TOP 30 Managed accounting services in Latham, New York

38 results found

TIAA Financial Services is a reputable institution located at 30 Century Hill Drive in Latham, New York, United States. As a versatile financial services provider, TIAA offers a wide range of services including banking, finance, and insurance. With a focus on helping clients achieve their financial goals and secure their futures, TIAA is dedicated to providing top-notch customer service and expert financial advice. Whether you are looking to open a new account, invest in your future, or protect your assets, TIAA Financial Services is here to help you every step of the way.

Black Ink Tax & Accounting is a leading institution located at 3 Grapevine Place, Latham, New York, United States. Specializing in accounting and finance, we offer outsourced accounting services and bookkeeping services online for small businesses throughout the USA. Our qualified accountants provide top-notch quality services including payroll processing, financial reporting, invoice handling, and credit card management. We understand the importance of affordable accounting fees for small businesses, which is why we offer pocket-friendly pricing packages. With over 20 years of experience in the industry, Black Ink is a trusted name in the United States. Contact us for a free analysis of your current state and let us help you with our expert bookkeeping services in NY, New York, USA.

Maureen L Loudis & Tax Services is a reputable accounting and finance institution located at 5 Marconi Drive in Latham, New York, United States. With years of experience in the industry, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Their team of experts is dedicated to providing personalized and professional services to help individuals and businesses achieve their financial goals. Whether you need assistance with tax filing or financial advice, Maureen L Loudis & Tax Services is committed to delivering top-notch solutions tailored to your specific needs.

Clark Tax & Accounting LLC is a reputable accounting and finance institution located at 22 Century Hill Drive in Latham, New York, United States. With a team of experienced professionals, we provide a wide range of services including tax preparation, bookkeeping, financial planning, and consulting. Our goal is to help individuals and businesses navigate the complexities of the financial world with ease and confidence. Contact us today to learn more about how we can assist you in achieving your financial goals.

BSNB Latham is a trusted financial institution located at 1202 Troy-Schenectady Road in Latham, New York. As a full-service bank, we provide a wide range of financial services including personal and business banking, loans, mortgages, and investment options. Our convenient ATM services make accessing your funds quick and easy. With a commitment to customer service and community involvement, BSNB Latham is dedicated to helping our customers achieve their financial goals. Visit us today to experience the difference of banking with BSNB.

Merrill Lynch Wealth Management is a finance institution located at 26 Century Hill Drive in Latham, New York, United States. The branch offers a wide range of financial services for individuals, families, business owners, executives, and institutions. With years of combined wealth management knowledge and experience, the advisors at Merrill Lynch can provide financial strategies tailored to meet your specific needs. In addition to wealth planning advice, the branch also offers retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The financial advisors at Merrill Lynch are dedicated to client service and satisfaction, helping clients identify their personal and professional goals to create long-term financial strategies.

Nesco Accounting & Finance is a trusted institution located at 15 British American Boulevard in Latham, New York, United States. Specializing in finance, we have been creating meaningful connections between companies and candidates for over 65 years. Our services include job placement and talent acquisition, ensuring that employers find the right candidates and job seekers find the right opportunities. We understand the challenges of job searching and offer support in navigating job boards, resume editing, and interview preparation. With a focus on people, not algorithms, we prioritize client and talent satisfaction, as evidenced by our Best of Staffing Client and Talent Awards for service excellence. In a time of economic uncertainty, we are here to help both businesses and individuals navigate the job market and find success. Let Nesco Accounting & Finance be your trusted partner in your career journey.

HBW Financial Services is a reputable finance institution located at 7 Herbert Drive in Latham, New York, United States. With a team of experienced professionals, HBW Financial Services offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, tax services, or insurance solutions, HBW Financial Services is dedicated to providing personalized and comprehensive financial solutions tailored to your specific needs. Trust HBW Financial Services to guide you towards a secure and prosperous financial future.

Brad Sloan - TIAA Wealth Management Advisor is a reputable financial institution located at 30 Century Hill Drive in Latham, New York, United States. As a trusted advisor, Brad Sloan offers personalized wealth management services to help clients achieve their financial goals. With a focus on long-term financial planning and investment strategies, Brad Sloan provides expert guidance and support to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for education, or building wealth, Brad Sloan - TIAA Wealth Management Advisor is committed to helping you navigate the complexities of finance and make informed decisions for a secure financial future.

Community Resource Federal Credit Union, located at 20 Wade Road in Latham, New York, is a trusted institution offering a range of financial services. Whether you need an ATM, assistance with finance, or a home equity loan, we have you covered. Our home equity loan options include fixed and variable rates with flexible terms, allowing you to borrow up to 85% of the available equity in your home for various purposes. We also offer a simple checking account with no monthly fees or minimum balance requirements, along with benefits such as early access to your money and a VISA® Debit Card with fraud prevention features. With access to over 30 local shared credit union branches and over 100 local fee-free ATMs, managing your finances has never been easier.

