TOP 30 Financial planning professionals in Albany, New York

264 results found

uTaxes - LLC/Corp Formation, Bookkeeping and Tax Services is a trusted accounting and finance institution located at 45 Colvin Avenue in Albany, New York. With over 45 years of experience, our family-owned business offers a wide range of services including fast LLC/Corp formation, tax preparation, bookkeeping, CPA services, QuickBooks assistance, and website creation. Our team of experienced professionals is dedicated to providing both personal and professional financial services in Albany, Rensselaer, Schenectady, and Saratoga counties. We represent clients before the IRS and State tax agencies, ensuring that final assessments are fair and any refunds due are identified and credited accordingly.

Gordon & Maikels is a reputable accounting and finance institution located at 21 Everett Road in Albany, New York, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our services include tax preparation, financial planning, auditing, and more. Trust Gordon & Maikels to help you navigate the complexities of accounting and finance with expertise and integrity.

Tice Brunell & Baker CPA's is a reputable accounting and finance institution located at 14 Corporate Woods Boulevard in Albany, New York, United States. With a team of experienced and knowledgeable Certified Public Accountants, they provide a wide range of financial services to individuals and businesses. From tax preparation and planning to bookkeeping and auditing, Tice Brunell & Baker CPA's is dedicated to helping their clients achieve their financial goals. Whether you are looking for personal financial advice or need assistance with your business finances, you can trust the professionals at this institution to provide top-notch service and expertise.

Bryans & Gramuglia is a reputable accounting and finance institution located at 1 Pine West Plaza in Albany, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, financial planning, and more. Clients can expect personalized and reliable service to help them achieve their financial goals. The institution is known for its expertise, integrity, and commitment to excellence in the field of accounting and finance.

Slocum DeAngelus & Associates PC is a renowned accounting and finance institution located at 974 Albany Shaker Road in Latham, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and audit support. Their dedication to providing top-notch financial solutions has earned them a reputation for excellence in the industry. Whether you are an individual or a business looking for expert financial advice, Slocum DeAngelus & Associates PC is the go-to institution for all your accounting and finance needs.

Xtreme Bookkeeper LLC is a trusted accounting and finance institution located at 54 State Street in Albany, New York, United States. With years of experience, we have been serving businesses in all 50 states, offering reliable and professional bookkeeping services. Our team of experienced professionals is dedicated to providing support and taking the hassle out of bookkeeping for your business. Trust Xtreme Bookkeeper LLC to handle all your accounting and finance needs with precision and expertise.

Cerrone Bob CPA is a reputable accounting and finance institution located at 11 Imperial Drive in Albany, New York, United States. With years of experience in the industry, our team of professionals provides top-notch services to individuals and businesses alike. From tax preparation and financial planning to auditing and consulting, we are dedicated to helping our clients achieve their financial goals. Trust Cerrone Bob CPA for all your accounting and finance needs.

Better Bookkeeping Services is a reputable accounting and finance institution located at 206 Lancaster Street in Albany, New York, United States. With a team of experienced professionals, we offer top-notch bookkeeping services to help businesses maintain accurate financial records and make informed decisions. Our services are tailored to meet the specific needs of each client, ensuring efficiency and accuracy in all financial matters. Whether you are a small business owner or a large corporation, Better Bookkeeping Services is committed to providing reliable and personalized solutions to help you achieve your financial goals.

Thomas J. Collura is an institution located at 677 Broadway, Albany, New York, United States, specializing in accounting, finance, and legal services. The practice is led by Tom Collura, who has extensive experience in representing privately-held companies and their owners in corporate, tax, and commercial matters. Tom also provides tax planning services for high net worth individuals, estate and gift taxation, and trust and estate administration. He is a Fellow of the American College of Trusts and Estates Counsel and has served as an expert witness on tax, corporate, and trusts and estates matters. In addition to his legal practice, Tom has been a full-time Lecturer and Director of the M.S. Taxation program at the University at Albany for over 20 years. He is a frequent lecturer to various professionals, including judges, attorneys, CPAs, bankers, financial advisers, and business owners.

