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The 30 Best Individual tax consultation in Albany, New York

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5 1
#151

Scott Miller - Private Wealth Advisor, Ameriprise Financial Services, LLC

● Open

Scott Miller - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 4 Atrium Drive, Albany, New York, United States, is a finance institution offering a range of services to meet the diverse needs of individuals seeking wealth management and financial planning solutions. Scott Miller holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge in various financial areas, Scott Miller is dedicated to providing tailored financial solutions to clients, including small business owners, retirees, high net worth individuals, and those planning for retirement. Whether you are seeking advice on investments, insurance products, estate planning, or retirement income strategies, Scott Miller is equipped with the expertise and qualifications to guide you through the complexities of financial planning.

4 Atrium Dr # 200, Albany, NY 12205, United States
518-949-2039
ameripriseadvisors.com
Scott Miller - Private Wealth Advisor, Ameriprise Financial Services, LLC Scott Miller - Private Wealth Advisor, Ameriprise Financial Services, LLC
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#152

Karen Tarvin - Ameriprise Financial Services, LLC

● Open

Karen Tarvin - Ameriprise Financial Services, LLC is a finance institution located at 4 Atrium Drive in Albany, New York, United States. Each Ameriprise advisor at this institution has "Top areas of focus" to help you achieve your financial goals. You can review their backgrounds, credentials, and experience to find the advisor that aligns best with your needs. To schedule a complimentary initial consultation, simply fill out the "Request consultation" form and your desired advisor will reach out to you. Let Karen Tarvin - Ameriprise Financial Services, LLC help you navigate your financial future.

4 Atrium Dr # 200, Albany, NY 12205, United States
518-438-5500
ameripriseadvisors.com
Karen Tarvin - Ameriprise Financial Services, LLC Karen Tarvin - Ameriprise Financial Services, LLC
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#153

Norvest Financial Services Inc

● Open

Norvest Financial Services Inc is a leading finance institution located at 930 Albany Shaker Road in Latham, New York, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, Norvest Financial Services Inc offers a wide range of services including investment management, retirement planning, and wealth management. With a team of experienced and knowledgeable financial advisors, clients can trust Norvest Financial Services Inc to help them achieve their financial goals and secure their financial future.

930 Albany Shaker Rd # 101, Latham, NY 12110, United States
518-782-9334
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#154

Merrill Lynch Financial Advisor Georgia P Kelly

● Open

Merrill Lynch Financial Advisor Georgia P Kelly is a reputable finance institution located at 69 State Street in Albany, New York, United States. With a focus on providing expert financial advice and services, Merrill Lynch is dedicated to helping clients achieve their financial goals and secure their financial future. Georgia P Kelly and her team of experienced advisors offer personalized financial planning, investment management, retirement planning, and wealth management services to individuals and businesses. Trust Merrill Lynch Financial Advisor Georgia P Kelly to guide you towards a secure and prosperous financial future.

69 State St, Albany, NY 12207, United States
518-462-8355
fa.ml.com
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#155

Olivia Casale - Associate Financial Advisor, Ameriprise Financial Services, LLC

● Open

Olivia Casale is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 80 Wolf Road in Albany, New York, United States. The office closes at 4 pm on Fridays from Memorial Day to Labor Day. Ameriprise financial advisors are registered to do business in certain U.S. states. The initial consultation provides an overview of financial planning concepts, with no written analysis or recommendations provided. Ameriprise Financial cannot guarantee future financial results. The institution is a member of FINRA and SIPC. Clients can expect personalized financial advice tailored to their specific needs. The institution values referrals and strives to help friends and family members achieve their financial goals. The privacy and security of clients' information is a top priority, with strict rules and regulations in place to protect their data. Contact Ameriprise Financial Services, LLC to schedule a meeting and discuss what's most important to you.

80 Wolf Rd First Floor, Albany, NY 12205, United States
ameripriseadvisors.com
Olivia Casale - Associate Financial Advisor, Ameriprise Financial Services, LLC Olivia Casale - Associate Financial Advisor, Ameriprise Financial Services, LLC
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#156

Mark L Fine, CLU, ChFC, CFP, CASL

● Open

Mark L Fine, CLU, ChFC, CFP, CASL is a renowned financial institution located at 1 Northwestern Boulevard in Albany, New York, United States. Specializing in insurance and financial planning, they offer a wide range of services to help individuals and businesses achieve their financial goals. With a team of highly skilled and certified professionals, including Chartered Life Underwriters, Chartered Financial Consultants, Certified Financial Planners, and Chartered Advisor for Senior Living, clients can trust in their expertise and experience. Whether you are looking for retirement planning, investment advice, or insurance solutions, Mark L Fine, CLU, ChFC, CFP, CASL is dedicated to providing personalized and comprehensive financial services to meet your needs.

