Government financial advisors in New York City, New York

Welcome to Anthony Surber - RBC Wealth Management Financial Advisor, your trusted partner in financial planning and wealth management, located at 19485 U.S. 11, Watertown, New York. Our dedicated team is here to help you navigate the complexities of financial planning, ensuring your money works for you to achieve your life goals. At Anthony Surber - RBC Wealth Management, we understand that planning for health care expenses in retirement is crucial. We offer resources like "Taking Control of Health Care in Retirement" to guide you in preparing for a long, happy, and healthy retirement. Additionally, in an age where data breaches are increasingly common, we provide valuable insights to help safeguard your personal and financial information.

Welcome to Cedar Summit Financial Advisors, your trusted partner in navigating the complex world of finance. Conveniently located at 19485 U.S. 11 in Watertown, New York, we are dedicated to helping clients achieve their financial goals through sound portfolio management and personalized financial advice. Our team is led by Cyril Mouaikel, recognized as one of Forbes Best-In-State Wealth Advisors from 2020 to 2024 and highlighted by AdvisorHub as an "Advisor to Watch" in 2022 and 2023. This national recognition underscores our commitment to providing exceptional service and tailored strategies that meet the unique needs of each client.

Welcome to Anthony Hubieral - TD Bank Merchant Solutions Payment Advisor, your trusted partner in financial solutions located at 100 West 125th Street, Manhattan, New York. As a leading provider in the finance sector, we offer more than just payment processing. Our comprehensive suite of services includes apps designed to enhance customer engagement with loyalty rewards, manage your team and payroll, and provide real-time insights into inventory, order tracking, and reporting. Customize your financial strategy with tools like BusinessTrack, which offers in-depth analysis of sales trends, customer segments, spending patterns, and more. Our solutions prioritize security with fully encrypted transactions, cutting-edge software, and hardware monitoring through TransArmorSM. Rest assured that your business is protected with PCI compliant solutions and Data Breach Protection.

Welcome to Tema Silinsky-Bagdadi - TD Bank Merchant Solutions Payment Advisor, your trusted partner in financial solutions located at 31-04 Ditmars Boulevard, Queens, New York 11105. Specializing in comprehensive payment processing and beyond, we empower businesses with innovative tools designed to enhance customer engagement and streamline operations. Our suite of apps offers unique capabilities such as loyalty rewards, employee and payroll management, real-time inventory tracking, order management, and detailed reporting. Customize your business strategy with BusinessTrack, a powerful tool to monitor sales, identify market trends, and analyze customer segments and spending patterns. Ensure peace of mind with our robust security measures, including fully encrypted transactions and PCI-compliant solutions with TransArmorSM and Data Breach Protection.

Welcome to Corporate Finance New York, your trusted partner in navigating the complex world of finance. Conveniently located at 347 5th Avenue in the heart of Manhattan, we are dedicated to providing top-tier financial services tailored to meet the unique needs of businesses and individuals alike. Our team of seasoned finance professionals brings a wealth of experience and expertise, ensuring that you receive insightful guidance and innovative solutions for all your financial challenges. Whether you are looking to optimize your corporate finances, manage investments, or seek expert advice on financial planning, Corporate Finance New York is here to help you achieve your financial goals with confidence and clarity. Visit us today and discover how we can empower your financial journey.

Welcome to Sharlene Faison - TD Bank Merchant Solutions Payment Advisor, your trusted partner in financial solutions located at 269 5th Avenue, Brooklyn, New York 11215. Specializing in comprehensive finance services, we offer more than just payment processing. Our suite of innovative apps is designed to engage your customers through loyalty rewards, efficiently manage employees and payroll, and provide real-time insights into inventory, order tracking, and reporting. Customize your business solutions with our advanced tools like BusinessTrack, which helps you track sales, identify trends, and generate detailed reports on customer segments and spending patterns. We prioritize your security with fully encrypted transactions and PCI-compliant solutions, including Data Breach Protection, ensuring your business remains safe and secure.

Welcome to Duah Mohamed - TD Bank Merchant Solutions Payment Advisor, your trusted partner in navigating the complex world of payment processing and financial solutions. Conveniently located at 1122-1126 Kings Highway, Brooklyn, New York 11229, we specialize in providing comprehensive financial services tailored to meet the unique needs of your business. At TD Bank Merchant Solutions, we believe that payment processing is just the beginning. Our suite of innovative applications is designed to engage your customers with loyalty rewards, streamline employee and payroll management, and offer real-time inventory and order tracking. Customize your financial strategy with tools like BusinessTrack, which helps you track sales, identify emerging trends, and gain insights into customer segments and spending patterns.

