The 30 Best Individual tax consultation in Jericho, New York

DDK & Company, LLP is a reputable accounting and finance institution located at 50 Jericho Quadrangle in Jericho, New York, United States. With a team of experienced professionals, DDK & Company, LLP provides top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, their expertise and dedication ensure that clients receive the best possible guidance and support for their financial needs. Trust DDK & Company, LLP to help you navigate the complexities of accounting and finance with precision and efficiency.

BloomSchon CPAs is a leading accounting and finance institution located at 375 North Broadway in Jericho, New York, United States. Our team of certified public accountants is dedicated to providing top-notch financial services to individuals and businesses alike. With a strong commitment to accuracy and professionalism, we offer a wide range of accounting services including tax preparation, auditing, financial planning, and more. Trust BloomSchon CPAs to handle all of your financial needs with expertise and care.

DeFreitas & Minsky LLP | CPA is a reputable accounting and finance institution located at 30 Jericho Executive Plaza in Jericho, New York, United States. With a team of experienced Certified Public Accountants, they provide a wide range of accounting services including tax preparation, financial planning, auditing, and business consulting. Clients can trust DeFreitas & Minsky LLP | CPA for their expertise and dedication to helping individuals and businesses achieve their financial goals.

Sauvigne & Company is a reputable accounting and finance institution located in Jericho, New York. With a prime location at 25 South Service Road, this institution offers expert financial services to individuals and businesses in the area. The team at Sauvigne & Company is dedicated to providing top-notch accounting and financial advice to help clients achieve their financial goals. Whether you need help with tax preparation, financial planning, or investment strategies, Sauvigne & Company is here to assist you every step of the way. Trust in their expertise and experience to help you navigate the complex world of finance with confidence.

Alain Martin - TD Wealth Financial Advisor is a reputable financial institution located at 372 Jericho Turnpike, Floral Park, New York, United States. As a trusted advisor, Alain Martin offers personalized financial planning services to help individuals and businesses achieve their financial goals. With a focus on wealth management, investment strategies, and retirement planning, clients can expect expert guidance and support in navigating the complexities of the financial world. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Alain Martin is dedicated to providing tailored solutions to meet your unique needs. Contact Alain Martin - TD Wealth Financial Advisor today to start your journey towards financial success.

Michael H. Meyers - RBC Wealth Management Financial Advisor is a prestigious financial institution located at 1 Jericho Plaza in Jericho, New York, United States. As a trusted financial advisor, Michael H. Meyers provides expert wealth management services to help clients achieve their financial goals. With a strong focus on personalized financial planning and investment strategies, clients can trust in the expertise and professionalism of Michael H. Meyers and his team. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Michael H. Meyers - RBC Wealth Management Financial Advisor is dedicated to helping you secure a prosperous financial future.

Merrill Lynch Financial Advisor David S Leiman is a finance institution located at 100 Jericho Quadrangle, Jericho, New York, United States. The Leiman Group believes in building strong relationships through teamwork and involvement, offering access to global investment capabilities and banking convenience. Their financial advisors work with successful individuals and families to help them pursue their financial goals, placing the client at the center of their focus. They offer personalized financial planning that evolves over time to track progress and make adjustments as needed. The institution values transparency, providing insight into potential risks and opportunities, and ensuring that clients understand what they are paying for. The team is committed to providing exemplary client service, with advisors who have received recognition from industry publications. By understanding each client's unique goals and priorities, they develop personalized financial strategies that adapt to changes in life and the market. The institution offers the latest investment insights, tips, and strategies to help clients achieve their financial goals.

Christopher Faggioni - RBC Wealth Management Financial Advisor is a trusted institution located at One Jericho Plaza in Jericho, New York, United States. As a finance institution, they provide expert financial advice and services to help clients achieve their financial goals. With a focus on wealth management, Christopher Faggioni and his team offer personalized solutions tailored to each individual's needs. Whether you are planning for retirement, investing for the future, or managing your assets, you can rely on the expertise and professionalism of Christopher Faggioni - RBC Wealth Management Financial Advisor.

Jamie Weil - RBC Wealth Management Financial Advisor is a leading financial institution located at One Jericho Plaza in Jericho, New York, United States. As a trusted advisor, Jamie Weil provides personalized financial planning services to help clients achieve their financial goals and secure their future. With a focus on wealth management, investment strategies, and retirement planning, Jamie Weil offers expert guidance and expertise to help clients make informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Jamie Weil - RBC Wealth Management Financial Advisor is dedicated to helping you achieve financial success.

