Financial planning and organization in New York City, New York

Upside Tax and Financial, led by Andrew Donoghue CPA CFP, is a full-service Tax, Accounting, and Consulting firm located in the Financial District of New York City. With a remote setup to serve clients nationwide, they offer controller, CFO, and family office services that you can trust. Specializing in complex organizations and high-net-worth families, Andrew and his team provide a seamless process that ensures the most valuable professional experience with a personal touch. Clients praise Upside Tax for their comprehensive approach, transparency, knowledge, and tech-savvy solutions. Whether you need help with business setup, bookkeeping, tax returns, or investment advice, Upside Tax is the perfect mix of experience and personal touch to meet your financial needs. Contact them today to start the conversation about your tax situation and see how they can help you achieve your financial goals.

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.

Globe Life National Income Division: Moore Organization is an insurance agency located at 465 Columbus Avenue in Thornwood, New York, United States. Specializing in providing a wide range of insurance products and services, the institution is dedicated to helping individuals and families protect their financial well-being. With a team of experienced professionals, Globe Life National Income Division: Moore Organization is committed to offering personalized solutions to meet the unique needs of each client. Whether you are looking for life insurance, retirement planning, or income protection, you can trust this institution to provide expert guidance and support.

The Globe Life National Income Division: Arias Organization is an insurance agency located at 1441 Broadway in New York, New York, United States. Specializing in providing a variety of insurance products and services, the institution is committed to helping individuals and families protect their financial future. With a team of experienced professionals, they offer personalized insurance solutions tailored to meet the unique needs of each client. Whether it's life insurance, health insurance, or retirement planning, the Globe Life National Income Division: Arias Organization is dedicated to providing top-notch customer service and expert advice to ensure peace of mind for their customers.

Globe Life National Income Division: Gryska Organization is an insurance agency located at 1567 East Henrietta Road in Rochester, New York, United States. Specializing in providing individuals and families with comprehensive insurance coverage, the agency offers a wide range of options to protect against life's uncertainties. With a commitment to exceptional customer service and personalized solutions, Globe Life National Income Division: Gryska Organization strives to help clients secure their financial future and achieve peace of mind. Contact them today to learn more about their insurance products and services.

Globe Life National Income Division: Gryska Hamilton Organization is a reputable insurance agency located at 22 Ibm Road in Poughkeepsie, New York, United States. Specializing in providing a wide range of insurance products and services, the organization is dedicated to helping individuals and families protect their financial future. With a team of experienced professionals, Globe Life National Income Division: Gryska Hamilton Organization prides itself on offering personalized solutions tailored to meet the unique needs of each client. Trustworthy, reliable, and committed to excellence, this institution is a trusted partner in safeguarding your income and assets.

The Globe Life National Income Division: Gryska Organization is an insurance agency located at 251 New Karner Road in Albany, New York, United States. Specializing in providing financial protection and security to individuals and families, this institution offers a range of insurance products to meet the diverse needs of its clients. With a strong focus on customer service and personalized solutions, the Gryska Organization strives to help its clients achieve peace of mind and financial stability. Whether you are looking for life insurance, income protection, or retirement planning, the experienced team at Globe Life National Income Division: Gryska Organization is dedicated to helping you navigate the complexities of insurance and financial planning.

The Globe Life National Income Division: Gryska Hamilton Organization is an insurance agency located at 7424 Victor Mendon Road in Victor, New York, United States. Specializing in providing comprehensive insurance coverage for individuals and families, this institution is dedicated to helping clients protect their financial well-being. With a team of experienced professionals, the organization offers personalized service and tailored insurance solutions to meet the unique needs of each client. Whether it's life insurance, health insurance, or retirement planning, the Globe Life National Income Division: Gryska Hamilton Organization is committed to helping individuals secure their future and achieve peace of mind.

The Law Office of Inna Fershteyn and Associates, P.C. is a reputable legal institution located in New York, United States. Specializing in various areas of law, including estate planning, elder law, and Medicaid planning, their team of experienced lawyers is dedicated to providing high-quality legal services to their clients. Located at 1517 Voorhies Avenue, this law office is known for its professionalism, expertise, and commitment to achieving the best possible outcomes for their clients. Contact them today for all your legal needs.

The Globe Life National Income Division: Gryska Boles Organization is an insurance agency located at 8201 Main Street in Williamsville, New York, United States. Specializing in providing various insurance products and services, the institution is dedicated to helping individuals and families protect their financial well-being. With a team of experienced professionals, the agency offers personalized solutions to meet the unique needs of each client. Whether it's life insurance, health insurance, or retirement planning, the Globe Life National Income Division: Gryska Boles Organization strives to provide reliable and comprehensive coverage for its customers.

