The 30 Best Financial planning firms in Hudson, New York

60 results found

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.

RMJR Tax and Accounting is a reputable accounting and finance institution located at 73 Hudson Street in the bustling city of New York, New York, United States. Our dedicated team of professionals provides expert tax preparation, accounting services, and financial advice to individuals and businesses alike. With years of experience and a commitment to excellence, we strive to ensure our clients receive the personalized attention and top-notch service they deserve. Trust RMJR Tax and Accounting for all your financial needs.

Tax Savvy HV LLC is an accounting and finance institution located at 2235 New York 208, Montgomery, New York, United States. Our team of tax experts is dedicated to helping you discover every deduction and credit available to save big on your taxes. Tax Savvy Owner Cheryl Borrillo has been serving the community for the last 20 years, specializing in small business returns, tax planning, and projections. Our team also includes experienced professionals like Tina, Mary, and Bonnie, who bring years of expertise in tax preparation for military families, small businesses, and sole proprietors. Located in the Hudson Valley, our team is committed to providing both personal and business services to the community. We are excited to help you navigate the complexities of taxes and maximize your savings.

Rank & Smith CPA PC is a leading accounting and finance institution located at 243 Hudson Street in Cornwall-on-Hudson, New York, United States. With a team of experienced and knowledgeable certified public accountants, Rank & Smith CPA PC offers a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to providing personalized and high-quality services to their clients sets them apart in the industry. Whether you are an individual or a business owner, Rank & Smith CPA PC is dedicated to helping you achieve your financial goals.

Herman P Ortiz CPA P.C. is a reputable accounting and finance institution located at 99 Hudson Street in New York, New York, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and audit support. Their commitment to excellence and personalized approach ensure that clients receive top-notch financial guidance and support. Whether you are an individual or a business owner, Herman P Ortiz CPA P.C. is dedicated to helping you achieve your financial goals.

Irving H Kamsler, CPA is a reputable accounting and finance institution located at 3671 Hudson Manor Terrace in New York, United States. With years of experience in the industry, they offer a wide range of services including tax preparation, financial planning, and auditing. Their team of certified public accountants is dedicated to providing professional and personalized services to individuals and businesses alike. Whether you need help with tax compliance or financial consulting, Irving H Kamsler, CPA is committed to helping you achieve your financial goals.

Johnson Foley & Cirigliano, PC is a reputable law firm located in Montgomery, New York, United States. With over 40 years of experience, our dedicated team of attorneys has been assisting clients in the Hudson Valley region in protecting their financial rights. Originally focusing on banking and real estate matters, our practice has since expanded to include estate planning, business formation, personal injury, and criminal defense. Our attorneys have a wealth of experience in various areas of law, allowing us to anticipate and address complex legal issues that may arise during our clients' cases. Clients trust us to provide personalized and professional representation, working closely with them to help achieve their desired outcomes.

Giordano Elder Law NY is a solo practice law firm located at 572 Route 303 in Blauvelt, New York. Led by Michael C. Giordano, a lawyer with a business background and MBA in finance, the firm specializes in elder law, offering services such as Estate and Medicaid Planning, Wills and Trusts, Probate, and Guardianships. Serving the Hudson Valley area of New York, including Rockland, Orange, Duchess, Putnam, and Westchester Counties, Giordano Elder Law NY is dedicated to providing expert legal counsel to seniors and their families. Contact them at (845)-709-6322 for more information.

The Law Offices of Audrey J. Lutz Parma PC, located at 5 Mountain Drive in Mahopac, New York, is dedicated to providing client-first service since its founding. Specializing in family law, particularly divorce cases, the firm understands the emotional impact and legal implications involved in ending a marriage. With a focus on compassionate counsel, the team at Audrey J. Lutz Parma PC is committed to helping clients make difficult decisions regarding property, finances, and children, while providing support and professionalism throughout the process. Proudly serving the people of Westchester, Hudson Valley, and the surrounding area, the firm believes that quality legal representation should be accessible to all, regardless of financial means. Offering low-cost solutions without compromising on results, the team is prepared to guide clients through complex cases and protect their families for the long run. With a commitment to privacy and trust, Audrey J. Lutz Parma PC is prepared to take cases to trial in pursuit of the best possible outcome.

EG Tax is a reputable accounting and finance institution located at 6161 South Park Avenue in Hamburg, New York, United States. With a team of experienced professionals, EG Tax provides a range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, EG Tax is dedicated to helping you navigate the complexities of tax laws and financial management. Trust EG Tax to provide you with expert advice and personalized solutions to meet your financial needs.