FastCloud Global is a leading accounting and finance institution located at 90 State Street in Albany, New York, United States. With a team of experienced professionals, we provide a wide range of financial services to help businesses and individuals manage their finances effectively. Our expertise in accounting and finance allows us to offer tailored solutions to meet the unique needs of our clients. Whether you need help with tax preparation, financial planning, or investment management, FastCloud Global is here to support you every step of the way. Trust us to provide reliable and efficient financial services to help you achieve your financial goals.

Loan Till Payday Online is a financial service provider located in Albany, NY, specializing in connecting consumers with a network of available lenders who may be able to assist with their financial needs. The business operates primarily as a lead generation service, which means it helps facilitate connections between borrowers and lenders but does not directly engage in lending activities or make credit decisions. Important Information:

Welcome to Well Insurance Agency NY, your trusted partner in health insurance solutions. Conveniently located at 100 Albany Street, Cazenovia, New York, we are dedicated to providing personalized and comprehensive health insurance plans tailored to meet your unique needs. Our experienced team of insurance professionals is committed to guiding you through the complexities of health coverage, ensuring you and your loved ones have the protection you deserve. At Well Insurance Agency NY, we prioritize your well-being and peace of mind, offering a range of options from top providers to fit every lifestyle and budget. Visit us today to discover how we can help secure your future with reliable and affordable health insurance.

Welcome to Phillips Lytle LLP: Zarlock Preston L, located at One Canalside, 125 Main Street, Buffalo, NY 14203. Known affectionately as the Queen City or Nickel City, Buffalo is where we call home. Since our inception in 1834 by Orsamus H. Marshall, we have been committed to serving as trusted legal and business advisors. Our legacy is built on providing sophisticated clients with unparalleled knowledge and expertise in their most critical legal and business matters. At our Buffalo office, we offer comprehensive legal services across a wide range of practices and industries. We cater to a diverse clientele, including Fortune 500 companies, global, regional, and local financial institutions, mid-sized and emerging businesses, as well as individuals seeking guidance on business and family wealth planning. Our extensive capabilities in Buffalo are complemented by seamless support from our offices in Albany, Canada, Chautauqua, Chicago, Garden City, New York, Rochester, and Washington, D.C.

Welcome to Skeele Insurance Agency, your trusted partner in safeguarding what matters most. Located at 1715 Albany Street, DeRuyter, New York, our agency has proudly served upstate New York for over 60 years. Founded by Col. Charles W. Skeele, we have grown from a single location to a six-location agency, delivering personalized insurance solutions to individuals and businesses alike. As a fourth-generation, family-owned and operated independent insurance agency, we represent dozens of top-rated regional and national companies. This independence allows us to tailor insurance plans that offer the right coverage and the best value for your unique needs.

Welcome to AmeriCU Credit Union, located at 82 Albany Street in the charming village of Cazenovia, New York. As a trusted financial institution, we are dedicated to providing exceptional banking, finance, and insurance services to our community. Our team of experienced professionals is committed to helping you achieve your financial goals with personalized solutions tailored to your needs. At AmeriCU Credit Union, we offer a comprehensive range of services, including savings and checking accounts, loans, mortgages, and investment opportunities. We also provide a variety of insurance products to ensure that you and your assets are well-protected. Our customer-centric approach ensures that you receive the guidance and support necessary to make informed financial decisions.

Welcome 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.

Welcome to The Bonadio Group: Your Trusted Partner in Accounting and Finance Solutions Located at 432 North Franklin Street, Syracuse, New York, The Bonadio Group is a premier accounting and finance firm dedicated to delivering tailor-made solutions that address the unique needs of your business. Since 1978, we have been committed to providing exceptional service and innovative solutions that help our clients thrive in an ever-evolving financial landscape.

Welcome to H&R Block, your trusted partner for accounting and financial services located at 138 Albany Street, Cazenovia, New York. At H&R Block, we are dedicated to providing excellent financial solutions tailored to meet your unique needs. Our team of experienced professionals offers a wide range of services, including tax preparation, bookkeeping, payroll, and financial planning. Whether you're an individual seeking assistance with your personal taxes or a business in need of comprehensive financial management, we are here to help you navigate the complexities of finance with ease and confidence. Visit us today and experience our commitment to accuracy, reliability, and exceptional customer service. Let H&R Block be your go-to resource for all your accounting and financial needs.

