TOP 30 Financial planning for corporations in New York

Welcome to Citi, your trusted partner in banking and financial services, conveniently located at 120 Sunrise Highway, North Lindenhurst, New York. At Citi, we are committed to providing you with a comprehensive range of financial solutions to meet your personal and business needs. Whether you're looking to access ATM services, open a new account, or seek expert financial advice, our dedicated team is here to assist you every step of the way. Experience the convenience and reliability of our services as we strive to help you achieve your financial goals. Visit us today and discover why Citi is the preferred choice for banking and finance in North Lindenhurst.

Welcome to Executive Planners Insurance, your trusted partner in securing a brighter future. Conveniently located at 382 West Main Street, Babylon, New York, we are a premier insurance agency dedicated to providing personalized and comprehensive insurance solutions tailored to meet your unique needs. At Executive Planners Insurance, we understand that navigating the world of insurance can be overwhelming. That's why our team of experienced professionals is committed to guiding you every step of the way. Whether you're looking for personal insurance, business coverage, or specialized policies, we offer a wide range of options designed to protect what matters most to you.

Welcome to Chase Bank, conveniently located at 48 North Ferry Road, Shelter Island, New York 11964, United States. As a leading provider in finance, banking, and ATM services, Chase Bank is dedicated to meeting your financial needs with an array of services tailored for both personal and business clients. For our business clients, we offer specialized guidance from a team of business professionals to help improve cash flow, provide credit solutions, and manage payroll efficiently. Our comprehensive suite of services includes online and mobile banking, business credit cards, and payment acceptance solutions designed to support your business growth.

Welcome to Beacon Pointe Advisors, your trusted partner in financial planning and investment advisory services, located at 2488 Montauk Highway, Bridgehampton, New York. As one of the nation's largest Registered Investment Advisor firms, we are dedicated to serving the New York area with a comprehensive range of services, including investment advisory, financial planning, wealth management, and retirement plan services. At Beacon Pointe Advisors, we pride ourselves on our fiduciary responsibility to our clients, ensuring that your financial well-being is at the forefront of everything we do. Our holistic allWEALTH® approach covers all aspects of financial planning, from wealth and retirement strategies to estate and tax planning, insurance reviews, and risk assessments. We also specialize in values-based investing, life transition support, and multi-generational wealth and legacy planning.

Welcome to Merrill Lynch Wealth Management, your trusted financial partner located at 450 Old Country Road, Riverhead, New York. As a leading name in finance, we specialize in helping individuals, families, business owners, executives, and institutions navigate both rising and turbulent markets. Our team of expert financial advisors brings years of combined wealth management experience, offering insights and strategies tailored to your unique financial goals. At Merrill Lynch Wealth Management, we understand that wealth planning goes beyond mere advice. Our advisors are equipped to assist with retirement income planning, guidance on concentrated stock positions, and traditional investments, while also providing access to Bank of America’s estate planning services. We work collaboratively with your external professionals, such as accountants and tax attorneys, to ensure a comprehensive approach to your financial well-being.

Welcome to Atlantic Harbor Wealth Management Located in the heart of Southampton, New York, Atlantic Harbor Wealth Management is your trusted partner in navigating the complexities of personal and corporate finance. Situated at 300 New York 27A, our firm is dedicated to providing tailored financial solutions that align with your unique goals and aspirations.

Welcome to Esquire Agency Inc., your trusted insurance partner located at 30 East Main Street, Riverhead, New York. With a commitment to providing exceptional service, we specialize in offering comprehensive insurance solutions tailored to meet your unique needs. Our experienced team is dedicated to helping you protect what matters most, whether it's your home, vehicle, business, or personal assets. At Esquire Agency Inc., we understand that every customer is different, which is why we take the time to listen and offer personalized advice. Visit us today and discover why we are Riverhead's preferred choice for reliable and affordable insurance coverage. Your peace of mind is our priority.

