TOP 30 Individual tax strategy in Victor, New York

43 results found

Victor Melendez is a dedicated financial advisor at Ameriprise Financial Services, LLC located at 399 Knollwood Road in White Plains, New York. With years of experience in the finance industry, Victor provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Victor Melendez is committed to providing expert guidance and support every step of the way. Visit Ameriprise Financial Services, LLC to start planning for a secure financial future today.

Victor J Cannistra PC: Cannistra Victor J CPA is a reputable accounting and finance institution located at 43 Kensico Drive in Mount Kisco, New York, United States. With a focus on providing top-notch financial services, Victor J Cannistra PC is led by the experienced CPA Victor J Cannistra. Clients can expect personalized financial solutions, expert advice, and reliable accounting services to help them achieve their financial goals. Whether you are an individual or a business in need of financial guidance, Victor J Cannistra PC is dedicated to providing the highest level of professionalism and expertise in the industry.

Victor Fugarov Vanderbilt Financial Group is a leading finance institution located at 1101 Avenue U in New York, United States. With a reputation for excellence and expertise in the financial industry, this institution offers a wide range of financial services to individuals and businesses. From investment planning and wealth management to retirement planning and insurance solutions, Victor Fugarov Vanderbilt Financial Group is committed to helping clients achieve their financial goals. With a team of experienced professionals and a dedication to personalized service, this institution is a trusted partner for all your financial needs.

NA Tax & Business Services is a reputable accounting and finance institution located at 1800B Victor Street in New York, United States. With a team of experienced professionals, they specialize in providing top-notch tax preparation, bookkeeping, and financial consulting services to individuals and businesses alike. Their commitment to accuracy, efficiency, and personalized attention sets them apart in the industry. Whether you need help with tax filing or financial planning, NA Tax & Business Services is the go-to destination for all your accounting needs.

Blue Million Tax Professionals Inc is a leading Tax Firm located at 33 Paerdegat 9th Street, New York, United States. Specializing in accounting and finance, our professionals stay up to date with the ever-changing tax laws and legislation to ensure that you receive all your tax deductions and credits efficiently. We offer accurate payroll preparation and tax reporting services at an affordable rate, allowing you to focus on running your business while we handle government dealings. Our team helps clients understand the tax consequences of their decisions and advises on the best tax strategies to achieve their financial goals. With a full range of Tax & Financial Services available locally in Brooklyn and throughout all 50 States, we promise to work closely with you to ensure you receive every credit and deduction legally permissible. Our reputation is built on preparing timely and accurate returns, and our experienced professionals specialize in state and local tax returns preparation. Founder and Tax Director Alain Victor, a Baruch Accounting Graduate specializing in Taxation & Advisory Services, leads our team in providing personalized attention and expert assistance. Testimonials from satisfied clients highlight our professionalism, knowledge, and affordability. Trust Blue Million Tax Professionals Inc for all your tax needs.

John Reesor - Prudential Financial is a trusted finance and insurance agency located in Rochester, New York, United States. With a commitment to providing top-notch financial services and insurance products, our team of experienced professionals 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, John Reesor - Prudential Financial is here to provide personalized solutions tailored to your unique needs. Contact us today to learn more about how we can assist you in securing your financial future.

Evolution Financial Advisors is a leading financial institution located at 580 Fishers Station Drive in Victor, New York. Our team of experienced advisors is dedicated to helping clients navigate the complexities of financial planning and investment management. We offer personalized strategies to help individuals and businesses achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Evolution Financial Advisors is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and see how we can help you evolve your finances.

Finger Lakes Financial Services Inc is a finance institution located at 29 Lasalle Parkway in Victor, New York, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help individuals and businesses reach their financial goals. From investment planning to retirement strategies, we offer a wide range of services to meet our clients' needs. Visit us today to learn more about how we can help you secure your financial future.

Charles Schwab is a renowned finance institution located at 1250 Pittsford Victor Road in Pittsford, New York, United States. With a strong reputation for providing top-notch financial services, Charles Schwab offers a wide range of investment options, retirement planning, wealth management, and brokerage services to its clients. The institution is known for its commitment to transparency, integrity, and customer satisfaction, making it a trusted choice for individuals and businesses looking to secure their financial future.

Alex Neri, CERTIFIED FINANCIAL PLANNER is a reputable financial institution located at 1169 Pittsford Victor Road in Pittsford, New York, United States. Specializing in providing expert financial planning services, the institution offers personalized advice and strategies to help clients achieve their financial goals. With a focus on professionalism and integrity, Alex Neri and his team are dedicated to helping individuals and families navigate the complexities of financial planning and investment management. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Alex Neri, CERTIFIED FINANCIAL PLANNER is committed to providing you with the guidance and support you need to secure your financial future.

