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TOP 30 Financial planning for small businesses in White Plains, NY
52 results found
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Merrill Lynch Financial Advisor Christina J. Chin
Merrill Lynch Financial Advisor Christina J. Chin is located at 360 Hamilton Avenue in White Plains, New York. The team at this finance institution is dedicated to understanding your values and helping you achieve your financial goals. Christina Chin, a Financial Advisor and Senior Portfolio Advisor, works with a diverse range of clients to create customized wealth management strategies. She believes in the importance of communication and building strong client relationships. With a focus on small business owners, Christina can help manage both personal and business finances. She holds various certifications and licenses, and is committed to continually monitoring financial progress and revising portfolios as needed. By utilizing tools such as Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, Christina and her team can help you create a personalized financial plan tailored to your goals and priorities. Whether you are planning for retirement, saving for a major purchase, or passing on wealth to future generations, Merrill Lynch Financial Advisor Christina J. Chin can help you navigate the complexities of your financial life.
Jennings Financial Advisory Corp
Jennings Financial Advisory Corp is a reputable institution located at 214 Mamaroneck Avenue in White Plains, New York, United States. Specializing in finance, insurance, and real estate services, they offer expert advice and guidance to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Jennings Financial Advisory Corp is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking to invest, protect your assets, or buy/sell property, they are committed to helping you make sound financial decisions. Visit their office today to learn more about their comprehensive services.
Matthew Fallon - Financial Advisor, Ameriprise Financial Services, LLC
Matthew Fallon is a dedicated Financial Advisor at Ameriprise Financial Services, LLC located at 399 Knollwood Road in White Plains, New York, United States. With a range of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Matthew Fallon is well-equipped to provide expert financial advice to individuals, retirees, small business owners, and high net worth clients. Specializing in asset management, estate planning, retirement planning, and investment strategies, Matthew Fallon is committed to upholding the highest standards of professionalism and ethics. Whether you are looking for advice on fixed-rate and variable annuities, retirement planning for seniors, or guidance on divorce financial issues, Matthew Fallon has the expertise to help you navigate complex financial decisions. With a wealth of experience and a dedication to ongoing education and training, Matthew Fallon is a trusted partner in helping clients achieve their financial goals.
White Clover Consulting Inc.
White Clover Consulting Inc. is a leading accounting and finance institution located at 44 South Broadway in White Plains, New York, United States. Our team of expert consultants provides top-notch financial services to businesses and individuals, specializing in tax planning, auditing, and financial analysis. With a commitment to excellence and a dedication to client satisfaction, White Clover Consulting Inc. is your trusted partner for all your accounting and finance needs. Contact us today to learn more about how we can help you achieve your financial goals.
La Oficina Hispana de White Plains I Tax y Contabilidad
La Oficina Hispana de White Plains I Tax y Contabilidad is a trusted institution located at 151 East Post Road in White Plains, New York. Specializing in accounting and finance services, this local government office provides expert assistance to individuals and businesses in managing their taxes and financial records. Whether you need help with tax preparation, bookkeeping, or financial planning, the knowledgeable team at La Oficina Hispana is dedicated to providing top-notch service with a focus on the Hispanic community. Visit them today for all your accounting and financial needs.
Empire Business Services
Empire Business Services is a reputable health and insurance agency located at 455 Tarrytown Road in White Plains, New York. With a strong commitment to providing top-notch services to individuals and businesses alike, Empire Business Services offers a wide range of health and insurance products to meet the diverse needs of its clients. Whether you are looking for health coverage for yourself or your employees, or seeking comprehensive insurance solutions for your business, Empire Business Services has the expertise and resources to help you find the perfect plan. Contact us today to learn more about how we can assist you in securing your health and financial future.
SCORE
SCORE is a finance institution located at 100 Martine Avenue in White Plains, New York, United States. Our volunteers are experienced entrepreneurs, corporate managers, and executives who offer their expertise to help small business professionals start, develop, and grow their businesses. If you're interested in becoming a mentor, we welcome you to join us. We are excited to announce the National Small Business Week Virtual Summit, hosted by the U.S. Small Business Administration and SCORE on April 30 – May 1, 2024. This event will provide educational webinars, business resources, networking opportunities, and guidance from SCORE mentors.
Landau Advisory
Landau Advisory is a leading finance institution located at 81 Main Street in White Plains, New York. Our team of financial experts provides tailored advisory services to help individuals and businesses achieve their financial goals. With a focus on personalized solutions and strategic planning, Landau Advisory is committed to guiding our clients towards financial success. Whether you are looking to invest, plan for retirement, or manage your assets, our experienced professionals are here to assist you every step of the way. Trust Landau Advisory to navigate the complexities of the financial world and secure your financial future.
