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TOP 30 In depth financial analysis and planning in New York, NY
36 results found
Search for local businesses, places and services near you
Ann Herrero - Financial Advisor, Ameriprise Financial Services, LLC
Ann Herrero is a financial advisor at Ameriprise Financial Services, LLC located at 427 Bedford Road, Pleasantville, New York, United States. Ann Herrero holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Ann Herrero's expertise in various areas of finance including asset management, retirement planning, estate planning, and investment strategies. Clients can trust Ann Herrero to provide comprehensive and personalized financial advice tailored to their individual needs.
Jamestown, NY Branch Office - UBS Financial Services Inc.
The Jamestown, NY Branch Office of UBS Financial Services Inc. is a reputable finance institution located at 201 West 3rd Street in Jamestown, New York. As a branch of UBS, a global financial services company, this office provides a range of financial services to individuals, businesses, and institutions. With a team of experienced professionals, the Jamestown branch offers personalized wealth management, investment advice, and financial planning to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, the UBS Jamestown branch is committed to providing you with expert guidance and exceptional service.
Binod Roka and Associates, PC
Binod Roka and Associates, PC is a reputable law firm located in New York, United States. With a prime location at 53-33 37th Road, this firm offers a wide range of legal services to individuals and businesses. Led by experienced attorney Binod Roka, the team at Binod Roka and Associates, PC is dedicated to providing exceptional legal representation and personalized attention to each client. Whether you are in need of assistance with immigration law, criminal defense, family law, or business law, you can trust the professionals at this firm to guide you through the legal process with expertise and care. Contact Binod Roka and Associates, PC today to schedule a consultation and discuss your legal needs.
Merrill Lynch Financial Advisor Patrick R Sullivan
Merrill Lynch Financial Advisor Patrick R Sullivan is located at 225 Liberty Street, New York, New York, United States. Patrick serves as a Financial Advisor on the Private Executive Services team at Merrill's flagship office in New York City. He focuses on delivering the wealth management platform to a broad range of clients including corporate executives, financial professionals, founders of privately held companies and their families. Patrick assists clients by seeking to understand their financial objectives through an in-depth discovery process, management of concentrated positions, and building a strategy to attain financial goals. Patrick and the PES team are deeply committed to delivering the highest level of service for all of their clients. Patrick is a qualified Portfolio Advisor who, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch Wealth Management or approved third-party investment managers’ strategies, funds or portfolios.
KPM Tax & Accounting Services - Contador Brasileiro em New York
Welcome to the world of KPM Business, our company offers accounting services, business consulting, tax services, and much more. We are experts in Income Tax Declaration and offer a range of accounting services to assist you in the financial management of your company. If you wish to create or expand your business in the American market, we take care of all the processes within the necessary requirements and formalities. Have you received letters from the IRS? Do you need to review your income tax return? Do you not have an ITIN number? Are you legalizing and need to get your income tax declaration in order? Are you behind on your declaration? Can't pay your debt to the IRS? Don't try to solve this on your own, contact us and we will give you a broad view of your financial situation and the best way to manage your business and resolve your issues.
B&M Financial Management Services, LLC
B&M Financial Management Services, LLC is a trusted accounting and finance institution located at 19 North Broadway in Tarrytown, New York. Our team of experienced professionals is dedicated to providing top-notch financial management services to individuals and businesses. From tax preparation and bookkeeping to investment planning and financial consulting, we offer a wide range of services tailored to meet our clients' needs. Visit us today to see how we can help you achieve your financial goals.
Merrill Lynch Financial Advisor Palavi J Malik
Merrill Lynch Financial Advisor Palavi J Malik is a finance institution located at 6965 Yellowstone Boulevard in New York, United States. The institution specializes in providing personalized financial planning services through Merrill Personal Wealth Analysis™. By focusing on your goals and priorities, the financial advisor helps you navigate through life's changes and create a customized plan to achieve your aspirations. Through in-depth conversations and the Investment Personality Assessment, the institution aims to understand your unique financial preferences and goals. By staying informed about your life changes, the institution can adapt your financial approach to reflect your evolving needs and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, the financial advisor works with you to develop a comprehensive approach to address your financial needs.
