Financial partnerships in New York City, New York

Welcome to Robert W Urban - Financial Consultant, a trusted partner of Ameriprise Financial Services, LLC, located at 12 Mitchell Road, Westhampton Beach, New York. We are committed to helping you achieve your financial goals through personalized and expert financial planning services. At Robert W Urban, we understand that each client's financial journey is unique. Our Ameriprise advisors possess a wide range of expertise and credentials to ensure that we align our approach with your specific needs and aspirations. Our team is equipped with diverse specializations that include, but are not limited to, investment strategies, estate planning, retirement planning, and risk management.

AtwoB is a reputable finance institution located at 23 Parkway in Katonah, New York, United States. With a strong focus on providing top-notch financial services, AtwoB is committed to helping individuals and businesses achieve their financial goals. From wealth management to investment advice, AtwoB offers a wide range of services tailored to meet the unique needs of each client. Trustworthy and reliable, AtwoB is dedicated to delivering exceptional financial solutions to help clients secure a prosperous future.

Pellegrino, Saccomani & Wells, LLP is a reputable accounting and finance institution located at 722 Commerce Street in Thornwood, New York, United States. With the ever-changing landscape of tax laws, their team of experts is dedicated to helping clients navigate through the complexities of tax season with ease. As Congress debates possible tax changes, the institution provides essential tips for seniors and senior caregivers to maximize available deductions and credits. They offer assistance in understanding tax regulations, maximizing tax benefits, and minimizing tax liability. Additionally, Pellegrino, Saccomani & Wells, LLP provides guidance on the passthrough entity tax (PTET) for partnerships and NY S corporations. With their comprehensive knowledge and expertise, clients can trust in the institution to help them plan and organize their finances for a smoother tax season.

Sagemark Consulting, located at 6900 West Jericho Turnpike in Syosset, New York, is a division of Lincoln Financial Advisors. Our team of financial professionals is dedicated to building long-lasting relationships with clients, offering a wide range of products and specialized support. We provide personalized solutions and fee-based financial planning services to help individuals and business owners create estate, business succession, retirement, and financial plans. As an independent broker-dealer, we adhere to high standards of conduct and transparency. You can find important information about our services, fees, conflicts of interest, and disciplinary history in our Form CRS - Customer Relationship Summary. We encourage you to use FINRA's free tool to research financial professionals and firms.

The Low Income Investment Fund, located at 521 5th Avenue in New York, New York, is a finance institution dedicated to providing financial resources and support to low-income communities. With a focus on investing in affordable housing, community facilities, and small businesses, the Low Income Investment Fund works to create opportunities for economic growth and development in underserved areas. Through strategic investments and partnerships, the institution aims to improve the quality of life for individuals and families in need.

AG Tax is a reputable accounting and finance institution located at 1 Croton Point Avenue in Croton-on-Hudson, New York. With a team of experienced professionals, AG Tax provides a wide range of financial services including tax preparation, bookkeeping, financial planning, and consulting. Whether you are an individual or a business owner, AG Tax is dedicated to helping you navigate the complexities of the financial world and achieve your financial goals. Trust AG Tax for all your accounting and finance needs in the United States.

Encore Tax Advisors LLC, located at 51 East Main Street in Smithtown, New York, offers over 20 years of public accounting experience in private client services, corporate tax planning, and partnership tax planning for both federal and state income taxes. Whether you are an individual or a business, our team is here to provide expert guidance and support. Contact us today to schedule a consultation and see how we can help you with your tax needs.

Messner Reeves LLP is a law firm located at 4950 New York 22, Amenia, New York, United States. We specialize in providing comprehensive estate planning services for individuals and their families, with a focus on both business and personal needs. Our team works closely with accountants, financial consultants, insurance agents, and other advisors to create estate and tax planning documents that meet our clients' objectives while minimizing costs, delays, and taxes. Our services include corporate taxation, partnership taxation, individual, estate, and trust taxation, tax controversies and litigation, international taxation, not-for-profit and tax-exempt organizations, tax allocations, merger and acquisitions, tax-free reorganizations, liquidations, partnership agreements, operating and limited liability company agreements, federal, state, and local taxations, estate planning, trust administration, estate administration, business succession planning, planning for liquidity events, and structuring closely held businesses.

