TOP 30 High net worth tax planning in New York, New York

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Whelan Financial Planning is a trusted finance institution located at 2127 Crompond Road in Cortlandt, New York. With a team of experienced financial planners, they offer personalized financial advice and services to help individuals and businesses achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or create a budget, Whelan Financial Planning is dedicated to providing expert guidance and support. Contact them today to schedule a consultation and take the first step towards securing your financial future.

B. Riley Wealth Tax Services in Lake Ronkonkoma, NY, located at 500 Portion Road, offers expert accounting and finance services to individuals and businesses. Our tax professionals are well-versed in the latest tax laws and can help you minimize tax liabilities for the 2023 tax year and beyond. We provide comprehensive financial strategies to help you keep more of what you earn and grow your net worth over time. Our team can assist with tax returns, tax management plans, and wealth management playbooks tailored to your specific needs. With qualified designations and expertise in federal and state tax laws, our professionals are dedicated to helping you navigate tax season with ease. Contact us at (631) 913-9000 to schedule a consultation and let us help you achieve your financial goals.

Richard O'Donnell Tax Consultants, located at 18 Wiltshire Street in Bronxville, New York, is a reputable institution specializing in accounting and finance services. With a strong commitment to giving back to the community, they grant a yearly wish to a critically ill child in the Hudson Valley region. Led by Richard O'Donnell, a seasoned professional with 28 years of public service as a tax assessor, the team at Richard O'Donnell Tax Consultants has a deep understanding of the property assessment process. Partner Mike Cullen brings expertise in various technologies to streamline operations and ensure efficiency.

Tax Plus Services is a renowned accounting and finance institution located at 891 Mile Square Road in Yonkers, New York, United States. With a team of experienced professionals, we offer a wide range of services to help individuals and businesses with their tax preparation, financial planning, and accounting needs. Our goal is to provide personalized and reliable services to ensure our clients achieve their financial goals. Whether you need help with tax filing, bookkeeping, or investment strategies, Tax Plus Services is here to help you navigate the complex world of finance with ease.

Long Island Tax and Planning Inc. is a finance institution located at 95 Smithtown Boulevard in Smithtown, New York, United States. Our firm is dedicated to handling all of your financial needs so you can focus on what truly matters. Our experienced team of accountants works with you year-round to implement tax-saving strategies and avoid last-minute tax planning. We also offer comprehensive bookkeeping services to keep your business running smoothly. At Long Island Tax and Planning Inc., you will work with a certified CPA to assess your financial situation and ensure you are paying the right amount of taxes. We also provide business valuations for mergers, acquisitions, and equity offerings. Our goal is to help you achieve your ideal lifestyle through strategic financial planning.

Empire Estate Planning & Services is a trusted institution located at 1615 Main Street in Pleasant Valley, New York, United States. Specializing in accounting and finance, our team of experts is dedicated to helping individuals and families plan for the future and secure their financial well-being. Whether you need assistance with estate planning, tax preparation, or investment management, we are here to provide personalized and professional services tailored to your unique needs. Trust Empire Estate Planning & Services to help you achieve your financial goals and secure a prosperous future.

Capital Financial Advisors of New York is a premier financial institution located at 10 Maxwell Drive in New York, United States. Specializing in finance, our team of expert advisors provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we offer a comprehensive range of services tailored to each individual's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Capital Financial Advisors of New York is here to help you navigate the complexities of the financial world.

Albany Financial Planning is a reputable finance institution located at 127 North Allen Street in Albany, New York. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and investment strategies. Whether you are looking to save for retirement, manage your wealth, or plan for your future, our experts are here to provide guidance and support every step of the way. Contact us today to schedule a consultation and start building a secure financial future.

Advisor Financial & Tax is a leading accounting and finance institution located at 1 Taconic Place in Chatham, New York, United States. Our team of experienced professionals is dedicated to providing expert financial and tax advice to individuals and businesses. Whether you need help with tax planning, financial reporting, or investment strategies, our knowledgeable advisors are here to help you navigate the complexities of the financial world. Trust Advisor Financial & Tax to help you achieve your financial goals and secure your financial future.

S.E.E.D. Planning Group is a finance institution located at 31 Lewis Street, Binghamton, New York, United States. We believe that financial planning is essential for making informed investment decisions, and we offer fee-only services by fiduciaries who prioritize your personal financial needs and goals. Our professional investment management program is available to financial planning clients for an additional charge. Join us at Ditch the Suits, where our experts Steve Campbell and Travis Maus share valuable insights on managing your family's wealth and protecting it from financial exploitation. If you have a high school Junior or Senior at home, we can help guide them towards the right path, whether it be college or trade school. Our goal is to help you maximize your ability to give back to others, creating a lasting legacy in your family and community. Schedule a no-cost, no-obligation discovery meeting with one of our fee-only planners at our Knoxville, TN location. Talk to one of our fiduciaries to see where you fit in your financial journey.

