial solutions for individuals, families, and businesses. Our commitment to always putting our clients' interests first is unwavering.

Williams Financial, LLC is a reputable finance institution located at 28 Clinton Street in Saratoga Springs, New York, United States. With a team of experienced financial experts, they offer a wide range of financial services including investment management, retirement planning, estate planning, and wealth management. Their personalized approach to financial planning ensures that each client receives tailored solutions to meet their individual needs and goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Williams Financial, LLC is committed to helping you achieve financial success.

Vahanian & Associates Financial Planning Inc. is a renowned finance institution located at 60 Railroad Place in Saratoga Springs, New York, United States. With a team of experienced financial experts, they provide comprehensive financial planning services to help clients achieve their financial goals. From retirement planning to investment management, Vahanian & Associates is dedicated to providing personalized solutions tailored to each client's unique needs. Trustworthy, reliable, and committed to excellence, Vahanian & Associates Financial Planning Inc. is the go-to destination for all your financial planning needs.

Saratoga Business Advisors LLC is a reputable accounting and finance institution located at 18 Division Street in Saratoga Springs, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to help businesses manage their finances effectively. From tax preparation to financial planning, Saratoga Business Advisors LLC is dedicated to providing top-notch financial solutions tailored to meet the unique needs of each client. Trustworthy and reliable, they are committed to helping businesses thrive and succeed in today's competitive market.

Saratoga Accounting & Tax, operated by CPA Dawn Rodecker, is a trusted institution located at 120 West Avenue in Saratoga Springs, New York. Specializing in accounting and finance services, they provide expert advice and assistance to individuals and businesses in managing their financial affairs. With a commitment to excellence and personalized service, Saratoga Accounting & Tax is dedicated to helping clients achieve their financial goals and navigate the complexities of tax regulations. Contact them today for all your accounting and tax needs.

Olde Saratoga Coin & Jewelry Saratoga is a reputable institution located at 385 Broadway in Saratoga Springs, New York, United States. Specializing in finance, jewelry, and various valuable items, this store offers a wide range of services to cater to customers' needs. Whether you are looking to buy or sell coins, jewelry, or other precious items, Olde Saratoga Coin & Jewelry Saratoga is the place to go. With knowledgeable staff and a commitment to customer satisfaction, this institution is a trusted destination for all your financial and jewelry needs.

Saratoga National Bank is a trusted financial institution located at 171 South Broadway in Saratoga Springs, New York, United States. As a full-service bank, Saratoga National Bank offers a wide range of financial services including personal and business banking, loans, mortgages, and investment options. Customers can also access their accounts conveniently through the bank's ATM services. With a commitment to providing exceptional customer service and personalized financial solutions, Saratoga National Bank is a reliable choice for all your banking needs.

Every 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.

Brian Lee Law Firm, PLLC is a legal institution located at 1 Luther Road in Saratoga Springs, New York, United States. Specializing in motor vehicle accidents and fall down injuries, Brian Lee and his team provide straightforward, experienced, and accessible representation for clients seeking financial recovery. With over 39 years of experience in this specific area of law, Brian Lee is dedicated to fighting for the full value of his clients' injuries. Serving Saratoga County and surrounding areas, the firm also offers representation for slip-and-fall or trip-and-fall accidents on private premises. For those involved in motor vehicle accidents, the firm can navigate insurance coverage and negotiate with companies for the best settlement possible. Brian Lee Law is committed to helping clients focus on their physical recovery while they handle the legal aspects of their case. With a focus on accessibility, the firm ensures that clients can reach them whenever needed throughout the process.

Couch White, LLP is a dynamic and innovative law firm located at 540 Broadway in Albany, New York. Our team of attorneys specializes in providing strategic advice and legal solutions for businesses of all sizes. With additional offices in Saratoga Springs, Hartford, and New York City, we offer a wide range of legal services to meet our clients' needs. Whether you need assistance with corporate law, real estate transactions, or litigation, our experienced team is here to help. Contact us today to learn more about how we can assist you with your legal needs.