Welcome to Trustco Bank, your reliable financial partner located at 100 Clearbrook Road, Elmsford, New York 10523. As a trusted institution in the banking, finance, and ATM sectors, we pride ourselves on delivering exceptional Home Town service to our valued customers. With over 120 years of experience, we offer innovative banking products and solutions designed to help you achieve your financial goals in an ever-changing rate environment. At Trustco Bank, we are committed to supporting our community and empowering individuals through our comprehensive range of services. From mortgage applications you can start at home to state-of-the-art mobile banking with remote deposit capabilities, we make banking convenient and accessible. As part of the Allpoint ATM Network, our customers enjoy access to over 55,000 surcharge-free ATMs, ensuring ease and flexibility wherever you are.

Welcome to Trustco Bank, your trusted financial partner located at 220E East Hartsdale Avenue, Hartsdale, New York. As a cornerstone of the community since 1902, we are committed to providing exceptional "Home Town" service to our customers while supporting our employees in the neighborhoods we serve. Recognized as the Best Small Bank in New York State by Newsweek and voted #1 Bank in the Capital District by the Times Union, Trustco Bank is dedicated to offering reliable and innovative banking solutions. Our extensive range of services includes personal and business banking, mortgage solutions, and a variety of investment options like Individual Retirement Accounts (IRAs) with flexible terms. Whether you're buying or building a home, or in need of a home equity credit line, our knowledgeable staff is here to guide you every step of the way, offering competitive rates and no hidden fees.

Welcome to Trustco Bank, your trusted partner in financial success, located at 132 Fifth Avenue, Village of Pelham, New York. As a cornerstone of the community since 1902, we are committed to providing exceptional Home Town service and innovative banking solutions to help you achieve your financial goals. Whether you're seeking a trusted lending source for your family, friends, and neighbors, or looking to start your mortgage application from the comfort of your home, Trustco Bank is here to guide you every step of the way. Our knowledgeable staff is ready to assist you at over 140 convenient locations, and our state-of-the-art mobile app offers remote deposit features to ensure banking with us is as effortless as possible. Enjoy access to over 55,000 surcharge-free ATMs as part of the Allpoint ATM Network, and take advantage of our competitive home equity credit lines with low fixed rates and no appraisal or origination fees.

Welcome to Trustco Bank, your trusted local banking partner located at 5-7 Park Place, Bronxville, New York 10708. Established in 1902, Trustco Bank has been a cornerstone of financial stability and community support for over 120 years. We pride ourselves on delivering exceptional Home Town service, offering innovative banking solutions that empower you to achieve your financial goals with confidence. At Trustco, we understand the importance of reliability in an uncertain rate environment. That's why we are committed to providing a wide range of financial services, including ATMs, personal and business banking, and financial planning—all designed to meet your needs. As part of the Allpoint ATM Network, our customers enjoy access to over 55,000 surcharge-free ATMs, ensuring convenience wherever you go.

Welcome to HUNT Real Estate ERA, your trusted partner in navigating the dynamic world of real estate, finance, and insurance. Conveniently located at 601 Lakeport Road, Chittenango, New York, we proudly serve the community with a comprehensive range of services tailored to meet your homeownership needs. As a first-time homebuyer, you can benefit from our expert guidance to unlock the potential of owning your own home. In today's competitive market, hiring a real estate professional is crucial. Our team of experienced agents is your most valuable resource when buying or selling a home, ensuring you make informed decisions every step of the way. Beyond real estate, we offer a suite of services including HUNT Mortgage, HUNT Insurance, HUNT Commercial, and HUNT Property Solutions, all designed to maximize your success.

Welcome to Howard Hanna Cazenovia, your trusted partner in finance, insurance, and real estate services. Conveniently located at 87 Albany Street, Cazenovia, New York, we are dedicated to serving the community with integrity and expertise. At Howard Hanna Cazenovia, we understand that buying or selling a home is one of the most significant financial decisions you'll make. Our experienced real estate agents are committed to guiding you through every step of the process, ensuring a seamless and stress-free experience. Whether you're a first-time homebuyer, looking to sell, or seeking investment opportunities, our team is equipped with the local market knowledge and industry insights to help you achieve your goals.