TOP 30 Best Financial planning association certified in New York City, New York

Zelin & Associates CPA LLC is a reputable accounting and finance institution located at 555 8th Avenue in New York, New York, United States. With a team of experienced Certified Public Accountants, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and consulting. Their commitment to professionalism and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Contact Zelin & Associates CPA LLC for all your accounting and 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.

Yuriy & Associates CPA, PC is a reputable accounting and finance institution located at 77-36 167th Street in New York, United States. Our team of experienced certified public accountants provide a wide range of services including tax preparation, auditing, financial planning, and consulting. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and navigate the complexities of the financial world. Contact us today to learn more about how we can assist you with your accounting and finance needs.

James Castaldo CPA & Associates is a trusted accounting and finance institution located at 6 Forest Avenue in Lake Grove, New York. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and auditing. Clients can rely on their expertise and personalized approach to help them navigate complex financial matters with ease. Whether you are an individual or a business owner, James Castaldo CPA & Associates is dedicated to helping you achieve your financial goals.

Grossbach Zaino & Associates, CPA's, P.C. is a renowned accounting and finance institution located at 3 International Drive in Rye Brook, New York, United States. With a team of experienced certified public accountants, they provide a wide range of services including tax preparation, auditing, financial planning, and business consulting. Their dedication to excellence and commitment to client satisfaction make them a trusted partner for individuals and businesses seeking expert financial guidance. Visit Grossbach Zaino & Associates, CPA's, P.C. for all your accounting and finance needs.

Pierre-Louis & Associates CPA, P.C. is a reputable accounting and finance firm located at 1900 Grand Avenue in Baldwin, New York. With a team of experienced certified public accountants, they offer a wide range of services including tax preparation, financial planning, bookkeeping, and auditing. Clients can trust Pierre-Louis & Associates CPA, P.C. for accurate and reliable financial advice and services to help them achieve their financial goals.

Welcome to Rafiq & Associates, CPA, LLC, your trusted partner in accounting and finance located in the heart of Brooklyn, New York. Situated at 484 McDonald Avenue, we are dedicated to providing exceptional financial services tailored to meet the unique needs of individuals and businesses in our community. At Rafiq & Associates, we understand that navigating the complexities of accounting and finance can be challenging. Our team of experienced Certified Public Accountants is committed to delivering personalized solutions that ensure your financial health and success. Whether you are an individual seeking tax preparation services or a business owner in need of comprehensive financial management, we offer a wide range of services including bookkeeping, tax planning, auditing, and consulting.

J & Y Associates of Brewster INC is a reputable accounting and finance institution located at 86 Main Street in Brewster, New York, United States. With years of experience and a team of dedicated professionals, we provide a wide range of financial services to individuals and businesses in the area. Our services include tax preparation, bookkeeping, financial planning, and more. Trust J & Y Associates of Brewster INC to handle all of your accounting and finance needs with precision and expertise.

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.

Gary & Associates CPA PLLC is a reputable accounting and finance institution located at 2 William Street in White Plains, New York, United States. Our team of experienced Certified Public Accountants (CPAs) provides a wide range of financial services to individuals and businesses, including tax preparation, auditing, bookkeeping, and financial planning. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and make informed decisions. Visit us today to see how we can assist you with all your accounting and finance needs.

Gallo & Associates CPA's PC is a reputable accounting and finance institution located at 427 Manville Road in Pleasantville, New York, United States. With a team of experienced certified public accountants, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Their dedication to professionalism and client satisfaction sets them apart as a trusted partner for individuals and businesses seeking expert financial guidance.

Battaglia & Associates CPA's PLLC is a reputable accounting and finance institution located at 175 New York 236 in New York, United States. Our team of experienced Certified Public Accountants (CPAs) is dedicated to providing professional and reliable financial services to individuals and businesses. From tax preparation and planning to financial consulting and auditing, Battaglia & Associates CPA's PLLC offers a wide range of services tailored to meet our clients' specific needs. Trust us to help you navigate the complexities of financial management and achieve your financial goals.

Loucks & Crounse Associates is a reputable accounting and finance institution located at 203 West Main Street in Endicott, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Their expertise includes tax preparation, auditing, financial planning, and consulting. Clients can trust Loucks & Crounse Associates for reliable and personalized financial solutions tailored to their specific needs.

