TOP 30 Financial planning firms in Hudson, New York

54 results found

Hudson Peak Wealth Advisors, located at 427 Bedford Road in Pleasantville, New York, is a branch of Ameriprise Financial Services, LLC. As a finance institution, they specialize in providing comprehensive wealth management services to individuals, families, and businesses. Their team of experienced financial advisors work closely with clients to create personalized financial plans tailored to their unique goals and objectives. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Hudson Peak Wealth Advisors is dedicated to helping you achieve financial success.

The Hudson River Group at Morgan Stanley is a leading finance institution located at 80 State Street in Albany, New York. With a focus on providing top-tier financial services, the institution offers expert advice and guidance to clients seeking investment opportunities, wealth management solutions, and strategic financial planning. The team at The Hudson River Group is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and innovative solutions. Trust in The Hudson River Group at Morgan Stanley for all your financial needs in the Albany area.

Paralegal and Advocacy Services of the Hudson Valley is a leading institution located at 58 South Clinton Street in Poughkeepsie, New York, offering a wide range of services in the fields of accounting, finance, and health. Our dedicated team of professionals provides expert paralegal support and advocacy services to individuals and organizations in the Hudson Valley region. Whether you need assistance with legal documentation, financial planning, or healthcare advocacy, our experienced staff is here to help. Contact us today to learn more about how we can assist you with your specific needs.

Hudson Valley Paralegal Services is a certified New York State Minority/Women-owned Business Enterprise located at 5020 Route 9W, Newburgh, New York. Founded by Annette S. Irizarry, a Litigation Paralegal with over 25 years of experience, the institution offers freelance support to attorneys, businesses, and the general public. Specializing in civil proceedings such as personal injury, estates and trust, business formation, real property, family and domestic relations law, Hudson Valley Paralegal Services provides legal document preparation, court filings, research, investigation, office management support, and bookkeeping services. They also assist individuals with legal matters by helping prepare forms and documents for uncontested divorces, child support, child custody/visitation, business formation, estate planning, probate filings, powers of attorney, health care proxies, and notaries. The institution is committed to providing high-quality service and customer satisfaction. Please note that Hudson Valley Paralegal Services is not a law firm and its employees are not attorneys, therefore they do not provide legal advice. Instead, they offer freelance and independent paralegal services to attorneys, and provide notary services, forms, research, financial, and legal education purposes to the general public. If legal advice is needed, they can help refer individuals to attorneys who can assist with their legal concerns.

The Hudson Valley NY Group - Morgan Stanley is a renowned financial institution located at 91 North Front Street in Kingston, New York, United States. With a strong focus on providing expert financial services and investment advice, the institution is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, the experienced team at The Hudson Valley NY Group - Morgan Stanley is here to assist you every step of the way. Trust in their expertise and commitment to excellence for all your financial needs.

Padgett Hudson Valley (formerly Taxes R Us) is a trusted accounting and finance institution located at 71 Albany Avenue in Kingston, New York, United States. With years of experience and expertise in tax preparation, financial planning, and accounting services, our team of professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with tax filing, bookkeeping, or investment planning, Padgett Hudson Valley is here to provide personalized and reliable solutions tailored to your specific needs. Contact us today to learn more about how we can help you navigate the complexities of the financial world with ease and confidence.

Accounting | Hudson Valley CPAs is a reputable institution located at 232 New Hackensack Road in Wappingers Falls, New York, United States. Specializing in accounting and finance services, our team of certified public accountants are dedicated to providing top-notch financial solutions for individuals and businesses in the Hudson Valley region. With years of experience and expertise, we offer a wide range of services including tax preparation, audit assistance, financial planning, and more. Trust Accounting | Hudson Valley CPAs to handle all your accounting needs with professionalism and efficiency.

Supporting Strategies | Hudson Valley is a leading accounting and finance firm located in Middletown, New York. Our team of experienced professionals provides comprehensive financial services to businesses in the Hudson Valley region. From bookkeeping and payroll to financial analysis and strategic planning, we offer a wide range of services tailored to meet the unique needs of each client. With a commitment to accuracy, efficiency, and client satisfaction, Supporting Strategies | Hudson Valley is your trusted partner for all your accounting and finance needs. Visit us at 680 New York 211 to learn more about how we can help your business thrive.

Welcome to Legal Services of the Hudson Valley, your trusted partner in providing comprehensive legal assistance to the community of Nanuet, New York, and the surrounding areas. Conveniently located at 502 Airport Executive Park, our dedicated team of legal professionals is committed to ensuring access to justice for all, regardless of financial circumstances. At Legal Services of the Hudson Valley, we specialize in offering a wide range of legal services designed to protect and empower our clients. Our practice areas include family law, housing rights, public benefits, elder law, disability advocacy, and more. We are passionate about defending the rights of vulnerable populations, including low-income individuals, families, veterans, and the elderly.

