TOP 30 Financial planning firms in Newburgh, New York

19 results found

Newburgh Tax & Accounting Services is a trusted institution located at 31 South Plank Road in Newburgh, New York. Specializing in accounting and finance, our team of professionals is dedicated to providing top-notch services to individuals and businesses in the area. With years of experience and expertise, we offer a wide range of services including tax preparation, bookkeeping, payroll, and financial consulting. Our goal is to help our clients achieve financial success and peace of mind. Contact us today to learn more about how we can assist you with all your accounting and financial needs.

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.

Salisbury Bank Wealth Advisory is a premier financial institution located at 801 Auto Park Place in Newburgh, New York. As a trusted wealth advisory firm, we provide personalized financial planning and investment management services to help clients achieve their financial goals. Our team of experienced professionals offers expert advice and guidance to help clients navigate the complexities of wealth management. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investment portfolio, Salisbury Bank Wealth Advisory is here to help you every step of the way. Contact us today to schedule a consultation and start building a secure financial future.

Compass Asset Management Group is a leading finance institution located at 100 Stony Brook Court in Newburgh, New York, United States. With a team of experienced financial professionals, Compass Asset Management Group offers a wide range of investment and wealth management services to help clients achieve their financial goals. Whether you are looking to grow your portfolio, plan for retirement, or protect your assets, Compass Asset Management Group can provide personalized solutions to meet your needs. Trust in Compass Asset Management Group to guide you towards a secure financial future.

Frank Clarino Income Tax is a trusted accounting and finance institution located at 6 Little Britain Road in Newburgh, New York. With years of experience in the industry, our team of professionals is dedicated to providing top-notch income tax services to individuals and businesses alike. Whether you need help with tax preparation, planning, or filing, we are here to assist you every step of the way. Trust Frank Clarino Income Tax for all your financial needs and rest assured that your finances are in good hands.

PKF O'Connor Davies is a leading accounting and finance institution located at 32 Fostertown Road in Newburgh, New York. With a strong reputation for excellence and expertise in the industry, they offer a wide range of services to clients in the United States. Their team of professionals is dedicated to providing top-notch financial solutions and advice to help individuals and businesses achieve their financial goals. Whether you need help with tax preparation, auditing, or financial planning, PKF O'Connor Davies is the institution to trust for all your accounting and finance needs.

A.P.T. Accounting & Tax Service is a reputable accounting and finance institution located at 259 New York 17K in Newburgh, New York. Our team of experienced professionals provides a wide range of accounting and tax services to individuals and businesses in the United States. With a commitment to excellence and personalized attention, we strive to help our clients achieve their financial goals and navigate the complexities of tax regulations. Trust A.P.T. Accounting & Tax Service for all your accounting and financial needs.

Resolve Tax Problem - Home is a reputable institution located at 225 South Plank Road in Newburgh, New York, United States. Specializing in accounting and finance, we have over 30 years of experience in resolving tax problems, tax planning, and tax preparation. Our dedicated team is committed to helping individuals navigate through complex tax issues with honesty and integrity. Unlike other institutions, we do not make false promises or demand large down payments without delivering results. We believe in offering fair pricing, outlining a clear plan of action to resolve your tax problems, and tirelessly advocating on your behalf to achieve the best possible outcome. Trust Resolve Tax Problem - Home to provide you with expert guidance and personalized solutions for all your tax-related needs.

Sofokles Tax Services is a reputable accounting and finance institution located at 448 Broadway in Newburgh, New York, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, financial planning, and consulting. Our goal is to help individuals and businesses navigate the complexities of the financial world with ease and confidence. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.

A Tax Connection is a reputable accounting and finance institution located at 17 North Plank Road in Newburgh, New York, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and accounting solutions for individuals and businesses. Their commitment to excellence and personalized approach ensure that clients receive the highest level of service and support in managing their financial needs. Whether you need assistance with tax filing or strategic financial planning, A Tax Connection is dedicated to helping you achieve your financial goals.

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 Law Office of Mark A. Simoni, P.C. is a reputable legal institution based in Newburgh, New York. Specializing in various areas of law, including personal injury, criminal defense, family law, and real estate, the firm is dedicated to providing top-notch legal services to clients in need. With a commitment to excellence and a track record of success, Mark A. Simoni and his team of experienced attorneys strive to achieve the best possible outcomes for their clients. Located at 255 New York 17K, The Law Office of Mark A. Simoni, P.C. is a trusted resource for individuals seeking skilled legal representation in the United States.

Global Tap Consulting is a leading consulting firm located at 1720 New York 300 in Newburgh, New York. Our team of experts specializes in providing innovative solutions for businesses looking to expand their global reach. With a focus on market research, strategic planning, and implementation, we help our clients tap into new opportunities and achieve sustainable growth. Contact us today to see how Global Tap Consulting can help your business thrive in the competitive global marketplace.

RBT CPAs, LLP is a reputable accounting and finance institution located at 11 Racquet Road in Newburgh, New York, United States. With a team of experienced professionals, RBT CPAs, LLP offers a wide range of accounting and financial services to individuals and businesses. Whether you need help with tax preparation, auditing, or financial planning, RBT CPAs, LLP is dedicated to providing top-notch service and expertise to meet your needs. Contact them today to see how they can help you achieve your financial goals.

Louis J Gizzarelli PC is a reputable accounting and finance institution located in Newburgh, New York. With a focus on providing high-quality financial services to individuals and businesses, the firm is dedicated to helping clients achieve their financial goals. Whether you need assistance with tax planning, bookkeeping, or financial consulting, the experienced team at Louis J Gizzarelli PC is here to help. Conveniently located at 1658 New York 300, this institution is a trusted partner for all your accounting and finance needs.

Detz & Taxes is a reputable tax preparation and accounting firm located at 17 Pleasant View Avenue in Newburgh, New York. With a team of experienced professionals, we provide a wide range of services including tax planning, bookkeeping, payroll management, and financial consulting. Our goal is to help individuals and businesses navigate the complex world of taxes and finances, ensuring compliance with all regulations and maximizing their financial potential. At Detz & Taxes, we are committed to providing personalized and efficient service to all of our clients. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.

ADA Accounting Services, Inc. is a reputable accounting and finance institution located at 1 Orchard Drive in Newburgh, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation and bookkeeping to financial planning and consulting, ADA Accounting Services, Inc. provides personalized solutions to meet the unique needs of their clients. Their commitment to excellence and attention to detail make them a trusted partner for all your accounting and finance needs.

Scott Stone, CPA is a reputable accounting and finance institution located at 32 Fostertown Road in Newburgh, New York, United States. With years of experience and expertise in the field, Scott Stone and his team provide top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, Scott Stone, CPA is dedicated to helping you achieve your financial goals. Trustworthy, reliable, and professional, Scott Stone, CPA is the go-to institution for all your accounting and finance needs.

Fortunato Louis P CPA is a reputable accounting and finance institution located at 67 South Plank Road in Newburgh, New York, United States. With a focus on providing top-notch financial services, this institution is known for its attention to detail and dedication to helping clients manage their finances effectively. Whether you need assistance with tax preparation, auditing, or financial planning, the team at Fortunato Louis P CPA is here to help. Trustworthy and experienced, this institution is a go-to for all your accounting and finance needs.