Wealth Enhancement Group is a leading financial institution located at 1040 Pittsford Victor Road in Pittsford, New York, United States. As a finance-focused institution, Wealth Enhancement Group offers comprehensive wealth management services to help individuals and families achieve their financial goals. With a team of experienced financial advisors and experts, they provide personalized financial planning, investment management, retirement planning, and estate planning services to clients. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Wealth Enhancement Group is dedicated to helping you secure your financial future.

Caritas Consulting is a leading finance institution located at 1080 Pittsford Victor Road in Pittsford, New York. Our team of financial experts provides a wide range of consulting services to individuals and businesses looking to manage their finances effectively. With a commitment to integrity and professionalism, Caritas Consulting strives to help clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.

Cooper/Haims Advisors, LLC is a leading financial institution located at 50 Square Drive in Victor, New York, United States. Specializing in providing expert financial advice and services, their team of experienced advisors work closely with clients to help them achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or manage your wealth, Cooper/Haims Advisors, LLC is dedicated to providing personalized solutions tailored to your individual needs. With a reputation for excellence and a commitment to client satisfaction, they are a trusted partner in helping you secure your financial future.

Merrill Lynch Financial Advisor Jacob Newkirk is a finance institution located at 1241 Pittsford Victor Road in Pittsford, New York, United States. Committed to building and maintaining strong relationships with clients, they are accessible, knowledgeable, and experienced. Their mission is to understand each client's unique financial goals and aspirations, designing comprehensive strategies to help manage investment risk and pursue personal financial objectives. Their team, supported by the global resources of Merrill, consists of talented individuals dedicated to providing personalized service and building trust-based client relationships. Through the Merrill Personal Wealth Analysis™ tool, they can create and document personalized financial plans centered on individual goals and aspirations.

Allied Financial Partners is a leading accounting and finance institution located at 6536 Anthony Drive in Victor, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Whether you are an individual or a business owner, Allied Financial Partners is dedicated to providing personalized and professional financial solutions to help you achieve your goals. Contact them today to see how they can help you secure your financial future.

Merrill Lynch Financial Advisor Caleb Atwater is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States. Caleb Atwater focuses on providing a personalized wealth management approach that is flexible and tailored to the individual needs of clients. He offers access to the investment insights of Merrill and the banking convenience of Bank of America to address various aspects of clients' financial lives. Caleb is dedicated to delivering excellent service and helping clients pursue their goals. He is actively involved in volunteering in his community and currently serves on the Williamson Public Library Board. Merrill Personal Wealth Analysis™ is used to build and document personalized financial plans centered on clients' goals and priorities. The team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service. The institution focuses on understanding clients' aspirations and providing tailored financial approaches to help them achieve their goals. The Investment Personality Assessment is utilized to gain a deeper understanding of clients' investing preferences.

Compass Wealth, LLC is a finance institution located at 1163 Pittsford Victor Road in Pittsford, New York, United States. With a team of experienced financial advisors, Compass Wealth, LLC offers personalized wealth management services to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Compass Wealth, LLC provides expert guidance and strategies to help you navigate the complexities of the financial world. Contact us today to learn more about how we can help you secure your financial future.

The Pelican Bay Group Wealth Management - Morgan Stanley is a premier finance institution located at 1250 Pittsford Victor Road in Pittsford, New York. Our team of dedicated professionals is committed to providing top-notch wealth management services to our clients. With a focus on personalized financial planning and investment strategies, we strive to help individuals and businesses achieve their financial goals. Trust in the expertise of The Pelican Bay Group Wealth Management - Morgan Stanley for all your financial needs.

The Sartini Group at Morgan Stanley is a leading financial institution located at 1250 Pittsford Victor Road in Pittsford, New York. As a part of Morgan Stanley, they offer a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, The Sartini Group provides personalized financial solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest in the market, The Sartini Group at Morgan Stanley is dedicated to helping you navigate the complexities of the financial world.

Merrill Lynch Financial Advisor Michael D Katz is a reputable financial institution located at 1241 Pittsford Victor Road in Pittsford, New York, United States. Specializing in finance, the institution offers a wide range of services to help individuals and businesses manage their wealth and investments effectively. With a team of experienced professionals led by Michael D Katz, clients can expect personalized financial advice and strategies tailored to their specific needs and goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial situations, Merrill Lynch Financial Advisor Michael D Katz is dedicated to helping you achieve financial success.

The Mayeu Financial Group is a leading finance institution located at 1162 Pittsford Victor Road in Pittsford, New York, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, our experts are here to provide personalized solutions tailored to your specific needs. Trust The Mayeu Financial Group to help you navigate the complex world of finance with confidence and clarity.

Merrill Lynch Wealth Management, located at 1241 Pittsford Victor Road in Pittsford, New York, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. The experienced advisors at this branch are dedicated to helping clients address their wealth planning challenges and opportunities in both rising and turbulent markets. They provide personalized financial strategies based on years of combined knowledge and expertise in wealth management. In addition to wealth planning advice, the advisors at Merrill Lynch Wealth Management can assist with retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. They work closely with clients' outside professionals, such as accountants and tax attorneys, to ensure comprehensive financial strategies are in place.