Welcome to Efrain Santiago - TD Bank Merchant Solutions Payment Advisor, your trusted partner in advanced financial solutions located at 929 Huguenot Avenue, Staten Island, New York 10312. Specializing in comprehensive payment processing and merchant services, we are committed to empowering your business with cutting-edge tools designed to enhance customer engagement and streamline operations. Our offerings extend beyond traditional payment processing. With TD Bank Merchant Solutions, you can access innovative apps that help manage employee payroll, track inventory in real-time, and engage customers with loyalty rewards. Customize your experience with BusinessTrack, a tool that provides valuable insights into sales trends, customer segments, and spending patterns.

Welcome to Vittorio Filannino - TD Bank Merchant Solutions Payment Advisor, your trusted partner in financial solutions located at 474 Portion Road, Lake Ronkonkoma, New York. Specializing in comprehensive payment processing and merchant services, we offer more than just transaction handling. Our solutions are designed to enhance your business operations with apps that engage customers through loyalty rewards, manage employees and payroll, and provide real-time inventory, order tracking, and reporting. Our customizable tools, such as BusinessTrack, help you track sales, identify trends, and report on customer segments and spending patterns. We prioritize security with fully encrypted transactions and software and hardware monitoring through TransArmorSM, along with PCI-compliant solutions featuring Data Breach Protection to keep your business and customer data safe.

Welcome to the office of Merrill Lynch Financial Advisor Michael T. Lagnese, located at 450 Old Country Road, Riverhead, New York. We are dedicated to helping you navigate your financial journey with confidence and clarity. Our team, supported by the global resources of Merrill, is composed of talented and experienced professionals committed to building strong relationships based on trust and personalized service. At Merrill Lynch Wealth Management, we focus on what matters most to you—your family, goals, and priorities—as they evolve over the years. Our mission is to understand your unique financial situation, enabling us to design and implement a personalized plan to help you pursue your financial goals while managing investment risk.

Welcome to Merrill Lynch Financial Advisor Harry L Hackett, your trusted partner in financial planning and wealth management located at 57 Hampton Road, Southampton, New York. Our mission is to be your primary source for financial advice and guidance, offering personalized strategies to help you navigate the complexities of the financial world. At the Hackett Group, we believe in building strong relationships through teamwork and client involvement. Our dedicated team of advisors and wealth management client associates work closely with you to understand your unique financial situation, goals, and priorities. With access to the global investment capabilities of Merrill and the banking convenience of Bank of America, we provide comprehensive solutions tailored to your needs.

Welcome to Merrill Lynch Financial Advisor Michael Gray, located at 57 Hampton Road, Southampton, New York. As a dedicated financial advisor, Michael Gray offers a comprehensive suite of investment solutions through Merrill and banking products from Bank of America. Our mission is to build and preserve wealth for our clients by understanding their unique financial goals and providing personalized, high-quality investment advice. At Merrill Lynch, we focus on creating tailored financial strategies that align with your risk tolerance, time horizon, and liquidity needs. By leveraging our deep knowledge and experience, we aim to help you navigate the complexities of the financial markets and make informed decisions that can shape a prosperous future for you and your family.

Welcome to Alexandra Cavallaro - RBC Wealth Management Financial Advisor, your trusted partner in navigating the complexities of wealth management. Located at 223 West Montauk Highway, Hampton Bays, New York, our team is dedicated to providing customized wealth management solutions tailored to every stage of your life. As one of the top RBC Wealth Management teams in NYC, based on Assets Under Management, we focus on preserving and enhancing your wealth, helping you expand opportunities and simplify your life. We are proud to be featured on the Forbes Best-In-State Wealth Management Teams list for 2024, a testament to our commitment to excellence. Our esteemed team includes nationally recognized professionals like James Covell, whose achievements include receiving prestigious industry awards. Our expertise is further highlighted through media appearances, such as our feature on Reuters TV discussing market volatility.