Merrill Lynch Financial Advisor Thomas Travers IV is a finance institution located at 100 Jericho Quadrangle in Jericho, New York, United States. Supported by the global resources of Merrill, their team is dedicated to building strong client relationships based on trust and personalized service. They offer personalized financial planning and investment strategies tailored to individual goals and priorities, with a focus on managing investment risk. Their mission is to understand each client's unique needs and help them pursue their financial goals, whether it's planning for retirement, saving for a home, or funding a child's education. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with clients to develop a customized approach to address their financial needs. Through the Investment Personality Assessment, they gain a deeper understanding of each client's investing preferences and goals. They believe that financial success can be achieved by making informed investment decisions that align with personal goals. The team at Merrill Lynch Wealth Management Advisors is committed to helping clients stay on track to achieve what matters most to them, adjusting their financial approach as life and goals change. By prioritizing the client's needs and goals, they create a financial plan that reflects their personality and helps them navigate market fluctuations. The institution offers a range of services, including personalized investment strategies, financial planning, and comprehensive financial solutions. With a focus on building a dedicated one-on-one relationship, Merrill Lynch Financial Advisor Thomas Travers IV puts the client first, every day.

John M Pascale is a Financial Advisor at Ameriprise Financial Services, LLC located at 6900 Jericho Turnpike, Syosset, New York, United States. John M Pascale 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 expertise in areas such as asset management, estate planning, investment strategies, retirement planning, and financial planning for various client needs. John M Pascale offers comprehensive financial services to individuals and businesses, ensuring tailored solutions to meet specific financial goals and objectives.

Jacob B Salomon is a Financial Advisor at Ameriprise Financial Services, LLC located at 6900 Jericho Turnpike, Syosset, New York, United States. Jacob holds several prestigious 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications demonstrate Jacob's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. Jacob is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. Contact Jacob B Salomon for expert financial advice and personalized wealth management solutions.

Gerard Simonelli - Financial Advisor at Ameriprise Financial Services, LLC, located at 390 North Broadway, Jericho, New York, United States, offers a wide range of financial services and expertise. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Gerard Simonelli is well-equipped to assist individuals with their asset management, retirement planning, estate planning, investment strategies, and insurance needs. Whether you are a retiree, small business owner, high net worth client, or in need of specialized financial planning for domestic partnerships or military personnel, Gerard Simonelli can provide tailored solutions to meet your financial goals. With a commitment to ethics and ongoing education, Gerard Simonelli ensures that clients receive the highest level of professional service and expertise in the field of finance. Contact Gerard Simonelli today for comprehensive and personalized financial advice and planning.

Vasilios Ageletopoulos - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 500 North Broadway, Jericho, New York, United States. Vasilios Ageletopoulos holds various certifications such as 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 showcase his expertise in various aspects of financial planning and management, ensuring that clients receive comprehensive and specialized advice tailored to their individual needs. Whether you are a retiree, small business owner, or someone planning for the future, Vasilios Ageletopoulos has the knowledge and skills to help you achieve your financial goals.

Mark Grossmann - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 390 North Broadway, Jericho, New York, offers a wide range of financial services to meet the needs of individuals and businesses. Mark Grossmann holds several prestigious certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, Mark Grossmann is dedicated to providing personalized financial solutions to help clients achieve their goals. Whether you are planning for retirement, managing your investments, or navigating complex financial situations, Mark Grossmann is committed to guiding you every step of the way.

Sandeep Israni is a Financial Advisor at Ameriprise Financial Services, LLC located at 6900 Jericho Turnpike, Syosset, New York, United States. Sandeep Israni 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, CLU®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. Sandeep Israni specializes in providing financial advice to individuals and businesses, with expertise in asset management, retirement planning, estate planning, investment strategies, insurance products, and more. With a commitment to excellence and a strong code of ethics, Sandeep Israni is dedicated to helping clients achieve their financial goals and secure their financial future.

