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TOP 30 Financial planning in New Rochelle, NY
84 results found
Search for local businesses, places and services near you
Hilda Ortega - State Farm Insurance Agent
ts are underwritten and issued by American Pet Insurance Company, a member of the State Farm family of companies. American Pet Insurance Company is licensed in all 50 states and the District of Columbia. This institution is located at 491 New Rochelle Road, Bronxville, New York, United States. The insurance agency offers a wide range of insurance options, including Home Insurance, Life Insurance, Auto Insurance, Business Insurance, and more. The team at Hilda Ortega State Farm is dedicated to providing exceptional customer service and ensuring that clients receive the coverage they need to protect themselves and their loved ones. The office is easily accessible from Cross County Parkway East, making it convenient for residents of Bronxville and surrounding areas to visit. Stop by for a Life Insurance quote and receive a gift card by December 8, 2023. Whether you need insurance for your home, car, business, or health, the team at Hilda Ortega State Farm is here to help you find the right coverage for your needs. Contact them today to learn more about the insurance options available to you.
Facilities House
Facilities House is a prestigious university located at Pryer Terrace in New Rochelle, New York, United States. Our institution offers a wide range of Clubs & Activities, Study Abroad programs, Housing & Dining options, as well as Cost & Financial Aid assistance. Our academic calendars are designed to help students plan their schedules effectively. Join us for upcoming events:
Bob Weber - State Farm Insurance Agent
Bob Weber - State Farm Insurance Agent is a trusted insurance agency located at 626 North Avenue in New Rochelle, New York. With a commitment to providing personalized service and comprehensive coverage options, Bob Weber and his team are dedicated to helping clients protect what matters most. Whether you are in need of auto, home, life, or business insurance, you can rely on Bob Weber to guide you through the process and find the right policy for your needs. Visit their office today to learn more about how they can help you secure your future.
Mostafa Ettangi, Bankers Life Agent
Mostafa Ettangi, Bankers Life Agent in New Rochelle, New York, offers a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Our experienced agents can help you navigate the complex world of Medicare Advantage plans, ensuring you find the coverage that best suits your needs. With the rising costs of healthcare and the increasing need for long-term care, it's crucial to start planning for the future. Visit us at 271 North Avenue to begin discussing your insurance options and take the first step towards securing your financial well-being.
Highline Risk Solutions
Highline Risk Solutions, located at 5 Glenbrook Drive in New Rochelle, New York, is a specialized insurance agency focusing on health insurance for high net worth individuals, cannabis, and professional liability coverage. We pride ourselves on offering personalized insurance plans tailored to each client's unique needs, ensuring comprehensive coverage without any gaps. As an independent agency, we work with top carriers to find the best policies for our clients. Whether you are looking to protect your assets, business, or loved ones, Highline Risk Solutions is here to provide you with the peace of mind you deserve. Serving clients all across the United States, we are dedicated to finding the perfect balance between cost and coverage for all your insurance needs.
Brandie Heard, Bankers Life Agent
Brandie Heard, Bankers Life Agent is a reputable insurance agency located at 271 North Avenue in New Rochelle, New York, United States. As a dedicated agent for Bankers Life, Brandie Heard provides personalized insurance solutions to help individuals and families protect their financial future. With a strong focus on customer service and a deep understanding of the insurance industry, Brandie Heard is committed to helping clients find the right coverage options that meet their specific needs. Contact Brandie Heard, Bankers Life Agent today to learn more about the insurance products and services offered.
Bobby Washington, Bankers Life Agent
Bobby Washington, Bankers Life Agent is a reputable insurance agency located at 271 North Avenue in New Rochelle, New York, United States. Our dedicated agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. One of our specialties is helping clients navigate the complex world of Medicare Advantage plans, finding the right coverage that suits their individual needs. Medicare Advantage (Part C) offers a comprehensive alternative to Original Medicare Parts A and B, with the added benefit of prescription drug coverage (Part D) and an annual maximum out-of-pocket limit. Some plans even offer premiums as low as $0 per month.
Edmond Schapiro, Bankers Life Agent
Edmond Schapiro, Bankers Life Agent in New Rochelle, NY is a premier insurance agency located at 271 North Avenue. Our dedicated agents offer a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. One of our specialties is helping clients navigate the complex world of Medicare. We can assist you in comparing Medicare Advantage plans to ensure you have the right coverage for your needs. Medicare Advantage plans offer comprehensive coverage, including the option for prescription drug coverage, with some plans even offering $0 monthly premiums.
Kayla Nestfield, Bankers Life Agent
Kayla Nestfield, Bankers Life Agent in New Rochelle, NY, offers a comprehensive range of insurance options from Bankers Life and other reputable companies. Located at 271 North Avenue in New Rochelle, New York, our agency specializes in helping clients find the right Medicare Advantage plans to suit their needs. With the rising costs of healthcare and the inevitability of long-term care, it is crucial to be prepared and have these important discussions with your loved ones. Let Kayla Nestfield help you plan for the future and take the next steps towards securing your financial well-being.
