TOP 30 Best Financial services advisors in New York City, New York
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Rochester Financial Services
● ClosedRochester Financial Services, located at 4 Old Brick Circle in Pittsford, New York, is an independent financial consultant offering objective and unbiased financial advice. Founded in 1993, the institution provides Fee-Only portfolio management and financial planning services to clients in Rochester, NY and across the United States. Owner Jeff Feldman, a recognized Rochester Business Journal Top 25 Money Manager, specializes in No-Load mutual fund investments. With approximately $250 million of client assets under management, Jeff is one of Rochester's few members of NAPFA, the association of Fee-Only financial advisors.
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Acentus Capital Advisors
● ClosedAcentus Capital Advisors is a prominent finance institution located at 3808 Union Street in New York, United States. With a team of experienced financial experts, Acentus Capital Advisors offers a wide range of financial services including investment management, wealth management, and financial planning. Their commitment to providing personalized and strategic financial solutions sets them apart in the industry. Whether you are an individual investor or a corporate client, Acentus Capital Advisors is dedicated to helping you achieve your financial goals.
3808 Union St #6E, Queens, NY 11354, United States -
Justin Ponella of Dipaola Financial Group
● ClosedJustin Ponella of Dipaola Financial Group, located at 425 Broadhollow Road in Melville, New York, is a finance institution that offers a range of insurance and investment products. Their services include Life Insurance, Disability Insurance, Health Insurance, Annuities, and Financial Planning. Life Insurance provides financial security for your family in the event of your death, while Disability Income Insurance helps you maintain your standard of living if you are unable to work due to a disability. Group Life Insurance and Group Health Insurance are also available for employers to offer to their employees. Justin Ponella is highly recommended by clients for his professionalism, knowledge, and responsiveness. With over 70 years of combined experience in the industry, the management staff at Dipaola Financial Group represents some of the most influential insurance and investment companies in the country.
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Mortgage Wealth Advisors, Inc.
● ClosedMortgage Wealth Advisors, Inc. is a finance institution located at 255 Executive Drive in Plainview, New York, United States. Your home and mortgage are significant expenses in your life, and the financing strategy you choose can impact your future. Unlike traditional 'Big Box' lenders, we provide a unique and strategic Mortgage Planning Approach to ensure you receive the right mortgage tailored to your needs. Our goal is to offer a smooth process, quick closing, and a concierge experience for our clients. With decades of experience, we assist clients in buying their first home, trading up to their dream home, downsizing, or investing in properties. We also offer HomeBenefitsIQ, a Financial Education & Resource Program for employers and organizations. Contact Mortgage Wealth Advisors today for expert advice, competitive rates, and a personalized mortgage solution. Subscribe to our newsletter for industry news, financial strategies, and valuable resources.
255 Executive Dr Ste 410, Plainview, NY 11803, United StatesAdvertisements -
TAXTIME Professional Services
● ClosedTAXTIME Professional Services is a reputable accounting and finance institution located at 1307 Foster Avenue in New York, United States. Our team of experienced professionals provides a wide range of tax and financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or bookkeeping, we are here to assist you every step of the way. Trust TAXTIME Professional Services for all your accounting and finance needs.
1307 Foster Ave, Brooklyn, NY 11230, United States -
Bovell Financial
● ClosedBovell Financial is a leading accounting and finance institution located at 45 Rockefeller Plaza in New York City, New York, United States. With a team of experienced professionals, Bovell Financial offers a wide range of services including tax preparation, auditing, financial planning, and consulting. Whether you are an individual looking for personal financial advice or a business in need of accounting services, Bovell Financial is dedicated to providing expert guidance and support to help you achieve your financial goals.
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Valley Tax Services Inc
● ClosedValley Tax Services Inc is a finance institution located at 258 Rockaway Avenue in Valley Stream, New York, United States. We specialize in providing comprehensive tax services to individuals and businesses in the area. Our team of experienced professionals is dedicated to helping our clients navigate the complexities of the tax system and maximize their financial opportunities. Whether you need assistance with tax preparation, planning, or representation, Valley Tax Services Inc is here to help. Contact us today to learn more about how we can assist you with your financial needs.
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Amo Income Tax Services
● ClosedAmo Income Tax Services is a reputable accounting and finance institution located at 24255 U.S. 11 in Calcium, New York, United States. Our team of experienced professionals is dedicated to providing expert income tax services to individuals and businesses alike. Whether you need help with tax planning, preparation, or filing, we are here to assist you every step of the way. Trust Amo Income Tax Services for all your financial needs.
24255 US-11, Calcium, NY 13616, United States -
JLP Tax & Bookkeeping Services LLC
● OpenJLP Tax & Bookkeeping Services LLC is a trusted accounting and finance institution located at 61 Degarmo Hills Road in Wappingers Falls, New York, United States. Our team of experienced professionals is dedicated to providing top-notch tax preparation and bookkeeping services for individuals and businesses alike. With a commitment to accuracy and personalized attention, we strive to help our clients achieve their financial goals. Contact us today for all your accounting and finance needs.
