TOP 30 Financial planning firms in Lancaster, New York

4 results found

Clark & Company Wealth Management LLC is a boutique wealth management firm located at 5533 Broadway in Lancaster, New York. Founded in 2010, our firm specializes in serving the needs of physicians, high net worth individuals, corporate executives, and businesses. We offer a range of customizable services, strategies, and products tailored to help you meet your specific financial goals. Our team of experienced professionals, including President Craig S. Clark, Vice President Mike Muffoletto, and Wealth Manager J. Scott Birkby, are dedicated to providing personalized and comprehensive wealth management solutions. Whether you are planning for retirement, estate and trust management, tax reduction strategies, or more, Clark & Company is here to help you achieve financial success. Contact us today to learn more about how we can assist you in realizing your financial vision.

Mil-Sher Tax Services is a reputable accounting and finance institution located at 31 Central Avenue in Lancaster, New York, United States. With a team of experienced professionals, Mil-Sher Tax Services specializes in providing top-notch tax services to individuals and businesses. Whether you need help with tax preparation, planning, or consulting, our dedicated team is here to assist you every step of the way. Trust Mil-Sher Tax Services to help you navigate the complex world of taxes and finances with ease and confidence.

SMB CPA Accounting PLLC, located at 43 Central Avenue in Lancaster, New York, is a financial consultancy specializing in accounting and finance. Founded by Shannon M. (Kelleher) Bauer, a CPA with over 25 years of experience in both public accounting and private industry, SMB Accounting offers expert guidance to small and mid-size business owners in a variety of sectors. Shannon's strategic planning skills and commitment to empowering her clients make SMB Accounting a highly sought-after resource for those looking to improve their financial health. Shannon, a graduate of St. Mary's High School and the University of Notre Dame, is also a co-founder of the Chris Wanat Memorial Fund, Inc. and an active member of various community organizations. With a focus on helping business owners get back to doing what they do best, SMB Accounting provides the support and structure needed for long-term success. Shannon, who resides in Lancaster with her husband and four children, brings the same dedication to her family life as she does to her professional partnerships, ensuring that each of her children has the opportunity to thrive in their endeavors.

Better Bookkeeping Services is a reputable accounting and finance institution located at 206 Lancaster Street in Albany, New York, United States. With a team of experienced professionals, we offer top-notch bookkeeping services to help businesses maintain accurate financial records and make informed decisions. Our services are tailored to meet the specific needs of each client, ensuring efficiency and accuracy in all financial matters. Whether you are a small business owner or a large corporation, Better Bookkeeping Services is committed to providing reliable and personalized solutions to help you achieve your financial goals.