TOP 30 Innovative tax strategies in New York, New York
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J.K. Rogers, CPA, LLC
● OpenWelcome to J.K. Rogers, CPA, LLC, your trusted partner in accounting and finance solutions, located at 3 Scenic View Crescent, Manorville, New York 11949. We pride ourselves on providing personalized and comprehensive financial services to individuals and businesses in the community. With years of experience and a commitment to excellence, our dedicated team of certified public accountants is here to help you navigate the complexities of financial management with ease and confidence. At J.K. Rogers, CPA, LLC, we offer a wide range of services tailored to meet your unique needs, including tax preparation and planning, bookkeeping, financial consulting, and business advisory services. Our goal is to help you achieve financial success by providing expert guidance and innovative solutions that are both efficient and effective.
3 Scenic View Crescent, Manorville, New York 11949, United States -
Benson Financial Services
● OpenWelcome to Benson Financial Services, your trusted partner in navigating the complex world of finance. Conveniently located at 28 Oneida Street, Oneonta, New York, we are dedicated to empowering you with the knowledge and tools needed to make informed decisions about your financial future. At Benson Financial Services, we specialize in a range of innovative investment strategies designed to meet your unique needs. Whether you're exploring "Income for Life" strategies, "Socially Conscious Investing" opportunities, late-stage college funding plans, or savvy social security planning, we offer solutions tailored to wealth accumulation, preservation, and distribution.
28 Oneida Street, Oneonta, New York 13820, United States -
HF
● ClosedWelcome to HF, your trusted partner in financial services, conveniently located at 6 Melnick Drive, Monsey, New York. At HF, we are dedicated to providing comprehensive financial solutions tailored to meet the unique needs of individuals and businesses in our community. Our team of experienced professionals is committed to delivering personalized advice and innovative strategies to help you achieve your financial goals. Whether you're looking for investment guidance, tax planning, retirement solutions, or wealth management, HF offers a full suite of services designed to support your financial well-being. Visit us today and discover how HF can help you navigate the complexities of finance with confidence and ease.
6 Melnick Drive, Monsey, New York 10952, United States -
Webb & Associates
● OpenWelcome to Webb & Associates, your trusted financial partner located in the heart of The Bronx. Situated at 164 West 174th Street, New York, our firm is dedicated to providing top-tier financial services tailored to meet the diverse needs of our community. At Webb & Associates, we specialize in a wide range of financial solutions, including personal finance management, tax planning, investment strategies, and business consulting. Our team of experienced professionals is committed to delivering personalized advice and innovative solutions to help you achieve your financial goals. Whether you're an individual seeking guidance on managing your finances or a business looking to optimize your financial operations, we have the expertise to support your journey.
164 West 174th Street, The Bronx, New York 10453, United States -
Firstrade Securities
● OpenWelcome to Firstrade Securities, your trusted partner in navigating the dynamic world of finance. Located at 30-50 Whitestone Expressway, Queens, New York, we have been empowering investors with innovative trading technology, analytics, and education since 1985. Our mission is to help you visualize key metrics at a glance, enabling confident investment decisions tailored to your unique circumstances. At Firstrade, you can trade stocks listed on major exchanges like NYSE, AMEX, and Nasdaq, as well as the Over-the-Counter (OTC) markets. With access to over 11,000 mutual funds, you can create a professionally managed portfolio to build your family's wealth. We offer Individual and Joint brokerage accounts, providing you with a wide selection of asset types to suit your investment goals.
30-50 Whitestone Expressway, Queens, New York 11354, United States -
Atlantic First Financial Corporation
● OpenWelcome to Atlantic First Financial Corporation, your trusted partner in financial services located in the heart of Queens, New York. Situated at 1902 Whitestone Expressway, our firm is dedicated to providing comprehensive financial solutions tailored to meet the unique needs of our diverse clientele. At Atlantic First Financial Corporation, we pride ourselves on delivering personalized financial advice and innovative strategies to help you achieve your financial goals. Whether you're an individual seeking investment guidance, a family planning for the future, or a business looking to optimize your financial operations, our team of experienced professionals is here to assist you every step of the way.
1902 Whitestone Expressway, Queens, New York 11357, United States -
Park Avenue Finance
● OpenWelcome to Park Avenue Finance, your trusted partner in navigating the complex world of financial solutions. Conveniently located at 340 East 64th Street in the heart of Manhattan, New York, we are dedicated to providing personalized financial services tailored to meet the unique needs of each client. Our team of experienced professionals is committed to delivering expert advice and innovative strategies to help you achieve your financial goals. Whether you're looking for investment management, retirement planning, tax optimization, or any other financial service, Park Avenue Finance is here to guide you every step of the way. Visit us today to experience unparalleled financial expertise and customer service. Your financial success is our top priority.