Pro Desk at The Home Depot in Latham, New York is a specialized store that caters to professionals in the construction and home improvement industry. Located at 579 Troy-Schenectady Road, this institution offers a wide range of products and services specifically designed to meet the needs of contractors, builders, and tradespeople. With knowledgeable staff and a vast inventory of high-quality tools, materials, and supplies, Pro Desk at The Home Depot is the go-to destination for professionals looking to complete their projects efficiently and effectively. Whether you are a seasoned contractor or a DIY enthusiast, this institution provides the expertise and resources needed to get the job done right.

Merrill Lynch Financial Advisor John M Daniels is a finance institution located at 26 Century Hill Drive, Latham, New York, United States. As a Certified Financial Planner (CFP®) professional, John is dedicated to protecting family wealth through a tailored wealth management process. His team specializes in Investment Management, Trust & Estate Planning services, Tax Advantaged Strategies, and Retirement Consulting. John holds the CIMA® and CPFA® designations to ensure he is up to date on best practices. He is actively involved in the community and aims to be a trusted source of financial guidance for his clients. The institution offers the Merrill Personal Wealth Analysis™ to create personalized plans centered on clients' goals. The team at Merrill Lynch Wealth Management prioritizes understanding clients' aspirations and changing priorities to develop customized financial approaches. They provide insights and resources through tools like the Investment Personality Assessment to refine investing preferences. The institution's mission is to help clients pursue their financial objectives by managing, growing, and preserving their wealth, while considering long-term impacts. With access to Merrill's investment insights and Bank of America's banking solutions, John works with clients to address their financial needs. The institution aims to keep clients on track towards their goals by regularly reviewing progress and making adjustments to financial approaches. John Daniels is registered to do business in several states and holds certifications from CFP Board and the Investments & Wealth Institute®. Investing involves risk, and past performance does not guarantee future results. Merrill, its affiliates, and advisors do not provide legal, tax, or accounting advice.

TD Ameritrade is a leading financial institution located at 677 Broadway in Albany, New York. As a prominent player in the finance industry, TD Ameritrade offers a wide range of investment services including online trading, retirement planning, and wealth management. With a strong reputation for reliability and customer service, TD Ameritrade is a trusted partner for individuals looking to grow and manage their finances effectively. Whether you are a seasoned investor or just starting out, TD Ameritrade provides the tools and resources needed to help you achieve your financial goals.

Trustco Bank, located at 201 Troy-Schenectady Road in Latham, New York, is a trusted institution offering a range of financial services including ATM services, banking, and finance. With a focus on community banking, Trustco Bank prides itself on providing exceptional Home Town service to its customers while supporting its employees and the communities it serves. Customers can take advantage of various account options such as the Home Town Investment Checking Account, Home Town Savings Account, and Home Town Business Checking Account, all designed to help individuals achieve their financial goals. Trustco Bank has been recognized for its outstanding services, including being voted the #1 Bank in the Capital District by the Times Union and the Best Bank on Wolf Road by the Anderson Group.

Charles Oliver is a reputable institution located at 225 Old Loudon Road in Latham, New York, United States. Specializing in accounting and finance, Charles Oliver offers top-notch services and expertise in financial management. With a team of experienced professionals, they provide comprehensive and personalized solutions to meet the needs of their clients. Whether you are an individual or a business looking for expert financial advice, Charles Oliver is the go-to institution for all your accounting and finance needs.

William F. Friske CPA is a reputable accounting and finance institution located at 284 Troy-Schenectady Road in Latham, New York, United States. With years of experience and expertise in the field, they offer a wide range of services to help individuals and businesses with their financial needs. Whether you need help with tax preparation, financial planning, or bookkeeping, the team at William F. Friske CPA is dedicated to providing top-notch service and personalized solutions to meet your specific needs. Contact them today to see how they can assist you with your accounting and finance needs.

Kevin A Smith Inc is a reputable accounting and finance institution located at 54 Sylvan Avenue in Latham, New York. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and bookkeeping. Clients can trust Kevin A Smith Inc to provide personalized and reliable solutions to meet their financial needs. Whether you are an individual or a business owner, this institution is dedicated to helping you achieve your financial goals.