Merrill Lynch Wealth Management, located at 1241 Pittsford Victor Road in Pittsford, New York, offers comprehensive financial services for individuals, families, business owners, executives, and institutions. With a focus on wealth planning, retirement income planning, and investment strategies, the experienced advisors at Merrill Lynch are dedicated to helping clients achieve their long-term financial goals. Additionally, the institution is committed to giving back to the community through volunteerism and charitable outreach. As a client of Merrill Lynch, you will have access to industry-skilled advisors, personalized financial approaches, and a wide range of resources to support your financial needs. Whether you are a seasoned investor or just starting out, Merrill Lynch provides the tools and support to help you navigate the complexities of the financial market and plan for the future.

Paul Byron Hill CFP is a reputable finance institution located at 1159 Pittsford Victor Road in Pittsford, New York, United States. Our team of experienced professionals specialize in providing comprehensive financial planning services to help individuals and families achieve their financial goals. Whether you are looking to invest, plan for retirement, or save for the future, our certified financial planners are here to guide you every step of the way. Trust Paul Byron Hill CFP to provide personalized solutions tailored to your unique financial needs.

Edward Jones - Financial Advisor: Anthony M DeJohn is a reputable finance institution located at 49 West Main Street in Victor, New York, United States. As a trusted financial advisor, Anthony M DeJohn provides personalized financial planning services to help individuals and families achieve their financial goals. With a focus on long-term financial stability and growth, clients can rely on Edward Jones for expert advice and guidance in investment strategies, retirement planning, and wealth management. Visit Edward Jones - Financial Advisor: Anthony M DeJohn today to start securing your financial future.

Summers Financial Services is a trusted finance institution located at 6591 Cherry Street in Victor, New York, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, our dedicated team is here to provide personalized solutions tailored to your specific needs. Visit us today to learn more about how Summers Financial Services can help you secure a sound financial future.

Merrill Lynch Financial Advisor William P McCarthy, located at 1241 Pittsford Victor Road in Pittsford, New York, is a finance institution dedicated to helping individuals and families prepare for retirement. With a commitment to clients' best interests and a reputation for consistent wealth management, the team focuses on understanding long-term retirement goals to ensure income lasts, cover healthcare costs, and preserve wealth. By emphasizing the role of Investor Behavior, the institution employs a Disciplined Allocation strategy to guide emotion in the investment process and maximize successful outcomes. Advisors work collaboratively with clients to develop personalized investment strategies aligned with their goals, taking into account risk tolerance, time horizon, and investment style. Recognized by Forbes as "Best-in-State Wealth Advisors," the team at Merrill Lynch is supported by global resources and experienced individuals dedicated to building strong client relationships based on trust and personalized service. Through tools like Merrill Personal Wealth Analysis™, clients can create and adapt financial plans centered on their goals and aspirations. With a focus on understanding clients personally, Merrill Lynch Wealth Management Advisors offer tailored investment approaches to address individual needs and pursue financial goals.

Merrill Lynch Financial Advisor Colin Worden, located at 1241 Pittsford Victor Road, Pittsford, New York, United States, is a finance institution supported by the global resources of Merrill. The team is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting to changes over time. The institution offers personalized financial strategies tailored to your unique needs and goals, helping you achieve what matters most to you. With a focus on collaboration and understanding your personality and preferences, the team at Merrill Lynch is committed to helping you reach your financial goals and navigate market fluctuations. Get the latest investment insights and strategies to live your best financial life with the help of a dedicated Merrill advisor.

Merrill Lynch Financial Advisor Jeffrey P Renelt is a reputable finance institution located at 1241 Pittsford Victor Road in Pittsford, New York, United States. With a strong focus on providing personalized financial advice and guidance, Merrill Lynch Financial Advisor Jeffrey P Renelt offers a wide range of services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, their team of experienced advisors is dedicated to helping you make informed decisions and secure your financial future. Contact Merrill Lynch Financial Advisor Jeffrey P Renelt today to schedule a consultation and take the first step towards financial success.

Merrill Lynch Financial Advisor Matthew A. Kilmer, located at 1241 Pittsford Victor Road in Pittsford, New York, is a reputable finance institution dedicated to providing exemplary client service. Recognized by Forbes for their outstanding wealth management teams and advisors, the team at Eidlin-Kilmer & Associates is committed to building strong client relationships based on trust and personalized service. The team, led by Mandi, offers a wide range of services including financial planning, retirement planning, wealth transfer strategies, and more. With access to the global resources of Merrill Lynch Wealth Management and Bank of America, clients can benefit from a comprehensive approach to managing their financial needs.