Financial planning in Baldwin, New York
33 results found
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Stewart Baldwin Murray, CPA
● ClosedStewart Baldwin Murray, CPA is a reputable accounting and finance institution located at 105 Estherwood Avenue in Dobbs Ferry, New York. With a team of experienced Certified Public Accountants, they offer a wide range of financial services to individuals and businesses in the area. From tax preparation and planning to auditing and consulting, Stewart Baldwin Murray, CPA is dedicated to providing top-notch financial solutions tailored to meet the unique needs of their clients. Trustworthy, professional, and reliable, this institution is committed to helping you achieve your financial goals.
105 Estherwood Ave, Dobbs Ferry, NY 10522, United States -
Leigh Baldwin & Co., Advisory Services
● ClosedLeigh Baldwin & Co., Advisory Services is a finance institution located at 100 East Seneca Street in Manlius, New York, United States. Our team specializes in helping clients determine their financial goals and develop strategies to achieve them, whether for the short or long term. We assist with retirement planning, ensuring our clients have enough saved to live comfortably in retirement. Our comprehensive financial planning services also include investment management and insurance products to protect against unexpected life events. As an SEC registered RIA since 2008, Leigh Baldwin & Co. manages over $179 million in discretionary assets as of 1/17/23. Our motto is "You do the dreaming, we'll do the math." Please note that all investments carry risks and are not guaranteed by Leigh Baldwin & Co. We provide stock quotes, commentary, and opinions for informational purposes only. Contact us today for personalized financial advice tailored to your needs and risk tolerance.
100 E Seneca St, Manlius, NY 13104, United States -
Baldwin Financial Services Inc
● ClosedBaldwin Financial Services Inc is a reputable finance institution located at 1286 Grand Avenue in Baldwin, New York, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you with your financial needs.
1286 Grand Ave, Baldwin, NY 11510, United States -
Leigh Baldwin & Co LLC of Utica
● ClosedLeigh Baldwin & Co LLC of Utica is a reputable finance institution located at 1 Hopper Street in Utica, New York, United States. With a strong focus on providing top-notch financial services, Leigh Baldwin & Co LLC offers personalized investment strategies and guidance to help clients achieve their financial goals. Whether you are looking to invest in stocks, bonds, or other financial instruments, the experienced team at Leigh Baldwin & Co LLC is dedicated to helping you make informed decisions and secure your financial future.
1 Hopper St #1, Utica, NY 13501, United States -
Baldwin Business Services
● ClosedBaldwin Business Services is a trusted accounting and finance institution located at 42 North State Street in Nunda, New York, United States. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and more. With a commitment to excellence and personalized service, Baldwin Business Services is dedicated to helping our clients achieve their financial goals.
42 N State St, Nunda, NY 14517, United States -
Leigh Baldwin & Co
● OpenWelcome to Leigh Baldwin & Co – Your Trusted Financial Partner in Cazenovia Located in the heart of Cazenovia, New York, at 112 Albany Street, Leigh Baldwin & Co is a premier financial services firm committed to helping you achieve your financial goals. With years of experience in the finance industry, our dedicated team provides personalized investment advice, wealth management, and comprehensive financial planning services tailored to meet the unique needs of each client.
112 Albany Street, Cazenovia, New York 13035, United States -
KeyBank
● ClosedKeyBank is a well-established financial institution located at 12 Tomahawk Street in Baldwin Place, New York, United States. As a full-service bank, KeyBank offers a wide range of financial services including personal and business banking, loans, mortgages, and investment options. Customers can also access their accounts and conduct transactions conveniently at the on-site ATM. With a reputation for excellent customer service and a commitment to helping individuals and businesses achieve their financial goals, KeyBank is a trusted institution in the community.
12 Tomahawk St, Baldwin Place, NY 10505, United States -
Farmers Insurance - Jason Bolognini
● ClosedFarmers Insurance - Jason Bolognini is your local insurance agency located at 789 Foxhurst Road in Baldwin, New York. As a Farmers® agent, Jason Bolognini helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, Jason is there to provide personalized and straightforward assistance to make you smarter about insurance. With over 80 years of experience, Farmers Insurance has been a trusted provider of insurance products. Get a quote for comprehensive coverage, collision coverage, deductibles, medical payments, and more. Protect your most valuable possessions with home insurance, renters insurance, life insurance, or condo insurance. For small businesses, Farmers Insurance offers customizable insurance packages to reduce risk and protect investments. Outdoor enthusiasts can also find flexible coverage options for motorcycles, boats, ATVs, and more. With Farmers Insurance and Financial Services, you can build a solid financial plan for a secure future. Contact Jason Bolognini at Farmers Insurance to discuss your insurance needs and reach your goals.
