TOP 30 Financial planning firms in Woodbury, New York

16 results found

Applied Financial Group is a leading financial institution located in Woodbury, New York. Specializing in finance, our team of experts provides comprehensive financial services to help individuals and businesses achieve their financial goals. With a focus on personalized solutions and exceptional customer service, we strive to deliver the highest level of expertise and professionalism to our clients. Whether you need assistance with investments, retirement planning, or estate planning, Applied Financial Group is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Visit us at 250 Crossways Park Drive to learn more about how we can help you secure your financial future.

Mazars in US is a leading international audit, tax, and advisory firm located at 60 Crossways Park Drive West, Woodbury, New York. As a united partnership, we offer exceptional services in audit, accounting, tax, financial advisory, consulting, and legal services. At Mazars, we prioritize people over processes, empowering individuals to lead, innovate, and be entrepreneurs. We welcome challenges and encourage our team members to share their ideas for the future. If you are looking for a career where you can make a real impact, Mazars is the right place for you. Our team is dedicated to providing tailored services to our clients and creating custom experiences.

Bennett Kogan, CPA is a reputable accounting and finance institution located at 26 Smith Clove Road in Woodbury, New York, United States. The firm offers a range of services to businesses and individuals, including tax preparation, payroll, strategic business planning, and more. With partner-level experience at a staff accountant rate, clients receive personalized attention and high-quality services. The institution prides itself on timely communication and customization of services based on the unique needs of each client. From tax planning to financial advisory, Bennett Kogan, CPA is your trusted accounting and tax solution. Serving clients in Orange County NY, Southern Dutchess County NY, Northern Westchester, Rockland, and Northern Bergen Counties, the institution ensures compliance with federal and state tax requirements while providing expert financial advice. With a focus on collaborative effort and addressing core business concepts, Bennett Kogan, CPA goes beyond numbers to help clients achieve their business goals. Whether you are starting a business, planning for retirement, or dealing with major life events, Bennett Kogan, CPA is here to assist you every step of the way.

Premier Consulting Partners is a finance institution located at 1000 Woodbury Road, Woodbury, New York, United States. Our mission is to establish long-term relationships with every client to recognize their unique needs and develop customized financial blueprints accordingly. We offer a wide range of products and services for both individuals and corporations, including retirement plans, estate planning, and risk management strategies. Our team collaborates closely with clients to monitor, analyze, and adjust portfolios to align with financial goals. We are passionate about staying up-to-date with new technology, laws, and market trends to provide the best possible service to our clients. Premier Consulting Partners is not affiliated with Equitable Advisors or Equitable Network, but we do offer securities through Equitable Advisors, LLC. Contact us for more information on how we can help you secure your financial future.

Joe Bart - Raymond James is a finance institution located at 135 Crossways Park Drive in Woodbury, New York. As a branch of Raymond James, a leading financial services firm, Joe Bart offers a wide range of investment and wealth management services to individuals, families, and businesses. With a team of experienced financial advisors, they provide personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Joe Bart - Raymond James is dedicated to providing expert guidance and exceptional service.

KVLSM LLP is a leading accounting and finance institution located at 415 Crossways Park Drive in Woodbury, New York, United States. Our team of experts offers a wide range of services including tax preparation, auditing, financial planning, and consulting. With a commitment to excellence and professionalism, we strive to help our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.

Ives Sultan & Spike CPAs is a reputable accounting and finance institution located at 100 Crossways Park Drive West in Woodbury, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Clients can trust Ives Sultan & Spike CPAs to provide expert advice and assistance to help them achieve their financial goals.

Mark S Goldfarb, CPA is a reputable accounting and finance institution located at 3 Crossways Park Drive West in Woodbury, New York, United States. With years of experience and expertise in the field, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Their team of certified public accountants is dedicated to providing personalized and professional services to help individuals and businesses achieve their financial goals. Whether you need assistance with tax filings or strategic financial planning, Mark S Goldfarb, CPA is committed to delivering exceptional results and exceeding client expectations.