New York Life is an insurance agency located at 35 East Main Street, Westfield, New York, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, as well as long-term coverage that is customizable to fit your needs and budget. Their policies also allow you to invest your cash value in the market, providing potential market gains. New York Life can help pay for everyday tasks, replace lost income due to illness or injury, and offer professionally managed investments with low fees. They offer a variety of insurance options for individuals, employees, executives, and business owners, as well as guidance on creating an estate plan. With over 12,000 agents nationwide, New York Life is committed to helping you protect your family and plan for the future. Their mission is to make the world a better place through responsible investing, community engagement, and charitable giving. Visit their website for articles, guides, and financial calculators to help clarify your financial goals.

Laufer Planning Corporation is a leading accounting and finance institution located in Monroe, New York, United States. With a team of expert professionals, they provide a wide range of financial planning services to help individuals and businesses achieve their financial goals. From tax planning to investment strategies, Laufer Planning Corporation is dedicated to providing top-notch financial advice and services to their clients. With a strong reputation for excellence and a commitment to customer satisfaction, they are a trusted partner for all financial needs.

At Morgan Legal Group - Estate Planning & Probate, located in New York City, our team of trained professionals specializes in providing personalized and comprehensive estate planning services. Unlike large law firms, our clients have direct access to an attorney whenever they have a question or concern, ensuring a high level of personalized service. Our attorneys have extensive knowledge and experience in estate planning, offering tailored solutions to meet each client's specific needs. We take a comprehensive approach to estate planning, handling services such as wills, trusts, powers of attorney, and healthcare directives all under one roof. Our goal is to preserve and protect our clients' legacies and assets, minimizing estate taxes and ensuring a smooth transition of assets to beneficiaries.

International Wealth Tax Advisors, LLC is a leading finance institution located in the bustling city of New York, United States. Our team of expert advisors specializes in providing comprehensive wealth tax solutions for individuals and businesses with international assets. With a focus on maximizing tax efficiency and minimizing liabilities, we offer personalized strategies tailored to each client's unique financial situation. Trust International Wealth Tax Advisors, LLC to help you navigate the complexities of global tax laws and optimize your wealth management.

Breukelen Wealth & Taxes is a leading accounting and finance institution located at 155 Prince Street in New York, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, wealth management, or financial planning, we are here to assist you every step of the way. With a commitment to excellence and a focus on delivering personalized solutions, Breukelen Wealth & Taxes is your trusted partner for all your financial needs.

Rare Tax Services is a reputable accounting and finance institution located at 2024 3rd Avenue in New York City, New York. Our team of experienced professionals specializes in providing top-notch tax services to individuals and businesses alike. With a strong commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and regulations. Whether you need assistance with tax preparation, planning, or audit representation, Rare Tax Services is here to help you achieve your financial goals. Trust us to provide personalized solutions tailored to your specific needs.

S.E.E.D. Planning Group is a fee-only financial planning institution located at 100 Elwood Davis Road in Syracuse, New York. As fiduciaries, we believe in the importance of financial planning in investment decision-making, tailored to meet your individual financial needs and goals. Our professional investment management program is available to financial planning clients for an additional charge. At S.E.E.D., we offer a unique perspective on wealth management through our Ditch the Suits program, where our experienced planners share valuable insights on protecting your family's wealth and navigating financial complexities. Whether you're a business owner looking to secure your family's future or a parent seeking guidance on college or trade school options for your high school student, we have programs to help align your financial goals with your aspirations.

Total Wealth Planning, LLC is a finance institution located at 140 Fell Court in Hauppauge, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their long-term financial goals through comprehensive wealth planning strategies. From retirement planning to investment management, we offer personalized services tailored to each client's unique needs. Trust Total Wealth Planning, LLC to guide you towards financial success and security.

R & R Tax Services is a reputable accounting and finance institution located at 2037 County Route 12 in Central Square, New York, United States. With a team of experienced professionals, they offer a wide range of tax services to individuals and businesses. Their expertise in tax preparation, planning, and consulting ensures that clients receive accurate and efficient financial solutions. Whether you need help with filing your taxes or managing your finances, R & R Tax Services is dedicated to providing top-notch service to help you achieve your financial goals.

