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TOP 30 Financial planning for businesses in Fishkill, NY
20 results found
A convenient service for searching for businesses, places and services
Daffodil Reid-Alexander, Bankers Life Agent and Bankers Life Securities Financial Representative
Daffodil Reid-Alexander, Bankers Life Agent and Bankers Life Securities Financial Representative located in Fishkill, NY, offers a wide range of insurance options from Bankers Life and other reputable companies. Specializing in Medicare Advantage plans, our agents can help you find the right coverage for your needs. With the rising costs of healthcare, planning for long-term care is essential. Let us help you start planning for the future and have important discussions with your loved ones. Visit us at 300 Westage Business Center Drive in Fishkill, New York to learn more about our services.
Farmers Insurance - Frank Daniberg
Farmers Insurance - Frank Daniberg is a local insurance agency located at 946 New York 376, Wappingers Falls, New York, United States. Frank Daniberg, a born-and-raised resident of New York, is proud to serve the community of Wappingers Falls as the Farmers® agent. With a passion for football (soccer) and years of experience coaching, playing, and refereeing matches in the Hudson Valley, Frank and his team are dedicated to helping you select comprehensive and cost-effective insurance solutions to protect your home and family. Conveniently located in the heart of East Fishkill in Summerlin Plaza on Route 376, the office staff at Farmers Insurance - Frank Daniberg are all local residents who are committed to assisting you with your insurance needs, whether it's for your car, family, business, or home. They offer a range of insurance products, including auto insurance, home insurance, life insurance, renters insurance, business insurance, condo insurance, and recreational insurance.
Bankers Conseco Life Insurance Company
Bankers Conseco Life Insurance Company, located at 646 Plank Road in New York, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company and Colonial Penn Life Insurance Company, as well as options from partner carriers such as Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the best coverage for their needs. With the increasing need for long-term care planning, we are here to help you prepare for the future and have important discussions with your loved ones. If you are interested in a career in the insurance industry, Bankers Life is currently recruiting for agent, manager, and investment professional positions. Our award-winning training programs will set you up for success and provide a flexible schedule, unlimited earning potential, and team-building opportunities in your local branch office. Join us at Bankers Conseco Life Insurance Company in Fishkill, NY and start planning for a financially secure retirement today.
Murphy Wealth Management Group
Murphy Wealth Management Group, located at 60 Merritt Boulevard in Fishkill, New York, takes a unique approach to wealth management. While many may think of wealth management solely in terms of money, we believe it begins with a deep understanding and care for our clients on a personal level. Our team takes the time to truly listen and ask the right questions to learn about all aspects of your life, including family, personal goals, retirement plans, legacy needs, and risk tolerance. By understanding you on a meaningful level, we can create a customized plan to help you achieve both your short- and long-term financial goals. One of the key aspects of managing wealth is understanding your tolerance for risk. We offer a risk profile analysis tool that is accurate and reliable in measuring your risk tolerance. Securities are offered through LPL Financial, Member FINRA/SIPC, while investment advice is provided by Murphy Wealth Management Group, Inc., a Registered Investment Advisor separate from LPL Financial.
Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. is a reputable finance institution located at 300 Westage Business Center Drive in Fishkill, New York, United States. Our office is dedicated to supporting Oppenheimer Financial Professionals in providing valuable advice to individuals, families, corporate executives, and businesses. Our Financial Professionals work closely with clients to create wealth management plans, make strategic investments, and facilitate wealth transfer. We focus on providing the right resources to help clients achieve their financial goals and navigate a rapidly changing world. With roots dating back to 1881, Oppenheimer & Co. Inc. has a long history of offering investment services. We are a financially stable institution with a strong balance sheet, rigorous risk management practices, and robust internal controls to safeguard our clients' assets. In the unlikely event of insolvency, multiple layers of protection are in place to protect our customers' holdings.
