Financial planning services in Newburgh, New York

Jackson Hewitt Tax Service located at 5020 Route 9W in Newburgh, New York, is a finance institution ready to help you get your biggest refund. Our Tax Pros are available to assist you with in-person tax preparation, drop-off tax preparation, and help with IRS letters. While our tax advance loans have ended this year, we are still here to provide you with expert assistance in English and Spanish. Our Tax Pros are proficient in both languages to better serve our clients. Whether you prefer to schedule an appointment online or walk in without one, we are here to ensure that every dollar matters when it comes to your taxes. Contact us at (845) 863-1040 to reserve time with a Tax Pro and let us take care of your tax needs. Remember, when every dollar matters, it matters who does your taxes™.

Sofokles Tax Services is a reputable accounting and finance institution located at 448 Broadway in Newburgh, New York, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, financial planning, and consulting. Our goal is to help individuals and businesses navigate the complexities of the financial world with ease and confidence. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.

Spencers Financial Services is a reputable finance institution located at 735 Broadway in Newburgh, New York, United States. With a team of experienced financial experts, Spencers Financial Services offers a wide range of financial services including investment planning, retirement planning, insurance, and wealth management. Whether you are looking to grow your wealth or plan for your future, Spencers Financial Services is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help secure your financial future.

Edward Jones - Financial Advisor: Tim Bardin is a reputable financial institution located at 34 North Plank Road in Newburgh, New York. As a trusted finance advisor, Tim Bardin offers personalized financial planning services to help clients achieve their financial goals. With a commitment to providing top-notch financial advice and guidance, Edward Jones - Financial Advisor: Tim Bardin is dedicated to helping individuals and families make sound financial decisions for a secure future. Contact Tim Bardin today to start planning for your financial success.

Newburgh Tax & Accounting Services is a trusted institution located at 31 South Plank Road in Newburgh, New York. Specializing in accounting and finance, our team of professionals is dedicated to providing top-notch services to individuals and businesses in the area. With years of experience and expertise, we offer a wide range of services including tax preparation, bookkeeping, payroll, and financial consulting. Our goal is to help our clients achieve financial success and peace of mind. Contact us today to learn more about how we can assist you with all your accounting and financial needs.

Hudson Valley Paralegal Services is a certified New York State Minority/Women-owned Business Enterprise located at 5020 Route 9W, Newburgh, New York. Founded by Annette S. Irizarry, a Litigation Paralegal with over 25 years of experience, the institution offers freelance support to attorneys, businesses, and the general public. Specializing in civil proceedings such as personal injury, estates and trust, business formation, real property, family and domestic relations law, Hudson Valley Paralegal Services provides legal document preparation, court filings, research, investigation, office management support, and bookkeeping services. They also assist individuals with legal matters by helping prepare forms and documents for uncontested divorces, child support, child custody/visitation, business formation, estate planning, probate filings, powers of attorney, health care proxies, and notaries. The institution is committed to providing high-quality service and customer satisfaction. Please note that Hudson Valley Paralegal Services is not a law firm and its employees are not attorneys, therefore they do not provide legal advice. Instead, they offer freelance and independent paralegal services to attorneys, and provide notary services, forms, research, financial, and legal education purposes to the general public. If legal advice is needed, they can help refer individuals to attorneys who can assist with their legal concerns.

ADA Accounting Services, Inc. is a reputable accounting and finance institution located at 1 Orchard Drive in Newburgh, 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 and bookkeeping to financial planning and consulting, ADA Accounting Services, Inc. provides personalized solutions to meet the unique needs of their clients. Their commitment to excellence and attention to detail make them a trusted partner for all your accounting and finance needs.

Kenan Financial, CPA is a reputable accounting and finance institution located at 145 Windsor Highway in Newburgh, 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 consulting. Kenan Financial, CPA is dedicated to providing personalized and professional service to individuals and businesses alike, helping them achieve their financial goals and ensure compliance with regulations. Trust Kenan Financial, CPA for all your accounting and financial needs.

ATAX in Newburgh, NY is a leading accounting and finance institution located at 350 Broadway in Newburgh, New York. Our team of experienced professionals is dedicated to providing top-notch financial services for individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, ATAX is here to assist you every step of the way. Trust us to help you navigate the complex world of accounting and finance with ease and confidence.

Louis Curci: Primerica - Financial Services is a reputable finance and insurance agency located at 1662 New York 300 in Newburgh, New York. With a focus on providing financial services to individuals and families, the institution offers a range of products and services including investment planning, retirement planning, life insurance, and more. The team at Louis Curci: Primerica is dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking to invest for the future or protect your loved ones with insurance coverage, Louis Curci: Primerica is here to assist you every step of the way. Visit their office today to learn more about the services they offer and how they can help you achieve financial success.