Mertiri & Associates CPA, PC is a licensed accounting firm located at 151 North Main Street in New City, New York. Specializing in accounting services for business owners, executives, and independent professionals, our professional and experienced team offers a wide range of financial services. From top accounting firms to small business accounting services, our firm provides personalized assistance to meet the unique needs of each client. Whether you are looking for accountants near you, a small business accountant, or a certified CPA, we are here to help.

Alario & Associates CPAs PLLC is a reputable accounting and finance institution located at 28 Railroad Avenue in Warwick, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, auditing, financial planning, and consulting. Their dedication to providing high-quality and personalized services has earned them a strong reputation in the industry. Whether you are an individual or a business owner, Alario & Associates CPAs PLLC is committed to helping you achieve your financial goals.

Base & Associates PC is a reputable law firm located at 210-08 Northern Boulevard in New York, United States. Specializing in various areas of law, including personal injury, criminal defense, and family law, the team of experienced lawyers at Base & Associates PC is dedicated to providing top-notch legal representation for their clients. With a track record of success and a commitment to excellence, this institution is known for their professionalism and dedication to achieving favorable outcomes for their clients. Whether you are facing a legal issue or seeking legal advice, Base & Associates PC is the go-to firm for all your legal needs.

WP and Associates CPAs PC is a reputable accounting and finance institution located at 687 Lee Road in Rochester, New York, United States. With a team of highly experienced certified public accountants, they offer a wide range of services including tax preparation, auditing, financial planning, and consulting. Their dedication to providing personalized and professional services sets them apart from other firms in the industry. Whether you are an individual looking for tax assistance or a business in need of financial guidance, WP and Associates CPAs PC is here to help you achieve your financial goals.

AGY Associates, LLC (CPA's) is a leading accounting and finance institution located at 1275 East 51st Street in New York, United States. With a team of highly qualified and experienced Certified Public Accountants, AGY Associates provides a wide range of financial services including tax preparation, auditing, financial planning, and consulting. Clients can trust AGY Associates to provide accurate and reliable financial advice to help them achieve their business and personal financial goals.

Brandon M Harrington is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 8310 Wehrle Drive in Williamsville, New York, United States. Brandon holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Brandon's expertise and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. Whether you need assistance with asset management, estate planning, investment strategies, retirement planning, or specialized financial needs, Brandon M Harrington has the knowledge and skills to help you achieve your financial goals.

Sixt Gerhard & Associates CPA's, PLLC is a trusted accounting and finance institution located at 1075 Davis Road in West Falls, New York, United States. With over four decades of experience, our second-generation family business is dedicated to getting to know our clients on a personal level to tailor our recommendations and achieve the best results possible. We are committed to providing year-round support at every stage of your business or life, combining time-tested values with modern technology to make the process straightforward, convenient, and transparent. As full-time accounting and tax professionals, we are here to assist with your complex, ever-changing financial needs. Our small size allows us to offer individualized attention and decades of experience to each client. Visit our resource library for free tools, calculators, and information that can be useful for individuals and small businesses. Trust Sixt Gerhard & Associates to answer your questions and provide trusted guidance, because that's what helpers do.

Rafferty & Associates CPA, LLP is a reputable accounting and finance institution located at 12 Varna Lane in Mahopac, New York, United States. Our team of experienced certified public accountants offers a wide range of services including tax preparation, auditing, financial planning, and consulting. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals. Contact us today to schedule a consultation and see how we can assist you with your accounting and finance needs.

Mohammed & Associates Tax Services is a reputable accounting and finance institution located at 3994 White Plains Road in New York, United States. With a team of experienced professionals, they offer a wide range of tax services to individuals and businesses. Whether you need help with tax preparation, planning, or consulting, Mohammed & Associates Tax Services is dedicated to providing top-notch financial solutions tailored to meet your specific needs. Trustworthy, reliable, and committed to excellence, this institution is your go-to destination for all your tax and financial needs.

