TOP 10 Income tax advisors in New City, New York
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Susan A. Honig, Certified Public Accountant
● OpenSusan A. Honig, Certified Public Accountant is a reputable accounting and finance institution located at 2570 North Jerusalem Road in North Bellmore, New York, United States. With a focus on providing expert financial services, Susan A. Honig offers a wide range of accounting solutions to individuals and businesses alike. Whether you need assistance with tax preparation, bookkeeping, or financial planning, the dedicated team at Susan A. Honig, Certified Public Accountant is here to help. Trust in their expertise and experience to ensure your financial success.
2570 N Jerusalem Rd, North Bellmore, NY 11710, United States -
Marie Vertigan - State Farm Insurance Agent
● ClosedWelcome to Marie Vertigan - State Farm Insurance Agent, your trusted partner for comprehensive insurance solutions in Syracuse, New York. Conveniently located at 2819 James Street, we are committed to helping you protect what matters most. Whether you're looking for auto, home, renters, life, health, or business insurance, we offer personalized plans tailored to meet your specific needs and budget. At Marie Vertigan - State Farm, we understand the importance of savings without compromising on coverage. Our team of experienced agents is dedicated to providing you with the best possible options, including safe driving rewards, bundling discounts, and more. Please note that all auto insurance quote requests are currently provided through our agents, so feel free to call us during business hours to create your Personal Price Plan.
2819 James Street, Syracuse, New York 13206, United States -
Jessica Maureen Champion - Ameriprise Financial Services, LLC
● OpenWelcome to Jessica Maureen Champion - Ameriprise Financial Services, LLC, your trusted partner in financial planning and wealth management located in East Syracuse, New York. At our office, we understand that every client has unique financial goals and aspirations. That's why we offer personalized financial advice tailored to meet your individual needs. Our team of Ameriprise advisors brings a wealth of experience and knowledge across various financial disciplines. We encourage you to explore our advisors' backgrounds, credentials, and areas of expertise to find the approach that aligns best with your financial objectives. Whether you're planning for retirement, managing investments, or preparing for life's unexpected events, our advisors are here to guide you every step of the way.
5750 Commons Park, East Syracuse, New York 13057, United States -
Rosenberg Chesnov CPA's LLP
● ClosedWelcome to Rosenberg Chesnov CPA's LLP, your trusted partner in accounting and finance solutions, located at 2 West 45th Street, Manhattan, New York. Since 1975, we have been committed to building trust and exceeding expectations for clients ranging from large enterprises and startups to individuals seeking to secure their financial future. At Rosenberg Chesnov, we redefine what it means to be accountants. Our team of financial experts takes the time to truly understand your unique needs, developing real solutions that help future-proof your finances. Whether you are looking to achieve strategic business goals, secure funding for your startup, or plan for your personal financial future, we are here to guide you every step of the way.
2 West 45th Street, Manhattan, New York, United States -
Sheehan & Company, CPA, PC
● ClosedWelcome to Sheehan & Company, CPA, PC – Your Trusted Partner in Accounting and Financial Advisory Services Located at 165 Orinoco Drive, Brightwaters, New York, Sheehan & Company is a full-service accounting firm dedicated to providing organizations of all sizes with the financial insights and tools necessary to navigate today’s dynamic, fast-paced economy. In a world where new threats and opportunities constantly emerge, we prioritize accuracy, timeliness, and innovation to help you make strategic decisions, capture opportunities, and reallocate resources efficiently.
165 Orinoco Drive, Brightwaters, New York 11718, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management - Southampton, NY Welcome to Merrill Lynch Wealth Management, located at 57 Hampton Road, Southampton, New York. As a leading name in the finance sector, our branch is dedicated to providing comprehensive wealth management solutions tailored to your unique needs.
