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TOP 30 Financial planning for businesses in Webster, NY
20 results found
A convenient service for searching for businesses, places and services
Webster Bank
Webster Bank is a full-service bank and ATM located at 2 River Street in New Rochelle, New York. Offering a wide range of financial services, Webster Bank is dedicated to providing convenient and reliable banking solutions to individuals and businesses in the local community. With a commitment to excellent customer service and a reputation for trustworthiness, Webster Bank is a trusted institution for all your banking needs.
Commonwealth Financial Group
Commonwealth Financial Group is a leading finance institution located at 1633 Empire Boulevard in Webster, New York, United States. With a team of experienced financial advisors, we provide a wide range of services including investment planning, retirement planning, estate planning, and insurance solutions. Our goal is to help individuals and businesses achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and start planning for a brighter tomorrow.
Webster Credit Union
Webster Credit Union is a trusted financial institution located at 815 Ridge Road in Webster, New York, United States. As a credit union, we provide a range of financial services to our members, including savings accounts, loans, and online banking. Our dedicated team is committed to helping our members achieve their financial goals and providing personalized service. Join us at Webster Credit Union and experience the benefits of being a part of a community-focused financial institution.
M P Tax Services
M P Tax Services is a reputable accounting and finance institution located at 1210 Webster Avenue in New York, United States. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses alike. From tax preparation and planning to financial consulting, we strive to help our clients achieve their financial goals. With a commitment to excellence and personalized service, M P Tax Services is your trusted partner for all your accounting and finance needs.
Tax Imm Corp. Wilson Feliz
Tax Imm Corp. Wilson Feliz is a reputable accounting and finance institution located at 1713 Webster Avenue in New York, United States. With a team of experienced professionals led by Wilson Feliz, the institution offers a wide range of services to help individuals and businesses manage their finances effectively. From tax preparation and planning to financial consulting and bookkeeping, Tax Imm Corp. Wilson Feliz is committed to providing top-notch services tailored to meet the unique needs of each client. Whether you are looking for assistance with your personal finances or seeking expert advice for your business, you can trust Tax Imm Corp. Wilson Feliz to deliver reliable and efficient solutions.
Feliz Income Tax
Feliz Income Tax is a reputable accounting and finance institution located at 1910 Webster Avenue in New York, United States. Our team of experienced professionals is dedicated to providing top-notch income tax services to individuals and businesses. With a focus on accuracy and efficiency, we strive to help our clients navigate the complex world of taxes and finances with ease. Whether you need assistance with tax preparation, planning, or filing, Feliz Income Tax is here to help you maximize your financial potential. Contact us today to schedule a consultation and let us take the stress out of tax season for you.
Bene-Care Agency
Bene-Care Agency is a reputable finance and insurance agency located at 1260 Creek Street in Webster, New York. We specialize in providing comprehensive insurance solutions for individuals and businesses, helping them protect their assets and plan for the future. Our team of experienced professionals is dedicated to providing personalized service and tailored insurance plans to meet the unique needs of each client. With a commitment to excellence and integrity, Bene-Care Agency is your trusted partner in financial security.
New York Life
New York Life is an insurance agency located at 2112 Empire Boulevard, Webster, New York, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, as well as long-term coverage that is customizable to your needs and budget. Their services include investments in the market, income replacement in case of sickness or injury, and assistance with everyday tasks. They also provide guidance on creating investment strategies, estate planning, and insurance for employees, executives, and small businesses. With over 12,000 agents nationwide, New York Life is committed to helping individuals and families protect their financial futures. They have a strong focus on diversity, responsibility, and community service, and have received high financial ratings from major agencies. Additionally, they offer resources and tools to help individuals prepare for their financial future. Join New York Life in making the world a better place to live.
Farmers Insurance - Kenneth Lilley
Farmers Insurance - Kenneth Lilley is a local insurance agency located at 672 Ridge Road in Webster, New York, United States. As a Farmers agent, Kenneth Lilley helps customers identify the best insurance coverage for their needs. Whether you need auto, home, renters, business insurance, or more, Kenneth has the knowledge and experience to assist you in understanding your options. By providing personalized service, Kenneth aims to make you smarter about insurance and ensure you are adequately protected. If you have questions about comprehensive coverage, deductibles, or any other insurance-related inquiries, Kenneth is happy to help. He can simplify the process of selecting the right car insurance coverage for your budget and needs. By offering online quotes and insurance discounts, he can help you save money on your premiums.
Conroy Wealth Management
Conroy Wealth Management is a finance institution located at 1717 Empire Boulevard in Webster, New York, United States. We prioritize establishing a trusting relationship with each client to help design their future based on their unique values and needs. Our fiduciary financial planning services include personalized financial and investment plans tailored to meet individual goals. We specialize in financial and retirement planning, estate planning, and business consulting for individuals, executives, professionals, and business owners. Our team, led by Kevin and Wendy, is dedicated to providing excellent customer service and guidance in navigating financial decisions. We aim to help clients achieve financial freedom and security by offering clarity and direction in their financial planning. Securities are offered through J.W. Cole Financial, Inc., and advisory services are provided by J.W. Cole Advisors, Inc. Conroy Wealth Management and J.W. Cole are unaffiliated entities. Visit our website for more information on our services and disclosures.
