TOP 30 Financial planning firms in Staten Island, New York

113 results found

The Law Firm of Paul A. Sarcona, PC is a reputable finance and legal institution located at 5926 Amboy Road in New York, United States. With years of experience in the field, the firm specializes in providing expert legal advice and representation to clients in need of financial and legal assistance. Led by Paul A. Sarcona, a skilled and knowledgeable attorney, the firm is dedicated to helping clients navigate complex financial and legal matters with confidence and ease. Whether you are facing a personal injury case, need help with estate planning, or require assistance with business transactions, The Law Firm of Paul A. Sarcona, PC is committed to providing top-notch legal services tailored to meet your specific needs.

Chelsea Financial Services, located at 242 Main Street in New York, is a finance institution dedicated to meeting the specific investment needs of each client. Our representatives provide guidance for clients at every stage of their financial journey, from securing their future to actively investing. We offer a wide range of products including stocks, bonds, mutual funds, and insurance, with no pressure to sell proprietary products. As a national independent broker/dealer licensed to offer securities and insurance products, Chelsea Financial Services is a member of FINRA and SIPC. We take an active approach to investing, adapting to market conditions and seeking new opportunities for our clients. Our objective viewpoint allows us to offer a diverse range of investment options, ensuring that clients have access to a wide variety of products for diversification.

Maltese CPA Firm PLLC is a reputable accounting and finance institution located at 5375 Hylan Boulevard in New York, United States. With a team of experienced certified public accountants, the firm offers a wide range of services including tax preparation, auditing, financial planning, and consulting. Clients can expect personalized attention and expert advice to help them navigate the complexities of financial management. Maltese CPA Firm PLLC is committed to providing top-notch service and helping individuals and businesses achieve their financial goals.

Staten Island Certified Accounting and Taxation is a reputable institution located at 697 Arden Avenue in New York, United States. Specializing in accounting and finance services, our team of certified professionals is dedicated to providing expert guidance and support to help individuals and businesses navigate the complex world of taxes and financial management. With years of experience and a commitment to excellence, Staten Island Certified Accounting and Taxation is the go-to destination for all your accounting and taxation needs. Contact us today to learn more about how we can help you achieve your financial goals.

Thomas Nicolosi, a Financial Advisor at Ameriprise Financial Services, LLC, located at 1 Teleport Drive, New York, United States. Thomas Nicolosi holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Thomas Nicolosi's expertise and commitment to providing comprehensive financial planning services to individuals and small business owners. Contact Thomas Nicolosi today for expert advice on asset management, retirement planning, estate planning, and more.

Storberg & Associates - Ameriprise Financial Services, LLC is a finance institution located at 1855 Victory Boulevard in New York, United States. They offer personalized investment and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards their financial goals securely from any device. The institution provides a complimentary initial consultation to discuss financial planning concepts. Ameriprise financial advisors are registered in certain U.S. states and cannot guarantee future financial results. They prioritize privacy and security, and adhere to strict rules and regulations. Clients can refer friends and family to help them achieve their financial goals. Members of Ameriprise Financial Services, LLC are also members of FINRA and SIPC.

Tudisco Tax Firm is a reputable accounting and finance institution located at 72 Sharrott Avenue in New York, United States. With a team of experienced professionals, they provide a wide range of tax services including tax preparation, planning, and consulting. Their expertise in finance also extends to bookkeeping, payroll, and financial advising for individuals and businesses. Trust Tudisco Tax Firm to handle all of your accounting and financial needs with precision and efficiency.

The Morgan Legal Group PC in Staten Island, NY is a team of skilled professionals dedicated to providing personalized and high-quality legal services tailored to each client's individual needs. Unlike large law firms, clients have direct access to attorneys who are ready to assist with any questions or concerns. Specializing in estate planning, the attorneys at Morgan Legal Group possess extensive knowledge and experience in this area of law. With certifications and advanced training in estate planning, clients can trust that the firm's team has the expertise needed to create tailored solutions for their estate planning needs.

Ettinger Law Firm specializes in elder law and estate planning services. Located at 900 South Avenue in New York, United States, their team of experienced lawyers are dedicated to helping individuals and families navigate the complexities of planning for the future. Whether you are looking to create a will, establish a trust, or need assistance with Medicaid planning, Ettinger Law Firm provides personalized and comprehensive legal solutions to meet your needs. With a focus on protecting assets and ensuring your wishes are carried out, they are committed to providing peace of mind for their clients.