Caputo & Associates CPAS is an accounting and finance institution located at 538 Westchester Avenue in Rye Brook, New York, United States. We are committed to providing timely, responsive, professional, and quality services to our clients at reasonable fees. Our personalized approach to client service has fueled our growth through client referrals. Our team of experts offers close, personal, and professional attention to each client, ensuring high standards of service and specialized expertise. Clients rely on us for competent advice, fast and accurate personnel, and total financial services for individuals, businesses, trusts, estates, and other entities. As a trusted advisor, our goal is to provide insightful advice to help clients make informed financial decisions. Caputo & Associates is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants, and has passed our peer review process. Contact us at (914) 937-0880 or visit us at our office in Rye Brook.

Milo Robert is a reputable accounting and finance institution located at 1 Banks Farm Road in Bedford, New York, United States. With a team of experienced professionals, Milo Robert offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Clients can trust Milo Robert for expert advice and personalized solutions to help them achieve their financial goals.

Leopin and Son Tax Service is a reputable accounting and finance institution located at 150 Main Street in Kings Park, New York, United States. With years of experience in the industry, our team of professional accountants and financial experts are dedicated to providing top-notch tax services to individuals and businesses alike. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our knowledgeable staff is here to help you navigate through complex financial matters with ease. Trust Leopin and Son Tax Service to handle all of your accounting and finance needs with precision and care.

Ebiz Accounting is a top accounting and finance institution located at 1 North Broadway in White Plains, New York, United States. Specializing in serving Amazon sellers in the Amazon Marketplace, Ebiz Accounting has over a decade of experience in handling all financial aspects of Amazon-based businesses, including bookkeeping, financials, sales tax, and tax preparation. The team of financial experts at Ebiz Accounting is dedicated to providing personalized attention, quality advice, and exceptional guidance to clients. If you are an Amazon seller in need of reliable and cost-effective financial services, Ebiz Accounting is the perfect choice. Don't forget to share your feedback with us on review sites to help us improve and better serve our clients.

All Saints University-America is a prestigious university located in the heart of New York City. Situated at 3333 Broadway, this institution offers a wide range of academic programs and degrees to students from all over the world. With a strong focus on innovation and excellence, All Saints University-America provides a supportive and enriching environment for students to thrive and reach their full potential. Whether you are interested in business, technology, healthcare, or the arts, this university has something to offer for everyone. Come and join us at All Saints University-America and embark on a journey towards a successful and fulfilling future.

Lehman College, CUNY is a reputable institution located at 250 Bedford Park Boulevard West in New York, United States. It is a leading health-focused university that offers a wide range of programs and courses in the healthcare field. With state-of-the-art facilities and experienced faculty members, Lehman College provides students with a top-notch education and hands-on training to prepare them for successful careers in the healthcare industry. The institution is committed to excellence in education and research, making it a top choice for students seeking a quality education in the health sciences.

Westchester Community College is a renowned institution located in Valhalla, New York, United States. As a community college, it offers a wide range of academic programs and courses to students looking to further their education. The campus is known for its state-of-the-art facilities, dedicated faculty members, and vibrant student community. Whether you are looking to earn an associate degree, transfer to a four-year university, or simply expand your knowledge, Westchester Community College provides a welcoming and supportive environment for all learners. With its convenient location and commitment to excellence in education, this institution is a top choice for students seeking a quality higher education experience.

The Community College Consortium for Immigrant Education is a university located at 75 Grasslands Road in Valhalla, New York, United States. This institution is dedicated to providing educational opportunities and support for immigrant students to help them succeed in their academic and professional pursuits. With a focus on diversity and inclusion, the Consortium offers a range of programs and resources tailored to the unique needs of immigrant learners. By fostering a welcoming and supportive environment, the Community College Consortium for Immigrant Education aims to empower individuals to achieve their goals and contribute positively to society.