789 Foxhurst Rd, Baldwin, NY 11510, United States -
Jacqueline Gallagher / Golden Rule Senior Advisors
● ClosedJacqueline Gallagher / Golden Rule Senior Advisors is a reputable insurance agency located at 12 Baldwin Lane in Mahopac, New York, United States. Specializing in providing comprehensive insurance solutions for seniors, the institution is dedicated to upholding the golden rule in all aspects of their services. With a team of experienced advisors, they offer personalized guidance and support to help clients make informed decisions about their insurance needs. Whether it's health insurance, life insurance, or retirement planning, Jacqueline Gallagher / Golden Rule Senior Advisors is committed to ensuring the well-being and financial security of their clients.
12 Baldwin Ln, Mahopac, NY 10541, United States -
A & M Multiservices Inc
● ClosedA & M Multiservices Inc is a finance institution located at 169 Baldwin Road in Hempstead, New York, United States. They offer a wide range of financial services to individuals and businesses, including tax preparation, accounting, bookkeeping, and financial consulting. With a team of experienced professionals, A & M Multiservices Inc is dedicated to providing high-quality, personalized service to help clients achieve their financial goals. Whether you need assistance with tax planning or financial analysis, this institution is committed to helping you navigate the complexities of the financial world.
169 Baldwin Rd, Hempstead, NY 11550, United States -
James M Gallagher Law Office
● ClosedJames M. Gallagher Law Office, located at 2249 Derby Road in Baldwin, New York, is a reputable law firm specializing in various legal services. With expertise in Chapter 7 and 13 bankruptcy cases, the firm helps clients discharge credit card debt, stop harassment by collectors, and defend foreclosure actions. In addition, they handle personal injury cases such as auto accidents, slip and falls, and serious injuries. The firm also offers services related to wills, probate, power of attorney, and real estate transactions. Attorney James M. Gallagher, with over three decades of experience, has successfully represented clients in numerous bankruptcy cases and has been recognized for his legal expertise. Whether you need assistance with financial matters, estate planning, real estate issues, or litigation, James M. Gallagher Law Office is dedicated to providing personalized and effective legal solutions.
2249 Derby Rd, Baldwin, NY 11510, United States -
SGF Law
● ClosedSGF Law, located at 135 Pinelawn Road in Melville, New York, is a boutique firm that offers a personalized approach with the benefits of a large firm. Serving clients throughout Long Island and surrounding areas such as Merrick, Massapequa, Baldwin, and more, SGF Law specializes in estate planning and elder law issues. With over 30 years of experience, the team at SGF Law is dedicated to helping individuals and families navigate important legal matters. Estate planning is crucial for everyone, regardless of age or financial standing. Without proper planning, state law will determine how your assets are distributed. The team at SGF Law is well-versed in estate planning and elder law, with over 45 years of combined experience handling thousands of cases. They can assist with complex issues to ensure proper planning for yourself or an older relative.
135 Pinelawn Rd #250s, Melville, NY 11747, United States -
Accounting Services of NY, Inc.
● ClosedAccounting Services of NY, Inc. is a reputable accounting and finance institution located at 730 Sunrise Highway in Baldwin, New York, United States. With a team of experienced professionals, they offer a wide range of accounting services to individuals and businesses in the local area. From tax preparation and bookkeeping to financial planning and consulting, Accounting Services of NY, Inc. is dedicated to helping their clients achieve their financial goals. Their commitment to providing top-notch service and personalized attention sets them apart from other accounting firms in the area. Whether you need help with your personal finances or managing your business's accounts, Accounting Services of NY, Inc. is the trusted partner you can rely on.
730 Sunrise Hwy Suite A, Baldwin, NY 11510, United States -
Nationwide Insurance: Matthew K Boudreau
● ClosedNationwide Insurance: Matthew K Boudreau is an insurance agency located at 789 Foxhurst Road in Baldwin, New York, United States. Specializing in Auto, Commercial, Farm, Financial, Home, Powersports, and Human Services insurance, they offer a wide range of coverage options to meet your needs. Whether you are looking for auto insurance you can count on, protection for your home and personal property, or coverage for your business, Nationwide has you covered. At Matthew K Boudreau, their experienced professionals will provide you with clear, comprehensive, and accurate information to help you make the right insurance choices for you and your family. They will explain all exclusions and coverage options so you can customize a policy that suits your unique risks and needs.
