TOP 30 Investments and taxes in Beacon, New York

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Beacon Financial Advisors, located at 800 Westchester Avenue in Rye Brook, New York, is a finance and legal institution specializing in providing independent investment advice. Led by a father-son team, the institution prides itself on integrity, expertise, and personalized service for clients. Unlike traditional financial institutions, Beacon Financial Advisors prioritizes the best interests of its clients over any potential conflicts of interest. With a focus on retirement planning, stock options, and corporate benefits, Beacon Financial Advisors helps executives navigate the complexities of their financial portfolios. Acting as a personal Chief Financial Officer, the institution offers tailored guidance to help clients preserve and grow their wealth.

Beacon Pointe Advisors, located at 80 Broad Street in New York, is a leading finance institution offering Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in the New York area. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families to provide comprehensive financial planning and research-driven investments. With a focus on fiduciary responsibility and a holistic allWEALTH® approach, Beacon Pointe's team of investment advisors and financial planners address all aspects of clients' financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, and more. Their services also include values-based investing, life transition support, and multi-generational family wealth planning.

Beacon of Light Financial Services, Inc. is a trusted accounting and finance institution located at 3205 Mount Read Boulevard in Rochester, New York, United States. With a team of experienced professionals, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, financial planning, or investment management, our dedicated team is here to guide you towards a brighter financial future. Visit us today and let Beacon of Light Financial Services, Inc. illuminate the path to financial success for you.

Welcome to Beacon Pointe Advisors, your trusted partner in financial planning and investment advisory services, located at 2488 Montauk Highway, Bridgehampton, New York. As one of the nation's largest Registered Investment Advisor firms, we are dedicated to serving the New York area with a comprehensive range of services, including investment advisory, financial planning, wealth management, and retirement plan services. At Beacon Pointe Advisors, we pride ourselves on our fiduciary responsibility to our clients, ensuring that your financial well-being is at the forefront of everything we do. Our holistic allWEALTH® approach covers all aspects of financial planning, from wealth and retirement strategies to estate and tax planning, insurance reviews, and risk assessments. We also specialize in values-based investing, life transition support, and multi-generational wealth and legacy planning.

Infiniti Wealth Management is a finance institution located at 3 Starr Ridge Road in Brewster, New York, United States. Our main goal is to help our clients grow and preserve their wealth through personalized investment management and retirement planning services. We also specialize in assisting clients with special circumstances, such as navigating the aftermath of a divorce or the loss of a spouse. Unlike many financial advisors who are tied to specific investment firms, we are an independent, fee-only financial advisory firm. This means that we do not sell specific financial products or receive commissions, bonuses, or incentives. Our independence ensures that our clients receive unbiased advice without any conflicts of interest. We are solely dedicated to the success of our clients and only succeed when they do.

The Law Office of Dennis R. Vetrano, Jr., LLC is a reputable law firm located at 492 Main Street in Beacon, New York. Specializing in various legal areas, including family law, estate planning, and real estate law, the firm is led by experienced attorney Dennis R. Vetrano, Jr. With a strong commitment to providing personalized and effective legal representation, clients can trust in the expertise and dedication of the team at this esteemed law office. Whether you are facing a complex legal issue or need guidance on a legal matter, the Law Office of Dennis R. Vetrano, Jr., LLC is here to help.

Peak Financial Group LLC is a leading finance institution located at 340 Main Street in the vibrant city of Beacon, New York, United States. As a trusted financial partner, we provide a wide range of services including investment management, retirement planning, wealth preservation, and more. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Peak Financial Group LLC can help you reach new heights in your financial journey.

Edward Jones - Financial Advisor: Thomas J Geoghegan, CFP® is a reputable finance institution located at 284 Main Street in Beacon, New York, United States. Thomas J Geoghegan, a Certified Financial Planner, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones is committed to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for college, or investing for the future, Thomas J Geoghegan and his team are dedicated to providing expert guidance and support every step of the way.

Merrill Lynch Financial Advisor Adam G Wood is a finance institution located at 50 New York 111, Smithtown, New York, United States. Adam is an estate planning attorney turned financial advisor, with a background in running a successful law firm for nearly ten years. He specializes in guiding affluent entrepreneurs, business founders, and executives through key financial decisions, leveraging his knowledge and the resources of Merrill and Bank of America. Adam focuses on creating personalized wealth planning strategies to help clients achieve their goals for financial, business, philanthropy, and intergenerational wealth. He is dedicated to removing clients' emotional burdens and helping them follow a mutually agreed-upon strategy. Adam holds a Juris Doctorate from The Touro College Jacob Fuchsberg Law Center and a Bachelor's degree from University of Scranton. He is also actively involved in his community as Chairman of the Board of Directors of the United Veterans Beacon House. Adam and his wife, Allyson, live in Kings Park, New York, with their two daughters and a son. At Merrill Lynch Wealth Management, the focus is on building and documenting personalized plans centered on clients' goals and priorities. The institution believes in a values-based approach to financial planning and aims to help clients achieve emotional fulfillment and lasting financial stability. By managing clients' decisions around money, rather than just their money, the institution seeks to unlock multiples of value for clients. Adam Wood is registered to do business in several states including CA, CT, FL, MA, NJ, NY, OH, PR, and TN. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions.

Lighthouse Planning Group LLC is a finance institution located at 2922 Avenue L in New York, United States. Our team of experienced financial advisors provides personalized financial planning services to help individuals and businesses reach their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, we are here to guide you every step of the way. Trust Lighthouse Planning Group LLC to be your beacon of financial stability in an ever-changing economic landscape.

Welcome to St. Luke AME Church, a vibrant and welcoming place of worship located at 1872 Amsterdam Avenue in the heart of Manhattan, New York. As a cornerstone of the community, St. Luke AME Church is dedicated to fostering spiritual growth, community outreach, and a deep sense of belonging for all who enter our doors. We are excited to introduce our Legacy Tree Project, an inspiring initiative aimed at securing the future of our congregation and enhancing our beloved community. We invite you to partner with us in this meaningful endeavor by making a tax-deductible donation to purchase a leaf for our Legacy Tree. This is a unique opportunity for you, your family, your community organization, or your business to leave a lasting mark on St. Luke's future.

Welcome to Kimberly ONeill Real Estate, your trusted partner in navigating the vibrant and dynamic real estate market of Lindenhurst, New York. Conveniently located at 1596 Straight Path, our office stands as a beacon of excellence and dedication in helping you find your dream home or ideal investment property. At Kimberly ONeill Real Estate, we pride ourselves on our deep-rooted knowledge of the local community and surrounding areas. Our experienced team is committed to providing personalized service tailored to meet your unique needs and preferences. Whether you are buying, selling, or renting, we are here to guide you through every step of the process with professionalism and integrity.