A notary public in Pawling, New York, United States is a finance institution that provides official verification services for legal documents, affidavits, and contracts. Notaries public are authorized by the state government to witness and certify signatures, administer oaths, and perform other important functions to prevent fraud and ensure the validity of documents. Whether you need to have a will notarized, a power of attorney signed, or a real estate transaction completed, a notary public in Pawling is there to help with professionalism and expertise.

Brightly® Franchise Cooperative is a worker-owned cooperative located at 443 39th Street in New York, United States. We specialize in eco-friendly residential and commercial cleaning services, creating a bright and fresh environment for our clients. When you hire Brightly®, you are not just getting a cleaning professional, but a co-owner of the cooperative in your community. Our experienced cleaning professionals are trained in effective techniques and use non-toxic cleaning products for your health and the environment. If you are not satisfied with your cleaning, we will return to finish the job. Interested in starting a Brightly cooperative in your area? Our franchise system removes barriers such as high fees and complex contracts, making it accessible for all. Our central entity oversees Brand R&D, Industry Trainings, Systems Development, Franchise Compliance, and Financial Management, ensuring the success of all franchisees. Join us in creating a brighter future with Brightly® Franchise Cooperative.

WB Insurance Solutions Brokerage Corp is a reputable insurance agency located at 520 White Plains Road, Tarrytown, New York, United States. Specializing in auto, home, business, and workers compensation insurance, we have been serving clients since 2005. Operated by principal broker Winston Bernal, we write insurance policies in New York and North Carolina, including various counties and cities. Our agency represents multiple insurance companies, offering a wide range of coverage options and price points to cater to the diverse needs of our clients. Whether you are looking for home insurance, auto insurance, or business insurance, we have the expertise to provide you with the right blend of price, coverage, and service. With a focus on delivering maximum benefits and protection to our clients, our team of experts is dedicated to customizing insurance solutions that meet your specific needs. From renters insurance to umbrella insurance, we have the knowledge and experience to guide you through the process and ensure you are well-protected.

Access Capital, Inc. is a finance institution located at 400 Park Avenue in New York, United States. Specializing in providing working capital to fuel internal growth, they offer revolving lines of credit for staffing companies, media businesses, service companies, and other industries. Additionally, they provide acquisition financing through term loans to support exponential growth. With over 30 years of experience, Access Capital builds personal relationships with each client, offering mentorship and guidance throughout the financing process. Clients have praised the institution for their flexibility and partnership approach, as well as the opportunities for growth that come with working with Access Capital. Overall, Access Capital is dedicated to helping companies succeed and achieve their financial goals.

Welcome to James Winter - State Farm Insurance Agent located at 312 Lake Avenue in Saint James, New York. Serving Smithtown, Nesconset, Stony Brook, Nassau and Suffolk Counties, as well as the 5 boroughs and the entire State of New York, James Winter and his team offer exceptional service and free insurance quotes on all lines of business. With over 15 years of insurance experience, they specialize in auto, homeowners, renters/condo, life, and personal liability umbrella insurance. They also work closely with small business owners, providing free quotes on commercial auto, fire insurance, worker's compensation, business liability, and commercial liability umbrella insurance. In addition, they offer insurance options for motorcycles, antique cars, boats, RVs, ATVs, jet-skis, snowmobiles, and even pet insurance through a partnership with Trupanion.

Fundera by NerdWallet is a finance institution based in New York City, United States. They specialize in providing financial solutions and guidance for individuals and businesses looking to secure loans, funding, and other financial services. With a team of experts and a strong partnership with NerdWallet, Fundera offers personalized financial advice and assistance to help clients achieve their financial goals. Whether you are looking to start a new business, expand an existing one, or simply manage your personal finances more effectively, Fundera by NerdWallet is here to help. Visit their office in New York City for a consultation and start on the path to financial success today.

The Stony Brook Small Business Development Center, located at 1512 Development Drive in Stony Brook, New York, is dedicated to helping small businesses thrive and succeed. They offer a range of services and resources to support entrepreneurs, including workshops and events such as the Bank of America Hispanic Initiative Award Ceremony and seminars on topics like the power of video for business and mastering local search directories. The center also provides information on avoiding scams and fraud schemes, as well as opportunities for businesses in the offshore wind industry. Additionally, they offer guidance on tax considerations for filing in 2023 and information on small business programs in New York State.