1 Northwestern Blvd, Albany, NY 12211, United States
518-785-4141
mark-fine.com
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#157

Fidelity Investments

● Open

Fidelity Investments is a renowned financial institution located at 59 Wolf Road in Albany, New York, United States. As a leading player in the finance industry, Fidelity Investments offers a wide range of investment services and products to help individuals and businesses achieve their financial goals. With a reputation for excellence and reliability, Fidelity Investments is dedicated to providing exceptional customer service and expert financial advice to its clients. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Fidelity Investments is the trusted partner you can rely on for all your financial needs.

59 Wolf Rd, Albany, NY 12205, United States
800-482-0156
fidelity.com
Fidelity Investments Fidelity Investments Fidelity Investments
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#158

Pombo Wealth Management

● Open

Pombo Wealth Management is a leading financial institution located at 6 Automation Lane in Albany, New York, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized financial planning and investment strategies, Pombo Wealth Management is committed to providing top-notch service and guidance to clients seeking to grow and protect their wealth. Contact us today to learn more about how we can help you reach your financial objectives.

6 Automation Ln, Albany, NY 12205, United States
518-514-2640
pombowealthmgt.com
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#159

Scott Gordon - Prudential Financial

● Open

Scott Gordon - Prudential Financial is a well-established finance and insurance agency located at 125 Wolf Road in Albany, New York, United States. With a strong reputation for providing top-notch financial and insurance services, the institution is known for its expertise in helping clients achieve their financial goals and secure their futures. Whether you are looking for investment advice, retirement planning, or insurance coverage, the professionals at Scott Gordon - Prudential Financial are dedicated to providing personalized solutions tailored to your specific needs. Visit them today to start planning for a secure financial future.

125 Wolf Rd Suite 507, Albany, NY 12205, United States
518-951-7082
prudential.com
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#160

Independent Family Office LLC

● Open

Independent Family Office LLC is a reputable lawyer institution located at 123 Great Oaks Boulevard in Albany, New York. As a family office, we specialize in providing legal services tailored to the unique needs of individuals and families. Our team of experienced lawyers is dedicated to offering personalized and comprehensive legal solutions to help clients navigate complex legal matters. Whether you require assistance with estate planning, asset protection, or family law issues, Independent Family Office LLC is here to provide expert guidance and support. Trust us to safeguard your family's interests and secure a brighter future.

123 Great Oaks Blvd, Albany, NY 12203, United States
518-452-8050
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#161

Daniel Harney - Prudential Financial

● Open

Daniel Harney - Prudential Financial is a reputable finance and insurance agency located at 125 Wolf Road in Albany, New York, United States. With a strong focus on providing personalized financial solutions to clients, the institution offers a wide range of services including investment planning, retirement planning, insurance coverage, and wealth management. The team at Daniel Harney - Prudential Financial is dedicated to helping individuals and businesses achieve their financial goals and secure their futures. With a commitment to excellence and a track record of success, this institution is a trusted partner for all your financial needs.

125 Wolf Rd Suite 507, Albany, NY 12205, United States
518-512-4730
prudential.com
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#162

Melissa Mirabile, CRPS - UBS Financial Services Inc.

● Open

Melissa Mirabile, CRPS - UBS Financial Services Inc. is a finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. Specializing in financial planning and investment management, Melissa Mirabile is a Certified Retirement Planning Specialist (CRPS) who offers personalized services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert guidance, Melissa Mirabile and UBS Financial Services Inc. strive to help individuals and families secure their financial future.

8 Southwoods Blvd Suite 207, Albany, NY 12211, United States
518-445-1614
advisors.ubs.com
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#163

Robert E. Lane, CPWA - UBS Financial Services Inc.

● Open

Robert E. Lane, CPWA - UBS Financial Services Inc. is a finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. Specializing in wealth management, Robert E. Lane and his team offer personalized financial services to help clients achieve their financial goals. With a focus on comprehensive planning and investment strategies, they strive to provide top-notch financial guidance and expertise to individuals and families. Whether you are planning for retirement, saving for college, or looking to grow your investments, Robert E. Lane, CPWA - UBS Financial Services Inc. is dedicated to helping you navigate the complexities of the financial world with confidence.

8 Southwoods Blvd Suite 207, Albany, NY 12211, United States
518-445-1615
advisors.ubs.com
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#164

Burke Coleman, CIMA, CPWA, CRPS - UBS Financial Services Inc.

● Open

Burke Coleman, CIMA, CPWA, CRPS at UBS Financial Services Inc. is a prestigious finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to help clients achieve their investment goals. Specializing in areas such as investment management, wealth planning, and retirement planning, Burke Coleman and his team provide personalized solutions tailored to each client's unique needs. With a commitment to excellence and a dedication to client satisfaction, UBS Financial Services Inc. is a trusted partner in helping individuals and families secure their financial future.

