TOP 30 Financial planning firms in setauket east setauket in New York

6 results found

RVPII Consulting, Inc. is a finance institution located at 286 Main Street, Setauket- East Setauket, New York, United States. Specializing in family, business, and real estate financial consulting, RVPII Consulting is dedicated to helping clients achieve greater prosperity through comprehensive financial planning services. Our team of financial consultants work closely with clients to develop customized strategies and plans to strengthen their financial futures. We prioritize honesty and integrity, building personal relationships with clients based on transparency and accountability. For working families, we create personalized financial plans to help achieve short-term, long-term, and retirement goals. For business owners, we develop strategic plans to enhance financial foundations. And for real estate investors, we create and execute comprehensive strategies to guide them to success. Our expertise allows us to create strategic financial plans that align with our clients' best interests, helping them reach their financial goals.

JLW Accounting and Tax Services LLC is a professional accounting and finance institution located at 690 Route 25A in Setauket- East Setauket, New York, United States. We offer a wide range of services including tax preparation, bookkeeping, payroll, and financial planning for individuals and businesses. Our team of experienced professionals is dedicated to providing personalized and reliable financial solutions to help our clients achieve their goals. With a commitment to excellence and customer satisfaction, JLW Accounting and Tax Services LLC is your trusted partner for all your accounting and financial needs.

Faith Accounting & Consulting Services, LLC is a professional accounting and finance institution located at 248 Route 25A in Setauket- East Setauket, New York, United States. With a strong emphasis on trust and integrity, our team of experienced professionals provides a wide range of financial services including tax preparation, bookkeeping, financial consulting, and more. We are dedicated to helping individuals and businesses achieve their financial goals with personalized and reliable services. Trust Faith Accounting & Consulting Services, LLC for all your accounting and finance needs.

Raupp Law, P.C. is a trusted institution located at 9 Carlton Avenue in Setauket- East Setauket, New York. Specializing in estate planning, Medicaid applications, estate administration, guardianship petitions, real estate transactions, and business formation, Raupp Law, P.C. is dedicated to protecting your assets and ensuring your future financial security. With over 8 years of experience, Amy, the founder of Raupp Law, P.C., offers personalized services at reasonable rates. Whether you need a basic will or assistance with complex trust planning, Raupp Law, P.C. is here to help. Schedule a free consultation or in-home appointment today to start planning for your future.

Lori Raynoha CPA is a reputable accounting and finance institution located at 20 Watson Lane in Setauket- East Setauket, New York, United States. With years of experience and expertise in the field, Lori Raynoha CPA offers a wide range of services to individuals and businesses, including tax preparation, financial planning, and bookkeeping. Their team of professional accountants is dedicated to providing personalized and high-quality financial solutions to meet the unique needs of each client. Whether you are looking for assistance with your personal finances or need help managing your business accounts, Lori Raynoha CPA is committed to helping you achieve your financial goals.

Welcome to Albanese & Company, CPAs, your trusted partner in accounting and financial services located in the heart of Setauket-East Setauket, New York. Situated at 348 Main Street, our firm is dedicated to providing personalized and comprehensive financial solutions to individuals and businesses alike. At Albanese & Company, CPAs, we understand that navigating the complexities of financial management can be daunting. Our team of experienced and knowledgeable certified public accountants is here to guide you every step of the way. We offer a wide range of services, including tax preparation and planning, bookkeeping, auditing, and financial consulting, all tailored to meet your unique needs and goals.