T J Megale & Associates, located at 1000 Woodbury Road in Woodbury, New York, is a trusted institution specializing in accounting and finance services. Owned and operated by Thomas J. Megale, CPA, the team is dedicated to providing top-notch financial solutions to businesses across the United States. Services offered include accounting, business advisory, payroll management, and tax compliance. Conveniently located just 30 miles east of New York City, T J Megale & Associates welcomes both in-person and virtual meetings. The institution upholds high standards, principles, and ethics, providing continuing education of high quality and leadership within the profession. The team is committed to delivering close, personal service with the quality and independence required for meaningful results, all while maintaining strict confidentiality.

Wild Maney & Resnick LLP is a leading accounting and finance institution located in Woodbury, New York. With a prime location at 185 Froehlich Farm Boulevard, this firm offers a wide range of financial services to individuals and businesses in the area. Their team of experienced professionals is dedicated to providing top-notch accounting solutions, tax planning, and financial consulting to help clients achieve their financial goals. Whether you need assistance with tax preparation, investment strategies, or budgeting, Wild Maney & Resnick LLP is here to help. Contact them today to learn more about how they can assist you with your financial needs.

Harvey Altman & Co., CPA, PC is a reputable full-service public accounting and consulting firm located at 20 Crossways Park Drive North, Woodbury, New York, United States. With over 35 years of experience, founder Harvey Altman and his partners Mei Hung, Lynne Bershad, and Russell Altman, offer uncompromising excellence to clients in various industries such as entertainment, professional practices, online retailers, non-profits, service providers, and start-up companies. The firm provides personalized services including traditional accounting, tax preparation, and specialized services tailored to meet individual client needs. With a highly experienced tax department, Harvey Altman & Co. offers tax and accounting services to ensure peace of mind for clients. Their impeccable reputation is built on long-standing relationships and attention to detail, making them a trusted business management firm with innovative resources. Contact them at their Long Island office for all your accounting and finance needs.

John Sattler PC is a reputable accounting and finance institution located at 100 Crossways Park Drive West in Woodbury, New York. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and business consulting. Their dedication to excellence and personalized approach sets them apart from other firms in the industry. Whether you are an individual looking for tax assistance or a business in need of financial guidance, John Sattler PC is committed to helping you achieve your financial goals.

Charles Boudin & Co LLP is a reputable accounting and finance institution located at 400 Crossways Park Drive in Woodbury, New York, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and consulting. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Visit Charles Boudin & Co LLP for all your accounting and finance needs.

Fitzsimmons Krantz and Abrams LLP is a prominent accounting and finance institution located at 7600 Jericho Turnpike in Woodbury, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including accounting, auditing, tax planning, and consulting. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Visit Fitzsimmons Krantz and Abrams LLP for expert financial guidance and solutions tailored to your specific needs.

Raphael Goldberg Nikpour Cohen & Sullivan CPA's PLLC is a reputable accounting firm located at 97 Froehlich Farm Boulevard in Woodbury, New York. With a team of experienced and knowledgeable certified public accountants, they provide a wide range of financial services to individuals and businesses. From tax preparation and planning to bookkeeping and auditing, their experts are dedicated to helping clients achieve their financial goals. Trustworthy, reliable, and professional, Raphael Goldberg Nikpour Cohen & Sullivan CPA's PLLC is committed to providing top-notch service to their clients.

Welcome to Goldstein & Bashner, your trusted personal injury lawyers located at 320 Carleton Avenue, Central Islip, New York. With a deep understanding of the profound impact that serious personal injuries can have on individuals and their families, we are dedicated to fighting for justice and accountability on your behalf. At Goldstein & Bashner, we specialize in personal injury law, a field that encompasses a wide range of negligence and harm scenarios. Our experienced Long Island personal injury attorneys are ready to step into the fray, assess your case, and build the strongest possible claim to secure the financial compensation you deserve. Whether you are dealing with medical bills, lost wages, or emotional suffering, our team is here to guide you through the legal process with expertise and compassion.