8 Southwoods Blvd Suite 207, Albany, NY 12211, United States
518-447-3905
advisors.ubs.com
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#165

Merrill Lynch Financial Advisor Robert B Lilley

● Open

Merrill Lynch Financial Advisor Robert B Lilley is a finance institution located at 69 State Street, Albany, New York, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. Specializing in creating customized strategies for families seeking a lifetime of income, the Lilley - O'Toole Group has been serving clients since 1975. With over $397 million of entrusted wealth, the team focuses on helping clients plan for a secure financial future through strategic planning and proactive communication. By offering personalized investment strategies and comprehensive financial solutions, Merrill Lynch advisors strive to help clients achieve their financial goals and navigate the complexities of their financial lives. Certified by the Certified Financial Planner Board of Standards, Inc., the team at Merrill Lynch is committed to providing clients with the expertise and guidance needed to make informed financial decisions and pursue their aspirations. Let Merrill Lynch Financial Advisor Robert B Lilley help you create a financial approach tailored to your unique needs and priorities.

69 State St, Albany, NY 12207, United States
518-462-8367
fa.ml.com
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#166

Kenneth White - UBS Financial Services Inc.

● Open

Kenneth White - UBS Financial Services Inc. is a reputable finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. With a focus on providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, wealth management, or retirement planning, our institution offers personalized solutions tailored to your individual needs. Trust Kenneth White - UBS Financial Services Inc. to provide you with the expertise and guidance needed to secure a stable financial future.

8 Southwoods Blvd Suite 207, Albany, NY 12211, United States
518-447-3910
advisors.ubs.com
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#167

John G. Walsh - UBS Financial Services Inc.

● Open

John G. Walsh - UBS Financial Services Inc. is a renowned finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. With a strong reputation for providing top-notch financial services, the institution offers a wide range of investment options and wealth management solutions to its clients. The team of experienced professionals at John G. Walsh - UBS Financial Services Inc. is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, this institution is committed to providing personalized financial advice and guidance tailored to your specific needs.

8 Southwoods Blvd Suite 207, Albany, NY 12211, United States
518-445-1613
advisors.ubs.com
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#168

Ameriprise Financial

● Open

Ameriprise Financial is a renowned finance institution located at 4 Atrium Drive in Albany, New York, United States. With a strong presence in the financial industry, Ameriprise Financial offers a wide range of services including financial planning, investment management, retirement planning, and insurance solutions. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Ameriprise Financial is committed to providing personalized and comprehensive financial solutions to meet your needs.

4 Atrium Dr, Albany, NY 12205, United States
518-438-5500
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#169

Serroukas & Badat

● Open

Serroukas & Badat is a reputable accounting and finance institution located at 4290 Albany Post Road in Hyde Park, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, payroll services, and financial planning. Their commitment to providing high-quality, personalized services to their clients sets them apart in the industry. Whether you are an individual looking for tax assistance or a business in need of financial guidance, Serroukas & Badat is dedicated to helping you achieve your financial goals.

4290 Albany Post Rd, Hyde Park, NY 12538, United States
845-229-0090
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#170

Buckley Gent MacDonald & Cary CPA's

● Open

Buckley Gent MacDonald & Cary CPA's is a reputable accounting and finance institution located at 100 Great Oaks Boulevard in Albany, New York, United States. With a team of experienced and knowledgeable certified public accountants, they offer a wide range of services including tax preparation, auditing, financial planning, and consulting. Their dedication to providing personalized and professional service sets them apart in the industry, making them a trusted choice for individuals and businesses alike. Visit Buckley Gent MacDonald & Cary CPA's for expert financial guidance and support.

100 Great Oaks Blvd #121, Albany, NY 12203, United States
518-437-0430
bgmccpa.com
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5 2
#171

Zeitler & Zeitler CPA's

● Open

Zeitler & Zeitler CPA's is a reputable accounting and finance institution located at 1832 Western Avenue in Albany, New York, United States. With a team of experienced and knowledgeable Certified Public Accountants, we offer a wide range of financial services to individuals and businesses. Our services include tax preparation, auditing, financial planning, and consulting to help our clients achieve their financial goals. Trust Zeitler & Zeitler CPA's for all your accounting and finance needs.

1832 Western Ave, Albany, NY 12203, United States
518-813-2277
zeitlercpa.com
Zeitler & Zeitler CPA's Zeitler & Zeitler CPA's Zeitler & Zeitler CPA's
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#172

Conaway John

● Open

Conaway John is a reputable accounting and finance institution located at 1832 Western Avenue in Albany, New York, United States. With a team of highly skilled professionals, they offer a wide range of services to individuals and businesses, including tax preparation, financial planning, and consulting. Their commitment to excellence and customer satisfaction sets them apart in the industry. Whether you need help with managing your finances or navigating complex tax laws, Conaway John is the trusted partner you can rely on.