57 Hampton Road, Southampton, New York 11968, United States -
Skye Financial Services
● OpenWelcome to Skye Financial Services, your trusted partner in securing a brighter financial future. Located at 528 East Main Street in the heart of Little Falls, New York, we are dedicated to empowering our community with comprehensive financial solutions. At Skye Financial Services, Cathy's top priority is to help clients feel secure and confident about their financial decisions. Whether you're planning for retirement, seeking life insurance, or exploring financial plans and annuities, we are here to guide you every step of the way. Simplify your retirement savings with our hassle-free 401K Rollover and take control of your future by shifting your retirement funds into an IRA.
528 East Main Street, Little Falls, New York 13365, United States -
Benson Financial Services
● ClosedWelcome to Benson Financial Services, your trusted partner in navigating the complex world of finance. Conveniently located at 28 Oneida Street, Oneonta, New York, we are dedicated to empowering you with the knowledge and tools needed to make informed decisions about your financial future. At Benson Financial Services, we specialize in a range of innovative investment strategies designed to meet your unique needs. Whether you're exploring "Income for Life" strategies, "Socially Conscious Investing" opportunities, late-stage college funding plans, or savvy social security planning, we offer solutions tailored to wealth accumulation, preservation, and distribution.
28 Oneida Street, Oneonta, New York 13820, United States -
Art Berry - State Farm Insurance Agent
● ClosedWelcome to Art Berry - State Farm Insurance Agent, your trusted partner for comprehensive insurance solutions in Yonkers, NY. Conveniently located at 841 McLean Avenue, our agency is dedicated to helping you protect what matters most—your family, your assets, and your financial future. Auto Insurance At Art Berry, we understand that auto insurance is not just about compliance; it’s about safeguarding your journey. Our agents are ready to assist you in creating your Personal Price Plan, ensuring you have the coverage that fits your needs. Choose from a variety of options, including collision, comprehensive, rental, and rideshare coverage. Whether you're a new driver, a business traveler, or a collector, we have solutions tailored for you. Call us during business hours to get started.
841 McLean Avenue, Yonkers, New York 10704, United States -
Aegis Capital Corporation
● ClosedWelcome to Aegis Capital Corporation, your trusted partner in financial services since 1984. Located at 42-40 Bell Boulevard, Queens, New York, we are dedicated to helping individuals and institutions preserve wealth and maximize growth through innovative financial solutions. Our expert team works closely with clients to identify and achieve their financial goals, offering personalized and hands-on service. With over $50 billion processed in capital markets transactions, Aegis Capital Corp. stands out with its robust investment banking services, including equity and debt financing, as well as private equity banking. Our seasoned professionals provide strategic advice and financing solutions tailored to a wide range of industries.
42-40 Bell Boulevard, Queens, New York 11361, United States -
James Payoute - State Farm Insurance Agent
● OpenWelcome to James Payoute - State Farm Insurance Agent, your trusted partner for comprehensive insurance solutions in Brooklyn, New York. Located at 547 Saint Marks Avenue, we are dedicated to helping you protect what matters most, whether it’s your family, belongings, or financial future. At James Payoute - State Farm Insurance, we understand the importance of personalized service. That’s why all auto insurance quote requests are exclusively handled through our experienced agents. Call us during business hours to create your Personal Price Plan and explore options that fit your lifestyle and budget. We offer a wide range of auto insurance policies, including coverage for new drivers, business travelers, and collectors. Plus, you can save more by bundling auto and home policies.
547 Saint Marks Avenue, Brooklyn, New York 11216, United States -
Rob Piscatelli - Branch Manager, Ameriprise Financial Services, LLC
● OpenWelcome to the official website of Rob Piscatelli, Branch Manager at Ameriprise Financial Services, LLC, located at 1174 Veterans Memorial Highway, Hauppauge, New York. Specializing in comprehensive financial planning and advisory services, Rob Piscatelli and his team are committed to helping you achieve your financial goals through personalized strategies and expert guidance. At Ameriprise Financial, we understand the importance of aligning financial plans with your unique goals and values. Each advisor brings a wealth of experience and specialized knowledge to the table. Whether you're planning for retirement, managing investments, or seeking advice on estate planning, our team is equipped with the credentials and expertise to guide you every step of the way.
