Financial plan development in New York

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.

Edward Jones - Financial Advisor: Brandon J Bogardus, CFP® is a reputable finance institution located at 21 Corporate Drive in Clifton Park, New York, United States. As a Certified Financial Planner, Brandon J Bogardus provides expert financial advice and planning services to help clients achieve their financial goals. With a focus on personalized service and a commitment to excellence, Edward Jones is a trusted partner in navigating the complexities of the financial world. Whether you are planning for retirement, saving for college, or investing for the future, Brandon J Bogardus and the team at Edward Jones are dedicated to helping you secure your financial future.

Edward Jones - Financial Advisor: David P Jones, CFP®|AAMS™ is a reputable finance institution located at 6700 Kirkville Road in East Syracuse, New York. As a Certified Financial Planner and Accredited Asset Management Specialist, David P Jones offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized wealth management strategies, Edward Jones provides comprehensive financial planning, investment management, retirement planning, and more. Trust David P Jones and the team at Edward Jones to provide top-notch financial guidance and support for your financial needs.

Edward Jones - Financial Advisor: Sonja J Jensen-Schell, CFP®|AAMS™ is a trusted financial institution located at 229 Lake Street in Hamburg, New York, United States. Specializing in finance, Sonja J Jensen-Schell is a Certified Financial Planner and Accredited Asset Management Specialist who provides personalized financial advice and services to help clients achieve their financial goals. With a commitment to integrity and professionalism, Edward Jones - Financial Advisor: Sonja J Jensen-Schell, CFP®|AAMS™ is dedicated to helping individuals and families navigate the complexities of financial planning and investment management.

Edward Jones - Financial Advisor: Tom Kasper Jr is a reputable finance institution located at 2290 East Avenue in Rochester, New York, United States. With a focus on providing personalized and comprehensive financial planning services, Tom Kasper Jr is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, save for retirement, or plan for your children's education, Tom Kasper Jr will work closely with you to develop a customized financial strategy tailored to your specific needs and objectives. Trust in Edward Jones - Financial Advisor: Tom Kasper Jr to guide you towards a more secure financial future.

Edward Jones - Financial Advisor: David B Lilienthal, AAMS™|ADPA™|CRPC™|CRPS™ is a reputable finance institution located at 213-33 39th Avenue in New York, United States. With a team of highly qualified professionals, including David B Lilienthal who holds multiple prestigious certifications, this institution offers expert financial advice and services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Edward Jones is dedicated to providing personalized solutions tailored to your individual needs. Trust Edward Jones - Financial Advisor: David B Lilienthal, AAMS™|ADPA™|CRPC™|CRPS™ to guide you towards a secure financial future.

Welcome to Edward Jones - Financial Advisor: Patrick W Ousterout, CFP®|AAMS™, your trusted partner in Owego, New York, for comprehensive financial planning and investment advice. Conveniently located at 248 Front Street, our office is dedicated to helping you achieve your financial goals with personalized strategies and expert guidance. At Edward Jones, we prioritize your privacy and security. To learn more about how we protect your data, please visit our Privacy and Security page. We use the information we collect to deliver tailored services, content, and offers that align with your financial needs, as well as to enhance our marketing and research efforts. Our goal is to ensure you have a seamless and secure digital experience with us.

Welcome to Edward Jones - Financial Advisor: Jason D Cicioni, CFP®, your trusted partner in planning and securing your financial future. Conveniently located at 21 Main Street, Cortland, New York, our office is dedicated to providing personalized financial advice and services tailored to meet your unique needs and goals. At Edward Jones, we prioritize your financial well-being and are committed to helping you make informed decisions. Our Starting Point tool is designed to guide you through the initial steps of financial planning, while our "My Priorities" quiz assists in identifying your financial objectives, a critical component in developing a comprehensive financial strategy.

Welcome to the Bank of America Financial Center, conveniently located at 88 Bowery in the heart of Manhattan, New York. As a trusted name in banking and finance, we are committed to providing our clients with exceptional service and a comprehensive range of financial solutions tailored to meet your individual and business needs. Whether you're looking to open a new account, apply for a loan, or seek expert investment advice, our team of experienced professionals is here to assist you every step of the way. Visit us today to experience personalized financial services in a welcoming environment, right in the bustling center of New York City. Your financial well-being is our priority at Bank of America Financial Center.

Edward Jones - Financial Advisor: James D Stinson, CFP®|AAMS™ is a reputable financial institution located at 438 State Route 3 in Plattsburgh, New York. Specializing in providing personalized financial planning and investment services, James D Stinson is a Certified Financial Planner and an Accredited Asset Management Specialist. With a commitment to helping clients achieve their financial goals, Edward Jones offers expert advice and guidance tailored to each individual's unique needs and objectives. Whether you are planning for retirement, saving for education, or building wealth for the future, James D Stinson and his team are dedicated to providing exceptional service and support to help you secure your financial future.