Thomas M. Daley, CPA, P.C. is a reputable accounting and finance institution located at 5877 South Park Avenue in Hamburg, New York. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Clients can trust in their expertise and dedication to helping individuals and businesses achieve their financial goals. Whether you need assistance with tax compliance or strategic financial planning, Thomas M. Daley, CPA, P.C. is committed to delivering exceptional service and personalized solutions.

DDO Advisory Services, LLC is a finance and insurance agency located at 6369 Mill Street in Rhinebeck, New York. Our team offers sophisticated Financial Planning, Investment Management, and Insurance solutions tailored to the unique needs of families and business owners. We specialize in developing customized retirement, tax, and estate planning services to help our clients achieve their financial goals. Serving clients in New York City, the Hudson Valley, and New England, we take a comprehensive approach to financial planning by integrating all aspects of our clients' financial needs. Contact us today at (646) 234-4881 to schedule your complimentary consultation.

Meltzer & Hill Wealth Advisory is a finance institution located at 63 Hurley Avenue in Kingston, New York, United States. We are dedicated to providing investment planning and wealth management services to the Greater Hudson Valley area, as well as New York City and the Albany-Capital Region. With the use of technology, we are able to serve clients in over 25 states across the country. Our team believes that communication is essential for a successful relationship and financial success. We prioritize building trust through asking the right questions and understanding that there can be multiple correct answers. With decades of experience in developing and executing financial strategies for individuals, families, and corporations, we are here to help and answer any questions you may have.

Raskin & Raskin CPA's PC is a reputable accounting and finance institution located at 52 Elm Street in Huntington, New York. With years of experience and expertise in the field, our team of certified public accountants provides a wide range of services to individuals and businesses alike. From tax preparation and planning to financial analysis and consulting, we are dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.

Thompson & Co is a leading accounting and finance institution located at 775 Park Avenue in Huntington, New York, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. With a commitment to excellence and a focus on client satisfaction, Thompson & Co is your go-to destination for all your accounting and finance needs. Contact us today to learn more about how we can help you achieve your financial goals.

Rhinebeck Wealth Advisors is a woman-owned financial advisory practice with over 80 years of collective industry experience, located in Red Hook, New York, United States. We offer a sophisticated, personalized, multi-generational wealth management experience for individuals, families, and institutions. With locations in Rhinebeck, Hudson Valley, The Berkshires, and Great Barrington, our team collaborates to provide the highest standards of advice, action, and professional guidance. We believe in learning from the past, setting detailed goals for the future, and living in the present moment. Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC, while investment advisory services are provided through Raymond James Financial Services Advisors, Inc. Rhinebeck Wealth Advisors is independent of Raymond James Financial Services and is not a registered broker/dealer.

Christopher Novielli - Morgan Stanley is a reputable finance institution located at 2000 Westchester Avenue in Harrison, New York, United States. With a strong focus on providing top-notch financial services, Christopher Novielli - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future. The institution offers a wide range of financial services, including investment management, wealth management, retirement planning, and more. With a team of experienced professionals, Christopher Novielli - Morgan Stanley is committed to providing personalized and tailored financial solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Christopher Novielli - Morgan Stanley is here to help you every step of the way.

Kieran Morris - Morgan Stanley is a renowned financial institution located at 2000 Westchester Avenue in Harrison, New York, United States. With a strong reputation in the finance industry, Kieran Morris - Morgan Stanley offers a wide range of financial services to clients, including investment management, wealth management, and financial planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are an individual investor, business owner, or institution, Kieran Morris - Morgan Stanley provides personalized solutions to meet your unique financial needs. Visit their office in Harrison to learn more about how they can help you reach your financial goals.

Gagnon & Associates, CPA's is a full-service accounting firm located at 212 Fair Street in Kingston, New York. Led by CPAs Dan Gagnon and his son David Gagnon, both members of the AICPA and NYSSCPA, we offer a wide range of accounting services for individuals and businesses in Ulster County, Dutchess County, and the Hudson Valley. Our experienced team works with sole proprietorships, partnerships, corporations, municipalities, school districts, banks, and financial institutions to provide personalized and expert financial guidance. We are dedicated to helping our clients achieve long-term financial success in both their business and personal lives through customized programs and exceptional service. Visit us in historic Uptown Kingston for all your accounting and finance needs.