Heritage Financial Credit Union is a banking institution located at 211 New York 52, Newburgh, New York, United States. Our Heritage Plaza (South Plank) Branch is situated in the heart of historical Newburgh, NY, making it convenient for residents and visitors alike. Our operating hours are Monday-Thursday 8:30am-5pm, Friday 8:30am-6pm, and Saturday 9am-2pm. During the summer months of July and August, we have adjusted Saturday hours from 9am-1pm. At Heritage Financial Credit Union, we offer a range of financial services including ATM access, banking, and finance options. Visit us today to save time and plan your financial future with the help of our calculators. Connect with us on social media platforms such as Facebook, LinkedIn, Twitter, and Instagram to stay updated on the latest news and promotions. Say hello to us at Heritage Financial Credit Union and experience professional and personalized service.

TEG Federal Credit Union in Newburgh, New York is a trusted financial institution located at 16 North Plank Road. As a credit union, TEG offers a wide range of financial services including ATM access for convenient banking. With a focus on member satisfaction and community involvement, TEG Federal Credit Union is committed to helping individuals and families achieve their financial goals. Visit us today to experience personalized service and competitive rates.

A.P.T. Accounting & Tax Service is a reputable accounting and finance institution located at 259 New York 17K in Newburgh, New York. Our team of experienced professionals provides a wide range of accounting and tax services to individuals and businesses in the United States. With a commitment to excellence and personalized attention, we strive to help our clients achieve their financial goals and navigate the complexities of tax regulations. Trust A.P.T. Accounting & Tax Service for all your accounting and financial needs.

De Lorenzo Financial Planning is a reputable finance and insurance agency located in Newburgh, New York. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and strategic investment solutions. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, our experts are here to provide you with the guidance and support you need. Visit us at 276 New York 17K to learn more about our services and how we can help you secure a stable financial future.

Edward Jones - Financial Advisor: Nicholas S Brown is a reputable finance institution located at 297 South Plank Road in Newburgh, New York, United States. Nicholas S Brown is a dedicated financial advisor who helps clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Nicholas S Brown is committed to providing top-notch financial services to individuals and families in the Newburgh area. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Nicholas S Brown is here to help you navigate the complexities of the financial world and secure your financial future.

Tax & Accounting office Newburgh - Progreso Accountants is a professional institution located at 163 Old Little Britain Road in Newburgh, New York. Specializing in accounting and finance services, our team of expert accountants is dedicated to providing top-notch tax preparation, bookkeeping, and financial consulting services to individuals and businesses in the United States. With a commitment to accuracy and efficiency, we strive to help our clients achieve their financial goals and navigate the complex world of taxes and accounting. Contact us today to schedule a consultation and see how we can help you manage your finances effectively.

Financial Security Group is a leading insurance agency located at 16 Hill Street in Newburgh, New York. We specialize in providing individuals and businesses with tailored insurance solutions to safeguard their financial well-being. Our experienced team of agents is dedicated to helping clients find the right coverage to protect their assets and loved ones. Whether you are looking for auto, home, life, or business insurance, we have the expertise to meet your needs. Contact us today to learn more about how Financial Security Group can provide you with peace of mind and financial security.

Davis & Bartholomew Financial Services is a reputable finance institution located at 134 Newburgh Avenue in Buffalo, New York. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. From investment planning to retirement savings, we provide personalized solutions tailored to each client's unique needs. Trust Davis & Bartholomew Financial Services to help you secure your financial future.

Selby Legal PLLC is a finance and lawyer institution located at 320 Robinson Avenue, Newburgh, New York, United States. Specializing in bankruptcy law in New Paltz, Kingston, and Newburgh, Selby Legal offers services in traffic violations, real estate transactions, personal injury cases, and more. Led by attorney George C. Selby, the firm is dedicated to providing personalized and professional legal assistance to each client. Whether you are facing a traffic ticket, considering bankruptcy, dealing with a foreclosure, or need help with intellectual property rights, Selby Legal is here to help. With a commitment to client satisfaction and a focus on protecting your rights, Selby Legal PLLC is the go-to firm for legal assistance in the Mid-Hudson Valley and beyond. Contact them today for a free consultation at (845) 419-3383.

Jim Manley Jr - State Farm Insurance Agent is an insurance agency located at 231 South Plank Road, Newburgh, New York, United States. Their office is conveniently located 1/2 Mile West of the Intersection of Route 300 and Route 52. They offer a range of insurance services including Auto, Home, Life, Health, and Financial products in New York, New Jersey, and Pennsylvania. As spring approaches and summer is around the corner, they are encouraging customers to get their toys out and provide a free quote on ATV, Boat, Waverunner, Motorcycle, or any other toys. They also offer life insurance to ensure the financial future of your loved ones.