61 Degarmo Hills Rd, Wappingers Falls, NY 12590, United States -
Davidoff Accounting & Tax Services
● ClosedDavidoff Accounting & Tax Services is a reputable institution located at 2 Brokaw Avenue in Floral Park, New York, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions for 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 Davidoff Accounting & Tax Services for all your accounting and financial needs.
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Tait's Tax Service INC
● ClosedTait's Tax Service INC is a reputable accounting and finance institution located at 94W West Main Street in Bay Shore, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Clients can trust Tait's Tax Service INC for reliable and accurate financial advice and assistance.
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Debra A Boyce Tax service and Accounting
● ClosedDebra A Boyce Tax Service and Accounting is a reputable institution located at 1547 Winterberry Court in Walworth, New York. Specializing in accounting and finance services, they offer expert tax preparation, bookkeeping, and financial consulting to individuals and businesses alike. With a team of skilled professionals dedicated to providing top-notch services, clients can trust Debra A Boyce Tax Service and Accounting to handle all their financial needs with precision and efficiency. Whether you need help with tax filing or financial planning, this institution is committed to delivering personalized solutions to help you achieve your financial goals.
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Checklist Tax Services Corp
● ClosedWelcome to Checklist Tax Services Corp, your trusted partner in accounting and finance located in the heart of The Bronx, New York. Situated at 210 East 180th Street, our firm is dedicated to providing exceptional financial services to individuals and businesses in the community. At Checklist Tax Services Corp, we understand the complexities of tax regulations and financial planning. Our team of experienced professionals is committed to delivering personalized solutions tailored to meet your unique needs. Whether you're looking for assistance with tax preparation, bookkeeping, payroll services, or financial consulting, we are here to guide you every step of the way.
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Pawlicy Advisor Inc.
● ClosedWelcome to Pawlicy Advisor Inc., your trusted partner in navigating the complex world of pet insurance. Located at 2 Overhill Road, Scarsdale, New York, we specialize in helping pet owners find the right coverage for their furry family members. As an independent insurance agency, we offer a comprehensive comparison tool and education platform designed to simplify your search for the best pet insurance plan. Are you a veterinarian or practice manager? Discover how Pawlicy Advisor can assist your patients by providing instant comparisons of top pet insurance quotes and coverage options all in one place. Our streamlined process allows you to find the perfect pet health insurance plan in just five minutes, saving you time and effort.
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Peak Advisors, Inc
● ClosedWelcome to Peak Advisors, Inc., your trusted insurance agency located in the heart of Holtsville, New York. Situated at 162 Long Island Avenue, we are dedicated to providing exceptional insurance solutions tailored to meet the unique needs of our community. With years of experience and a team of knowledgeable professionals, we specialize in offering a wide range of insurance products, including home, auto, life, and business insurance. At Peak Advisors, Inc., we understand that choosing the right insurance coverage is a crucial decision. Our commitment is to guide you through the process with personalized service, ensuring that you receive the best coverage at competitive rates. We take pride in building long-lasting relationships with our clients, offering expert advice and support every step of the way.
162 Long Island Avenue, Holtsville, New York 11742, United States -
Block Advisors
● ClosedBlock Advisors is a trusted institution located at 268 North Broadway in Hicksville, New York, United States. Specializing in accounting and finance services, our team of experts is dedicated to helping individuals and businesses navigate their financial needs with precision and expertise. Whether you need assistance with tax preparation, financial planning, or investment strategies, Block Advisors is here to provide personalized solutions tailored to your specific goals. With a commitment to excellence and a reputation for excellence, we are proud to serve the local community and beyond with top-notch financial services.
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LEGENDS TAX SERVICES DBA WELCHER CORP
● ClosedLEGENDS TAX SERVICES DBA WELCHER CORP is a reputable finance institution located at 238 North Highland Avenue, Ossining, New York, United States. With over 20 years of experience, our team of tax professionals is dedicated to helping you maximize your tax return. Our staff includes experienced Tax Preparers, Notary Publics, Payroll Clerks, and a dedicated support team to provide a wide range of services including Personal and Business Tax Preparation, Notary services, Translations, and Apostilles. Trust us to handle all your tax and financial needs with professionalism and expertise.
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JP Mathew Inc - Tax Preparation in Rockland County NY
● ClosedJP Mathew Inc is a trusted institution offering tax preparation services in Rockland County, NY. Located at 18 Carteret Drive in Pomona, New York, their team of experienced professionals specializes in accounting and finance. Whether you are an individual or a business owner, they are dedicated to helping you navigate the complexities of tax laws and maximize your financial well-being. With their expertise and personalized approach, you can trust JP Mathew Inc to provide reliable and efficient tax preparation services.
18 Carteret Dr, Pomona, NY 10970, United States -
Max Tax Professional Services
● ClosedMax Tax Professional Services is a trusted institution located at 225 West 231st Street in New York, United States. Specializing in accounting and finance services, they are dedicated to helping individuals and businesses manage their finances effectively. In addition to tax preparation and financial planning, Max Tax Professional Services also offers travel agency services to assist clients in planning their next adventure. With a team of experienced professionals, clients can trust Max Tax Professional Services to provide reliable and comprehensive financial solutions.