Bankers Conseco Life Insurance Company
Bankers Conseco Life Insurance Company is a finance, health, and insurance agency located at 300 Westage Business Center Drive in Fishkill, New York, United States. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and partner carriers such as Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the best coverage. With the rising costs of healthcare and the need for long-term care increasing, it's important to be prepared and have discussions with your loved ones. We are currently recruiting for agent, manager, and investment professional positions to help individuals in the community achieve a financially secure retirement. Our training programs are award-winning and designed to set you up for success, with unlimited earning potential, a flexible schedule, and team-building opportunities in your local branch office. Start planning your next steps with Bankers Conseco Life Insurance Company in Clifton Park, NY.
Michael Lentini - Wilmington Advisors @ M&T
Michael Lentini - Wilmington Advisors @ M&T is a finance institution located at 67 Jackson Street in Fishkill, New York, United States. Specializing in financial advisory services, the institution offers expert guidance and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, Michael Lentini - Wilmington Advisors @ M&T provides comprehensive financial planning, investment management, and wealth management services to individuals and businesses. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, this institution is dedicated to providing you with the support and expertise you need to succeed.
Christa Coates
Christa Coates is a reputable finance institution located at 21 Old Main Street in Fishkill, New York, United States. With a strong commitment to providing top-notch financial services, Christa Coates offers a wide range of financial solutions tailored to meet the unique needs of individuals and businesses. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Christa Coates is dedicated to helping you achieve your financial goals. Trust Christa Coates for expert financial guidance and exceptional customer service.
Kevin M Davis, CPA
Kevin M Davis, CPA is a reputable accounting and finance institution located at 804 U.S. 9, Fishkill, New York, United States. With years of experience in the field, Kevin M Davis offers expert financial services to individuals and businesses alike. From tax preparation to financial planning, their team of professionals is dedicated to providing top-notch services tailored to meet the specific needs of each client. Trust Kevin M Davis, CPA for all your accounting and finance needs in the Fishkill area.
Arthur DeDominicis CPA
Arthur DeDominicis CPA is a reputable accounting and finance institution located at 1100 U.S. 9 in Fishkill, New York, United States. With years of experience in the industry, they offer a wide range of services including tax planning, financial consulting, and auditing. Their team of certified public accountants is dedicated to providing top-notch financial solutions to individuals and businesses alike. Trust Arthur DeDominicis CPA for all your accounting and finance needs.
National Tax and Services
National Tax and Services is a reputable accounting and finance institution located at 982 Main Street in Fishkill, New York, United States. Our team of experienced professionals is dedicated to providing top-notch tax and financial services to individuals and businesses. Whether you need assistance with tax preparation, financial planning, or bookkeeping, we are here to help. Trust National Tax and Services for all your accounting and finance needs.
Farmers Insurance - Richard Haug
Farmers Insurance - Richard Haug is a local insurance agency located at 638 Sergeant Palmateer Way in Wappingers Falls, New York. Richard Haug, a proud native of New York, serves the Fishkill and Dutchess County areas, as well as Putnam County, Orange County, and Ulster County. The agency, situated inside the Lawrence Farms Plaza just north of Downtown Fishkill, offers a range of insurance options including commercial, auto, home, and umbrella insurance. Richard Haug, with over 35 years of business expertise, prioritizes education and relationship-building in customer service. As an active member of the Fishkill community, he understands the needs of local residents and businesses. The agency is affiliated with the Dutchess County Regional Chamber of Commerce and Veteran's Services Committee with Master Networks.
Farmers Insurance - Andi Gamboa
Farmers Insurance - Andi Gamboa is a local insurance agency located at 1545 New York 52 in Fishkill, New York. As a native New Yorker, Andi Gamboa takes pride in serving Westchester, Putnam, and Dutchess Counties, offering personalized insurance plans for auto, home, life, commercial insurance, and more. With over 13 years of experience in the auto and insurance industry, Andi and her team provide a consultative approach to help local families and businesses find the coverage that best suits their needs. Whether you're looking for home insurance, auto insurance, business insurance, or life insurance, Farmers Insurance - Andi Gamboa is dedicated to ensuring that you are well taken care of. Conveniently located near New York-Presbyterian, the office is easily accessible for residents in Mohegan Lake, Peekskill, Yorktown Heights, Cortlandt Manor, and beyond. Andi enjoys spending time with her family when she's not in the office, and is committed to helping clients navigate the complexities of insurance to provide peace of mind and financial security. Contact Farmers Insurance - Andi Gamboa today for personalized insurance solutions to protect what matters most to you.
