TOP 30 Financial planning firms in Beacon, New York

19 results found

Beacon Financial Advisors, located at 800 Westchester Avenue in Rye Brook, New York, is a finance and legal institution specializing in providing independent investment advice. Led by a father-son team, the institution prides itself on integrity, expertise, and personalized service for clients. Unlike traditional financial institutions, Beacon Financial Advisors prioritizes the best interests of its clients over any potential conflicts of interest. With a focus on retirement planning, stock options, and corporate benefits, Beacon Financial Advisors helps executives navigate the complexities of their financial portfolios. Acting as a personal Chief Financial Officer, the institution offers tailored guidance to help clients preserve and grow their wealth.

Beacon Pointe Advisors, located at 80 Broad Street in New York, is a leading finance institution offering Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in the New York area. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families to provide comprehensive financial planning and research-driven investments. With a focus on fiduciary responsibility and a holistic allWEALTH® approach, Beacon Pointe's team of investment advisors and financial planners address all aspects of clients' financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, and more. Their services also include values-based investing, life transition support, and multi-generational family wealth planning.

Merrill Lynch Financial Advisor Adam G Wood is a finance institution located at 50 New York 111, Smithtown, New York, United States. Adam is an estate planning attorney turned financial advisor, with a background in running a successful law firm for nearly ten years. He specializes in guiding affluent entrepreneurs, business founders, and executives through key financial decisions, leveraging his knowledge and the resources of Merrill and Bank of America. Adam focuses on creating personalized wealth planning strategies to help clients achieve their goals for financial, business, philanthropy, and intergenerational wealth. He is dedicated to removing clients' emotional burdens and helping them follow a mutually agreed-upon strategy. Adam holds a Juris Doctorate from The Touro College Jacob Fuchsberg Law Center and a Bachelor's degree from University of Scranton. He is also actively involved in his community as Chairman of the Board of Directors of the United Veterans Beacon House. Adam and his wife, Allyson, live in Kings Park, New York, with their two daughters and a son. At Merrill Lynch Wealth Management, the focus is on building and documenting personalized plans centered on clients' goals and priorities. The institution believes in a values-based approach to financial planning and aims to help clients achieve emotional fulfillment and lasting financial stability. By managing clients' decisions around money, rather than just their money, the institution seeks to unlock multiples of value for clients. Adam Wood is registered to do business in several states including CA, CT, FL, MA, NJ, NY, OH, PR, and TN. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions.

Lighthouse Planning Group LLC is a finance institution located at 2922 Avenue L in New York, United States. Our team of experienced financial advisors provides personalized financial planning services to help individuals and businesses reach their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, we are here to guide you every step of the way. Trust Lighthouse Planning Group LLC to be your beacon of financial stability in an ever-changing economic landscape.

Beacon of Light Financial Services, Inc. is a trusted accounting and finance institution located at 3205 Mount Read Boulevard in Rochester, New York, United States. With a team of experienced professionals, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, financial planning, or investment management, our dedicated team is here to guide you towards a brighter financial future. Visit us today and let Beacon of Light Financial Services, Inc. illuminate the path to financial success for you.

Welcome to Skylight Financial Inc. - Your Partner in Accounting Solutions Located in the heart of Brooklyn, New York, Skylight Financial Inc. stands as a beacon of excellence in the world of accounting and finance. Situated at 68 3rd Street, our firm is dedicated to transforming complex financial data into actionable insights, empowering business leaders to make informed decisions with confidence.

Welcome to Beacon Pointe Advisors, your trusted partner in financial planning and investment advisory services, located at 2488 Montauk Highway, Bridgehampton, New York. As one of the nation's largest Registered Investment Advisor firms, we are dedicated to serving the New York area with a comprehensive range of services, including investment advisory, financial planning, wealth management, and retirement plan services. At Beacon Pointe Advisors, we pride ourselves on our fiduciary responsibility to our clients, ensuring that your financial well-being is at the forefront of everything we do. Our holistic allWEALTH® approach covers all aspects of financial planning, from wealth and retirement strategies to estate and tax planning, insurance reviews, and risk assessments. We also specialize in values-based investing, life transition support, and multi-generational wealth and legacy planning.

Infiniti Wealth Management is a finance institution located at 3 Starr Ridge Road in Brewster, New York, United States. Our main goal is to help our clients grow and preserve their wealth through personalized investment management and retirement planning services. We also specialize in assisting clients with special circumstances, such as navigating the aftermath of a divorce or the loss of a spouse. Unlike many financial advisors who are tied to specific investment firms, we are an independent, fee-only financial advisory firm. This means that we do not sell specific financial products or receive commissions, bonuses, or incentives. Our independence ensures that our clients receive unbiased advice without any conflicts of interest. We are solely dedicated to the success of our clients and only succeed when they do.

dbb solutions, LLC is a technology advisory firm located at 50 Russell Avenue in Beacon, New York. Specializing in providing services for the private equity community and beyond, we are dedicated to helping businesses align their goals with well-designed strategies, systems, and resources. With over 25 years of experience, we work as a trusted advisor and partner to ensure that your technology solutions are implemented thoughtfully and judiciously. Our founder, Dave, has a background in the Private Equity industry and has a proven track record of successfully meshing unique business requirements with world-class systems and processes. If your firm could benefit from expert IT guidance to increase productivity and profitability, contact dbb solutions today.