Welcome to Jason Newman - RBC Wealth Management Financial Advisor, located at 223 West Montauk Highway, Hampton Bays, New York. As one of the leading RBC Wealth Management teams in New York City, distinguished by our substantial Assets Under Management, we are dedicated to providing personalized wealth management solutions tailored to every stage of your life. Our mission is to help you preserve and enhance your wealth through strategic relationships, expert advice, and world-class capabilities, ultimately expanding your opportunities and simplifying your life. We are proud to announce our inclusion in the Forbes Best-In-State Wealth Management Teams list for 2024, a testament to the dedication and excellence we bring to our valued clients. Our team, the Covell/DiConza/Newman Group, is honored to have Financial Advisor James Covell recognized with prestigious industry awards, highlighting our commitment to exceptional client service.

Welcome to Edward DiConza - RBC Wealth Management, your trusted financial advisory team located at 223 West Montauk Highway, Hampton Bays, New York. As one of the leading RBC Wealth Management teams in NYC, recognized on the Forbes Best-In-State Wealth Management Teams list for 2024, we are committed to providing you with personalized wealth management solutions tailored to every stage of your life. Our mission is to help you preserve and enhance your wealth through our expertise, strong relationships, and world-class capabilities. Whether you are planning for retirement, investing in your future, or managing your estate, our team is here to simplify your financial journey and expand your opportunities.

Welcome to Joseph Jamison - RBC Wealth Management Financial Advisor Located at 223 West Montauk Highway, Hampton Bays, New York, Joseph Jamison is your trusted partner in navigating the complex world of finance. As a dedicated financial advisor, Joseph offers personalized wealth management services designed to help you prioritize your financial objectives and prepare to achieve them. At RBC Wealth Management, we understand the importance of a tailored approach to financial planning, ensuring that your unique needs and aspirations are at the forefront of everything we do.

Welcome to Richard F Nydegger - RBC Wealth Management Financial Advisor, located at 223 West Montauk Highway, Hampton Bays, New York. As a Senior Vice President and Financial Advisor within the Consulting Group, Richard F Nydegger is dedicated to providing comprehensive financial guidance and wealth management services tailored to your individual needs. In today's complex financial landscape, understanding and navigating market dynamics is crucial. With the federal government’s debt having doubled since 2015, strategic investment decisions are more important than ever. Our Midyear Outlook provides valuable insights to help you make informed choices amidst economic uncertainties.

Welcome to James Covell - RBC Wealth Management Financial Advisor, located at 223 West Montauk Highway, Hampton Bays, New York. As a distinguished team within the RBC Wealth Management family, we pride ourselves on delivering customized wealth management solutions tailored to each stage of our clients' lives. Our mission is to preserve and enhance your wealth through personalized services, expert insights, and world-class capabilities that help you expand your opportunities and simplify your life. Our commitment to excellence has earned us recognition on the Forbes Best-In-State Wealth Management Teams list for 2024, reflecting the trust and satisfaction of our valued clients. We extend our gratitude to Forbes, our clients, and colleagues for their continued support and look forward to another successful year of service.

Welcome to Christopher Drew - RBC Wealth Management Financial Advisor, your trusted partner in navigating the complex world of finance. Situated at 223 West Montauk Highway in the picturesque Hampton Bays, New York, our firm is dedicated to providing personalized financial guidance and strategic investment solutions to help you achieve your financial goals. As a Senior Vice President and Financial Advisor with the RBC Wealth Management Consulting Group, Christopher Drew brings a wealth of expertise and a commitment to excellence. In an ever-evolving economic landscape, where the federal government’s debt has doubled since 2015, Christopher offers insightful advice and strategies to navigate these challenges. Our Midyear Outlook provides valuable perspectives on market trends and economic conditions, emphasizing the importance of sound portfolio management amidst political and economic noise.

Lavin & Associates is a leading accounting and finance institution located at 50 Main Street in White Plains, New York. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our services include tax preparation, bookkeeping, financial planning, and more. We pride ourselves on delivering personalized and high-quality solutions to meet our clients' needs. Contact us today to learn more about how we can help you achieve your financial goals.

Chugh, LLP is a reputable institution located in the heart of New York City, offering a wide range of services in the fields of accounting, finance, and law. With a team of experienced attorneys and certified public accountants, we provide expert advice and guidance to our clients on a variety of legal and financial matters. Whether you are in need of tax planning, estate planning, business consulting, or litigation support, our professionals are here to assist you every step of the way. Visit us at 330 7th Avenue to learn more about how Chugh, LLP can help you achieve your goals.