CBH Business Services, located in Glens Falls, New York, offers a wide range of accounting and finance services to individuals and businesses in the Greater Glens Falls Area and Southern Vermont. With expertise in income tax preparation, bookkeeping, and financial reporting, CBH Business Services is dedicated to helping clients successfully manage their finances. Using Quickbooks and Peachtree software, their skilled associates provide customized services tailored to each client's specific needs. In addition to tax return preparation, CBH Business Services also offers IRS representation and guidance on tax law changes. Clients can expect quality service at a competitive cost, whether on site or off site, for training and implementation of accounting software. Testimonials from satisfied clients speak to the professionalism and reliability of CBH Business Services. With offices in Glens Falls, NY and West Pawlet, VT, CBH Business Services serves the Upstate New York area and Southern Vermont, including Glens Falls, Saratoga Springs, Queensbury, and Warren, Saratoga, and Washington Counties.

Bond, Schoeneck & King PLLC is a prestigious law firm located at 22 Corporate Woods Boulevard in Albany, New York. With over 50 years of experience, our team of more than 25 talented lawyers provides a full range of legal services to industry leaders in various sectors including business, health care, higher education, construction, and manufacturing. We prioritize service to our clients, working closely with them to build long-term relationships and understand their needs. As part of a larger firm with 285 lawyers and multiple offices across the state, we offer a depth and breadth of experience to meet and exceed our clients' objectives. Our Albany attorneys have been consistently recognized for their expertise by organizations such as The Best Lawyers in America®, Super Lawyers®, and Martindale-Hubbell®.

Niles Wealth Management of Janney Montgomery Scott is a premier financial institution located in Saratoga Springs, New York. With a focus on personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets, we offer customized solutions to meet your individual needs. Visit us at 60 Railroad Place to learn more about how we can help you secure your financial future.

The Anderson Financial Group is a reputable finance and insurance agency located at 3257 U.S. 9 in Saratoga Springs, New York. With a focus on providing top-notch financial services and insurance products, our experienced team is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, The Anderson Financial Group is here to provide personalized solutions tailored to your unique needs. Contact us today to schedule a consultation and start securing your financial future.

The Okby Group - Morgan Stanley is a leading financial institution located at 340 Broadway in Saratoga Springs, New York, United States. Specializing in finance, they provide a wide range of services including wealth management, investment banking, and financial advisory. With a team of experienced professionals, they strive to help clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest in the stock market, The Okby Group - Morgan Stanley is dedicated to providing top-notch financial solutions tailored to your individual needs.

Carson Wealth is a financial institution located at 855 New York 146 in New York, United States. Our team of financial advisors in Clifton Park, New York, specializes in working with families, women, and business owners to create personalized financial plans that help them achieve their financial and life goals. We believe that true wealth is more than just money - it's about having financial confidence and the ability to focus on what matters most to you and your loved ones. Our services include comprehensive financial planning, portfolio management, estate planning, tax strategy, and more. We strive to build meaningful relationships with our clients and their families, providing them with the support and education they need to make informed financial decisions and live their lives with confidence.

Jeffrey E Brown Realty is a trusted institution located at 511 Broadway in Saratoga Springs, New York, United States. Specializing in finance, real estate, and travel services, we are dedicated to providing top-notch customer service and expert advice to help clients navigate the complex world of property investment, financial planning, and travel arrangements. With a team of experienced professionals, we strive to meet the unique needs of each client and ensure a seamless and stress-free experience. Whether you are looking to buy or sell a property, secure a loan, or plan your next vacation, Jeffrey E Brown Realty is here to help you every step of the way.

H&R Block is a trusted accounting and finance institution located at 95b West Avenue in Saratoga Springs, 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 bookkeeping. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing personalized solutions to meet your needs. Visit us today to experience expert financial services you can rely on.

Bucknam & Conley CPAs is a trusted CPA firm located at 18 Division Street in Saratoga Springs, New York. Specializing in tax planning and business advisory services, they are an independent member of BDO Alliance USA, providing expertise across various practice areas and industry sectors nationwide. With a cloud-based approach, Bucknam & Conley CPAs focus on serving domestic companies and their owners with the latest technology and resources. Clients have praised the firm for their dedication, insight, and proactive approach to staying current with changing regulations.

Roger H Locks CPA is a reputable accounting and finance institution located at 16 North Lane in Saratoga Springs, New York. With years of experience and expertise in the field, our team of certified public accountants is dedicated to providing top-notch financial services to individuals and businesses alike. From tax preparation and planning to financial consulting and auditing, we offer a wide range of services to meet our clients' needs. Trust Roger H Locks CPA to handle all your accounting and finance needs with professionalism and precision.

