The 30 Best Individual tax planning strategies in Albany, New York

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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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Garry T. Center CPA'S is a reputable accounting and finance institution located at 1721 Central Avenue in Albany, New York, United States. Our team of experienced certified public accountants provides a wide range of services including tax preparation, financial planning, and auditing. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals. Contact us today to schedule a consultation and learn how we can assist you with your accounting and finance needs.

John F. Rafferty, Jr., CPA, CPC, TGPC is a reputable accounting and finance institution located at 433 New Karner Road in Albany, New York, United States. With a team of highly qualified professionals, they offer a wide range of services including tax preparation, financial planning, and consulting. Their expertise and dedication to client satisfaction make them a trusted choice for individuals and businesses seeking financial guidance.

Di Fabio Van Zandt & Co is a reputable accounting and finance firm located at 4 Automation Lane in Albany, New York. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the United States. Their expertise includes tax preparation, financial planning, auditing, and consulting services. Clients can trust Di Fabio Van Zandt & Co to provide accurate and reliable financial guidance to help them achieve their goals.

H&R Block is a renowned accounting and finance institution located at 116 Everett Road in Albany, New York, United States. With a team of highly skilled professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking for assistance with your personal finances or a business in need of accounting support, H&R Block is committed to providing top-notch services tailored to meet your specific needs. Visit us today to experience excellence in accounting and finance.

Douglas Ebersman, CPA is a reputable accounting and finance institution located at 75 Columbia Street in Albany, New York. With a strong focus on providing top-notch financial services, Douglas Ebersman, CPA is committed to helping individuals and businesses navigate the complexities of tax preparation, auditing, and financial planning. Their team of experienced professionals offers personalized solutions to meet the unique needs of each client, ensuring accurate and reliable financial management. Whether you are looking for assistance with tax filing or need expert advice on financial strategies, Douglas Ebersman, CPA is dedicated to helping you achieve your financial goals.

Taft Holly, a CPA, is a reputable accounting and finance institution located at 10 Colvin Avenue in Albany, New York, United States. With years of experience and expertise in the field, Taft Holly offers a wide range of services including tax preparation, financial planning, auditing, and consulting. Their team of certified public accountants is dedicated to providing personalized and professional services to individuals and businesses alike. Whether you need help with tax compliance or strategic financial planning, Taft Holly is committed to helping you achieve your financial goals.

Nhan & Co LLC is a reputable accounting and finance institution located at 50 Colvin Avenue in Albany, New York, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with tax preparation, auditing, or financial planning, we are here to help. Trust Nhan & Co LLC for all your accounting and finance needs.

Heritage Financial Group LLC is a leading accounting and finance institution located at 10 Colvin Avenue in Albany, New York, United States. With a team of experienced professionals, Heritage Financial Group LLC provides a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and investment management. Whether you are looking to streamline your accounting processes or grow your wealth, Heritage Financial Group LLC is dedicated to helping you achieve your financial goals.

Bryans & Gramuglia is a reputable accounting and finance institution located at 1 Pine West Plaza in Albany, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, financial planning, and more. Clients can expect personalized and reliable service to help them achieve their financial goals. The institution is known for its expertise, integrity, and commitment to excellence in the field of accounting and finance.

Slocum DeAngelus & Associates PC is a renowned accounting and finance institution located at 974 Albany Shaker Road in Latham, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and audit support. Their dedication to providing top-notch financial solutions has earned them a reputation for excellence in the industry. Whether you are an individual or a business looking for expert financial advice, Slocum DeAngelus & Associates PC is the go-to institution for all your accounting and finance needs.

Cerrone Bob CPA is a reputable accounting and finance institution located at 11 Imperial Drive in Albany, New York, United States. With years of experience in the industry, our team of professionals provides top-notch services to individuals and businesses alike. From tax preparation and financial planning to auditing and consulting, we are dedicated to helping our clients achieve their financial goals. Trust Cerrone Bob CPA for all your accounting and finance needs.

Thomas J. Collura is an institution located at 677 Broadway, Albany, New York, United States, specializing in accounting, finance, and legal services. The practice is led by Tom Collura, who has extensive experience in representing privately-held companies and their owners in corporate, tax, and commercial matters. Tom also provides tax planning services for high net worth individuals, estate and gift taxation, and trust and estate administration. He is a Fellow of the American College of Trusts and Estates Counsel and has served as an expert witness on tax, corporate, and trusts and estates matters. In addition to his legal practice, Tom has been a full-time Lecturer and Director of the M.S. Taxation program at the University at Albany for over 20 years. He is a frequent lecturer to various professionals, including judges, attorneys, CPAs, bankers, financial advisers, and business owners.

FastCloud Global is a leading accounting and finance institution located at 90 State Street in Albany, New York, United States. With a team of experienced professionals, we provide a wide range of financial services to help businesses and individuals manage their finances effectively. Our expertise in accounting and finance allows us to offer tailored solutions to meet the unique needs of our clients. Whether you need help with tax preparation, financial planning, or investment management, FastCloud Global is here to support you every step of the way. Trust us to provide reliable and efficient financial services to help you achieve your financial goals.

The Bank of America Financial Center at 33 New Scotland Avenue in Albany, New York is a leading financial institution offering a wide range of banking and financial services. Whether you need assistance with personal banking, loans, mortgages, investments, or business banking, our knowledgeable staff is here to help. With a commitment to providing top-notch customer service and innovative financial solutions, Bank of America is a trusted partner for individuals and businesses alike. Visit us today to experience the convenience and reliability of banking with Bank of America.

Welcome to Phillips Lytle LLP: Zarlock Preston L, located at One Canalside, 125 Main Street, Buffalo, NY 14203. Known affectionately as the Queen City or Nickel City, Buffalo is where we call home. Since our inception in 1834 by Orsamus H. Marshall, we have been committed to serving as trusted legal and business advisors. Our legacy is built on providing sophisticated clients with unparalleled knowledge and expertise in their most critical legal and business matters. At our Buffalo office, we offer comprehensive legal services across a wide range of practices and industries. We cater to a diverse clientele, including Fortune 500 companies, global, regional, and local financial institutions, mid-sized and emerging businesses, as well as individuals seeking guidance on business and family wealth planning. Our extensive capabilities in Buffalo are complemented by seamless support from our offices in Albany, Canada, Chautauqua, Chicago, Garden City, New York, Rochester, and Washington, D.C.

Welcome to Dark Horse Wealth, your trusted partner in financial success, located at 51 Albany Street, Cazenovia, New York. At Dark Horse Wealth, we are dedicated to empowering individuals and businesses to achieve their financial goals through personalized, strategic financial planning and investment management services. Our team of experienced financial advisors is committed to understanding your unique financial situation and crafting tailored solutions that align with your aspirations. Whether you're planning for retirement, navigating complex investment landscapes, or seeking to grow and protect your wealth, we are here to guide you every step of the way. Discover the difference with Dark Horse Wealth, where your financial future takes the lead. Visit us today and take the first step towards a more secure and prosperous tomorrow.