Welcome to The Luss Group, Inc., your trusted partner for comprehensive insurance and financial services located at 45 Main Street, Southampton, New York. Serving the Hamptons and beyond, we specialize in financial planning and insurance solutions tailored to meet your unique needs. Led by Kevin A. Luss, CFP, ChFC, our team is committed to providing expert guidance and personalized strategies to help you achieve your financial goals. As a registered representative, Kevin offers securities, investment advisory, and financial planning services through MML Investors Services, LLC, a member of SIPC.

Welcome to ATM, your trusted financial partner located at 168 West Montauk Highway, Hampton Bays, New York. Conveniently situated in the heart of Hampton Bays, our ATM provides you with easy access to your finances, ensuring your banking needs are met efficiently and securely. Whether you need to withdraw cash, check your account balance, or manage your funds, our state-of-the-art machine is available for your service 24/7. We are committed to offering a seamless and reliable banking experience to all our valued customers. Visit us today and experience the convenience of banking with ATM at Hampton Bays.

Welcome to Oppenheimer & Co. Inc., located at 11A Sunset Avenue, Westhampton Beach, New York. As a leading global financial institution, we specialize in Wealth Management, Capital Markets, and Investment Banking solutions. Since 1881, we have been crafting customized strategies to meet the unique goals of our clients, leveraging our extensive experience, resources, research, and knowledge to make a positive impact on society and improve our communities. Our team of dedicated Financial Professionals is here to guide you through all your wealth management needs. With a focus on delivering deep insight and expertise in financial planning, we drive investment ideas and opportunities to help you achieve your personal goals. At Oppenheimer, we pride ourselves on our powerful thinking—whether it's providing unmatched expertise for municipalities, institutions, and emerging growth companies, or offering strategic advisory and capital market strategies backed by over a century of industry expertise.

Welcome to NBT Bank, your trusted financial partner located at One Kirkland Avenue, Clinton, New York 13323. At NBT Bank, we are committed to providing exceptional banking services tailored to meet the needs of our community. Whether you're looking for personal banking solutions, business accounts, or financial advice, our experienced team is here to assist you every step of the way. Our branch offers a full suite of banking services, including checking and savings accounts, loans, mortgages, and investment options. Additionally, our convenient ATM services ensure you have access to your funds when you need them most. We pride ourselves on delivering personalized service and building long-lasting relationships with our clients.

Welcome to Kakauta Tax, your trusted partner in accounting and finance located in the heart of Queens, New York. At Kakauta Tax, we are committed to providing exceptional financial services tailored to meet the unique needs of our community. Specializing in a wide range of accounting and taxation services, our experienced team is dedicated to helping individuals and businesses navigate the complexities of financial management with ease. Our services include tax preparation and planning, bookkeeping, payroll management, and financial consulting, all designed to ensure your financial success and compliance with local regulations. As a local government office, we are also well-versed in the latest policies and procedures, enabling us to offer insightful guidance and support.

Welcome to The New York Cotton Exchange, a historic and vibrant hub located at 1 Hanover Square in the heart of Manhattan, New York. Nestled in a landmark building steeped in rich history, The New York Cotton Exchange offers a unique blend of tradition and modernity, serving as a premier venue for events, meetings, and gatherings. Originally established as a cornerstone of the cotton trading industry, our space has been thoughtfully transformed to accommodate a wide range of functions while preserving its classic architectural charm. Whether you are planning a corporate event, a private celebration, or a cultural gathering, our versatile venue provides an elegant backdrop that is sure to impress.

Welcome to the Actors' Fund of America Gravesite-Memorial Located at 1629 Bushwick Avenue, Brooklyn, New York, the Actors' Fund of America Gravesite-Memorial stands as a testament to the enduring legacy of the Entertainment Community Fund, formerly known as The Actors Fund. Established in 1882, this organization has evolved into a national human services provider, dedicated to fostering stability and resilience for performing arts and entertainment professionals throughout their lives.

