TOP 30 Financial strategy consulting in Fulton, New York

16 results found

Merrill Lynch Financial Advisor Jessica E. Lee is a reputable finance institution located at 474 Fulton Street in New York, United States. With years of experience and expertise in the financial industry, Jessica E. Lee provides personalized financial advice and strategies to help clients achieve their financial goals. Whether you're looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Jessica E. Lee is dedicated to providing top-notch service and guidance to help you navigate the complexities of the financial world.

Merrill Lynch Financial Advisor Jeff C Thomas, located at 474 Fulton Street, New York, United States, offers a holistic approach to achieving client goals through Environmental, Social, and Governance (ESG) Principles and CERTIFIED FINANCIAL PLANNER™ Professional Standards. Specializing in Goals-Based Wealth Management with a focus on ESG Investing, the institution's personalized financial strategies align with client beliefs while aiming to achieve financial objectives. By prioritizing Social Responsibility and incorporating ESG issues into asset allocation models, the institution aims to provide sustainable and impactful investment solutions. With a commitment to community involvement and personalized service, the institution's team of experienced professionals at Merrill Lynch Wealth Management ensures that clients' financial needs and aspirations are met through tailored financial plans. By focusing on client priorities, goals, and values, the institution aims to help clients navigate financial decisions and achieve long-term success. With access to Merrill's investment insights and Bank of America's banking solutions, clients can develop a comprehensive approach to managing, growing, and preserving their wealth. By regularly reviewing and adjusting financial approaches, the institution helps clients stay on track to reach their financial goals. Through a personalized and client-focused approach, Merrill Lynch Financial Advisor Jeff C Thomas strives to help clients achieve their financial aspirations and navigate life's financial complexities.

Quipu Tax & Consulting Corp. is a leading finance institution located at 3373 Fulton Street in New York, United States. Specializing in tax and consulting services, our team of experienced professionals is dedicated to providing expert financial guidance and support to individuals and businesses alike. With a commitment to excellence and personalized service, Quipu Tax & Consulting Corp. is the go-to destination for all your financial needs. Contact us today to learn more about how we can help you achieve your financial goals.

WITH - KEHN, LLC is a reputable accounting and finance institution located at 406 Fulton Street in Troy, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to excellence and personalized approach sets them apart in the industry. Whether you are a small business owner or an individual looking for financial guidance, WITH - KEHN, LLC is dedicated to helping you achieve your financial goals.

Bank of America Private Client Advisor John G Duane is a Senior Vice President at Bank of America Private Bank in Brooklyn, New York. With a deep knowledge of complex financial concerns, John leads a team that delivers personalized wealth management strategies and services to high-net-worth families and individuals. His team includes experienced professionals such as a Relationship Manager, Portfolio Manager, Trust Officer, and other specialists. John is dedicated to helping clients navigate the challenges of managing significant wealth and strives to build strong client relationships based on trust and personal experience. The institution offers a personalized approach, drawing on the resources of Bank of America to help clients achieve their financial goals. Whether clients are looking to preserve wealth, build philanthropic legacies, or plan for future growth, Bank of America Private Bank prioritizes the goals of its clients. The institution values innovation and continually adapts to evolving markets and financial landscapes. Clients can expect disciplined financial strategies and a focus on providing a bridge across generations. It's important to note that Bank of America Private Bank does not provide legal, tax, or accounting advice. Clients should consult their own advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services, and fiduciary standards do not apply in certain situations.

Merrill Lynch Wealth Management, located at 474 Fulton Street in New York, United States, is a finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. The branch is dedicated to supporting the economic, social, and cultural life of the communities it serves through volunteerism and charitable outreach. With a team of experienced advisors, Merrill Lynch Wealth Management provides financial strategies tailored to meet the unique goals and needs of each client. These strategies go beyond wealth planning advice to include retirement income planning, guidance on concentrated stock positions, and access to estate planning services.