1832 Western Ave, Albany, NY 12203, United States
518-456-5810
Conaway John
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#173

David Fadda & Associates, Inc.

● Open

David Fadda & Associates, Inc. is a reputable accounting and finance firm located at 361 Albany Avenue in Kingston, New York, United States. With a team of experienced professionals, they offer a wide range of services to individuals and businesses, including tax preparation, financial planning, and bookkeeping. Their commitment to providing personalized and high-quality service sets them apart in the industry. Whether you are looking for assistance with your personal finances or need help managing your business accounts, David Fadda & Associates, Inc. is dedicated to helping you achieve your financial goals.

361 Albany Ave, Kingston, NY 12401, United States
914-388-1731
dfa-accounting.com
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#174

Lindgren Thomas F CPA

● Open

Lindgren Thomas F CPA is a reputable accounting and finance institution located at 417 Albany Avenue in Kingston, New York, United States. With years of experience in the industry, their team of certified public accountants provides professional and reliable financial services to individuals and businesses. From tax preparation to financial planning, Lindgren Thomas F CPA is dedicated to helping clients achieve their financial goals. Contact them today to schedule a consultation and see how they can assist with your accounting needs.

417 Albany Ave, Kingston, NY 12401, United States
845-338-1001
tflcpa.com
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4.6 9
#175

TaxPros & Realty Group

● Closed

TaxPros & Realty Group is a reputable institution located at 1745 Albany Avenue in New York, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch assistance to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or real estate transactions, our knowledgeable professionals are here to guide you every step of the way. Trust TaxPros & Realty Group for all your accounting and finance needs.

1745 Albany Ave, Brooklyn, NY 11210, United States
718-829-7767
taxprosrealtygroup.com
TaxPros & Realty Group
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5 2
#176

Grasso & Kayser CPAs PC

● Open

Grasso & Kayser CPAs PC is a reputable accounting and finance institution located at 2504 Albany Street in Schenectady, New York. With a team of experienced and knowledgeable certified public accountants, they provide a wide range of financial services to individuals and businesses in the area. From tax preparation and planning to auditing and financial consulting, Grasso & Kayser CPAs PC is dedicated to helping their clients achieve their financial goals. Their commitment to professionalism and excellence sets them apart as a trusted partner in financial matters.

2504 Albany St, Schenectady, NY 12304, United States
518-372-4070
kayser.cpa
Grasso & Kayser CPAs PC
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#177

Lurie & Co

● Open

Lurie & Co is a reputable accounting and finance institution located at 292 Washington Avenue Extension in Albany, New York, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses alike. From tax preparation to investment planning, Lurie & Co is dedicated to helping their clients achieve their financial goals. Trustworthy and reliable, they are a go-to institution for all your accounting and finance needs.

292 Washington Ave Ext #101, Albany, NY 12203, United States
518-456-4094
luriecpas.com
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4 3
#178

Teal, Becker & Chiaramonte, CPAs P.C.

● Open

Teal, Becker & Chiaramonte, CPAs P.C. is a renowned accounting and finance institution located at 7 Washington Square in Albany, New York, United States. With a team of experienced professionals, they provide a wide range of services including tax planning, auditing, consulting, and financial advisory. Their commitment to excellence and client satisfaction sets them apart in the industry, making them a trusted partner for individuals and businesses seeking expert financial guidance.

Teal, Becker & Chiaramonte, 7 Washington Square, Albany, NY 12205, United States
518-456-6663
tbccpa.com
Teal, Becker & Chiaramonte, CPAs P.C. Teal, Becker & Chiaramonte, CPAs P.C. Teal, Becker & Chiaramonte, CPAs P.C.
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#179

Mc Kenna & Franck

● Open

McKenna & Franck is a reputable accounting and finance institution located at 1659 Central Avenue in Albany, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, financial planning, and investment management. Clients can trust McKenna & Franck to provide expert advice and personalized solutions to help them achieve their financial goals. With a commitment to excellence and integrity, this institution is dedicated to helping individuals and businesses succeed financially.

1659 Central Ave, Albany, NY 12205, United States
518-482-9000
techvalleycpas.com
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3.3 7
#180

David Phillips CPA

● Open

David Phillips CPA is a reputable accounting and finance institution located at 125 Wolf Road in Albany, New York. With a team of experienced and knowledgeable professionals, they provide top-notch financial services to individuals and businesses in the United States. Whether you need help with tax preparation, bookkeeping, or financial planning, David Phillips CPA is dedicated to helping you achieve your financial goals. Trustworthy and reliable, they are committed to providing personalized solutions tailored to your specific needs. Contact them today to see how they can help you manage your finances effectively.

125 Wolf Rd #408, Albany, NY 12205, United States
518-438-1129
davidphillipscpa.com
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