Welcome to the Internal Revenue Service (IRS) Taxpayer Assistance Center located at 420 Albee Square West, Brooklyn, New York 11201. Our center is dedicated to providing essential accounting and financial services to the community, serving as a reliable local government office where taxpayers can seek assistance and guidance. Our knowledgeable staff is committed to helping you navigate various tax-related matters, including filing assistance, resolving tax issues, and answering any questions you may have about IRS procedures and policies. Whether you're an individual taxpayer or a business owner, our goal is to provide you with accurate information and personalized support. Visit us to experience our professional services and ensure your tax matters are handled efficiently and effectively.

Welcome to Mail Boxes of Brooklyn, your trusted partner in financial services located at 2167 East 21st Street, Brooklyn, New York 11229. We specialize in providing comprehensive financial solutions tailored to meet the unique needs of our community. At Mail Boxes of Brooklyn, we pride ourselves on delivering exceptional customer service and expert advice to help you navigate your financial journey with confidence. Our experienced team is dedicated to offering a wide range of services, including financial planning, investment guidance, tax preparation, and more. Whether you're an individual seeking to secure your financial future or a business owner looking for strategic financial insights, we are here to support you every step of the way.

Welcome to Bank of America, located at 5701 Horatio Street, Utica, New York 13502. As a leading financial institution, we are dedicated to offering a comprehensive range of banking and financial services tailored to meet your needs. Whether you're looking for personal banking options, investment opportunities, or wealth management solutions, our team is here to support you every step of the way. Embrace the convenience and flexibility of Bank of America Advantage Banking, designed to help you manage your finances with ease. For those looking to grow their wealth, our expert advisors at Bank of America Private Bank can guide you through the complexities of substantial wealth management. Additionally, our partnership with Merrill provides access to a variety of investment products, keeping in mind that investing in securities involves risks and potential financial loss.

Welcome to Wayne Bank, your trusted financial partner located conveniently at 536 Main Street, Franklin, New York 13775. We are dedicated to providing exceptional banking and financial services to our community. As a full-service bank, we offer a comprehensive range of services including ATMs, personal and business banking, and financial advice to meet all your financial needs. Our friendly and knowledgeable staff are here to assist you Monday through Thursday, with lobby hours from 9:00 a.m. to 4:00 p.m., and drive-up services available from 8:30 a.m. to 4:00 p.m. On Fridays, we extend our service hours until 5:00 p.m. to ensure you have ample time to manage your banking needs.

Welcome to Wayne Bank, your trusted partner in financial services located at 131-133 Delaware Street, Walton, New York. At Wayne Bank, we are committed to providing exceptional banking and financial services to our community. Whether you are looking to manage your finances, access convenient ATM services, or explore our comprehensive range of banking solutions, our dedicated team is here to assist you. Our Walton branch offers flexible hours to accommodate your busy schedule. Visit our lobby from Monday to Wednesday between 9:00 a.m. and 4:30 p.m., or take advantage of our drive-up service available until 5:00 p.m. On Thursdays and Fridays, both our lobby and drive-up services are open until 5:00 p.m. We also welcome you on Saturdays from 9:00 a.m. to 12:00 p.m. for both lobby and drive-up services.

Welcome to the Suffolk County Industrial Development Agency (SCIDA), your local government office dedicated to fostering economic growth and development in Suffolk County, New York. Located at 100 Veterans Memorial Highway in Hauppauge, SCIDA is committed to enhancing the economic landscape of Long Island, which boasts over 1,110 miles of stunning shoreline and ranks among the top regions in the United States for educational attainment. Our mission is to support and empower businesses through strategic financial incentives, helping them to grow, thrive, and contribute to the region's robust economy. In 2015 alone, Long Island generated an impressive $170 billion in Gross Regional Product, surpassing the economic output of 20 states.