Welcome to Bartal Law Life & Legacy Planning Located at 61-43 186th Street, Queens, New York 11365, Bartal Law Life & Legacy Planning is your trusted partner in safeguarding your family's future and preserving your legacy. Led by Daphne Bartal, an experienced Wills & Trusts Attorney, our boutique, women-owned law firm specializes in personalized estate planning services, ensuring your assets and wishes are protected for generations to come.

Welcome to Hudson Group Realty Network, your trusted partner in navigating the complex worlds of finance, law, and real estate. Conveniently located at 644 Soundview Avenue in the vibrant Bronx neighborhood of New York, our firm is dedicated to providing exceptional services tailored to meet your unique needs. At Hudson Group Realty Network, we pride ourselves on our comprehensive approach, combining expertise in real estate with robust legal and financial insights. Whether you are buying or selling property, seeking investment opportunities, or require legal advice in real estate matters, our team of experienced professionals is here to guide you every step of the way.

Padgett Westchester is a reputable accounting and finance institution located at 92 Hudson Point Lane in Ossining, New York. With a strong focus on providing personalized financial services to individuals and businesses in the area, Padgett Westchester prides itself on its attention to detail and commitment to helping clients achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, or financial planning, the experienced professionals at Padgett Westchester are dedicated to providing top-notch service and expertise. Visit them today to see how they can help you take control of your finances.

UHY LLP, Certified Public Accountants, is a reputable accounting and finance institution located at 1 Hudson City Centre in Hudson, New York, United States. With a team of highly skilled professionals, they provide a wide range of accounting services to individuals and businesses, including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and attention to detail make them a trusted partner for all your financial needs. Contact UHY LLP today for expert guidance and support in navigating the complex world of finance.

Karp, Ackerman, Small & Hogan CPAs PC is a reputable accounting and finance institution located in Hudson, New York, United States. With a team of experienced and knowledgeable certified public accountants, they provide a wide range of services to individuals and businesses, including tax preparation, auditing, financial planning, and consulting. Their dedication to excellence and commitment to client satisfaction make them a trusted partner for all your accounting and financial needs.

Shallo, Galluscio & Bianchi CPA's is a reputable accounting and finance institution located at 21 North 7th Street in Hudson, New York, United States. With a team of experienced and skilled Certified Public Accountants, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Their dedication to providing high-quality and personalized services to their clients has earned them a strong reputation in the community. Whether you are an individual or a business in need of financial guidance, Shallo, Galluscio & Bianchi CPA's is committed to helping you achieve your financial goals.

Sickler Torchia Allen is a reputable accounting and finance institution located at 4071 U.S. 9 in Hudson, New York, United States. With a team of experienced professionals, they provide a range of financial services including tax preparation, auditing, and financial consulting. Clients can trust Sickler Torchia Allen for reliable and accurate financial guidance to help them achieve their financial goals.

Galluscio Robert CPA is a reputable accounting and finance institution located at 21 North 7th Street in Hudson, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Clients can trust Galluscio Robert CPA for expert advice and personalized solutions to help them achieve their financial goals.

Located at 56 Main Street in Irvington, New York, Sunnyside Federal Savings and Loan Association offers a range of financial services including ATM access, banking, and finance solutions. This institution provides a specialized checking account for lawyers and law firms to securely deposit client funds in interest-bearing accounts. With the ability to deposit commercial checks 24/7 from any location, Sunnyside Federal in Hudson Valley caters to both personal and commercial banking needs. From personal and business savings accounts to jumbo home loans and certificates of deposit (CDs), customers can access competitive banking options online, through the mobile app, or by visiting the branch in Irvington. Please note that Sunnyside Federal Savings & Loan is not liable for information or experiences on external websites linked from their site. Visit Sunnyside Federal Savings and Loan Association for comprehensive banking solutions today.

SCOTT D. SHALLO is a reputable institution located at 21 North 7th Street in Hudson, New York, offering expert services in accounting, finance, and legal matters. With a team of experienced professionals, they provide top-notch guidance and solutions for individuals and businesses seeking assistance in managing their financial affairs and legal obligations. Whether you require assistance with tax planning, investment strategies, or legal representation, SCOTT D. SHALLO is dedicated to providing personalized and reliable services to help you achieve your goals.

Poole James F is a reputable accounting and finance institution located at 1654 Columbia Turnpike in Castleton-on-Hudson, New York. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. From tax preparation to investment management, Poole James F offers expert guidance and personalized solutions to help clients achieve their financial goals. Whether you need assistance with budgeting, retirement planning, or bookkeeping, this institution is dedicated to providing top-notch service and support.