Bank of America Private Client Advisor John Adam Alexander is a Senior Vice President and Private Client Advisor at Bank of America Private Bank, located in Brooklyn, NY. With a focus on advising Business Owners, from tech startups to multi-generational family businesses, John holds the Certified Exit Planning Advisor® and the Chartered SRI Counselor™ designations. He leads a team of specialists in investment management, trust and estate planning, banking and lending, liquidity event planning, legacy and wealth strategy, NextGen, art and philanthropy, and Family Office design. John's three decades of leadership experience in private banking and investment management across the Americas, Europe, and Asia make him well-equipped to provide expert advice tailored to the unique needs of each family. Fluent in Spanish and French, with a working knowledge of Russian, John is also the Executive Director of the Piermont Straus Foundation. At Bank of America Private Bank, clients can expect a personalized approach to managing significant wealth, with a focus on preserving and sharing wealth, building philanthropic legacies, and planning for future growth. The institution values innovation and aims to help clients anticipate and respond to evolving markets and financial landscapes. Please note that by visiting the Bank of America Private Bank's website, you may be directed to FINRA’S BrokerCheck. Investing involves risk, and it is recommended to consult legal and tax advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services.

Alter Jack B CPA is a reputable accounting and finance institution located at 175 South 2nd Street in Fulton, New York, United States. With years of experience in the industry, they offer a wide range of services including tax preparation, financial planning, and auditing. Their team of skilled professionals is dedicated to providing personalized solutions to meet the unique needs of each client. Whether you are an individual or a business owner, Alter Jack B CPA is committed to helping you achieve your financial goals.

Attina Services Corp is a reputable accounting and finance institution located at 3229 Fulton Street in New York, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our dedication to accuracy, integrity, and client satisfaction sets us apart in the industry. Whether you need help with tax preparation, bookkeeping, or financial planning, Attina Services Corp is here to help you achieve your financial goals. Visit us today to see how we can assist you with your financial needs.

Long Island Tax Professionals is a reputable accounting and finance institution located at 524 West Fulton Street in Long Beach, New York, United States. Our team of experienced professionals is dedicated to providing top-notch tax services and financial advice to individuals and businesses in the Long Island area. Whether you need help with tax preparation, bookkeeping, or financial planning, our experts are here to assist you every step of the way. Trust Long Island Tax Professionals to help you navigate the complexities of the tax system and achieve your financial goals.

William Browning & Co is a renowned accounting and finance institution located at 814 Fulton Street in Farmingdale, New York, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our commitment to delivering high-quality services and personalized solutions sets us apart in the industry. Whether you need assistance with tax preparation, financial planning, or investment management, our team is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can assist you with your accounting and finance needs.

CHOWDHURY & ASSOCIATES LLC is a reputable accounting and finance institution located at 1249 Fulton Street, New York, United States. Specializing in effective tax strategies for individuals and businesses, our team of experienced tax consultants is dedicated to providing expert advice tailored to your unique situation. We work diligently to ensure that you receive the maximum refund possible by identifying all eligible deductions and credits to help you keep more of your hard-earned money. Our prompt and professional service aims to alleviate the stress of tax season, allowing you to trust us to handle your tax matters with care and efficiency. Explore the journey through time with CHOWDHURY & ASSOCIATES LLC's Tax Consultation in Pictures.

Account On US Services Inc is a reputable accounting and finance institution located at 352 Fulton Avenue in Hempstead, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, our experts are here to assist you every step of the way. Trust Account On US Services Inc for all your financial needs and rest easy knowing your finances are in good hands.

Diamond Geyer & Co is a reputable accounting and finance institution located at 375 Fulton Street in Farmingdale, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, auditing, and financial planning. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Whether you need help with your taxes or want to plan for a secure financial future, Diamond Geyer & Co is the institution to turn to.

Agencia Caribe / WYRMA TAX SERVICE is a reputable accounting and finance institution located at 3197 Fulton Street in New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Their commitment to excellence and personalized approach make them a trusted partner for individuals and businesses seeking expert financial guidance. Visit Agencia Caribe / WYRMA TAX SERVICE for all your accounting and finance needs.

Welcome to Markhoff & Mittman, P.C., a trusted legal ally for injured workers in Brooklyn, New York. Conveniently located at 300 Cadman Plaza West, our dedicated team of experienced attorneys is committed to helping you navigate the complex world of workers' compensation and personal injury law. Since opening our doors in 1933, we have been at the forefront of New York workers' compensation and disability law. We understand the challenges that injured workers face, from denied claims to insufficient compensation. Our mission is to ensure that you receive the benefits and support you deserve, whether through a workers' compensation claim, social security disability claim, or personal injury lawsuit.