Joseph Byrnes, Bankers Life Agent
Joseph Byrnes, Bankers Life Agent is an insurance agency located at 300 Westage Business Center Drive in Fishkill, New York, United States. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and partner carriers such as Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the best coverage for their needs. With the rising costs of healthcare, planning for long-term care is essential, and our agents can help you prepare for the future. If you are interested in a career in the insurance industry, Bankers Life is currently recruiting for agent, manager, and investment professional opportunities. Our training programs are award-winning and designed to help you succeed in achieving a financially secure retirement for yourself and your clients. With unlimited earning potential, a flexible schedule, and team-building opportunities in your local branch office, Bankers Life offers a fulfilling career path for those looking to make a difference in their community. Join us at Bankers Life and achieve more in Clifton Park, NY.
Philemon Corrodus Jr, Bankers Life Agent
Philemon Corrodus Jr, Bankers Life Agent is an insurance agency located at 300 Westage Business Center Drive in Fishkill, New York. Specializing in life insurance and financial planning services, our team of experienced agents is dedicated to helping clients protect their families and secure their futures. With a focus on personalized service and tailored solutions, we strive to provide peace of mind and financial security for our customers. Contact us today to learn more about our range of insurance products and how we can help you plan for the future.
Christopher McGlynn, Bankers Life Agent
Christopher McGlynn, Bankers Life Agent is an insurance agency located at 300 Westage Business Center Drive in Fishkill, New York. Specializing in providing insurance solutions from Bankers Life, Christopher McGlynn offers a range of products and services to meet the individual needs of clients. With a focus on customer service and personalized attention, this agency strives to help individuals and families protect their financial future. Whether you are looking for life insurance, long-term care insurance, or retirement planning, Christopher McGlynn, Bankers Life Agent is dedicated to helping you find the right insurance coverage for your needs.
Day Seckler LLP
Day Seckler LLP is a reputable accounting and finance institution located in Fishkill, New York. With a strong commitment to providing high-quality services to their clients, the team at Day Seckler LLP offers a wide range of financial solutions tailored to meet the unique needs of each individual or business. From tax preparation to financial planning, their experienced professionals are dedicated to helping clients achieve their financial goals. Visit Day Seckler LLP at 300 Westage Business Center Drive for expert advice and personalized financial services.
Cetera Investors
Cetera Investors is a finance institution located at 60 Merritt Boulevard in Fishkill, New York, United States. With 43 fully staffed and equipped branch offices, Cetera Investors allows financial advisors to maintain ownership of their book and independence while still benefiting from the resources and best practices provided by the institution. The institution helps advisors identify areas with growth potential, gain wallet share, and receive high-intent client leads directly to their inbox. Cetera Investors also offers support in succession planning, multimedia marketing, and personalized advertising services.
Westgate Accounting Services
Westgate Accounting Services is a professional accounting firm located at 1113 Main Street in Fishkill, New York. Our team of experienced accountants provides a wide range of financial services to individuals and businesses in the area. From tax preparation and planning to bookkeeping and payroll services, we are dedicated to helping our clients achieve their financial goals. With a commitment to excellence and personalized service, Westgate Accounting Services is the go-to choice for all your accounting needs in the United States.
George Follini JR. Cpa
At George Follini JR. CPA, located at 21 Old Main Street in Fishkill, New York, we specialize in providing top-notch accounting and finance services. With years of experience and a dedicated team of professionals, we strive to help individuals and businesses manage their finances effectively. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our experts are here to support you every step of the way. Trust George Follini JR. CPA for all your accounting and finance needs in the United States.
- Car service
- Car maintenance station
- Clinical diagnostic centers
- Hospital
- Clinic
- Children's clinic
- Car insurance companies
- Health insurance companies
- Life insurance companies
- Gynecologist
- Therapist
- Oncologist
- Pediatrician
- Psychotherapy
- Family psychologist
- Financial consulting
- Financial advisor
- Tax advisor
- Tax consultant
- Tax preparation services
List of businesses, places and services in New York
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