Eclat Financial Consultancy is a top-tier accounting and finance institution located at 16 Pleasant Plains Avenue in New York, United States. Our team of experienced professionals provides expert financial consulting services to individuals and businesses, helping them navigate complex financial challenges and achieve their goals. With a commitment to excellence and personalized service, Eclat Financial Consultancy is dedicated to helping clients make informed financial decisions and secure their financial future. Contact us today to learn more about how we can help you reach your financial goals.

Singh Notaries & Real Estate is a one-stop shop for all your financial needs in New York, United States. Our services include notary services, real estate transactions, life insurance policies, and web development & SEO services. Located at 19818 119th Avenue, our experienced team is dedicated to providing top-notch services to help you secure your financial future. Whether you need assistance with legal documents, buying or selling a property, protecting your loved ones with life insurance, or boosting your online presence, Singh Notaries & Real Estate is here to help. Visit us today and let us help you achieve your financial goals.

NorthLanding Financial Partners, LLC is a finance institution located at 90 Linden Oaks in Rochester, New York, United States. We specialize in providing a wide range of financial services including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are an individual looking to grow your wealth or a business in need of financial guidance, NorthLanding Financial Partners, LLC is here to help. Contact us today to learn more about how we can assist you with your financial needs.

Rochester Financial Services, located at 4 Old Brick Circle in Pittsford, New York, is an independent financial consultant offering objective and unbiased financial advice. Founded in 1993, the institution provides Fee-Only portfolio management and financial planning services to clients in Rochester, NY and across the United States. Owner Jeff Feldman, a recognized Rochester Business Journal Top 25 Money Manager, specializes in No-Load mutual fund investments. With approximately $250 million of client assets under management, Jeff is one of Rochester's few members of NAPFA, the association of Fee-Only financial advisors.

ROK Financial is a premier financial services firm dedicated to helping businesses achieve their growth potential through tailored financial solutions. With a comprehensive range of financial products, ROK Financial provides businesses with the flexibility and support they need to thrive in today's competitive market.Our Services Include:- Instant Pre-Approval: See how much you qualify for and receive an instant pre-approval to streamline your funding process. - Multiple Product Options: Shop between various financial products to secure the best deal that suits your business needs.

Prudential Financial: Gregory Croll is a finance institution located at 10225 Main Street in Clarence, New York, United States. Specializing in financial services, this institution offers expertise in investment planning, retirement planning, insurance, and wealth management. With a focus on personalized solutions and client satisfaction, Prudential Financial: Gregory Croll is dedicated to helping individuals and businesses achieve their financial goals.

The Small Business Development Center (SBDC) located at Cleveland Hall, 1300 Elmwood Ave, Room 206, Buffalo, NY 14222, is a premier resource for both aspiring and established entrepreneurs in the Buffalo area. Dedicated to fostering the growth and success of small businesses, the SBDC offers a comprehensive array of services including personalized business consulting, training workshops, and access to vital resources. Whether you're looking to start a new venture, expand an existing business, or navigate complex business challenges, the expert advisors at SBDC provide invaluable support tailored to your unique needs. Visit us at our convenient location in Cleveland Hall to take your business to the next level with guidance from experienced professionals committed to your success.

The Financial Guys is an independent wealth management firm located at 305 Spindrift Drive in Williamsville, New York. They specialize in providing investment and insurance services for individuals, families, and businesses. Their goal-based and comprehensive approach helps clients develop a personalized financial strategy. The Financial Guys are committed to putting their clients first and offering a wide range of financial products and services. They also support Western New York Veterans through donations. The firm offers workshops and classes on various financial topics, such as taxes, retirement planning, and estate planning. Securities are offered through Peak Brokerage Services, LLC. Residents of select states are eligible for investment products and services. The Financial Guys encourage prospective clients to take a short questionnaire to determine their Risk Score and find the right investment strategy for them.

Welcome to Estate Planning Queens, your trusted partner for comprehensive estate and business planning services. Conveniently located at 24-35 77th Street, Queens, New York 11370, we specialize in crafting personalized strategies to meet the unique needs of individuals and families. As leaders in the field, we offer a wide range of services, including domestic and international estate planning, taxation, wealth succession planning, business organization and succession, asset protection, probate, administration, guardianship, and surrogate’s court litigation. Our firm understands the importance of preserving your assets and ensuring your wishes are honored. Proper estate planning allows you to control the distribution of your assets during your lifetime and after, potentially saving you and your estate thousands of dollars. By minimizing taxes, maintaining privacy, and protecting your loved ones from creditors, effective estate planning helps you avoid the complexities of probate court.

Welcome to BHG Financial, your trusted partner in customized financing solutions located in the heart of Manhattan at 1 Pennsylvania Plaza, New York. Specializing in providing tailored financial services, we cater to professionals and entrepreneurs looking to consolidate high-interest debt, fund major purchases, or establish additional income streams. At BHG Financial, we offer personalized commercial financing options designed to support all your business needs and help you grow swiftly. Our commitment to exceptional service includes a US-based concierge team available around your schedule, ensuring a seamless and efficient process from start to finish. With no application fees, commitment, or impact on your personal credit score to check your rate, you can explore your financing options with confidence and ease.