Joseph Flores, Bankers Life Agent
Joseph Flores, Bankers Life Agent is an insurance agency located at 271 North Avenue, New Rochelle, New York, United States. Our dedicated agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. With the rising costs of healthcare and the increasing need for long-term care, our agents can help you navigate through your options and find the right coverage for your specific needs. Whether you are looking for Medicare Advantage plans or planning for long-term care, we are here to assist you every step of the way.
The NOW Project Consulting Group
The NOW Project Consulting Group is a finance institution located at 669 Main Street in New Rochelle, New York, United States. Our team of experienced consultants specializes in providing expert financial advice and strategic planning services to help businesses and individuals achieve their financial goals. Whether you need assistance with budgeting, investment strategies, or financial forecasting, our dedicated team is here to help. Contact us today to learn more about how The NOW Project Consulting Group can help you secure a successful financial future.
Primerica
Primerica is a leading financial services institution located at 10 South Division Street in New Rochelle, New York, United States. Specializing in providing financial solutions for individuals and families, Primerica offers a range of services including insurance, investments, and financial planning. With a focus on empowering clients to achieve their financial goals, Primerica is dedicated to helping individuals secure their financial future.
7 Figures Funding North NYC
7 Figures Funding North NYC is a finance institution located at 173 Huguenot Street in New Rochelle, New York. Specializing in providing funding solutions for businesses and individuals, 7 Figures Funding North NYC offers a range of financial services to help clients achieve their financial goals. With a team of experienced professionals, the institution is dedicated to providing personalized and efficient financial solutions to meet the unique needs of each client. Whether you are looking to secure a loan, invest in a new venture, or plan for the future, 7 Figures Funding North NYC is committed to helping you reach your financial aspirations.
GoldenTree Group
GoldenTree Group is a leading financial institution located at 271 North Avenue, New Rochelle, New York, United States. With a strong reputation for excellence in investment management and financial services, GoldenTree Group offers a wide range of solutions for individuals and businesses seeking to grow and protect their wealth. Our experienced team of professionals is dedicated to providing personalized and strategic advice to help our clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, GoldenTree Group is here to help you navigate the complex world of finance with confidence and peace of mind.
Smart's Management & Consulting Associates, LLC
Smart's Management & Consulting Associates, LLC is a reputable consulting firm located at 7 The Court in New Rochelle, New York, United States. Our team of experienced professionals offers a wide range of management and consulting services to help businesses thrive and succeed in today's competitive market. We specialize in strategic planning, financial analysis, marketing strategies, and much more. With our personalized approach and innovative solutions, we are dedicated to helping our clients achieve their goals and maximize their potential. Contact us today to see how we can help your business grow and prosper.
Jesus Molina
Jesus Molina is a reputable finance institution located at 1300 North Avenue in New Rochelle, New York, United States. With a strong focus on providing top-notch financial services, Jesus Molina is committed to helping individuals and businesses alike achieve their financial goals. Whether you need assistance with budgeting, investing, or financial planning, the experienced professionals at Jesus Molina are here to provide expert guidance and support. Trust Jesus Molina for all your financial needs and take the first step towards a secure financial future.
SB Harris Capital, LLC
SB Harris Capital, LLC is a leading finance institution located at 173 Beechwood Avenue in New Rochelle, New York, United States. With a strong focus on providing innovative financial solutions, SB Harris Capital, LLC offers a wide range of services including investment management, wealth planning, and risk management. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how SB Harris Capital, LLC can help you achieve financial success.
Hollan Tax Solutions
Hollan Tax Solutions is a trusted accounting and finance institution located at 175 Huguenot Street in New Rochelle, New York. With a team of experienced professionals, we offer comprehensive tax solutions to individuals and businesses. Our services include tax preparation, planning, and consulting to help our clients navigate the complexities of the tax system and maximize their financial well-being. Whether you need assistance with tax filing or strategic financial advice, Hollan Tax Solutions is here to help you achieve your financial goals.
Empire Tax Relief
Empire Tax Relief is a finance institution located at 1 Radisson Plaza in New Rochelle, New York, United States. Our team of expert tax professionals is dedicated to helping individuals and businesses navigate the complexities of tax laws and regulations. Whether you are facing IRS audits, owe back taxes, or need assistance with tax planning, Empire Tax Relief is here to provide personalized solutions and expert guidance. Trust us to help you achieve financial peace of mind and ensure compliance with tax obligations. Contact us today to schedule a consultation and take the first step towards a brighter financial future.
Continental Tax Services
Continental Tax Services is a reputable accounting and finance institution located at 481 Main Street in New Rochelle, New York, United States. With a team of experienced professionals, Continental Tax Services offers a wide range of tax services, financial planning, and accounting solutions to individuals and businesses. Whether you need assistance with tax preparation, bookkeeping, or financial consulting, Continental Tax Services is dedicated to providing personalized and reliable services to help you achieve your financial goals. Visit us today to experience top-notch financial expertise and exceptional customer service.