The Globe Life National Income Division: Pappas Organization is an insurance agency located at 200 Sherwood Avenue in Farmingdale, New York, United States. We specialize in providing a wide range of insurance products to protect individuals and families financially. Our dedicated team of professionals is committed to helping clients find the right coverage to meet their specific needs. Whether you are looking for life insurance, health insurance, or retirement planning services, we are here to help you navigate the complexities of the insurance industry and make informed decisions. Contact us today to learn more about how we can assist you in securing your financial future.

Globe Life National Income Division: Gryska Boles Organization is an insurance agency located at 6035 Corporate Drive in East Syracuse, New York, United States. Specializing in providing income protection and financial security to individuals and families, the organization offers a range of insurance products tailored to meet the unique needs of its clients. With a team of experienced and knowledgeable insurance professionals, Globe Life National Income Division: Gryska Boles Organization is dedicated to helping customers navigate the complexities of insurance and find the best coverage options for their specific circumstances.

N and H Certified Public Accountants P.C. is a reputable accounting and finance institution located at 101-05 Lefferts Boulevard in New York, United States. Our team of experienced and knowledgeable professionals is dedicated to providing top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, our firm offers a wide range of services to meet our clients' needs. With a commitment to excellence and integrity, N and H Certified Public Accountants P.C. is the trusted choice for all your accounting and finance needs.

Zoe Financial, located at 666 3rd Ave, New York, NY, is a premier financial advisory service dedicated to helping individuals find, hire, and invest with fiduciary financial advisors they can trust. At Zoe Financial, we believe that everyone deserves the peace of mind that comes with working with a vetted financial advisor. Our platform has been recognized as the Best Online Financial Advisor by NerdWallet for the years 2022, 2023, and 2024, based on several criteria that compare companies providing financial planning services online or connecting users with financial advisors. It's important to note that while Zoe Financial has a referral agreement with NerdWallet, which may present a conflict of interest, we did not compensate NerdWallet for this rating.

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.

Globe Life National Income Division: Pappas Akuamoa Organization is an insurance agency located in the bustling city of New York, United States. Specializing in providing financial protection and peace of mind to individuals and families, our dedicated team at 36-36 33rd Street is committed to helping clients secure their future through a range of insurance products. With a focus on customer service and personalized solutions, we strive to be a trusted partner in safeguarding your income and assets. Contact us today to learn more about how we can assist you in achieving your financial goals.

Globe Life National Income Division: Pappas Organization is a leading insurance agency located at 30-50 Whitestone Expressway in New York, United States. Specializing in providing comprehensive insurance coverage and financial planning services, our dedicated team of professionals is committed to helping individuals and families protect their assets and secure their financial future. With a focus on personalized service and tailored solutions, we strive to exceed our clients' expectations and build long-lasting relationships based on trust and integrity. Contact us today to learn more about our insurance products and how we can help you achieve your financial goals.

The Bank of America Financial Center located at 1123 Avenue J in New York, United States, is a leading bank offering a wide range of financial services. Whether you need assistance with personal banking, business banking, loans, investments, or wealth management, our knowledgeable staff is here to help. With a strong reputation for customer service and financial stability, Bank of America is a trusted institution for all of your financial needs. Visit us today to see how we can help you achieve your financial goals.

Welcome to the Bank of America Financial Center, conveniently located at 215 West 125th Street in the vibrant heart of Manhattan, New York. As a leading financial institution, we are dedicated to providing a wide range of banking and financial services to meet the diverse needs of our community. Whether you're looking to open a new account, apply for a loan, or seek financial advice, our knowledgeable staff is here to assist you with personalized service and expert guidance. We are committed to helping you achieve your financial goals with a comprehensive suite of products, including savings and checking accounts, credit cards, mortgages, and investment options. Visit us today and experience the exceptional service that Bank of America is known for, right here in your neighborhood.

Welcome to the Bank of America Financial Center, conveniently located at 1 Flatbush Avenue in the heart of Brooklyn, New York. Our center is dedicated to providing a wide range of banking and financial services tailored to meet your personal and business needs. Whether you're looking to open a new account, apply for a loan, or seek investment advice, our team of experienced professionals is here to assist you every step of the way. At our Flatbush Avenue location, you'll find a modern, welcoming environment equipped with the latest technology to ensure efficient and secure transactions. We are committed to delivering exceptional customer service and financial expertise to help you achieve your financial goals. Visit us today and discover why the Bank of America Financial Center is a trusted partner in the Brooklyn community.

Women In Development is a finance institution located at 555 8th Avenue, New York, New York, United States. Our mission is to empower women through financial education, resources, and support. We offer a range of services including financial planning, investment advice, and access to funding opportunities. Our team of experts is dedicated to helping women achieve their financial goals and build a secure future for themselves and their families. Join us in our mission to promote gender equality and economic empowerment for women everywhere.