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Newhouse Financial and Insurance Brokers
● ClosedNewhouse Financial and Insurance Brokers is a trusted health and insurance agency located at 800 Westchester Avenue in Rye Brook, New York. We specialize in providing comprehensive financial and insurance solutions tailored to meet the individual needs of our clients. Our experienced team of brokers is dedicated to helping you navigate the complex world of insurance and financial planning, ensuring that you have the coverage and security you need. Whether you are looking for health insurance, life insurance, or retirement planning services, we are here to help you every step of the way. Contact us today to schedule a consultation and let us help you secure your financial future.
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My Boss Financial Solutions
● ClosedMy Boss Financial Solutions is a leading finance institution located at 50 Fountain Plaza in Buffalo, New York, United States. With a team of experienced financial experts, we provide a wide range of financial services to help our clients achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, our dedicated team is here to help. Contact us today to schedule a consultation and take the first step towards a secure financial future.
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Rosemont Financial Group
● ClosedRosemont Financial Group is a leading finance institution located at 18 Corporate Woods Drive in Albany, New York, United States. With a team of experienced professionals, Rosemont Financial Group offers a wide range of financial services including investment management, retirement planning, and wealth management. Whether you are an individual looking to grow your personal finances or a business seeking strategic financial solutions, Rosemont Financial Group is dedicated to helping you achieve your financial goals. Trust in Rosemont Financial Group for expert advice and personalized financial strategies tailored to your specific needs.
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HJM Management Services LLC
● ClosedHJM Management Services LLC is a reputable accounting and finance institution located at 6 North Street in Middletown, New York, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses manage their finances effectively. Our services include tax preparation, bookkeeping, financial planning, and more. Trust HJM Management Services LLC to provide you with expert financial guidance and support for all your accounting needs.
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Prudent Financial Solutions, Inc.
● ClosedPrudent Financial Solutions, Inc. is a leading finance institution located in the heart of New York City. Our dedicated team of financial experts is committed to providing personalized solutions to help individuals and businesses achieve their financial goals. From wealth management to investment strategies, we offer a wide range of services to meet our clients' needs. With a focus on transparency and integrity, Prudent Financial Solutions, Inc. is the trusted partner you need for all your financial needs. Visit us at 22 West 38th Street to learn more about how we can help you secure your financial future.
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Credit City
● ClosedCredit City is a finance institution located at 4211 Broadway in New York, New York, United States. Our team has developed effective credit repair solutions based on extensive consumer research, helping individuals achieve their financial goals. Whether you are looking to start a business or improve your credit score, Credit City is here to help. Our services have helped clients increase their credit scores by over 100 points in just one month. Fill out our form to speak with our credit experts and start your journey towards financial success today.
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Certainty Tax Advisors, LLC
● ClosedCertainty Tax Advisors, LLC is a leading accounting and finance institution located at 8008 20th Avenue in New York, United States. Our team of experienced professionals provides expert tax advisory services to individuals and businesses, ensuring accuracy and compliance with all regulations. Whether you need assistance with tax planning, preparation, or audit representation, our dedicated team is here to help. Trust Certainty Tax Advisors, LLC for all your financial needs.
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Block Advisors
● ClosedBlock Advisors is a renowned institution specializing in accounting and finance services, located at 119 East 23rd Street in New York City, New York. With a team of experienced professionals, Block Advisors offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for tax assistance or a business in need of financial guidance, Block Advisors is dedicated to providing personalized solutions to meet your specific needs. Visit us today to experience expert financial advice and support.
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Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a finance institution located at 28-17 Steinway Street in New York, United States. Perfect for those with busy lives, you can simply drop off your tax documents and a Tax Pro will take care of the rest, including a quick call to review your final return and convenient e-signing. We offer appointments for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. To ensure personalized service, we recommend booking an appointment online or calling us at (718) 932-4000 to reserve time with a Tax Pro. Walk-ins without appointments are also welcome at our 28-17 Steinway Street office.
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Exceptional Tax & Accounting Services LLC
● ClosedExceptional Tax & Accounting Services LLC is a leading accounting and finance institution located in the heart of New York City. With a team of experienced professionals, we provide top-notch tax preparation, accounting, and financial consulting services to individuals and businesses alike. Our commitment to excellence and personalized attention sets us apart from the rest, ensuring that our clients receive the highest level of service and expertise. Whether you need help with tax planning, bookkeeping, or financial analysis, our dedicated team is here to help you achieve your financial goals. Visit us at 1825 Coney Island Avenue to experience the exceptional service that sets us apart from the competition.
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1040 Express Accounting Services LLC
● Closed1040 Express Accounting Services LLC is a reputable accounting and finance institution located at 4 Leipnik Way in Kiryas Joel, New York, United States. With a team of experienced professionals, they offer a wide range of accounting services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, 1040 Express Accounting Services LLC is dedicated to providing personalized and efficient financial solutions to meet your specific needs. Trustworthy and reliable, they strive to help you achieve your financial goals and maximize your financial success.
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