789 Foxhurst Rd, Baldwin, NY 11510, United States -
Pierre-Louis & Associates CPA, P.C.
● ClosedPierre-Louis & Associates CPA, P.C. is a reputable accounting and finance firm located at 1900 Grand Avenue in Baldwin, New York. With a team of experienced certified public accountants, they offer a wide range of services including tax preparation, financial planning, bookkeeping, and auditing. Clients can trust Pierre-Louis & Associates CPA, P.C. for accurate and reliable financial advice and services to help them achieve their financial goals.
1900 Grand Ave #105, Baldwin, NY 11510, United States -
Tepper,Tepper & Koprowski, CPAs P.C.
● ClosedTepper, Tepper & Koprowski, CPAs P.C. is a reputable accounting and finance institution located at 1938 Grand Avenue in Baldwin, 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. Their dedication to providing high-quality and personalized services has earned them a strong reputation in the industry. Whether you are an individual or a business in need of financial assistance, Tepper, Tepper & Koprowski, CPAs P.C. is the go-to institution for all your accounting and finance needs.
1938 Grand Ave, Baldwin, NY 11510, United States -
MEB Tax & Accounting
● ClosedMEB Tax & Accounting is a professional accounting and finance institution located at 23 Meadow Park Road in Baldwin Place, New York, United States. We specialize in providing expert tax services, financial planning, and accounting solutions for individuals and businesses alike. Our team of experienced professionals is dedicated to helping our clients navigate the complexities of the financial world and achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, or financial consulting, MEB Tax & Accounting is here to help. Contact us today to learn more about how we can assist you with all of your accounting and finance needs.
23 Meadow Park Rd, Baldwin Place, NY 10505, United States -
Union Square Accounting & Tax
● ClosedUnion Square Accounting & Tax is a reputable financial institution located at 666 Merrick Road in Baldwin, New York, United States. Specializing in accounting and tax services, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Trust Union Square Accounting & Tax to help you navigate the complex world of finance with ease and confidence.
666 Merrick Rd, Baldwin, NY 11510, United States -
H&B Premier Tax & Accounting LLC
● ClosedH&B Premier Tax & Accounting LLC is a full-service accounting and tax firm located at 2300 Grand Avenue in Baldwin, New York, United States. Our team of accredited and experienced professionals is dedicated to serving the community with a range of services including Outsourced Accounting, Write up/ Bookkeeping Service, Business Incorporation & Formation, Business and Individual Tax Preparation, Payroll Services, Professional Tax Representation Services, Tax Planning, and Business Consultancy Services. At H&B Premier, we go above and beyond to provide value that exceeds expectations. If you or your business are facing issues with the IRS or any other tax authority, our expert advisors are here to help. Request a phone call back for a live discussion or consultation by submitting your information through the form on our website. Let us assist you in navigating the complexities of accounting and finance to achieve your financial goals.
2300 Grand Ave #207, Baldwin, NY 11510, United States -
Double L Professional Services, LLC
● ClosedDouble L Professional Services, LLC is a reputable accounting and finance institution located at 2699 Wilddale Road in Baldwin, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, bookkeeping, and more. Whether you are an individual or a business owner, Double L Professional Services, LLC is dedicated to providing personalized and reliable financial solutions to help you achieve your goals. Contact them today to schedule a consultation and see how they can help you manage your finances effectively.
2699 Wilddale Rd, Baldwin, NY 11510, United States -
Advantage Tax and Accounting LLC
● ClosedAdvantage Tax and Accounting LLC is a reputable accounting and finance institution located at 3100 Grand Avenue in Baldwin, New York, United States. Our professional team offers a wide range of services including tax preparation, bookkeeping, payroll services, and financial planning. With years of experience and expertise in the field, we are dedicated to helping our clients achieve their financial goals and navigate the complexities of tax laws and regulations. Trust Advantage Tax and Accounting LLC for all your accounting and financial needs.