Phillip Williams - State Farm Insurance Agent is located at 164 Temple Hill Road in New Windsor, New York. As an insurance agency, we offer personalized insurance plans to meet your needs. Our office is conveniently located just 1/4 mile North from Five Corners, across the street from Tractor Supply & Temple Hill Tavern. While State Farm has paused online auto insurance quotes, you can call our office during normal business hours to get your Personal Price Plan. We have been serving New Windsor, Cornwall, and Newburgh, NY since 2001, offering a range of insurance services including Life and Health Insurance, Small Business Owner Insurance, Car Insurance Quotes, Renters, Condo, and Homeowner Insurance.

H&R Block is a reputable accounting and finance institution located at 1401 New York 300 in Newburgh, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of tax preparation and financial services to individuals and businesses. Whether you need help with filing your taxes, maximizing deductions, or planning for your financial future, H&R Block is dedicated to providing expert guidance and solutions tailored to your specific needs. Trust H&R Block to help you navigate the complexities of accounting and finance with ease and confidence.

Mid-Hudson Valley Federal Credit Union is a trusted financial institution located at 1224 New York 300 in Newburgh, New York. As a full-service credit union, we offer a wide range of financial products and services to meet the needs of our members. From checking and savings accounts to loans and investment options, we are dedicated to helping our members achieve their financial goals. With convenient ATM services available, we strive to provide easy access to your funds whenever you need it. Visit us today to experience the personalized service and competitive rates that set us apart from traditional banks.

H&R Block is a renowned accounting and finance institution located at 471 Broadway in Newburgh, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, H&R Block is dedicated to providing expert advice and assistance to help you navigate the complexities of financial management. Visit us today to experience top-notch accounting services in a welcoming and professional environment.

Compass Asset Management Group is a leading finance institution located at 100 Stony Brook Court in Newburgh, New York, United States. With a team of experienced financial professionals, Compass Asset Management Group offers a wide range of investment and wealth management services to help clients achieve their financial goals. Whether you are looking to grow your portfolio, plan for retirement, or protect your assets, Compass Asset Management Group can provide personalized solutions to meet your needs. Trust in Compass Asset Management Group to guide you towards a secure financial future.

Focused Wealth Management is a finance institution located at 11 Old Balmville Road in Newburgh, New York, United States. Founded in 1994, we are an SEC Registered Investment Advisory firm dedicated to assisting clients with all aspects of their financial lives. Our investment process focuses on portfolio construction and risk management to help clients achieve their specific goals. As a separate entity from Securities America, we offer asset management solutions and services to our clients. Our team is committed to providing personalized strategies to help clients reach their financial objectives. Please note that Securities America and Focused Wealth Management are separate companies, and advisory services are offered through Focused Wealth Management, Inc. This site is intended for residents of the United States and is for informational purposes only. We recommend consulting with a tax or legal advisor for personalized advice related to your financial situation.

Professional Health Advisors is a health insurance agency located at 119 Broadway in Newburgh, New York, United States. Our mission is to provide easy-to-understand, customizable medical insurance products to our clients. We are dedicated to improving the quality of life for our clients through our services, communication, and education. With a thorough screening of your qualifications, we can help you access all the benefits you are entitled to. We understand that you can never fully prepare for a major illness, but with the right insurance coverage, you can be financially prepared. Everything we do is for one important cause: you. Contact us today for personalized health insurance solutions.

Frank Clarino Income Tax is a trusted accounting and finance institution located at 6 Little Britain Road in Newburgh, New York. With years of experience in the industry, our team of professionals is dedicated to providing top-notch income tax services to individuals and businesses alike. Whether you need help with tax preparation, planning, or filing, we are here to assist you every step of the way. Trust Frank Clarino Income Tax for all your financial needs and rest assured that your finances are in good hands.

PKF O'Connor Davies is a leading accounting and finance institution located at 32 Fostertown Road in Newburgh, New York. With a strong reputation for excellence and expertise in the industry, they offer a wide range of services to clients in the United States. Their team of professionals is dedicated to providing top-notch financial solutions and advice to help individuals and businesses achieve their financial goals. Whether you need help with tax preparation, auditing, or financial planning, PKF O'Connor Davies is the institution to trust for all your accounting and finance needs.

Ways & Means Inc is a reputable accounting and finance institution located at 3 Benson Avenue in Newburgh, New York, United States. With a team of experienced professionals, we provide top-notch financial services to individuals and businesses alike. Our services include tax preparation, bookkeeping, financial planning, and more. Trust Ways & Means Inc to help you navigate the complexities of the financial world with precision and expertise.