LEAD Bookkeeping & Tax Services, LLC
LEAD Bookkeeping & Tax Services, LLC is a professional accounting and finance institution located at 75 South Broadway in White Plains, New York, United States. With a team of experienced professionals, we offer comprehensive bookkeeping and tax services to individuals and businesses alike. Our services are tailored to meet the unique needs of each client, ensuring accuracy and efficiency in managing financial records and tax obligations. Trust LEAD Bookkeeping & Tax Services, LLC to provide reliable and expert assistance in all your accounting and finance needs.
Kir Tax Services
Kir Tax Services is a reputable accounting and finance institution located at 47 Mamaroneck Avenue in White Plains, New York. With a team of experienced professionals, we offer a wide range of tax services to individuals and businesses. Our goal is to provide expert guidance and support to help our clients navigate the complex world of taxes and finances. Whether you need help with tax preparation, planning, or consulting, Kir Tax Services is here to assist you every step of the way. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.
Raymond J Passero, CPA., PC
Raymond J Passero, CPA., PC is a finance institution located at 520 White Plains Road in Tarrytown, New York, United States. With a team of experienced Certified Public Accountants, they provide a wide range of financial services including tax preparation, audit assistance, bookkeeping, and financial planning. Their commitment to client satisfaction and attention to detail sets them apart in the industry, making them a trusted partner for individuals and businesses seeking expert financial guidance.
Hara Yoshida Accounting
Hara Yoshida Accounting, located at 50 Main Street in White Plains, New York, offers retirement and financial solutions specifically tailored for Japanese Americans. Specializing in cross-border tax solutions for Japanese nationals, the institution provides services for expatriates, dual-citizens, or Japanese nationals living and working in the United States. Yoshida Wealth Management takes a personalized approach to uncovering clients' unique values and priorities in order to develop a harmonious framework between financial plans and life goals. As independent fiduciaries, they aim to be true financial partners, listening to clients, clarifying goals, and developing long-term financial plans and investment strategies for sustained success.
Phil Leib, CPA
Phil Leib, CPA is a trusted accounting and finance institution located in White Plains, New York. With a commitment to providing top-notch financial services, Phil Leib, CPA offers expert advice and assistance to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, the experienced professionals at Phil Leib, CPA are here to help. Conveniently located at 117 Hillair Circle, Phil Leib, CPA is dedicated to helping clients achieve their financial goals and secure their financial future.
Abrahams Tax & Accounting Services
Abrahams Tax & Accounting Services is a reputable accounting and finance institution located at 4408 White Plains Road in New York, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, bookkeeping, financial planning, and consulting. Our goal is to help individuals and businesses navigate the complexities of the financial world with ease and confidence. Whether you need assistance with tax filing or strategic financial planning, Abrahams Tax & Accounting Services is here to help you achieve your financial goals.
Robert Rimberg & Associates LLC
Robert Rimberg & Associates LLC is a reputable accounting and finance institution located at 1025 Westchester Avenue in White Plains, 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, they strive to provide their clients with top-notch services and expert advice to help them achieve their financial goals. Whether you need assistance with bookkeeping, budgeting, or investment strategies, Robert Rimberg & Associates LLC is dedicated to providing personalized solutions tailored to meet your specific needs. Trustworthy, reliable, and committed to excellence, this institution is a trusted partner for all your accounting and finance needs.
Herman & Company CPA's, PC
Herman & Company CPA's, PC is a reputable accounting and finance institution located at 13 Westfield Lane in White Plains, New York, United States. With a team of experienced certified public accountants, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and consulting. Their dedication to excellence and personalized approach to client service sets them apart in the industry. Whether you are an individual or a business in need of financial guidance, Herman & Company CPA's, PC is here to help you achieve your financial goals.
Mark S. Gross CPA, PC
Mark S. Gross CPA, PC is a reputable accounting and finance institution located at 360 North Street in White Plains, New York, United States. With years of experience and expertise in the field, our team of professionals is dedicated to providing top-notch financial services to individuals and businesses alike. From tax preparation and planning to financial consulting and auditing, we strive to deliver personalized solutions tailored to meet our clients' specific needs. Trust Mark S. Gross CPA, PC for all your accounting and finance needs.
Martinez Accounting and Tax Representation LLC
Martinez Accounting and Tax Representation LLC is a reputable accounting and finance institution located in White Plains, New York. Our team of experienced professionals is dedicated to providing top-notch accounting and tax representation services to individuals and businesses alike. With a focus on accuracy, efficiency, and personalized attention, we strive to help our clients navigate the complexities of financial management. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Martinez Accounting and Tax Representation LLC is here to provide expert guidance and support. Visit us at 203 East Post Road to learn more about how we can help you achieve your financial goals.
Citrin Cooperman
Citrin Cooperman is a leading accounting and finance institution located at 709 Westchester Avenue in White Plains, New York. With a team of highly skilled professionals, they provide a wide range of financial services to individuals and businesses. Their expertise includes tax planning, audit and assurance, business advisory, and wealth management. Citrin Cooperman is committed to delivering exceptional service and helping their clients achieve their financial goals.