Bernardi & Company CPA's LLP
Bernardi & Company CPA's LLP is a trusted accounting and finance institution located at 40 Barrett Drive in Webster, New York, United States. Our experienced accountants offer personalized one-on-one advice to help with your accounting, tax, and financial needs. One of the services we provide is assistance with the homeowner tax rebate credit, a program offering property tax relief to eligible homeowners in 2022. If you qualify, you will receive a check automatically based on your location, income, and STAR status.
American Advisor
American Advisor is a finance institution located at 335 Wexford Place, Webster, New York, United States. They specialize in connecting clients with fee-only financial advisors who offer transparent pricing and comprehensive financial planning services. Whether you are nearing retirement, managing an inheritance, starting a business, or simply seeking financial control, American Advisor can match you with the right advisor for your unique needs. Their one-of-a-kind algorithm matches clients with three flat fee financial advisors who are experts in various financial niches, such as student loans, tax optimization, retirement planning, and more. All advisors are fiduciary, independent, and offer transparent pricing structures. Fees can be monthly, quarterly, hourly, by project, or retainer, and are tailored to the complexity of each client's financial situation. American Advisor carefully selects advisors based on occupation, financial planning needs, age, income, savings sizes, and location. Services offered include cash flow planning, investment analysis, retirement planning, tax planning, estate planning, risk management, education planning, charitable planning, and portfolio guidance or management. Clients can rest assured that their information is kept private, and all advisors on the platform pay the same monthly fee to ensure the best interest of the clients. If you are looking for complete transparency and control over your finances, American Advisor is the right place for you.
David Weiss - CPA
David Weiss - CPA is a reputable accounting and finance institution located at 91 Webster Avenue in New York, United States. With years of experience and expertise in the field, David Weiss and his team provide top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, they offer a wide range of services tailored to meet their clients' specific needs. Trust David Weiss - CPA for all your accounting and finance needs.
Michael Davis CPA
Michael Davis CPA is a reputable accounting and finance institution located at 40 Barrett Drive in Webster, New York, United States. With a team of experienced and knowledgeable Certified Public Accountants, we provide a wide range of services to individuals and businesses, including tax preparation, financial planning, and auditing. Our commitment to excellence and personalized service sets us apart from other firms, making us a trusted partner for all your accounting and financial needs. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.
Swartz Michael
Swartz Michael is a reputable accounting and finance institution located at 1880 Ridge Road in Webster, 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 to financial planning, Swartz Michael is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry. Visit Swartz Michael for all your accounting and finance needs.
J Eric Foote CPA Office
J Eric Foote CPA Office is a reputable accounting and finance institution located at 599 Ridge Road in Webster, New York, United States. With years of experience and expertise in the field, they offer a wide range of services such as tax preparation, financial planning, and business consulting. 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 help with tax filing or financial analysis, J Eric Foote CPA Office is the go-to institution for all your accounting and finance needs.
Jennifer Capezzuto Stott, CPA
Jennifer Capezzuto Stott, CPA is a reputable accounting and finance institution located at 807 Ridge Road in Webster, New York, United States. With a team of experienced and knowledgeable professionals, they offer a wide range of services to help individuals and businesses manage their finances effectively. Whether you need help with tax preparation, financial planning, or bookkeeping, Jennifer Capezzuto Stott, CPA is dedicated to providing top-notch services tailored to meet your specific needs. Trustworthy, reliable, and committed to excellence, this institution is the go-to destination for all your accounting and finance needs.
Guercio Frank a CPA
Guercio Frank, a CPA is a reputable accounting and finance institution located at 1130 Crosspointe Lane in Webster, New York, United States. With years of experience in the industry, Guercio Frank offers a wide range of services including tax preparation, financial planning, and business consulting. Their team of skilled CPAs is dedicated to providing personalized and professional services to meet the needs of their clients. Whether you are an individual looking for help with your taxes or a business in need of financial guidance, Guercio Frank, a CPA is the place to turn to for expert advice and reliable assistance.
Immitax Corporation
Immitax Corporation is a leading accounting and finance institution located at 1713 Webster Avenue in New York, United States. With a team of experienced professionals, Immitax Corporation provides top-notch financial services to individuals and businesses. From tax preparation to financial planning, Immitax Corporation is dedicated to helping clients achieve their financial goals. Trust Immitax Corporation for all your accounting and finance needs.
Basora Corporation
Basora Corporation is a versatile institution located at 2460 Webster Avenue in New York, United States. Specializing in accounting and finance services, this establishment also operates as a store and travel agency. With a team of skilled professionals, Basora Corporation offers a wide range of financial solutions and products to meet the needs of individuals and businesses alike. Whether you're looking to manage your finances, shop for essentials, or plan your next vacation, Basora Corporation is your one-stop destination. Visit us today to experience top-notch service and expert advice.
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