Bright and Morning Star Accounting Services is a reputable institution located at 12 Bolan Drive in Huntington Station, New York, United States. Specializing in accounting and finance, this institution offers top-notch services to individuals and businesses alike. With a team of experienced professionals, Bright and Morning Star Accounting Services is dedicated to providing expert financial advice and assistance to help clients achieve their financial goals. Whether you need help with tax preparation, bookkeeping, or financial planning, this institution is committed to delivering reliable and efficient solutions. Trust Bright and Morning Star Accounting Services to be your guiding light in the world of finance.

Curasi Realty, Inc. is a reputable real estate agency located at 1060 New York 17K in Montgomery, New York, United States. The agency is led by Alex, a highly educated professional with a Bachelor's in Legal Studies and a Master's in School Counseling. Alex has been serving the Mid-Hudson Valley since 2013 and is actively involved in various community organizations such as Wallkill Lacrosse, Shawangunk Planning Board, and Wallkill Main Street Revitalization Committee. As a Hudson Valley native, Alex has a deep appreciation for the region's natural beauty, history, and culture. His passion for helping others has driven him to excel as a real estate agent, combining his education and career skills to provide top-notch service to his clients.

Daniel D. Gagnon, PC is a full-service accounting firm located at 212 Fair Street in Kingston, New York. Led by CPAs Dan Gagnon and David Gagnon, both members of the AICPA and NYSSCPA, our firm offers a wide range of accounting services for individuals and businesses in Ulster County, Dutchess County, and the Hudson Valley. We work with a variety of clients, including sole proprietors, partnerships, corporations, municipalities, school districts, banks, and financial institutions. Our team is dedicated to helping clients achieve long-term financial success in both their personal and professional lives.

D'Ambrozio Newman & Co is a reputable accounting and finance institution located at 245 Saw Mill River Road in Hawthorne, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, and financial planning. Clients can trust D'Ambrozio Newman & Co for accurate and reliable financial advice to help them achieve their financial goals.

Spar & Boyer is a reputable accounting and finance institution located at 615 Broadway in Hastings-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 financial planning, Spar & Boyer is dedicated to helping clients achieve their financial goals. Their commitment to excellence and personalized approach sets them apart in the industry. Visit Spar & Boyer for all your accounting and finance needs.

Briganti John K is a reputable accounting and finance institution located at 83 Calvert Street in Harrison, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, financial planning, and consulting. Clients can trust Briganti John K for accurate and reliable financial advice to help them achieve their financial goals.

Racker David CPA is a reputable accounting and finance institution located at 23 Green Street in Huntington, New York. With a team of experienced and knowledgeable certified public accountants, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, financial planning, or any other accounting services, Racker David CPA is dedicated to providing top-notch expertise and personalized solutions to meet your needs. Trustworthy and reliable, they strive to help their clients achieve financial success and peace of mind.

Michael V Bibla & Associates Inc is a reputable accounting and finance institution located at 129 Walt Whitman Road in Huntington Station, New York. With years of experience and expertise in the field, they provide a wide range of services to individuals and businesses in the area. Their team of professionals is dedicated to helping clients with their financial needs, whether it be tax preparation, bookkeeping, or financial planning. Trust Michael V Bibla & Associates Inc for all your accounting and finance needs.

Welcome to Bosworth, Gray & Fuller, your trusted Bronxville Estate Planning Attorneys and Westchester County Lawyers. Conveniently located at 116 Kraft Avenue, Bronxville, New York 10708, our firm has been dedicated to serving the legal needs of our community since 1967. At Bosworth, Gray & Fuller, we understand the importance of having a reliable and experienced attorney by your side, whether you're dealing with estate planning concerns or navigating the complexities of purchasing a home. Our team combines the expertise of a large New York law firm with the personalized service and affordability of a smaller practice, ensuring that your interests are zealously protected.

Welcome to Astor Lane Realty, your premier destination for all your real estate needs in Westchester County, New York. Located at 531 Central Park Avenue in the charming town of Scarsdale, we pride ourselves on being the best resource for buying or selling homes in the local market. Whether you’re searching for a cozy condo, sprawling estate, or a promising investment property, our website offers the most comprehensive and user-friendly real estate search tools available. Updated every 15 minutes directly from the official Realtor®'s database, you can trust that the information you find is current and reliable. Our website not only allows you to save searches and receive daily alerts about new listings and price changes, but it also offers an Interactive Map Search. This feature enables you to view properties on a map, or refine your search by drawing boundaries around your desired area. Curious about the market trends in your neighborhood? Create a custom market report to see what's active, under contract, and sold near you.