Kim & Associates, CPAs P.C. is a reputable accounting and finance institution located in New York, United States. With offices also in New Jersey, Atlanta, and Dallas, Kim & Associates is led by certified public accountant Mi Hye Kim. Specializing in a wide range of financial services, including tax preparation, auditing, and financial consulting, Kim & Associates is dedicated to providing top-notch professional services to individuals and businesses alike. Visit their office at 45-25 162nd Street for all your accounting needs.

Calabrese and Associates CPA, P.C. is a reputable accounting and finance institution located at 659 Franklin Avenue in Franklin Square, New York, United States. With a team of experienced and knowledgeable certified public accountants, they provide a wide range of professional services including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and personalized approach to client service sets them apart in the industry. Whether you are a small business owner, individual taxpayer, or corporate entity, Calabrese and Associates CPA, P.C. is dedicated to helping you achieve your financial goals.

J&K Associates CPA, PLLC is a reputable accounting and finance firm located at 136-20 38th Avenue in New York, United States. Our team of experienced certified public accountants (CPAs) provides a wide range of professional services to individuals and businesses, including tax preparation, auditing, financial planning, and more. With a commitment to excellence and personalized service, J&K Associates CPA, PLLC is dedicated to helping our clients achieve their financial goals. Visit us today at our office in New York to learn more about how we can assist you with your accounting and finance needs.

Shum & Associates CPA, LLP is a well-established accounting and finance institution located in the heart of New York City. With over 15 years of experience, our team of Certified Public Accountants (CPA's) offers expert services in Accounting, Income Tax Preparation, and Small Business Consulting. We cater to a diverse range of industries including Retail, Nonprofit, Financial Services, Manufacturing, Real Estate, Healthcare, and Legal sectors. Our personalized approach ensures that each client receives tailored solutions to meet their unique needs. From bookkeeping and QuickBooks setup to income tax preparation and virtual CFO services, we provide comprehensive support to individuals and businesses in New York. Our team is dedicated to helping clients navigate complex tax requirements, secure bank financing, and optimize financial performance.

Rosedale & Associates is a reputable accounting and finance institution located at 2001 Grove Street in Wantagh, New York. Our team is dedicated to providing comprehensive guidance and personalized service to all of our clients. Whether you need assistance with filing your individual tax returns, understanding your payroll tax responsibilities, or resolving back taxes with the IRS, we are here to help. Established in 1987, Rosedale & Drapala, CPAs is a member firm in the Private Practice Division of the American Institute of Certified Public Accountants (AICPA). Our firm undergoes on-site peer reviews and adheres to the highest standards found in larger firms, while still maintaining a personal relationship with our clients.

Huljev & Associates is a CPA firm located at 44-70 21st Street in New York, United States, specializing in small businesses and individuals. Our team of Certified Public Accountants offers a comprehensive set of services covering tax, accounting, and financial advisory. We focus on our clients' goals and objectives, providing personalized financial solutions tailored to their needs. With a commitment to Total Quality Service, we strive to be customer obsessed and build long-term partnerships with fixed pricing and analytical outputs. Our CPAs have extensive experience across various industries, offering clients access to a wealth of knowledge and expertise. Whether you need help with tax planning, estate planning, or financial analysis, Huljev & Associates is here to help you achieve your financial goals.

Welcome to Joseph L Ferri - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 184 Front Street, Owego, New York 13827. At our practice, we are committed to providing personalized financial advice and solutions tailored to meet the unique needs of our clients. With a robust suite of certifications and designations, our expertise spans a wide range of financial disciplines. Our team holds advanced certifications such as the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), Accredited Estate Planner® (AEP®), and many more. These credentials reflect our dedication to maintaining the highest standards of ethics and professionalism, ensuring that our clients receive knowledgeable and trustworthy guidance.

Welcome to Kimberly H Cawley - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 127 North Main Street, Cortland, New York. We are dedicated to providing personalized financial services to help you achieve your financial goals with confidence. As a trusted advisor, Kimberly H Cawley brings a wealth of knowledge and expertise, supported by numerous prestigious certifications that underscore a commitment to excellence in financial planning. Kimberly holds the AAMS™ certification, which ensures adherence to a code of ethics and a comprehensive understanding of asset management tailored to individual needs. With a focus on real-world applications, Kimberly is qualified to guide you through asset allocation, investment strategies, estate planning, and more.