Stillwell Laurie A CPA is an accounting and finance institution located at 10 Railroad Place in Saratoga Springs, New York, United States. The mission of Laurie A. Stillwell, CPA, P.C. is to provide expert tax and financial advice in a responsive, friendly, and understandable manner. They understand the concerns that business owners face when it comes to their finances and taxes, and strive to provide the answers and solutions needed to give their clients peace of mind. Whether you are a small business owner or an individual seeking financial guidance, Stillwell Laurie A CPA is here to help.

Reinhart & Associates, LLC is a boutique CPA firm located in Saratoga Springs, New York, offering a full-service approach to accounting and finance. Our scalable and flexible services are tailored to businesses of all sizes, providing bundled services for success. From bookkeeping to financial strategies, our team of dedicated professionals acts as your CFO, controller, tax director, and staff accountant all at the same time. We prioritize long-term partnerships with our clients, offering personalized service packages to meet your current and future business needs. Contact us to learn more about how we can help navigate your successful future.

The Legal Aid Society of Northeastern New York, located at 6 Market Street in Amsterdam, New York, is a non-profit organization that provides free civil legal services to low-income individuals. Through their Private Attorney Involvement program, volunteer attorneys like Jon Whalen, Esq., help those in need navigate the legal system. From assisting individuals with family court matters to helping with mortgage foreclosures, the dedicated staff at LASNNY work tirelessly to ensure fairness and justice for all. With offices in Gloversville, Saratoga Springs, Plattsburgh, Canton, Amsterdam, and Albany, LASNNY is committed to empowering individuals and building inclusive communities. Your support helps make a difference in the lives of those who cannot afford legal representation. Join the Justice for All Campaign and help make a positive impact in your community.

Liberty Tax is a finance institution located at 145 Ballston Avenue in Saratoga Springs, New York. Our team of experienced professionals is dedicated to providing top-notch tax preparation services to individuals and businesses in the area. With a commitment to accuracy and efficiency, we strive to help our clients maximize their refunds and minimize their tax liabilities. Whether you need assistance with filing your annual tax return or navigating complex tax laws, Liberty Tax is here to help. Visit us today to experience personalized service and expert guidance for all your financial needs.

Jasmine Woodard, CPA Money Matters is a premier accounting and finance firm located at 3 Franklin Square in Saratoga Springs, New York. With a team of experienced and knowledgeable professionals, we provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or bookkeeping, our team is dedicated to helping you achieve your financial goals. Trust Jasmine Woodard, CPA Money Matters for all your money matters needs.

Fredette Sankowski & Co is a reputable accounting and finance institution located at 25 Walton Street in Saratoga Springs, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and auditing. Their commitment to providing high-quality and personalized services to their clients sets them apart in the industry. Whether you are an individual looking for tax assistance or a business in need of financial guidance, Fredette Sankowski & Co is dedicated to helping you achieve your financial goals.

The Adirondack Trust Company is a trusted bank and financial institution located at 473 Broadway in Saratoga Springs, New York. With a strong reputation for providing top-notch financial services, The Adirondack Trust Company offers a wide range of banking products and services to meet the needs of individuals, businesses, and organizations. Whether you are looking for personal banking solutions, investment services, or commercial banking options, The Adirondack Trust Company has you covered. Visit their branch today to experience their exceptional customer service and commitment to helping you achieve your financial goals.

NBT Bank is a trusted financial institution located at 295 Broadway in Saratoga Springs, New York, United States. As a full-service bank, NBT Bank offers a wide range of financial services including personal and business banking, loans, mortgages, and investment options. With convenient ATM services available, customers can easily access their accounts and manage their finances. Visit NBT Bank today for all your banking needs.

Welcome to Judy N. Cuzzacrea Wagner's Law Office, conveniently located at 726 Exchange Street, Buffalo, New York. As a seasoned attorney specializing in estate planning and elder care law, Judy is dedicated to providing personalized legal counsel to individuals, families, and business clients. With a deep understanding of wealth planning, she helps clients design comprehensive strategies to preserve, protect, and transfer their assets to future generations. Judy's extensive legal expertise encompasses the use of various tools such as wills, trusts, and pre-nuptial agreements. She is adept at minimizing tax liabilities through strategic planning involving credit shelter trusts, QTIPs, and ILITs. Recognizing the unpredictable nature of life, Judy emphasizes proactive estate planning but is equally prepared to address urgent needs.