Merrill Lynch Financial Advisor Jacob Flikshteyn, located at 100 Jericho Quadrangle in Jericho, New York, offers personalized financial advice and guidance to help individuals and families pursue their financial goals. The institution, part of The Leiman Group, values teamwork and involvement to provide access to global investment capabilities and banking convenience through Bank of America. The advisors at Merrill believe in building strong client relationships based on trust and personalized service. By understanding your priorities, risk tolerance, and financial goals, the team works with you to develop a personalized plan that evolves over time to reflect changes in your life and the financial markets. As a client, you can expect transparency on potential risks and opportunities, as well as ongoing support to ensure your strategy stays on track. Whether you're planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Financial Advisor Jacob Flikshteyn is committed to helping you achieve your goals with a customized investment approach centered on your needs and aspirations.

John Ingrilli, an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 500 North Broadway in Jericho, New York, is dedicated to helping clients achieve their financial goals. With a focus on personalized financial advice, John takes the time to understand what is truly important to each individual, whether it be saving for college, planning for retirement, or making smart investments. By offering tailored advice, clients can feel more confident and in control of their financial future. Background and qualification information for John Ingrilli can be found on FINRA's BrokerCheck website. Clients can expect a comprehensive overview of financial planning concepts during the initial consultation, although no written analysis or recommendations will be provided at that time. Ameriprise Financial Services, LLC cannot guarantee future financial results, but strives to help clients navigate the complexities of the financial world.

Bill Tassey is a Financial Advisor at Ameriprise Financial Services, LLC located at 500 North Broadway, Jericho, New York, United States. Bill holds various certifications such as 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 his expertise in asset management, estate planning, investment strategies, retirement planning, and more. Bill is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients.

The Merrill Lynch Financial Advisor Sudip Mukherjee is located at 100 Jericho Quadrangle in Jericho, New York, United States. The Mukherjee Wealth Management Group focuses on building strong relationships through teamwork and involvement, offering access to global investment capabilities and banking convenience. As financial advisors, they provide personalized advice and guidance to help individuals and families pursue their financial goals. The team works closely with clients to develop a personalized financial plan, track progress, and make adjustments as needed. By understanding each client's unique situation and priorities, they can offer a customized approach that reflects their goals and values. The team at Merrill believes in helping clients make investment-related decisions that can help them reach personally meaningful goals. Through the Merrill Investment Advisory Program, they offer custom strategies that deliver an appropriate balance of risk and reward, grounded in a deep understanding of each client's needs. The goal is to help clients achieve financial success by staying on track to reach what's most important to them. With access to the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. The Merrill Personal Wealth Analysis™ helps build and document a personalized plan centered on client goals. The team understands that both life and financial markets can change over time, and they work with clients to update their approach to reflect these changes. By getting to know each client personally and understanding what matters most to them, the team can help create a financial approach that is built around their life priorities. As Merrill Lynch Wealth Management Advisors, they help clients navigate the financial complexities of life, building a customized investment approach to address their needs and pursue their goals. With a dedicated one-on-one relationship, clients can access personalized investment strategies and comprehensive financial solutions. The team is there to listen, guide, and help clients along their financial journey, no matter the question or decision. Investing involves risk, and the team at Merrill does not provide legal, tax, or accounting advice, encouraging clients to consult with their own advisors before making financial decisions. The goal is to help clients achieve their financial goals and live their best financial life through personalized advice and guidance.

Vincent De Vita - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 333 Jericho Turnpike in Jericho, New York, offers a wide range of financial services. Vincent De Vita holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and continuing education, Vincent De Vita is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with portfolio management, insurance products, or estate planning, Vincent De Vita is a trusted advisor with the knowledge and experience to help you achieve your financial goals. Contact Vincent De Vita - Private Wealth Advisor, Ameriprise Financial Services, LLC today for expert financial guidance tailored to your specific needs.

Peter Abrami is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 333 Jericho Turnpike in Jericho, New York, United States. Peter holds several 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®. Peter is dedicated to providing comprehensive financial planning services to individuals and small business owners, with expertise in asset management, retirement planning, estate planning, risk management, and investment strategies. With a focus on ethics and client needs, Peter Abrami is committed to helping clients achieve their financial goals and secure their financial future.

Christopher Skutnik is a Financial Advisor at Ameriprise Financial Services, LLC, located at 390 North Broadway, Jericho, New York, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and CLU®. He specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients, addressing various aspects such as asset management, estate planning, retirement planning, risk management, and investment strategies. Christopher Skutnik is dedicated to upholding the highest ethical standards and staying current with the latest industry knowledge to best serve his clients' financial needs.

