Financial strategy optimization in Newburgh, New York
11 results found
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Compass Asset Management Group
● OpenCompass 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.
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Focused Wealth Management
● OpenFocused 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.
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The Captiva Group
● OpenThe Captiva Group is a finance institution located at 500 Stony Brook Court in Newburgh, New York, United States. They offer a flexible and customizable planning approach to help investors thrive and succeed. The institution provides insights from Wells Fargo Investment Institute’s 2024 outlook for the economy, equities, fixed income, real assets, and alternative investments. Please note that by visiting their website, you will be leaving the Wells Fargo Advisors website and entering a privately owned site that is not affiliated with Wells Fargo Advisors or its companies. It is recommended to review the third-party's policies and terms and conditions before proceeding.
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Nick Quartarano - TD Wealth Relationship Manager
● OpenNick Quartarano is a dedicated Relationship Manager at TD Wealth located at 800 Broadway in Newburgh, New York. With a focus on finance, Nick provides personalized wealth management services to help clients achieve their financial goals. With a strong background in finance and a commitment to client satisfaction, Nick Quartarano is a trusted advisor for individuals looking to grow and protect their wealth. Contact Nick Quartarano at TD Wealth for expert financial guidance and support.
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H&R Block
● OpenH&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.
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Resolve Tax Problem - Home
● OpenResolve Tax Problem - Home is a reputable institution located at 225 South Plank Road in Newburgh, New York, United States. Specializing in accounting and finance, we have over 30 years of experience in resolving tax problems, tax planning, and tax preparation. Our dedicated team is committed to helping individuals navigate through complex tax issues with honesty and integrity. Unlike other institutions, we do not make false promises or demand large down payments without delivering results. We believe in offering fair pricing, outlining a clear plan of action to resolve your tax problems, and tirelessly advocating on your behalf to achieve the best possible outcome. Trust Resolve Tax Problem - Home to provide you with expert guidance and personalized solutions for all your tax-related needs.
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Sofokles Tax Services
● OpenSofokles 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.
448 Broadway, Newburgh, NY 12550, United StatesAdvertisements -
APB Professional Business Office of Alfonso Solorzano
● OpenAPB Professional Business Office of Alfonso Solorzano is a reputable accounting and finance institution located in Newburgh, New York. With a focus on providing top-notch financial services to individuals and businesses, our team of experts is dedicated to helping clients achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our experienced professionals are here to help. Visit us at 53 New York 17K to learn more about how we can assist you with all your accounting and finance needs.
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Global Tap Consulting
● OpenGlobal Tap Consulting is a leading consulting firm located at 1720 New York 300 in Newburgh, New York. Our team of experts specializes in providing innovative solutions for businesses looking to expand their global reach. With a focus on market research, strategic planning, and implementation, we help our clients tap into new opportunities and achieve sustainable growth. Contact us today to see how Global Tap Consulting can help your business thrive in the competitive global marketplace.
1720 NY-300, Newburgh, NY 12550, United StatesAdvertisements -
Stanley Marks & Co
● OpenStanley Marks & Co is a reputable institution located at 32 Fostertown Road in Newburgh, New York, United States. With a dedication to providing top-notch financial services, Stanley Marks & Co offers a wide range of investment opportunities and financial planning solutions to help clients achieve their financial goals. With a team of experienced professionals, the institution prides itself on delivering personalized and tailored advice to each client. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Stanley Marks & Co is committed to helping you make informed decisions and secure your financial future.
32 Fostertown Rd, Newburgh, NY 12550, United StatesAdvertisements -
Scott Stone, CPA
● OpenScott Stone, CPA is a reputable accounting and finance institution located at 32 Fostertown Road in Newburgh, New York, United States. With years of experience and expertise in the field, Scott Stone and his team provide top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, Scott Stone, CPA is dedicated to helping you achieve your financial goals. Trustworthy, reliable, and professional, Scott Stone, CPA is the go-to institution for all your accounting and finance needs.
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