1174 Veterans Memorial Highway, Hauppauge, New York 11788, United States -
Ameriprise Financial: Matarazzo Jr Arthur
● OpenWelcome to Ameriprise Financial: Matarazzo Jr Arthur, your trusted partner in achieving financial success. Located at 1377 Motor Parkway, Islandia, New York, our firm is dedicated to providing personalized financial advice tailored to your unique needs and goals. At Ameriprise Financial, we understand that each client's financial journey is distinct. Our advisors possess a diverse range of expertise, allowing us to offer specialized services that align with your financial objectives. Whether you're planning for retirement, managing investments, or navigating complex financial situations, our team is equipped to guide you every step of the way.
1377 Motor Parkway, Islandia, New York 11749, United States -
Independent Financial Planner Joseph Carbone, Jr., CFP
● ClosedWelcome to Independent Financial Planner Joseph Carbone, Jr., CFP®, where we specialize in providing tailored financial planning services for individuals aged 55 and older who are transitioning into retirement. Located conveniently at 982 Montauk Highway, Bayport, New York 11763, we are dedicated to helping you navigate the complexities of retirement planning with confidence and clarity. At our firm, we understand that retirement is a significant life transition that requires careful planning and consideration. Our founder, Joseph Carbone, Jr., CFP®, is committed to achieving what he calls “Elegant Simplicity” by distilling critical, often emotionally taxing retirement topics into straightforward, actionable strategies. Whether you're wondering how to allocate your resources during retirement, minimize taxes, decide on the best time to start receiving Social Security benefits, or plan your legacy, we are here to guide you every step of the way.
982 Montauk Highway, Bayport, New York 11763, United States -
Merrill Lynch Wealth Management
● ClosedWelcome to Merrill Lynch Wealth Management, your trusted financial partner located at 450 Old Country Road, Riverhead, New York. As a leading name in finance, we specialize in helping individuals, families, business owners, executives, and institutions navigate both rising and turbulent markets. Our team of expert financial advisors brings years of combined wealth management experience, offering insights and strategies tailored to your unique financial goals. At Merrill Lynch Wealth Management, we understand that wealth planning goes beyond mere advice. Our advisors are equipped to assist with retirement income planning, guidance on concentrated stock positions, and traditional investments, while also providing access to Bank of America’s estate planning services. We work collaboratively with your external professionals, such as accountants and tax attorneys, to ensure a comprehensive approach to your financial well-being.
450 Old Country Road, Riverhead, New York 11901, United States -
Edgar Betancourt - Ameriprise Financial Services, LLC
● ClosedWelcome to Edgar Betancourt - Ameriprise Financial Services, LLC, your trusted partner in navigating the complexities of financial planning and investment management. Conveniently located at 1673 County Road 39 in Southampton, New York, we specialize in providing personalized financial advice tailored to meet your unique goals and aspirations. At Edgar Betancourt - Ameriprise Financial Services, LLC, we understand that each client has distinct financial needs and objectives. That's why we offer a comprehensive approach to financial planning, ensuring that your strategy aligns perfectly with your personal goals. Our advisors possess a wide array of professional certifications and designations, underscoring their commitment to excellence and expertise in areas such as asset management, estate planning, retirement solutions, and investment strategies.
1673 County Road 39, Southampton, New York 11968, United States -
Robert W Urban - Financial Consultant, Ameriprise Financial Services, LLC
● OpenWelcome to Robert W Urban - Financial Consultant, a trusted partner of Ameriprise Financial Services, LLC, located at 12 Mitchell Road, Westhampton Beach, New York. We are committed to helping you achieve your financial goals through personalized and expert financial planning services. At Robert W Urban, we understand that each client's financial journey is unique. Our Ameriprise advisors possess a wide range of expertise and credentials to ensure that we align our approach with your specific needs and aspirations. Our team is equipped with diverse specializations that include, but are not limited to, investment strategies, estate planning, retirement planning, and risk management.
12 Mitchell Road, Westhampton Beach, New York 11978, United States
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