Merrill Lynch Financial Advisor Brian J. Raimondi
Merrill Lynch Financial Advisor Brian J. Raimondi, located at 75 Rockefeller Plaza in New York, New York, is a premier finance institution dedicated to helping clients manage their wealth through personalized strategies tailored to their individual goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Brian Raimondi works closely with clients to develop a comprehensive financial plan that evolves with their changing needs and market conditions. As a Merrill Lynch Wealth Management Advisor, Brian Raimondi believes in building strong relationships with clients by understanding their values, aspirations, and financial objectives. Through in-depth conversations and personalized wealth management strategies, he helps clients navigate important financial decisions such as retirement planning, education funding, and legacy preservation.
ResearchCows Financials
ResearchCows Financials is a leading finance institution located at 89-08 Woodhaven Boulevard in New York, United States. Our team of expert financial analysts and advisors specialize in conducting in-depth research and analysis to provide our clients with top-notch financial solutions and insights. Whether you are looking for investment advice, financial planning, or market research, ResearchCows Financials is here to help you navigate the complex world of finance. Trust us to steer you in the right direction towards financial success.
Thomas Topper - Prudential Financial
Thomas Topper - Prudential Financial is a reputable finance and insurance agency located at 5477 Main Street in Williamsville, New York, United States. With a focus on providing top-notch financial services and insurance products, Thomas Topper - Prudential Financial is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, the experienced professionals at Thomas Topper - Prudential Financial are here to assist you every step of the way. Visit us today to learn more about our services and how we can help secure your financial future.
Merrill Lynch Financial Advisor Erica Gambardella
Merrill Lynch Financial Advisor Erica Gambardella, located at 1325 Franklin Avenue, Garden City, New York, United States, is a finance institution focused on connecting all aspects of your financial life to help you prioritize and pursue the goals that matter most to you. Erica Gambardella, CFP®, CPFA, a Wealth Management Advisor, specializes in in-depth planning strategies and a goals-based wealth management process. She creates customized wealth management strategies based on each client's needs, goals, and risk tolerance. With a service-focused approach, Erica helps clients concentrate on their priorities at every stage of their lives. She is a CERTIFIED FINANCIAL PLANNER™ and uses Merrill's advanced platforms and technology to review portfolio progress. The Merrill Personal Wealth Analysis™ helps build personalized plans centered on goals and achievements. By understanding your goals and priorities, Erica and her team work to create a financial approach that reflects your unique needs and financial situation. They focus on helping you stay on track to achieve what matters most to you, providing investment insights and strategies to help you live your best financial life. With a dedicated Merrill advisor by your side, you can access personalized investment strategies and comprehensive financial solutions from Bank of America. Erica Gambardella is registered to do business in multiple states and holds the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™. Please note that investing involves risk and it's important to consult legal and tax advisors before making any financial decisions.
Merrill Lynch Financial Advisor Tomoe Odahara
At Merrill Lynch Financial Advisor Tomoe Odahara, located at 75 Rockefeller Plaza in New York, United States, we are proud to offer exemplary client service in the field of finance. Our team of advisors, including Tomoe Odahara, has been recognized by financial industry publications and Bank of America Corporation for their outstanding work. Tomoe Odahara has been named in Forbes' "Top Women Wealth Advisors Best-in-State” for multiple years, showcasing her expertise and dedication to her clients. Our practice is built on two core principles: prioritizing client comfort and distilling complex financial matters into simple, actionable steps.