James Fetten, MD is a highly experienced medical oncologist specializing in head and neck cancer treatment. Located at the David H. Koch Center for Cancer Care in New York City and MSK Westchester, Dr. Fetten is committed to providing personalized care to his patients. With over 20 years of experience, he offers treatment plans that may include chemotherapy, immunotherapy, targeted therapies, or a combination of these options. Dr. Fetten believes in a collaborative approach with his patients, emphasizing the importance of lifestyle factors such as physical activity and nutrition during cancer treatment and survivorship. At Memorial Sloan Kettering, our team of experts is dedicated to changing how the world understands and treats cancer. We offer comprehensive care for all types of cancer, including head and neck cancer. Our institution is a world leader in patient care, research, and educational programs, training the next generation of clinicians and scientists to be at the forefront of cancer care. We are open Monday through Friday from 8 a.m. to 6 p.m. Eastern time, providing the care and support you need, when you need it.

Bouchey Financial Group, Ltd. is a finance institution located at 1819 5th Avenue, Troy, New York, United States. At Bouchey Financial, we strive to make investing and financial planning clear and simple for our clients, so they can make confident decisions. Our team members come from diverse backgrounds, allowing us to build a client-centric organization focused on our clients' financial success. We adhere to the Certified Financial Planner Code of Ethics and the Certified Financial Planners Board of Standards Practice Standards, ensuring the highest level of professionalism and integrity in our services. Since 1995, we have been providing personalized wealth management services as an SEC Registered Investment Advisor, with nearly $1 billion in assets under management.

Heritage Financial Credit Union is a trusted institution located at 117 Grand Street in Goshen, New York, United States. We offer a range of financial services including ATM access, banking, and finance options. Our institution is deeply rooted in the local community, supporting organizations like the Goshen Chamber of Commerce and the Goshen Rotary. As of March 5, 2024, we have moved to a new, convenient location in the Goshen Plaza at 103-104 Clowes Avenue. Our operating hours are Monday-Thursday from 8:30am to 5pm, Friday from 8:30am to 6pm, and Saturday from 9am to 2pm (summer hours from July to August are 9am-1pm).

Merrill Lynch Financial Advisor Allan Fiore is a seasoned professional in the wealth management industry, bringing years of experience and expertise to his role. Located at 114 West 47th Street in New York City, Allan is dedicated to helping clients preserve and grow their hard-earned wealth by taking a long-term view on financial planning. His approach is holistic, realistic, and focused on building strong client relationships based on trust and personalized service. Allan is a key member of The SEAM Wealth Management Group, based in the Rockefeller Center office in New York City. He is highly active both inside and outside the office, enjoying working out and serving the community through various charitable organizations. Allan actively supports causes such as the Tenement Museum, the Alzheimer's Foundation, the Ovarian Cancer Research Foundation, and volunteers his time coaching football at Susan Wagner High School.

Diversified Financial Services is a leading finance institution located at 6549 Grand Avenue in New York, United States. With a wide range of financial products and services, we cater to individuals, businesses, and organizations looking to manage their finances effectively. Our team of experienced professionals is dedicated to providing personalized solutions to help our clients achieve their financial goals. Whether you need assistance with investments, loans, insurance, or any other financial need, Diversified Financial Services is here to help. Visit us today to learn more about how we can support your financial success.

Business Plus is a professional tax preparation service located in Ridgewood, New York. Our experienced team of accountants and finance experts are dedicated to helping individuals and businesses navigate the complexities of tax season with ease. Conveniently located at 60-01 Madison Street, we offer personalized and efficient tax preparation services to ensure that our clients receive the maximum deductions and credits they are entitled to. Trust Business Plus to handle all of your tax needs with accuracy and professionalism.

Organized Thru Momentum is a leading accounting and finance institution located at 103 Beach Street in Cornwall, New York, United States. With a team of experienced professionals, we offer a wide range of services to help individuals and businesses manage their finances effectively. Our expertise in accounting and finance allows us to provide personalized solutions tailored to meet the specific needs of our clients. Whether you need assistance with tax preparation, bookkeeping, financial planning, or any other financial services, Organized Thru Momentum is here to help you navigate through your financial goals with ease and efficiency.

Community Tax Aid - New York City is a non-profit organization dedicated to providing free tax assistance and education to low-income individuals and families in the New York City area. Located at 2070 Grand Concourse, our trained volunteers work tirelessly to help clients navigate the complexities of the tax system and maximize their refunds. Whether you need help with filing your taxes, understanding tax credits, or resolving tax issues, our team is here to support you every step of the way. Join us in building a stronger and more financially stable community.

First Manhattan Financial is a renowned full-service financial organization located in New York, United States. Since 2003, we have been dedicated to providing simple solutions in a world of complexity for both corporate and individual clients. Our team of professionals takes the time to understand your goals, values, and existing strategies before creating a customized long-term plan that takes into account tax strategy, risk management, wealth preservation, and growth. At First Manhattan Financial, we believe in building relationships based on trust, professional advice, communication, and prompt service. Our personalized approach sets us apart, offering unique plan designs and objective solutions tailored to your specific needs. We have established relationships with respected CPA’s, Attorneys, Health Professionals, and Business Owners to ensure comprehensive financial planning.