BAT Financial Group is a leading accounting and finance institution located at 9018 4th Avenue, New York, United States. Serving clients across the New York Metropolitan Area and beyond, including Brooklyn, Manhattan, Queens, The Bronx, Staten Island, Long Island, Westchester, New Jersey, and Connecticut, BAT Financial Group offers a wide range of dedicated financial services. With a team of experts specializing in accounting, bookkeeping, payroll, tax preparation and planning, and representation with tax authorities, we strive to help our clients achieve their business and personal objectives. Our firm's primary objective is our clients' successes, and we provide personalized services tailored to meet their unique needs. Whether you are a small business owner looking for financial guidance or a larger organization seeking CFO-level initiatives, BAT Financial Group is here to support you every step of the way. Contact us today to learn more about how we can help you navigate the complexities of financial management and achieve your goals.

Long Island CPA, Tax and Accounting Service, located at 1 Linden Place, Great Neck, New York, is a premier institution specializing in accounting and finance. Many businesses face challenges as they grow, especially when it comes to managing their accounting needs. At Roman & Associates CPAs, our team of accounting specialists offers personalized consultations to address any stage of your business's growth. Whether your business is just starting to expand or is already established but struggling with past accounting mistakes, we are here to help. Our experts can help identify missing accounting protocols, set up a manageable system for the future, conduct in-depth accounting audits, and resolve any errors or gaps in your financial records.

Staten Island Taxes Corporation is a reputable accounting and finance institution located at 475 Bement Avenue in New York, United States. With a team of experienced professionals, they offer a wide range of tax services to individuals and businesses. From tax preparation to financial planning, Staten Island Taxes Corporation is dedicated to providing top-notch services to help their clients navigate the complex world of taxes and finance. Whether you need help with filing your taxes or managing your investments, you can trust Staten Island Taxes Corporation to provide expert guidance and support.

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 Guardianship Attorney Staten Island Located at 209 Broad Street, Staten Island, New York 10304, Guardianship Attorney Staten Island is your trusted partner in navigating the complex legal landscape of guardianship and decision-making for individuals with special needs. We are not only a law firm but also a dedicated real estate agency, ready to assist you with all your legal and property-related needs.

Welcome to All-in-One Accounting Corp. Oleksandra Kuzma EA, your trusted partner in accounting and finance located at 187 Avenue T, Brooklyn, New York 11223. Our mission is to provide personalized, expert financial solutions tailored to meet your unique needs. Under the leadership of Oleksandra Kuzma, an Enrolled Agent with a passion for excellence, we offer a comprehensive range of services designed to simplify your financial life and help you achieve the best possible results. Our firm is dedicated to maintaining the high standards our profession demands, ensuring accuracy and compliance with all tax regulations. We work with a diverse client base, from start-ups to large corporations, offering services that range from tax preparation and business tax planning to personal tax solutions. At All-in-One Accounting Corp, we understand the complexities of today's economic landscape and are committed to delivering the highest quality service to meet these challenges.

Personal and Business Tax Preparation Services NYC is a reputable institution located at 64 West 52nd Street in New York City. Our team of experienced CPAs and accounting professionals are dedicated to serving the tax and accounting needs of individuals and businesses in New York City and beyond. We offer a wide range of services including tax return preparation, bookkeeping, advising, planning, tax preparation, sales tax filings, general accounting and bookkeeping, 1099 and W-2 filings, payroll management, incorporation and LLC formation, financial reviews, tax planning, estate planning, and individual consultations.

Ronald S. Cook, Attorney at Law is a reputable institution located at 222 East Main Street, Smithtown, New York, United States. Specializing in accounting, finance, and legal services, Attorney Cook has decades of experience in handling bankruptcy cases and assisting individuals and businesses facing financial hardship. With expertise in debt settlement, the firm can protect clients from wage garnishment and provide relief from overwhelming debt. The firm also offers assistance in defending against foreclosures, providing a lifeline for those facing the loss of their homes. With five advanced degrees and over 25 years of experience, Attorney Cook is a trusted legal professional known for his commitment to clients and successful outcomes.

Personal and Business Tax Preparation Services NYC, located at 296 Canal Street, New York, New York, United States, is a trusted accounting and finance institution dedicated to helping individuals and businesses with their tax and financial needs. Our experienced CPA and accounting team provide a wide range of services, including tax return preparation, bookkeeping, advising, planning, and more. For businesses, we offer services such as tax preparation, sales tax filings, general accounting and bookkeeping, 1099 and W-2 filings, and payroll management. Our team can also assist with setting up new businesses, managing incorporation or LLC formation processes, and providing financial advice to enhance long-term success.