The Harlem Entrepreneurial Fund (HEF) is a finance institution located at 361 West 125th Street, New York, New York, United States. We are dedicated to ensuring the success of minority and women-owned businesses through capital and technical assistance. Our community lender provides affordable loans ranging from $500 to $250,000 to businesses in various industries. We offer financial coaching, credit builder loans, small business loans, and microloans to help businesses start up and expand. Our partnership with organizations such as the Small Business Administration and NYC Small Business Services allows us to support a growing number of businesses in our community. We believe that entrepreneurship is a powerful tool that can create jobs, close the opportunity gap, and transform communities. Our programs like Opportunity for Growth and Growth Path provide business education and advisory services to accelerate the growth of minority and women-owned businesses. Join us in our mission to support and empower businesses in Harlem and surrounding areas.

The Business Council of Westchester is a leading business organization located at 800 Westchester Avenue in Rye Brook, New York. It serves as a vital resource and advocate for businesses in Westchester County, offering networking opportunities, educational programs, and advocacy initiatives to support the growth and success of the local business community. With a strong focus on economic development and public policy, the Business Council of Westchester plays a key role in promoting a thriving business environment in the region.

Hunter College Campus Schools is a prestigious educational institution located at 71 East 94th Street in New York City, New York, United States. As a primary and secondary school, it provides a top-notch education to students in grades K-12. With a strong emphasis on academic excellence, critical thinking, and personal growth, Hunter College Campus Schools is known for its rigorous curriculum and dedicated faculty. Students have access to a wide range of extracurricular activities and resources, ensuring a well-rounded education that prepares them for success in college and beyond.

Donald R. Kline Technical School is a renowned educational institution located at 131 Union Turnpike in Hudson, New York, United States. As a leading technical school, we offer a wide range of programs and courses designed to prepare students for successful careers in various technical fields. Our experienced faculty members are dedicated to providing high-quality education and hands-on training to help students develop the skills and knowledge needed to excel in their chosen profession. Whether you are interested in automotive technology, computer science, or construction trades, Donald R. Kline Technical School has the resources and expertise to help you achieve your academic and career goals. Join us today and take the first step towards a rewarding and fulfilling future in the technical industry.

The Lomax Institute is a prestigious educational institution located at 1227 Main Street in Port Jefferson, New York. Known for its commitment to academic excellence and innovation, the institute offers a wide range of programs and courses designed to prepare students for success in their chosen fields. With state-of-the-art facilities and a dedicated faculty, the Lomax Institute provides a supportive and enriching learning environment for all its students. Whether you are looking to further your education or enhance your career prospects, the Lomax Institute is the perfect place to achieve your goals.

arient seeking expert care for gastrointestinal or melanoma cancer, look no further than Parisa Momtaz, MD at MSK Gastrointestinal & Melanoma Oncologist. Located at 500 Westchester Avenue in Harrison, New York, Dr. Momtaz is a board-certified medical oncologist specializing in the treatment of melanoma. At MSK, we are dedicated to changing how the world understands and treats cancer. Our team of scientists conducts groundbreaking research to develop innovative treatments, while our educational programs train the next generation of cancer care leaders.

Albany Advisor Group, located at 20 Corporate Woods Boulevard in Albany, New York, is a trusted finance institution dedicated to helping individuals and businesses efficiently manage their accumulated wealth. With a focus on comprehensive financial planning and target-risk investment management, our team works tirelessly to ensure the continued success of our clients. We believe that a solid financial plan is essential in understanding how assets should be invested and distributed, which is why we tailor-made financial plans without personal biases, treating each plan as a complex puzzle. Our certified financial planners are committed to providing active investment management and integrated financial planning services. By integrating risk management into personalized financial plans, we help clients understand the risks they are taking and develop strategies tailored to their needs. Our fiduciary responsibility ensures that our clients have the confidence and peace of mind needed on their financial journey.