The Borough of Manhattan Community College - Center for Continuing Education & Workforce Development is a leading institution located at 25 Broadway in New York City, New York, United States. Offering a wide range of educational programs and workforce development opportunities, the center is dedicated to providing high-quality, affordable education to individuals looking to enhance their skills and advance their careers. With experienced instructors and state-of-the-art facilities, students can expect a dynamic learning environment that prepares them for success in today's competitive job market. Whether you are looking to learn a new skill, earn a certification, or explore a new career path, the Borough of Manhattan Community College - Center for Continuing Education & Workforce Development is the place to start your journey towards a brighter future.

Welcome to Premier Financial Alliance, your trusted partner in financial success, conveniently located at 214-25 42nd Avenue, Queens, New York 11361. We specialize in providing comprehensive financial services tailored to meet the unique needs of our diverse clientele. Our team of experienced financial professionals is dedicated to helping you navigate the complexities of financial planning, investment management, and insurance solutions. At Premier Financial Alliance, we pride ourselves on our client-centered approach, ensuring personalized strategies that align with your financial goals. Whether you're planning for retirement, seeking investment opportunities, or looking to protect your assets, we are here to guide you every step of the way. Our commitment to excellence and integrity ensures that you receive the highest quality service and advice.

Edward Jones - Financial Advisor: Jeremy W Angevine is a finance institution located at 1133 State Route 55 in Lagrangeville, New York, United States. Jeremy W Angevine is a trusted financial advisor who provides personalized investment advice and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jeremy W Angevine is dedicated to helping individuals and families navigate the complexities of the financial world and secure their financial future. Contact Jeremy W Angevine today to schedule a consultation and start planning for a brighter tomorrow.

Edward Jones - Financial Advisor: Neil G Gargiulo, AAMS™ is a reputable financial institution located at 23 Depot Plaza in Bedford Hills, New York, United States. As a trusted advisor, Neil G Gargiulo, AAMS™ provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships, Edward Jones offers a wide range of financial products and services to meet the unique needs of each individual. Whether you are planning for retirement, saving for college, or investing for the future, Neil G Gargiulo, AAMS™ is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Andrew Buscetto is a highly experienced financial advisor at Ameriprise Financial Services, LLC, located at 50 Main Street in White Plains, New York. With a commitment to helping clients achieve their financial goals, Andrew provides personalized financial planning and investment management services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Andrew Buscetto is dedicated to providing expert guidance and support every step of the way. Contact him today to schedule a consultation and start building a secure financial future.

Edward Jones - Financial Advisor: Shaun I Roach is a reputable finance institution located at 356 Troy-Schenectady Road in Latham, New York. As a trusted financial advisor, Shaun I Roach provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored financial solutions, clients can trust in the expertise and dedication of Shaun I Roach and the Edward Jones team. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Shaun I Roach is committed to helping you navigate the complexities of the financial world with confidence.

Edward Jones - Financial Advisor: Kevin C Vestel is a reputable finance institution located at 1901 Vestal Parkway East in Vestal, New York, United States. With years of experience in the financial industry, Kevin C Vestel provides expert advice and personalized financial solutions to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or investing for the future, Kevin C Vestel can help you navigate the complexities of the financial world. Trust Edward Jones - Financial Advisor: Kevin C Vestel to provide you with professional and reliable financial guidance.

Edward Jones - Financial Advisor: Tom Heinbockel, CFP®|CEPA®|AAMS™|CRPS™ is a reputable financial institution located at 220 Main Street in Nyack, New York, United States. With a team of highly qualified professionals led by Tom Heinbockel, who holds certifications as a Certified Financial Planner (CFP®), Certified Exit Planning Advisor (CEPA®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Plans Specialist (CRPS™), the institution provides personalized financial planning and investment services to individuals and businesses. Whether you are looking to plan for retirement, manage your investments, or develop an exit strategy for your business, Edward Jones offers comprehensive and tailored solutions to help you achieve your financial goals. Trust in the expertise and experience of Tom Heinbockel and his team at Edward Jones for all your financial needs.

Financials Tax Services is a leading accounting and finance institution located at 518 Kosciuszko Street in New York, United States. Our team of expert professionals specialize in providing a wide range of tax services to individuals and businesses. Whether you need help with tax preparation, planning, or compliance, we are here to assist you every step of the way. Trust Financials Tax Services to help you navigate the complexities of the tax system and ensure that your financial affairs are in order.

FF&P Wealth Planning Group - Ameriprise Financial Services, LLC, located at 7672 Oswego Road in New York, United States, is a finance institution dedicated to helping individuals achieve their financial goals. Whether you are planning for retirement, education, or a major purchase, our team provides personalized investment recommendations based on your goals and risk tolerance. We document your goals, regularly review your progress, and adjust your approach as needed to help you track your progress. Through our secure online platform, you can access your investments and accounts at any time from any device. We offer complimentary initial consultations to discuss how we can help you reach your financial goals.