Merrill Lynch Financial Advisor John C. Gatto is a finance institution located at 100 Jericho Quadrangle, Jericho, New York, United States. The Gatto, Gatto, Hughes Group focuses on building strong relationships through teamwork and involvement, offering access to global investment capabilities and banking services from Bank of America. They aim to be your primary source for financial advice and guidance, prioritizing your goals and aspirations. The institution believes in understanding each client's unique needs and personalizing a financial approach to help them achieve their desired outcomes. With a team of experienced professionals and access to the resources of Merrill, they are committed to providing personalized service and building trust with their clients. The institution offers services such as Merrill Personal Wealth Analysis™ and Investment Personality Assessment to tailor financial plans to individual preferences and goals. Their mission is to help clients pursue their financial goals while managing investment risk and adapting to changes in life and the market. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor John C. Gatto is dedicated to helping clients live their best financial life.

Eileen Kohler, a Financial Advisor at Ameriprise Financial Services, LLC, located at 333 Jericho Turnpike in Jericho, New York, is dedicated to helping clients achieve their financial goals. With a focus on retirement planning, education savings, and investment strategies, Eileen provides personalized recommendations based on individual goals and risk tolerance. Regular meetings are scheduled to review progress and adjust strategies as needed. Clients have secure access to their accounts and can track their progress towards their financial goals from any device. Eileen also offers insurance solutions to protect against the unexpected. To learn more about how Eileen can help you reach your financial goals, schedule a complimentary initial consultation. Please note that all investment products are subject to risks, and Ameriprise Financial Services, LLC is a registered investment adviser and a member of FINRA and SIPC. Eileen is registered to conduct securities business in certain states, so please refer to FINRA's BrokerCheck website for more information. Contact Eileen today to discuss your financial needs and start planning for a more secure future.

Merrill Lynch Financial Advisor Thomas Travers III is a finance institution located at 100 Jericho Quadrangle in Jericho, New York, United States. Supported by the global resources of Merrill, their team is dedicated to building strong client relationships based on trust and personalized service. They offer personalized financial planning services to help clients pursue their goals and manage investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with clients to develop customized approaches to address their financial needs. The institution focuses on understanding clients' aspirations and encourages them to ask questions about issues that matter most to them. Through the Investment Personality Assessment, they aim to gain a deeper understanding of clients' investing preferences and tailor their financial approach accordingly. The institution believes in staying updated on clients' changing life and financial goals to ensure their approach reflects these changes. Merrill Lynch Financial Advisor Thomas Travers III is committed to helping clients achieve their financial goals through personalized and comprehensive financial planning services.

Barry Haas - Raymond James is a finance institution located at 6800 Jericho Turnpike in Syosset, New York, United States. Our team of experienced financial advisors provides personalized investment and wealth management services to help clients achieve their financial goals. We offer a wide range of financial products and services, including retirement planning, estate planning, and investment management. With a commitment to excellence and a focus on building long-term relationships, Barry Haas - Raymond James is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Amy Castar, AAMS - UBS Financial Services Inc. is a reputable financial institution located at One Jericho Plaza in Jericho, New York, United States. Specializing in providing comprehensive financial services, Amy Castar and her team are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized financial planning and investment strategies, clients can trust in the expertise and professionalism of Amy Castar, AAMS - UBS Financial Services Inc. to guide them towards financial success.

Charter Financial Planning is located at 123 South Street in Oyster Bay, New York. Conveniently accessible from the Long Island Expressway and Northern State Parkway, the office is situated in the 500 Jericho Atrium building. Upon arrival, visitors are encouraged to park near the entrance by Marshalls and head to Suite #107 on the first floor. As a trusted institution, Charter Financial Planning offers securities through Securities America, Inc. and advisory services through Securities America Advisors, Inc. Representative Patrick B. Lough is available for assistance and can be reached at (516)-719-0151.

U.S. Wealth Group is a finance institution located at 7600 Jericho Turnpike in Woodbury, New York. With a focus on helping individuals and families achieve their financial goals, U.S. Wealth Group offers a wide range of financial services including investment planning, retirement planning, estate planning, and insurance solutions. Their team of experienced financial advisors are dedicated to providing personalized strategies to help clients build and protect their wealth. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, U.S. Wealth Group is committed to helping you navigate the complexities of the financial world and reach your financial objectives.