Merrill Lynch Financial Advisor Thomas C Nastasi
Merrill Lynch Financial Advisor Thomas C Nastasi, located at 1325 Franklin Avenue, Garden City, New York, United States, is a prestigious finance institution that prides itself on providing exemplary client service. Recognized by financial industry publications and Bank of America Corporation, our team of talented and experienced individuals is dedicated to building strong client relationships based on trust and personalized service. At Merrill Lynch Wealth Management, our financial advisors focus on what matters most to you - your family, goals, and priorities. Through in-depth conversations, we help you identify and prioritize your financial goals, whether it's planning for retirement, buying a home, or funding a child's education. Our Investment Personality Assessment allows us to customize a financial approach tailored to your unique preferences and goals.
Merrill Lynch Financial Advisor Brett J Goldberg
Merrill Lynch Financial Advisor Brett J Goldberg, located at 1325 Franklin Avenue, Garden City, New York, United States, offers personalized financial advice and guidance for successful individuals and families. With a focus on long-term planning and investment strategies tailored to your life goals, risk tolerance, and liquidity needs, our team is committed to helping you achieve your financial aspirations. Through one-on-one discovery meetings and in-depth analysis, we work closely with you to create a personalized plan that reflects your unique needs and priorities. Our goal is to help you manage, grow, and preserve your wealth, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, we provide comprehensive financial solutions to address your financial needs. As Merrill Lynch Wealth Management Advisors, we are dedicated to building strong client relationships based on trust and personalized service. Let us work together to help you reach your goals and live your best financial life.
J F Associates
J F Associates is a reputable accounting and finance institution located at 510 North Main Street in Brewster, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Their expertise includes tax preparation, bookkeeping, financial planning, and more. Clients can trust J F Associates to provide reliable and accurate financial solutions tailored to their specific needs.
Reda, Romano & Company, LLP
Reda, Romano & Company, LLP is a leading accounting and finance firm located at 800 Westchester Avenue in Rye Brook, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses, including tax preparation, auditing, consulting, and financial planning. Their commitment to excellence and personalized approach sets them apart from other firms, making them a trusted partner for all your financial needs.
Frank E. DiSiena, CPA P.C
Frank E. DiSiena, CPA P.C is a reputable accounting and finance institution located at 51 Bedford Road in Katonah, New York. With years of experience and expertise in the field, they provide a wide range of services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or bookkeeping, their team of professionals is dedicated to helping you achieve your financial goals. Trust Frank E. DiSiena, CPA P.C for all your accounting and finance needs in the United States.
John Ray & Associates
John Ray & Associates is a reputable law firm located at 122 North Country Road in Miller Place, New York. Specializing in a wide range of legal services, our team of experienced lawyers is dedicated to providing top-notch representation and personalized attention to each client. Whether you are in need of assistance with personal injury claims, family law matters, or real estate transactions, our firm is here to help. Trust John Ray & Associates to handle your legal needs with professionalism and expertise.
OneGroup
OneGroup is an insurance agency located at 706 North Clinton Street, Syracuse, New York, United States. We specialize in providing innovative risk management solutions to help businesses control and reduce risks, ultimately leading to business success. Our team of highly trained and experienced business risk specialists, along with over 200 experts and specialists from various industries, are dedicated to ensuring that your business is protected with the best insurance coverage tailored to your specific needs. In addition to business insurance, OneGroup also offers personal insurance options to protect individuals at every stage of life. Our personal insurance specialists conduct thorough reviews to ensure that everything you have worked hard for is fully protected.
eensight
Eensight is a finance institution located at 1889 Palmer Avenue, Larchmont, New York, United States. They offer simple and effective e-learning credit training programs that are customized to improve the bottom line for financial institutions. Their programs are relevant, fast-paced, and practical, providing the necessary credit skills for commercial, consumer, and small business lending. Eensight's credit training solutions are affordable and customizable, with options for classroom-based programs as well as e-learning modules. They offer a Learning Management System (LMS) for easy access to their courses.