OnPoint Business Tax & Accounting is a premier institution located at 100 Church Street in New York City, New York. Specializing in accounting and finance, our expert team of accountants and tax professionals are dedicated to helping your business save money on taxes while ensuring full compliance with IRS and state laws. Our tax planning services aim to minimize your tax liability and take advantage of tax-saving opportunities, ultimately helping you keep more of your earnings. In addition to tax services, we offer financial management solutions to keep your business finances up to date and provide 24/7 access to your financial data. Our team can assist with everything from choosing the right business structure to registering your business with the government. We also offer payroll services to save you time and money, as well as QuickBooks services for efficient financial management.

Tax Relief R Us is a trusted institution located at 8315 Northern Boulevard in New York, United States. Specializing in accounting, finance, and legal services, our team of experts is dedicated to helping individuals and businesses navigate the complexities of tax law. Whether you are facing tax debt, audits, or other tax-related issues, our experienced professionals are here to provide personalized solutions and relief. Contact us today to schedule a consultation and take the first step towards achieving financial peace of mind.

Alex Wu Agency Inc is a reputable finance and insurance agency located at 86-16 Queens Boulevard in New York, United States. Specializing in providing top-notch financial services and insurance solutions to individuals and businesses, our dedicated team of professionals is committed to helping clients achieve their financial goals and protect their assets. As a trusted local government office, we strive to serve the community with integrity and excellence. Visit us today to learn more about our services and how we can assist you in securing your financial future.

Complete Multiservice Corp. is a licensed institution located at 95-38 Roosevelt Avenue in New York, United States. Specializing in accounting and finance, we offer quick and effective authentication and certification of documents required by international governments. Our office excels in translating documents from Spanish to English or vice versa, ensuring accuracy and precision. With two dedicated offices in Queens and Long Island, our team of advisors is ready to provide expert guidance and support. Whether you need assistance with document certifications, apostille services, or notary services, we are here to help. Our commitment to excellent customer service sets us apart, as we strive to meet the unique needs of each client.

TAX REFUND KING is a reputable accounting and finance institution located at 944 Hempstead Turnpike in Franklin Square, New York. With a team of experienced professionals, we specialize in maximizing tax refunds for our clients and providing expert financial advice. Our services are tailored to meet the individual needs of each client, ensuring a personalized and efficient experience. Trust TAX REFUND KING to handle all your accounting and financial needs with precision and expertise.

TOLF Tax & Accounting Queens is a comprehensive financial institution located at 147-17 Union Turnpike in New York, United States. Specializing in accounting, finance, and local government office services, we provide a wide range of tax solutions for individuals and businesses. Our services include preparing 1040 Tax Returns for all types of income, such as W2, 1099, and SSI. We also offer tax services for various types of businesses, including Sole Proprietorships, Corporations, LLCs, and Partnerships. If you have received a letter from the IRS, our team can assist with amended returns, IRS returns, and resolving account issues.

Professional Accounting & Tax Consulting, Inc. is a reputable institution located at 247-05 Union Turnpike in New York, United States. Specializing in accounting and finance services, this establishment also serves as a local government office, providing expert advice and assistance to individuals and businesses in need of tax consulting. With a team of experienced professionals, Professional Accounting & Tax Consulting, Inc. is dedicated to helping clients navigate the complexities of financial matters and ensure compliance with tax regulations. Whether you are seeking assistance with tax preparation, financial planning, or other accounting services, you can trust this institution to provide reliable and efficient solutions to meet your needs.

Tax King Enterprise is a leading accounting and finance institution located at 876 Losson Road in Buffalo, New York. With a team of experienced professionals, we specialize in providing a wide range of tax services, financial planning, and accounting solutions to individuals and businesses. Our mission is to help our clients navigate the complexities of the tax system and achieve their financial goals. Contact us today to learn more about how Tax King Enterprise can help you with all your accounting and finance needs.

Simon Haysom LLC is a reputable finance and legal institution located at 1 Railroad Avenue in Goshen, New York, United States. Specializing in providing expert financial and legal services, Simon Haysom LLC is dedicated to helping clients navigate complex legal and financial matters with professionalism and expertise. With a commitment to excellence and client satisfaction, Simon Haysom LLC is a trusted partner for individuals and businesses seeking top-notch financial and legal guidance.