TOP 30 Financial planning professionals in Cold Spring, New York

6 results found

Bristol Financial Services, Inc. is a full-service independent broker dealer located at 500 North Broadway in Jericho, New York, United States. Specializing in financial and retirement planning, Bristol offers a range of services including IRAs, 401K plans, mutual funds, annuities, life insurance, and college planning. Led by Certified Financial Planner Michael Hartzman, the team at Bristol is dedicated to helping clients meet their long-term financial goals. With a focus on tax-planning, asset allocation, risk management, retirement and estate planning, and long-term insurance planning, Bristol provides personalized and comprehensive financial solutions. The team includes experienced professionals such as Chief Operating Officer Randi Mason, Financial Advisor Amanda Khait, and Sales Assistant Diane Maurici-Dorta. Through their unique financial planning model, Bristol aims to exceed client expectations and build lasting relationships based on trust and loyalty. The institution also hosts an annual client appreciation brunch at the Cold Spring Country Club in Huntington, NY. With a commitment to confidentiality and security, Bristol Financial Services ensures that all client information is protected and handled with the utmost care.

Shad Jeffrey A is a reputable accounting and finance institution located at 3212 U.S. 9 in Cold Spring, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, financial planning, and more. Their dedication to providing top-notch service and personalized solutions has earned them a strong reputation in the community. Whether you are an individual or a business owner, Shad Jeffrey A is committed to helping you achieve your financial goals.

Jeffrey A. Shad BBA, MS, PA is a reputable accounting and finance institution located at 3590 U.S. 9 in Cold Spring, New York, United States. With a team of highly qualified professionals holding Bachelor's and Master's degrees in Business Administration, the institution offers expert financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Jeffrey A. Shad BBA, MS, PA is dedicated to providing top-notch solutions tailored to your specific needs. Trustworthy, reliable, and committed to excellence, this institution is your go-to destination for all your accounting and finance needs.

Taglich Brothers, Inc. is a finance institution located at 37 Main Street, Cold Spring Harbor, New York, United States. Specializing in lower middle market and small cap companies since 1991, they provide comprehensive financial advice and funding strategies. Investing in and growing America's small businesses, Taglich Brothers focuses on identifying undiscovered value in the small cap market. Their research department releases updates on various companies, such as Air Industries Group, Bridgeline Digital, and KULR Technology Group. With a focus on the small cap market, Taglich Brothers takes advantage of inefficiencies to prosper in this unique niche. Visit their website to learn more about their investment banking, equity research department, and investor services.

Welcome to KO Storage, your premier self-storage solution conveniently located at 24452 New York 283, Watertown, NY 13601. Whether you need to declutter your home, store office supplies, or safeguard your belongings during a move, KO Storage offers a variety of unit sizes to meet your specific needs. Our friendly and knowledgeable team is here to help you find the perfect storage solution. Situated on the northeastern edge of Watertown, our facility is easily accessible from key locations around town, including Pearl Street Car Wash and Cyclotherm of Watertown. We're also close to Jefferson Community College, making us an ideal choice for students seeking extra space.

Welcome to the practice of Dr. Ashutosh (Ash) K. Tewari, MBBS, MCh, FRCS (Hon), located at 5 Cuba Hill Road, Greenlawn, New York. Dr. Tewari is a distinguished urologist and prostate cancer specialist, currently serving as the Chairman of the Milton and Carroll Petrie Department of Urology at the Icahn School of Medicine at Mount Sinai. With an impressive career, Dr. Tewari has performed over 5,000 robotic radical prostatectomy surgeries, making his case series one of the largest globally and establishing his outcomes as the gold standard in the field. Dr. Tewari is dedicated to advancing prostate cancer treatment through his leadership at the Tewari Lab, where groundbreaking research into the genomic causes of prostate cancer is underway. His work translates genomic insights into practical applications for physicians, leveraging advanced imaging techniques. Recognized for his contributions, Dr. Tewari received the prestigious American Urological Association’s Gold Cystoscope Award in 2012.