The Unger Company Estate Tax Planning, located in New York, NY, is a finance institution specializing in protecting and passing along high net worth individuals' assets and legacies. With a focus on smart planning and attention to detail, The Unger Company works with clients who are among the wealthiest Americans, ensuring that their family wealth and lifestyle are safeguarded for future generations. The team at The Unger Company, led by founder Harold Unger, is dedicated to utilizing the best and most-proven methods to protect assets and pass along ethics, working collaboratively with clients' attorneys, accountants, and asset managers to create custom plans. With a half-century of experience, The Unger Company has successfully saved millions of dollars for their clients and is committed to providing optimal protection for a family's financial legacy. Specializing in high net worth and ultra-high net worth clients, The Unger Company offers creative thinking, insight, and thoughtful perspective in planning significant wealth transfer. Their mission is to help clients plan for the transfer of wealth, ensuring that heirs can manage tax burdens and continue a family legacy for generations to come. With expertise in insurance and tax law, The Unger Company is a vital partner in protecting and preserving a family's financial legacy.

Morgan Legal Group | Trusts & Estate Planning Southampton NY Welcome to Morgan Legal Group, your trusted partner in comprehensive estate planning and trusts services located at 33 Flying Point Road, Southampton, New York. As a specialized law firm, we are dedicated to addressing each client’s unique needs with personalized attention and expert guidance.

Knickerbocker Advisors Inc is a finance institution based in Pine Plains, New York, United States. We specialize in providing expert financial advice and management services to individuals, families, and businesses. Our team of experienced advisors is dedicated to helping our clients achieve their financial goals and secure their future. Whether you are looking to invest for retirement, plan for your children's education, or grow your wealth, Knickerbocker Advisors Inc is here to help. Contact us today to schedule a consultation and see how we can assist you in reaching your financial objectives.

Infiniti Wealth Management is a finance institution located at 3 Starr Ridge Road in Brewster, New York, United States. Our main goal is to help our clients grow and preserve their wealth through personalized investment management and retirement planning services. We also specialize in assisting clients with special circumstances, such as navigating the aftermath of a divorce or the loss of a spouse. Unlike many financial advisors who are tied to specific investment firms, we are an independent, fee-only financial advisory firm. This means that we do not sell specific financial products or receive commissions, bonuses, or incentives. Our independence ensures that our clients receive unbiased advice without any conflicts of interest. We are solely dedicated to the success of our clients and only succeed when they do.

Weiss Financial Group is a reputable finance institution located at 704 U.S. 6 in Mahopac, New York, United States. With a strong commitment to providing top-notch financial services, Weiss Financial Group offers a wide range of solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, the experienced team at Weiss Financial Group is dedicated to helping you navigate the complex world of finance with confidence and peace of mind. Visit us today to learn more about how we can help you secure your financial future.

Andrew J. Donovan, Ph.D., CFP is a reputable finance and insurance agency located at 168 Country Club Road in Hopewell Junction, New York. Led by Dr. Donovan, a Certified Financial Planner, the institution offers expert financial planning and insurance services to individuals and businesses in the United States. With a focus on personalized and comprehensive financial solutions, clients can trust Andrew J. Donovan, Ph.D., CFP to help them achieve their financial goals and secure their future.

Mountain View Strategic Wealth, LLC is a finance institution located at 200 North Drive in Hopewell Junction, New York, United States. Our team of experienced professionals is dedicated to providing strategic wealth management services to help our clients achieve their financial goals. We offer personalized investment strategies, retirement planning, and financial advisory services to individuals, families, and businesses. At Mountain View Strategic Wealth, LLC, we prioritize building long-lasting relationships with our clients based on trust, integrity, and expertise. Contact us today to learn more about how we can help you secure your financial future.

Hudson Financial is a subdivision of Pioneer Wealth Management, located at 1 Hudson City Ctr in Hudson, New York, United States. As a finance institution, Hudson Financial offers a wide range of financial services and expertise to help clients achieve their financial goals. With a team of experienced professionals, Hudson Financial provides personalized financial planning, investment management, and wealth preservation strategies tailored to each client's unique needs. Trusted by individuals, families, and businesses, Hudson Financial is committed to delivering exceptional service and building long-lasting relationships with their clients.

Financial Services is a reputable institution located at 14 Durkee Street in Plattsburgh, New York. We provide a wide range of finance-related services to individuals and businesses, including wealth management, investment advice, retirement planning, and more. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Financial Services is here to provide expert guidance and support. Visit us today to learn more about how we can help you achieve financial success.

Samalin Wealth is a renowned finance institution located at 297 King Street in Chappaqua, New York, United States. With a team of experienced professionals, Samalin Wealth offers a wide range of financial services to help individuals and businesses achieve their financial goals. From investment management to retirement planning, their experts provide personalized solutions tailored to each client's unique needs. Trust Samalin Wealth to provide expert guidance and support on your financial journey.

LL Financial Services, LLC is a leading accounting and finance institution located at 6 Sleator Drive in Ossining, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, we have the expertise to guide you towards financial success. Trust LL Financial Services, LLC for all your accounting and finance needs.