Mi Casa Income Tax & Agency
Mi Casa Income Tax & Agency is a trusted accounting and finance institution located at 212 North Avenue in New Rochelle, New York. Our team of experienced professionals is dedicated to providing top-notch tax services and financial advice to individuals and businesses alike. Whether you need help with filing your taxes or managing your finances, we are here to assist you every step of the way. Visit us today to experience personalized and reliable service that you can count on.
Philip Colasuonno & Associates LLC
Philip Colasuonno & Associates LLC is a reputable accounting and finance institution located at 86 Drake Avenue in New Rochelle, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation and planning to financial consulting and investment advice, they are dedicated to helping their clients achieve their financial goals. Whether you are looking for personal financial guidance or seeking assistance with your business finances, Philip Colasuonno & Associates LLC is a trusted partner you can rely on.
Joseph Madonna, CPA, MSTAX
Joseph Madonna, CPA, MSTAX is a reputable accounting and finance institution located at 270 North Avenue in New Rochelle, New York, United States. With a team of experienced professionals, they offer a wide range of services to help individuals and businesses with their financial needs. Whether you need help with tax preparation, financial planning, or other accounting services, Joseph Madonna, CPA, MSTAX is dedicated to providing top-notch expertise and personalized solutions. Trustworthy and reliable, this institution is committed to helping clients achieve their financial goals.
123TaxSolutions (Blanca Salazar)
123TaxSolutions, owned by Blanca Salazar, is a trusted accounting and finance institution located at 528 Main Street in New Rochelle, New York. With a team of experienced professionals, we offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Our goal is to provide personalized solutions that meet the specific needs of each client, helping them achieve their financial goals. Visit us today to see how we can help you with your accounting and finance needs.
Envisage Tax
Envisage Tax is a leading accounting and finance institution located at 363 North Avenue in New Rochelle, New York, United States. With a team of experienced professionals, Envisage Tax offers a wide range of services including tax preparation, financial planning, and accounting solutions for individuals and businesses. Our commitment to excellence and personalized service sets us apart from other firms, ensuring that our clients receive the highest level of expertise and support. Whether you need assistance with tax compliance or strategic financial planning, Envisage Tax is here to help you achieve your financial goals.
Meachem Tax Services
Meachem Tax Services is a reputable accounting and finance institution located at 271 North Avenue in New Rochelle, New York, United States. With a team of experienced professionals, we specialize in providing a wide range of tax services to individuals and businesses. Our dedicated staff is committed to helping our clients navigate the complexities of tax laws and regulations to ensure compliance and maximize financial efficiency. Whether you need assistance with tax preparation, planning, or representation, Meachem Tax Services is here to provide expert guidance and support. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.
DSG Advisory CPA, PLLC
DSG Advisory CPA, PLLC is a reputable accounting and finance institution located at 173 Huguenot Street in New Rochelle, New York, United States. With a team of experienced certified public accountants, they offer a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their dedication to providing personalized and professional services sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Contact DSG Advisory CPA, PLLC for all your accounting and financial needs.
Latino Express Services
Latino Express Services is a trusted institution located at 235 Union Avenue in New Rochelle, New York, offering expert accounting and finance services to the Latino community and beyond. With a team of experienced professionals, we provide a wide range of financial solutions including tax preparation, bookkeeping, and financial planning. Our goal is to help individuals and businesses achieve their financial goals and navigate the complex world of finance with ease. Visit us today to experience our personalized service and commitment to excellence.
Mairena & Company
Mairena & Company is an accounting and finance institution located at 58 Centre Avenue in New Rochelle, New York, United States. Our services include strategic planning, financial analysis, cash management, forecasting, profit planning, controllership, internal controls, process improvement, operational policies & procedures, accounting policies & procedures, business coaching, monthly bookkeeping, financial statements, month-end and year closing, end of year compilation, monthly credit card and bank account reconciliation, maintenance of general ledger, Quickbooks services, international taxes, non-profit taxes, business taxes, individual taxes, sales taxes, 1099NEC and 1099MISC tax preparation and e-filing, tax planning, tax research, registering your business (Limited Liability Company, Corporation, Doing Business as, Notary Public, Translation services). Your journey to financial success starts here at Mairena & Company.
McLean Tax and Accounting LLC
McLean Tax and Accounting LLC is a professional accounting and finance institution located at 200 North Avenue in New Rochelle, New York, United States. Our team of experienced professionals provides a wide range of services including tax preparation, bookkeeping, financial planning, and consulting. We are dedicated to helping individuals and businesses manage their finances effectively and achieve their financial goals. Contact us today to schedule a consultation and see how we can help you with your accounting and finance needs.
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