3100 Grand Ave, Baldwin, NY 11510, United States -
Tax Expert
● OpenTax Expert is a reputable institution located at 960 Atlantic Avenue, Baldwin, New York, United States. Specializing in accounting and finance, Tax Expert offers expert services in tax preparation, planning, and consulting for individuals and businesses. With a team of experienced professionals, Tax Expert is committed to providing accurate and reliable financial solutions to help clients navigate the complexities of tax laws and regulations. Whether you need assistance with filing your taxes or optimizing your financial strategies, Tax Expert is dedicated to delivering personalized and comprehensive services tailored to meet your specific needs.
960 Atlantic Ave, Baldwin, NY 11510, United States -
Charleston Solutions Tax Consultants
● OpenCharleston Solutions Tax Consultants is a leading accounting and finance institution located at 1648 Grand Avenue, Baldwin, New York, United States. Our team of experienced professionals specializes in providing expert tax consulting services to individuals and businesses. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and regulations to maximize their financial well-being. Whether you need assistance with tax preparation, planning, or audit representation, Charleston Solutions Tax Consultants is here to provide personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and let us help you achieve your financial goals.
1648 Grand Ave, Baldwin, NY 11510, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 670 Sunrise Highway in Baldwin, New York, United States. With a team of expert professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing top-notch assistance to help you achieve your financial goals. Trust H&R Block for all your accounting and finance needs.
670 Sunrise Hwy Store 10A, Baldwin, NY 11510, United States -
Pat Tax Inc
● ClosedPat Tax Inc is a reputable accounting and finance institution located at 860 Grand Terrace Avenue in Baldwin, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Trust Pat Tax Inc for all of your accounting and finance needs.
860 Grand Terrace Ave, Baldwin, NY 11510, United States -
Gonzalez Agency Corp - Ogilda Gonzalez
● ClosedGonzalez Agency Corp - Ogilda Gonzalez is a reputable accounting and finance institution located at 1856 Grand Avenue in Baldwin, New York. With a strong focus on providing top-notch financial services, this establishment is known for its expert advice and personalized solutions tailored to meet the unique needs of each client. Whether you are an individual looking for tax preparation services or a business in need of financial planning assistance, Gonzalez Agency Corp - Ogilda Gonzalez is here to help you navigate the complexities of the financial world with ease and confidence. Trustworthy, reliable, and committed to excellence, this institution is your go-to destination for all your accounting and finance needs.
1856 Grand Ave, Baldwin, NY 11510, United States -
Shashi B Malik PC
● OpenShashi B Malik PC is a reputable accounting and finance institution located at 1955 Grand Avenue in Baldwin, New York, United States. With years of experience in the industry, they offer a wide range of services including tax preparation, financial planning, and accounting services for individuals and businesses. Their team of dedicated professionals is committed to providing top-notch financial solutions tailored to meet the unique needs of their clients. Whether you need help with tax filing or strategic financial planning, Shashi B Malik PC is the go-to institution for all your accounting and finance needs.
1955 Grand Ave, Baldwin, NY 11510, United States -
Accounting Solutions Network, Inc.
● OpenAccounting Solutions Network, Inc. is a professional accounting and finance institution located at 95 Merrick Road, Baldwin, New York, United States. Our team of experienced professionals offers a wide range of accounting services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and more. We are dedicated to providing our clients with customized solutions to meet their specific financial needs. Contact us today to learn how we can help you achieve your financial goals.
95 Merrick Rd, Baldwin, NY 11510, United States -
JFD ltd
● OpenJFD Ltd is a leading financial services institution located at 16 Baldwin Boulevard in Bayville, New York, United States. With a focus on providing expert investment advice and personalized financial solutions, JFD Ltd caters to a diverse clientele seeking to grow and protect their wealth. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through strategic planning and sound investment strategies. Whether you are a seasoned investor or just starting out, JFD Ltd is committed to guiding you towards a secure financial future.
16 Baldwin Blvd, Bayville, NY 11709, United States -
Beyond Credit Limits Corporation
● ClosedBeyond Credit Limits Corporation is a leading finance institution based in Baldwin, New York. Our dedicated team of professionals is committed to helping individuals and businesses navigate their financial challenges and achieve their goals. We offer a wide range of services including loans, credit counseling, and financial planning to help our clients exceed their credit limits and reach new heights of success. Visit us at 2260 Grand Avenue to learn more about how we can help you secure a brighter financial future.
2260 Grand Ave #173, Baldwin, NY 11510, United States
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