Welcome to the Internal Revenue Service (IRS) located at 1040 Waverly Avenue, Holtsville, New York 11742. As a pivotal branch of the United States federal government, our office is dedicated to serving the community by providing essential accounting and financial services. Our experienced team is committed to assisting individuals and businesses with tax-related inquiries and ensuring compliance with federal tax laws. Whether you need help with filing taxes, understanding tax obligations, or resolving tax issues, our knowledgeable staff is here to provide guidance and support. Visit us at our Holtsville location for personalized assistance and to learn more about our comprehensive range of services designed to meet your financial needs.

Welcome to Shred Nations, your trusted partner in secure document destruction located at 2 Main Street, Sag Harbor, New York 11963. We specialize in connecting you with top-tier paper shredding providers, ensuring your sensitive information remains protected from identity theft and data breaches. Whether you're a small business with a low-volume shredding project or a large corporation with extensive document destruction needs, we have the right solution for you. Our drop-off shredding services are perfect for handling smaller quantities of documents (up to 90lbs) efficiently and affordably. For larger projects or those requiring a certificate of destruction, explore our comprehensive service options including mobile shredding, off-site shredding, and Ship ‘N’ Shred. While drop-off services do not accommodate hard drives or electronics, we offer specialized hard drive destruction and electronic shredding to securely dispose of these items.

Welcome to Tudor Collins Commercial Real Estate, your premier destination for comprehensive real estate services in Buffalo, New York. Conveniently located at 4498 Main Street, our agency specializes in providing expert financial and real estate solutions tailored to meet the unique needs of our clients. With a deep understanding of the local market and a commitment to excellence, our dedicated team of professionals is here to assist you with all your commercial real estate endeavors. Whether you're looking to buy, sell, lease, or invest, Tudor Collins Commercial Real Estate offers personalized strategies and insights to help you achieve your goals. Trust us to be your reliable partner in navigating the dynamic world of commercial real estate. Visit us today and discover how we can make your real estate vision a reality.

Welcome to Key Real Estate Services Located at 2005 Palmer Avenue, Larchmont, New York, Key Real Estate Services is your trusted partner in navigating the real estate market with a special focus on serving the needs of senior homeowners. Whether you are planning a transition or responding to a sudden life change, our team of dedicated professionals is here to guide you every step of the way.

Welcome to Record Nations Utica, your trusted partner in transforming the way you manage and store documents. Conveniently located at 4 Riverside Drive, Utica, New York 13502, we specialize in providing cutting-edge document scanning and management solutions designed to enhance the efficiency and security of your business operations. At Record Nations, we understand the importance of digitizing your documents to streamline your workflow. Our expert services convert paper files, microfilm, maps, blueprints, and more into organized digital archives. This transformation not only reduces the need for physical storage but also makes your information easily searchable and editable, promoting seamless collaboration among team members, including those working remotely.

Welcome to Herkimer County Trust, your dedicated local government office located at 319 North Main Street, Herkimer, New York. We are committed to serving the residents of Herkimer County by providing essential services and fostering community development. Our office is a hub for reliable information, resources, and support, ensuring that the needs of our community are met with efficiency and transparency. Whether you're seeking assistance with county services, looking for information on local initiatives, or need guidance on governmental procedures, our experienced team is here to help. At Herkimer County Trust, we pride ourselves on building trust and enhancing the quality of life for all our residents. Visit us today to experience our commitment to excellence in public service.

Welcome to the Tax Collector's Office, your trusted partner in accounting and finance located in the heart of Oneonta, New York. Situated at 3970 New York 23, our office is dedicated to serving the community with precision and professionalism. As a local government office, we specialize in a wide range of financial services, including tax collection, assessment, and advisory support tailored to meet the needs of individuals and businesses alike. Our team of experienced professionals is committed to providing exceptional service with integrity and transparency. We understand the complexities of the financial landscape and strive to make the process as seamless as possible for our clients. Whether you need assistance with property taxes, financial planning, or navigating local government regulations, we are here to help every step of the way.