Frank Doreen K is a renowned health institution located at 2500 Pond View in Castleton-on-Hudson, New York. With a focus on providing top-quality healthcare services to the community, Frank Doreen K offers a wide range of medical treatments and services to meet the needs of patients. The institution is known for its experienced healthcare professionals, state-of-the-art facilities, and commitment to delivering personalized care to each individual. Whether you are in need of routine check-ups, specialized treatments, or emergency care, Frank Doreen K is dedicated to ensuring the well-being and health of all patients.

Gazzillo Michael P CPA is a reputable accounting and finance institution located at 354 Main Street in Hudson Falls, New York, United States. With years of experience and expertise in the field, they provide a wide range of services including tax preparation, financial planning, and bookkeeping. Their team of certified public accountants is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with filing taxes or managing your company's finances, Gazzillo Michael P CPA is committed to providing top-notch service and personalized solutions to meet your needs.

Upstate Accounting LLC is a reputable accounting and finance institution located at 2 Main Street in Hudson Falls, New York. Our team of experienced professionals provide a wide range of accounting services to individuals and businesses in the area. From tax preparation and bookkeeping to financial planning and consulting, we are dedicated to helping our clients achieve their financial goals. Contact us today to schedule a consultation and see how we can assist you with your accounting needs.

Laney Michael J CPA is a reputable accounting and finance institution located at 100 John Street in Hudson Falls, New York. With years of experience and expertise in the field, they offer a wide range of services including tax preparation, financial planning, and auditing. Their team of certified public accountants is dedicated to providing personalized and professional services to individuals and businesses alike. Trust Laney Michael J CPA for all your accounting and financial needs in the Hudson Falls area.

The Premium Select Group Inc. is an insurance agency located at 32 County Road 78, Middletown, New York, United States. We offer protection for your vehicles, rental properties, and personal belongings at an affordable price. As a local independent insurance agency serving the Lower Hudson Valley, we prioritize getting to know and understand your individual needs and goals. Our experienced agents work with reputable insurance companies to provide secure coverage tailored to you. Our clients appreciate our professional service and personalized approach. We offer coverage for unpredictable losses such as burglary, fire, water damage, and more. Ensure your personal property is adequately protected with our insurance policies. We also offer liability coverage for injuries on your property and additional living expense coverage in case your home becomes uninhabitable. Don't risk being unable to rent a property due to lack of insurance - our renters insurance policies cover all your needs. Protect your valuable possessions with our coverage options, including off-premises theft coverage. Our goal is to help you understand and address the unique risks you face with renters insurance. We serve clients in New York, New Jersey, Pennsylvania, Delaware, Georgia, and South Carolina. Contact us today to secure the protection you need.

Selby Legal PLLC is a finance and lawyer institution located at 320 Robinson Avenue, Newburgh, New York, United States. Specializing in bankruptcy law in New Paltz, Kingston, and Newburgh, Selby Legal offers services in traffic violations, real estate transactions, personal injury cases, and more. Led by attorney George C. Selby, the firm is dedicated to providing personalized and professional legal assistance to each client. Whether you are facing a traffic ticket, considering bankruptcy, dealing with a foreclosure, or need help with intellectual property rights, Selby Legal is here to help. With a commitment to client satisfaction and a focus on protecting your rights, Selby Legal PLLC is the go-to firm for legal assistance in the Mid-Hudson Valley and beyond. Contact them today for a free consultation at (845) 419-3383.

Anderson Olver is a prestigious law firm located at 109 Grand Street in Croton-on-Hudson, New York. With a team of highly skilled and experienced lawyers, Anderson Olver is dedicated to providing top-notch legal services to individuals and businesses in the United States. Specializing in a wide range of practice areas, including but not limited to corporate law, real estate law, and estate planning, the firm is committed to delivering personalized and effective solutions to meet the unique needs of each client. Whether you are facing a complex legal issue or simply need guidance on a legal matter, Anderson Olver is here to help. Trust in their expertise and professionalism to navigate the legal system with confidence and peace of mind.

Royal Alliance Associates Inc is a finance institution located at 15 Finney Farm Road in Croton-on-Hudson, New York, United States. With a commitment to providing top-notch financial services, Royal Alliance Associates Inc offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets, the experienced team at Royal Alliance Associates Inc is dedicated to providing personalized guidance and support every step of the way. Trust in Royal Alliance Associates Inc for all your financial needs.

David Powers CPA, P.C. is a reputable accounting and finance institution located at 1392 Albany Post Road in Croton-on-Hudson, New York. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Clients can trust in their expertise and dedication to helping individuals and businesses achieve their financial goals. Whether you need assistance with tax planning or financial analysis, David Powers CPA, P.C. is committed to providing top-notch service and personalized solutions to meet your needs.

Herod CPA PLLC is a reputable accounting and finance institution located at 2 Taft Place in Cornwall-on-Hudson, New York. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Their commitment to providing personalized and high-quality services sets them apart from other firms in the industry. Whether you are an individual or a business owner, Herod CPA PLLC is dedicated to helping you achieve your financial goals.