340 East 64th Street, Manhattan, New York, United States -
Aegis Capital Corporation
● OpenWelcome to Aegis Capital Corporation, your trusted partner in financial services since 1984. Located at 42-40 Bell Boulevard, Queens, New York, we are dedicated to helping individuals and institutions preserve wealth and maximize growth through innovative financial solutions. Our expert team works closely with clients to identify and achieve their financial goals, offering personalized and hands-on service. With over $50 billion processed in capital markets transactions, Aegis Capital Corp. stands out with its robust investment banking services, including equity and debt financing, as well as private equity banking. Our seasoned professionals provide strategic advice and financing solutions tailored to a wide range of industries.
42-40 Bell Boulevard, Queens, New York 11361, United States -
Accountable Financial Management Corp
● ClosedWelcome to Accountable Financial Management Corp, your trusted partner in navigating the complex world of accounting, finance, and insurance. Conveniently located at 501 Main Street in the heart of Manhattan, New York, we are dedicated to providing personalized and comprehensive financial solutions tailored to meet the unique needs of each client. Our team of seasoned professionals brings a wealth of experience and expertise to every engagement, ensuring that you receive the highest level of service and advice. Whether you're an individual seeking assistance with tax planning, a business owner in need of strategic financial management, or looking for reliable insurance solutions, we are here to help.
501 Main Street, Manhattan, New York, United States -
Russo Financial Group
● OpenWelcome to Russo Financial Group, your trusted partner in navigating the complex world of finance. Conveniently located at 875 3rd Avenue in the heart of Manhattan, New York, we are dedicated to providing exceptional financial services tailored to meet the unique needs of our diverse clientele. At Russo Financial Group, we pride ourselves on our commitment to excellence and personalized service. Our team of experienced financial professionals is here to guide you through every step of your financial journey, offering expert advice and innovative solutions. Whether you're an individual seeking personal financial planning, a business looking for strategic financial management, or an investor eager to expand your portfolio, we have the expertise to help you achieve your goals.
875 3rd Avenue, Manhattan, New York, United States -
CG Finance
● ClosedWelcome to CG Finance, your trusted partner in navigating the complex world of finance, located conveniently at 55 East 59th Street in the heart of Manhattan, New York. At CG Finance, we are dedicated to providing personalized financial solutions tailored to meet the unique needs of each client. Our team of experienced professionals is committed to delivering expert guidance and innovative strategies to help you achieve your financial goals. Whether you're an individual seeking to manage your personal finances or a business looking for comprehensive financial planning, CG Finance offers a wide range of services including investment advisory, wealth management, tax planning, and retirement planning. Our client-centric approach ensures that we prioritize your financial well-being, offering transparent advice and building long-term relationships based on trust and integrity.
55 East 59th Street, Manhattan, New York, United States -
Sconset Capital Management, LLC
● OpenWelcome to Sconset Capital Management, LLC, your trusted partner in financial insights and investment strategies. Conveniently located at 84-31 Van Wyck Expressway in Queens, New York, we specialize in providing expert financial guidance and management services tailored to meet the unique needs of our clients. At Sconset Capital Management, we understand the complexities of the financial market and are dedicated to helping our clients navigate their investment opportunities with confidence. Our team is well-versed in the dynamics of various sectors, including the commodities market, and offers in-depth analysis and strategic advice to optimize your portfolio.
84-31 Van Wyck Expressway, Queens, New York 11435, United States -
Phillip Financial
● OpenWelcome to Phillip Financial, your trusted partner in navigating the complex world of finance. Located in the heart of Brooklyn, New York, we pride ourselves on offering personalized financial solutions tailored to meet the unique needs of our clients. At Phillip Financial, we specialize in a wide range of services including investment management, retirement planning, tax strategy, and more. Our team of experienced professionals is dedicated to providing expert guidance and innovative strategies to help you achieve your financial goals. Whether you are an individual looking to secure your future or a business aiming to optimize your financial performance, we are here to support you every step of the way. Visit us at our Brooklyn office to discover how Phillip Financial can empower your financial journey.
Brooklyn, New York 11210, United States -
Mark Peterson - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Mark Peterson - Financial Advisor, Ameriprise Financial Services, LLC Located at 800 Veterans Memorial Highway in Hauppauge, New York, Mark Peterson is your trusted partner in navigating the complexities of financial planning. As a dedicated financial advisor, Mark offers personalized services tailored to meet the unique financial needs of individuals, retirees, and small business owners in the community.
800 Veterans Memorial Highway, Hauppauge, New York 11788, United States
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