AEA Consulting is a leading firm located at 380 Main Street in Beacon, New York, United States. Specializing in providing strategic advice and management services to the cultural and creative industries, AEA Consulting helps organizations navigate the complexities of the global marketplace. With a team of experienced professionals, AEA Consulting offers tailored solutions to help clients achieve their goals and maximize their impact. From cultural institutions to real estate developers, AEA Consulting has a proven track record of delivering innovative and sustainable solutions for a wide range of clients.

The Field Group is a dynamic institution located at 296 Main Street in Beacon, New York. Our team of experts is dedicated to providing top-notch services in a variety of fields, including business consulting, financial planning, and marketing strategies. With a focus on innovation and excellence, we strive to help our clients achieve their goals and succeed in their endeavors. Visit us today and experience the difference The Field Group can make for you and your business.

AB Bookkeeping and Tax Services is a professional accounting and finance institution located at 212 Fishkill Avenue in Beacon, New York, United States. With a team of experienced and knowledgeable professionals, they offer a wide range of services including bookkeeping, tax preparation, financial planning, and consulting. Whether you are a small business owner or an individual in need of financial assistance, AB Bookkeeping and Tax Services is dedicated to providing personalized solutions to meet your specific needs. Trustworthy, reliable, and efficient, they strive to help their clients achieve financial success and peace of mind.

H&R Block is a renowned accounting and finance institution located at 1020 Wolcott Avenue in Beacon, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, bookkeeping, financial planning, and more. Whether you are an individual looking for assistance with your personal finances or a business in need of expert accounting services, H&R Block is dedicated to providing top-notch solutions to meet your needs. Trust in H&R Block for all your financial needs and experience the peace of mind that comes with expert financial guidance.

Accutax Accounting Services LLC is a reputable accounting and finance institution located at 242 Main Street in Beacon, New York, United States. With a team of experienced professionals, they offer a wide range of services to meet the financial needs of individuals and businesses. Whether you require tax preparation, bookkeeping, or financial consulting, Accutax Accounting Services LLC is dedicated to providing reliable and efficient solutions to help you achieve your financial goals. Trust in their expertise and commitment to excellence for all your accounting and finance needs.

Situated in the heart of New York City at the prestigious address of 345 Park Avenue, J.P. Morgan Global Wealth Management stands as a beacon of financial excellence and personalized client service. With a rich heritage dating back over a century, this renowned institution is dedicated to helping individuals and families achieve their financial goals through bespoke wealth management strategies.

Welcome to Grady BK, PLLC, your trusted partner in navigating the complexities of bankruptcy law. Located at 1 North Main Street, Cortland, New York, we specialize in providing compassionate and knowledgeable legal assistance to individuals facing financial challenges. The aftermath of the pandemic has brought unforeseen financial burdens to many, and if you're considering bankruptcy, know that you're not alone. Our dedicated attorney, Jessica Grady, is here to offer more than just legal advice; she provides understanding, support, and a clear path to a brighter financial future. At Grady BK, PLLC, we believe in making the bankruptcy filing process as straightforward and stress-free as possible. Whether you're contemplating Chapter 7 or Chapter 13 bankruptcy, our role is to demystify the process, ensuring you fully understand your options and feel confident in your decisions. We proudly serve clients throughout Central New York, including Utica and Oswego, with a commitment to delivering personalized and compassionate legal services.

Westchester County Birth Injury Lawyer - Monheit Law Address: 7 Skyline Drive, Hawthorne, New York 10532, United States

Welcome to the Law Office of Gina M. Wicik – Your Trusted Criminal Defense Partner in New York and New Jersey Located at 325 Broadway in the heart of Manhattan, New York, the Law Office of Gina M. Wicik stands as a beacon of hope and defense for those facing criminal charges. Recognized as a top criminal law firm serving both New York and New Jersey, we are dedicated to safeguarding your rights and achieving the best possible outcomes for our clients.

Welcome to RBSM LLP Located in the heart of Manhattan at 805 3rd Avenue, RBSM LLP stands as a beacon of excellence in the accounting and finance industry. With a commitment to delivering unparalleled service, we cater to a diverse clientele ranging from individuals to large corporations, offering tailored solutions to meet your unique financial needs.