Tyrell Professional Services
Tyrell Professional Services is a reputable general contractor located at 14 Alexis Lane in Plattsburgh, New York. With a commitment to excellence and quality craftsmanship, they offer a wide range of construction services for residential and commercial projects. Their team of experienced professionals takes pride in delivering top-notch results and exceeding client expectations. From renovations and remodels to new construction projects, Tyrell Professional Services is dedicated to providing superior service and exceptional workmanship. Contact them today to discuss your next construction project.
The Accounting Firm of S.J. Julian & Co.
The Accounting Firm of S.J. Julian & Co. is a reputable accounting and finance institution located at 2301 Country Club Road in Endicott, New York, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, bookkeeping, financial planning, and consulting. Our commitment to excellence and personalized service sets us apart from the competition, making us a trusted partner for individuals and businesses alike. Contact us today to see how we can help you achieve your financial goals.
May John R CPA
May John R CPA is a reputable accounting and finance institution located at 92 Hawley Street in Binghamton, New York, United States. With years of experience in the industry, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Their team of skilled professionals is dedicated to providing personalized and efficient solutions to help individuals and businesses achieve their financial goals. Trust May John R CPA for all your accounting and finance needs.
Waschitz Michael CPA
Waschitz Michael CPA is a reputable accounting and finance institution located at 598 West Broadway in Monticello, New York. With years of experience and expertise in the field, they offer a wide range of services including tax preparation, financial planning, and business consulting. Their team of certified public accountants is dedicated to providing personalized and professional service to meet the unique needs of each client. Whether you are an individual looking for tax assistance or a business in need of financial guidance, Waschitz Michael CPA is committed to helping you achieve your financial goals.
Balancero
Balancero is a charming cafe, food, and store located at 3095 37th Street in New York, United States. This institution offers a unique and cozy atmosphere where customers can enjoy delicious food and drinks while shopping for artisanal goods. Whether you're looking for a quick bite to eat, a relaxing cup of coffee, or a special gift for a loved one, Balancero has something for everyone. Come visit us and experience the perfect balance of good food, great company, and unique finds.
Aimdar Advisory Group ☂️ 安达财富
Aimdar Advisory Group is a leading finance, health, and insurance agency located at 5 Pennsylvania Plaza in New York, New York. Our team of experts at Aimdar is dedicated to providing top-notch financial advice, healthcare solutions, and insurance services to our clients. With a focus on wealth management and risk mitigation, we strive to help individuals and businesses achieve their financial goals and protect their assets. Trust Aimdar Advisory Group to guide you towards a secure and prosperous future. Visit us today at 5 Pennsylvania Plaza for personalized and professional financial services.
Prospect Market
Prospect Market is a one-stop shop for all your daily needs, conveniently located at 236-238 Prospect Park West in New York, United States. This institution offers a wide range of services including ATM access, financial assistance, and a variety of food and grocery items. Whether you're looking to grab a quick snack, stock up on household essentials, or take care of your banking needs, Prospect Market has you covered. With friendly staff and a convenient location, this store is the perfect destination for all your shopping needs.
Cooper Arias, LLP
Cooper Arias, LLP is a reputable accounting and finance institution located at 133 New York 304 in Nanuet, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust Cooper Arias, LLP to provide expert advice and assistance in managing their financial affairs effectively.
Center For Business Research
The Center for Business Research is a leading institution located at 720 Northern Boulevard in Greenvale, New York, United States. As a prestigious research center, it serves as a hub for academic studies and analysis in the field of business. With a strong focus on cutting-edge research and innovation, the Center provides valuable resources and support for students, scholars, and professionals alike. Whether you are looking to expand your knowledge, conduct in-depth research, or collaborate with experts in the field, the Center for Business Research offers a dynamic and enriching environment for all.
Grandjean, Wagner, Beiter & Company
Grandjean, Wagner, Beiter & Company is a reputable accounting and finance institution located at 6690 Hammersmith Drive in East Syracuse, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses, including tax preparation, auditing, consulting, and financial planning. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for all financial needs.
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