Holistic business consulting approach in New York, New York

Welcome to Peter Mertz, CPA and Attorney, your trusted partner in navigating the complex worlds of accounting, finance, and law. Conveniently located at 226 East 85th Street in the heart of Manhattan, New York, our firm is dedicated to providing exceptional services tailored to meet the unique needs of individuals and businesses alike. With years of experience and a commitment to excellence, Peter Mertz combines the precision of a Certified Public Accountant with the strategic acumen of a seasoned attorney to deliver comprehensive solutions that drive success. Whether you require meticulous tax planning, financial consulting, or expert legal advice, our team is here to guide you every step of the way.

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.

Welcome to The Welcome Mat Yoga and Wellness, your sanctuary for health and harmony located at 560 Main Street, Islip, New York. At The Welcome Mat, we believe in nurturing the mind, body, and spirit through a holistic approach to wellness. Our serene and welcoming environment offers a variety of yoga classes suitable for all levels, from beginners to seasoned practitioners. Whether you are seeking to enhance your physical strength, increase flexibility, or find a moment of peace in your busy day, our experienced instructors are here to guide you on your journey to well-being. Beyond yoga, we offer a range of wellness services designed to support your overall health, including meditation sessions, nutritional workshops, and personalized wellness consultations. At The Welcome Mat, our mission is to create a community where everyone feels at home, encouraged, and inspired to lead a balanced and fulfilling life.

Welcome to The Bonadio Group: Your Trusted Partner in Accounting and Finance Solutions Located at 432 North Franklin Street, Syracuse, New York, The Bonadio Group is a premier accounting and finance firm dedicated to delivering tailor-made solutions that address the unique needs of your business. Since 1978, we have been committed to providing exceptional service and innovative solutions that help our clients thrive in an ever-evolving financial landscape.

Welcome to Monarch Wealth Management, LLC, your trusted partner in financial planning and investment management, located at 8340 Main Street, Williamsville, New York. We believe that a plan is only as good as the actions it inspires. Our mission is to transform your financial goals into reality through a dynamic and adaptive investment strategy tailored to your unique needs. At Monarch Wealth Management, our investment philosophy is designed to evolve with you. We employ a proprietary process for investment selection and due diligence, ensuring that your portfolio is robust and responsive to changing market conditions. Through ongoing investment rebalancing, analysis, oversight, and tax-loss harvesting, we handle all trading, rebalancing, and stock sales, so you can focus on what matters most to you.

Welcome to On-The-Go Bookkeeping & Notary, your trusted partner in small business accounting and financial services located at 6 Sampson Street, Bay Shore, New York 11706, USA. We are dedicated to helping entrepreneurs and startups navigate the complex financial landscape with ease and confidence. At On-The-Go Bookkeeping, we offer a comprehensive suite of professional services tailored to meet the unique needs of each client. Our offerings include tax preparation, payroll processing, financial reporting, and notary public services. We pride ourselves on delivering proactive and responsive support, ensuring that our clients have the guidance they need to make informed decisions and keep their finances in check.

Welcome to Robert Gargiulo - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner in financial planning and asset management. Located at 175 South Wellwood Avenue, Lindenhurst, New York, our practice is dedicated to helping you achieve your financial goals with personalized strategies and expert guidance. Robert Gargiulo is a highly qualified financial advisor, holding numerous certifications that reflect a deep commitment to excellence and ethical standards in the finance industry. With credentials such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Robert is equipped to address a wide range of financial planning needs, from investment strategies and asset allocation to estate planning and risk management.

Welcome to Beacon Pointe Advisors, your trusted partner in financial planning and investment advisory services, located at 2488 Montauk Highway, Bridgehampton, New York. As one of the nation's largest Registered Investment Advisor firms, we are dedicated to serving the New York area with a comprehensive range of services, including investment advisory, financial planning, wealth management, and retirement plan services. At Beacon Pointe Advisors, we pride ourselves on our fiduciary responsibility to our clients, ensuring that your financial well-being is at the forefront of everything we do. Our holistic allWEALTH® approach covers all aspects of financial planning, from wealth and retirement strategies to estate and tax planning, insurance reviews, and risk assessments. We also specialize in values-based investing, life transition support, and multi-generational wealth and legacy planning.

Welcome to Ameriprise Private Wealth Advisory Practice, your trusted partner in financial planning and wealth management located in the heart of Tuckahoe, New York. Our practice is dedicated to providing personalized financial solutions tailored to meet the unique needs of each client. With a commitment to excellence and a focus on building long-term relationships, our team of experienced advisors works closely with you to understand your financial goals and help you navigate the complexities of wealth management. At Ameriprise Private Wealth Advisory Practice, we offer a comprehensive range of services including retirement planning, investment management, estate planning, and risk management. Our holistic approach ensures that all aspects of your financial life are aligned and optimized for success. We pride ourselves on delivering expert guidance, innovative strategies, and a high level of personalized service to help you achieve financial confidence and peace of mind.

Welcome to EZ Short Sales, your trusted partner in navigating the complex world of real estate and finance. Conveniently located at 880 New Lots Avenue, Brooklyn, New York, we specialize in providing comprehensive services tailored to meet your unique needs. Whether you are a homeowner seeking to manage your financial obligations, a buyer looking for the perfect property, or in need of legal guidance, our team of experienced professionals is here to assist you. As a multifaceted business, EZ Short Sales combines the expertise of finance specialists, general contractors, attorneys, and real estate agents to offer a holistic approach to short sales and property transactions. Our commitment is to deliver personalized solutions that ensure smooth and successful outcomes for our clients. We pride ourselves on our integrity, transparency, and dedication to achieving the best possible results.