The DiForte Agency is a reputable insurance agency located at 3871 Amboy Road in New York, United States. With a commitment to providing personalized and comprehensive insurance solutions, The DiForte Agency offers a wide range of insurance products to meet the needs of individuals and businesses alike. Their team of experienced agents are dedicated to helping clients navigate the complexities of the insurance industry and find the coverage that best suits their unique requirements. Whether you are looking for auto, home, life, or commercial insurance, The DiForte Agency is here to help you protect what matters most. Contact them today to learn more about their services and how they can assist you with all of your insurance needs.

Muchnik Elder Law P.C. is a reputable law firm located at 900 South Avenue in New York, United States. Specializing in elder law, the firm provides expert legal services to help clients navigate the complex legal issues related to aging, estate planning, long-term care, and more. With a team of experienced and dedicated lawyers, Muchnik Elder Law P.C. is committed to providing personalized and compassionate representation to meet the unique needs of each client. Whether you are planning for the future or facing legal challenges related to aging, Muchnik Elder Law P.C. is here to help.

Asterita & Associates, LLC Attorneys At Law is a prestigious legal institution located at 900 South Avenue in New York, United States. Specializing in accounting, finance, and legal services, our team of experienced attorneys is dedicated to providing top-notch representation and expert advice to our clients. With a strong track record of success and a commitment to excellence, Asterita & Associates, LLC is the go-to firm for all your legal needs. Contact us today to schedule a consultation and see how we can help you achieve your goals.

BH Wealth Management is a reputable finance and insurance agency located at 1000 South Avenue in New York, United States. With a team of experienced professionals, we provide comprehensive wealth management services to help our clients achieve their financial goals. Whether you are looking to invest, save for retirement, or protect your assets, our dedicated advisors are here to guide you every step of the way. Trust BH Wealth Management to secure your financial future.

Perillo Wealth Management is a premier finance institution located at 900 South Avenue in New York, United States. With a team of experienced financial advisors, Perillo Wealth Management offers personalized wealth management services to help clients achieve their financial goals. From investment strategies to retirement planning, Perillo Wealth Management provides expert advice and guidance to help clients navigate the complexities of the financial world. Trustworthy, reliable, and dedicated to client success, Perillo Wealth Management is committed to helping individuals and families secure their financial future.

Friedman Consulting, LLC is a leading consulting firm located at 900 South Avenue in New York, United States. With a team of experienced professionals, we provide top-notch consulting services to businesses of all sizes. Our expertise includes strategic planning, financial analysis, market research, and more. Contact us today to see how we can help your business thrive.

David Valvik CPA PLLC is a professional accounting and finance institution located at 900 South Avenue in New York, United States. Our team of experienced Certified Public Accountants (CPAs) offers a wide range of services including tax preparation, bookkeeping, financial planning, and consulting. We are dedicated to providing personalized and high-quality financial solutions to individuals and businesses. Contact us today to see how we can help you achieve your financial goals.

Goldenthal & Suss Consulting PC is a reputable accounting and finance institution located at 4218 Amboy Road in New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or bookkeeping, Goldenthal & Suss Consulting PC is dedicated to helping you achieve your financial goals. Their personalized approach and attention to detail set them apart from other firms, making them a trusted partner for all your financial needs.

Marco Wealth Strategies Group, Inc is a leading finance institution located at 114 Seguine Avenue in New York, United States. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their future. We offer a wide range of services including investment management, retirement planning, estate planning, and more. Trust Marco Wealth Strategies Group, Inc to provide you with personalized financial solutions tailored to your specific needs. Contact us today to schedule a consultation and take the first step towards financial security.

Shaun Roberts Associates, Ltd is a reputable accounting and finance institution located at 4355 Hylan Boulevard in New York, United States. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, auditing, consulting, and financial planning. Our commitment to excellence and personalized service sets us apart from other accounting firms, making us a trusted partner for individuals and businesses alike. Contact us today to learn more about how we can help you achieve your financial goals.

Benefits Consulting Group is a reputable health and insurance agency located at 4864 Arthur Kill Road in New York, United States. Our team of experienced professionals is dedicated to providing top-notch consulting services to help individuals and businesses navigate the complex world of benefits. Whether you need assistance with health insurance, retirement planning, or other employee benefits, we are here to guide you every step of the way. Trust Benefits Consulting Group to help you make informed decisions and secure the best coverage for your needs.

JSJ CPAs LLC is a reputable accounting and finance institution located at 435 Bertram Avenue in New York, United States. Our team of experienced Certified Public Accountants (CPAs) provides a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. We are committed to delivering personalized and high-quality financial solutions to individuals and businesses alike. Trust JSJ CPAs LLC for all your accounting and finance needs.