CPA near me LLC
CPA near me LLC is a trusted accounting and finance institution located at 117 Hillair Circle, White Plains, New York, United States. Our team of certified public accountants (CPAs) are dedicated to providing top-notch financial services to individuals and businesses in the local area. Whether you need help with tax preparation, financial planning, or bookkeeping, our experienced professionals are here to assist you every step of the way. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.
Lider Tax Preparation
Lider Tax Preparation is a trusted accounting and finance institution located at 10 School Street in White Plains, New York. Our team of experienced professionals is dedicated to providing top-notch tax preparation services to individuals and businesses in the United States. Whether you need help with filing your taxes, maximizing deductions, or planning for the future, we are here to assist you every step of the way. Trust Lider Tax Preparation to handle all of your financial needs with expertise and care.
Ten-Forty
Ten-Forty is a reputable accounting and finance institution located at 470 Mamaroneck Avenue in White Plains, New York. With a team of expert professionals, they provide a wide range of financial services including tax preparation, auditing, financial planning, and more. Whether you are an individual looking for personal financial advice or a business in need of accounting solutions, Ten-Forty is dedicated to helping you achieve your financial goals. Their commitment to excellence and attention to detail sets them apart as a trusted partner in managing your finances.
R.S.K. Tax and Consulting Service, LLC
R.S.K. Tax and Consulting Service, LLC is a professional accounting and finance institution located at 520 White Plains Road in Tarrytown, New York, United States. Our team of experienced professionals offers a wide range of services including tax preparation, financial consulting, and bookkeeping. With a commitment to providing personalized and efficient service, 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.
Tax Strategies & Solutions
Tax Strategies & Solutions is a leading accounting and finance institution located at 600 North Broadway in White Plains, New York, United States. Our team of expert professionals is dedicated to providing top-notch tax planning and financial solutions to individuals and businesses. With years of experience in the industry, we offer a wide range of services including tax preparation, tax consulting, financial planning, and more. Trust us to help you navigate the complex world of taxes and finances with ease and efficiency. Contact us today to learn more about how we can help you achieve your financial goals.
J.W. Kischkat CPA P.C.
J.W. Kischkat CPA P.C. is a reputable accounting and finance institution located at 20 Haarlem Avenue in White Plains, New York, United States. Our team of experienced certified public accountants is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with tax preparation, auditing, bookkeeping, or financial planning, our experts are here to help. Trust J.W. Kischkat CPA P.C. for all your accounting and finance needs.
NINAN & ASSOCIATES, LLC
Ninan & Associates, LLC is a premier institution located at 398 Mamaroneck Avenue in White Plains, New York, United States. Specializing in accounting, finance, and legal services, Ninan Executive Search is dedicated to connecting top-tier talent with leading companies in these critical sectors. With a focus on direct-hire and contract staffing, Ninan & Associates ensures mutually beneficial relationships between businesses and professionals. As strategic recruitment partners, they specialize in securing skilled and visionary candidates in Accounting and Finance. Additionally, as a global leader in talent management, Ninan Executive Search offers executive search, leadership training, and contract staffing services through their MRINetwork® offices. With 60 years of experience, their team of professionals are dedicated to providing complete talent solutions tailored to the unique dynamics of the industries they serve. Contact Ninan & Associates, LLC at (914) 831-9580 or ninan.taxlaw@gmail.com for more information.
Jade Bai CPA Accounting and Tax
Jade Bai CPA Accounting and Tax is a reputable institution located at 520 White Plains Road in Tarrytown, New York. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, our experts are here to assist you every step of the way. Trust Jade Bai CPA Accounting and Tax to help you navigate the complexities of the financial world and achieve your financial goals.
Koifman CPA & Associates
Koifman CPA & Associates is a reputable accounting and finance institution located at 30 Glenn Street in White Plains, New York. With additional branches in Brooklyn and a toll-free number for easy access, our team is dedicated to fixing tax-filing mistakes and helping clients navigate complex financial matters. Our goal is to provide exceptional service, save our clients time and money, and help them grow their wealth and businesses. We are committed to the success of our clients, as their success is our business. Contact us today to learn more about how we can assist you with your financial needs.
Ebiz Accounting
Ebiz Accounting is a top accounting and finance institution located at 1 North Broadway in White Plains, New York, United States. Specializing in serving Amazon sellers in the Amazon Marketplace, Ebiz Accounting has over a decade of experience in handling all financial aspects of Amazon-based businesses, including bookkeeping, financials, sales tax, and tax preparation. The team of financial experts at Ebiz Accounting is dedicated to providing personalized attention, quality advice, and exceptional guidance to clients. If you are an Amazon seller in need of reliable and cost-effective financial services, Ebiz Accounting is the perfect choice. Don't forget to share your feedback with us on review sites to help us improve and better serve our clients.
Central CPAs
Central CPAs is a leading accounting and finance institution located at 267 Central Avenue in White Plains, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the United States. Whether you need help with tax preparation, auditing, or financial planning, Central CPAs is here to assist you every step of the way. Contact us today to learn more about how we can help you achieve your financial goals.
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