Pascucci William CPA is a reputable accounting and finance institution located at 952 Troy-Schenectady Road in Latham, New York. With years of experience in the industry, they offer a wide range of services to help individuals and businesses manage their financial affairs effectively. Their team of certified public accountants is dedicated to providing personalized and professional assistance to meet the unique needs of each client. Whether you need tax preparation, bookkeeping, or financial planning services, Pascucci William CPA is committed to delivering top-notch solutions to help you achieve your financial goals.

Robert A. Southworth CPA PC is a reputable accounting and finance institution located at 9 Herbert Drive in Latham, New York, United States. With years of experience in the industry, they offer a wide range of services to meet the financial needs of individuals and businesses alike. Their team of certified public accountants is dedicated to providing accurate and reliable financial guidance to help clients achieve their goals. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Robert A. Southworth CPA PC is committed to delivering exceptional service with a personal touch. Contact them today to schedule a consultation and take the first step towards financial success.

Marvin and Company, P.C., CPAs is a leading accounting and finance institution located at 11 British American Boulevard in Latham, New York, United States. With a team of experienced certified public accountants, they provide a wide range of professional services to individuals and businesses, including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and personalized service sets them apart as a trusted partner for all financial needs. Visit Marvin and Company, P.C., CPAs for expert guidance and support in achieving your financial goals.

Sunmark Credit Union is a trusted financial institution located at 1187 Troy-Schenectady Road in Latham, New York. As a credit union, Sunmark offers a wide range of financial services to its members, including checking and savings accounts, loans, mortgages, and investment options. Additionally, Sunmark Credit Union provides convenient ATM services for easy access to cash withdrawals and account management. With a commitment to serving the community and helping members achieve their financial goals, Sunmark Credit Union is a reliable and customer-focused institution in the United States.

Trustco Bank is a trusted financial institution located at 602 Loudon Road, Latham, New York, United States. Offering a range of banking services including ATM access, loans, and investment options, Trustco Bank is committed to providing exceptional Home Town service to its customers. With a history dating back over 120 years, Trustco Bank has been recognized as the #1 Bank in the Capital District and the Best Bank on Wolf Road. The institution offers various accounts with special promotions for new customers, as well as flexible mortgage options and IRA investment opportunities. Trustco Bank is dedicated to supporting its local communities, with initiatives such as the Trustco Bank Hall of Fame, recognizing individuals making a positive impact, and charity drives to help those in need. Come home to Trustco Bank, your trusted Home Town Bank.

MetLife is an insurance agency located at 5 British American Boulevard in Latham, New York, United States. Our top priority is protecting your information and ensuring you have everything you need to protect yourself and your family. We offer a range of insurance products, including Health Savings Accounts (HSAs) that are essential for employee retention and financial well-being. Our dental programs provide options for both in-network and out-of-network providers, giving you flexibility in choosing your dental care. By offering disability insurance and paid leave, employers can show they care about their employees' well-being and loyalty. At MetLife, we are a global community dedicated to building confidence and providing insights on retirement savings and longevity risk. Register online today to access and manage your MetLife benefits and join us in our mission to protect you and your loved ones.

Mutual of Omaha Advisors - Upstate New York is an insurance agency located at 40 British American Boulevard in Latham, New York. As part of the renowned Mutual of Omaha family, our team of advisors is dedicated to helping clients in Upstate New York with their insurance needs. Whether you are looking for life insurance, retirement planning, or investment options, our experienced professionals are here to provide personalized guidance and support. Contact us today to learn more about how we can help you secure your financial future.

Lavelle Finn LLP is a prestigious accounting, finance, and legal institution located at 29 British American Boulevard in Latham, New York. With a team of experienced professionals, they provide top-notch services in financial management, accounting practices, and legal representation. Clients can trust Lavelle Finn LLP to handle their financial and legal matters with precision and expertise.

Aaron Connor - Pierro Law Group is a trusted institution located at 43 British American Boulevard in Latham, New York. Specializing in accounting, finance, and legal services, the firm, also known as Pierro, Connor & Strauss, LLC, offers comprehensive counsel for families, individuals, and businesses facing various challenges in life. Their areas of expertise include estate and trust planning, elder law, business and tax planning, medicaid planning, special needs planning, estate and trust administration and litigation, guardianship, special education advocacy, and more. Led by partners Louis Pierro, Aaron Connor, Peter Strauss, and Caryn Keppler, the team at Aaron Connor - Pierro Law Group provides personalized legal planning to protect assets, create legacies, and plan for affordable long-term care. With over 40 years of experience, the firm serves clients in New York, New Jersey, Massachusetts, Connecticut, and Florida, offering a wide range of legal services tailored to each client's needs.

Vincelette Law Firm is a reputable institution specializing in accounting, finance, and legal services. Located at 26 Century Hill Drive in Latham, New York, this firm offers expert guidance and representation in a wide range of legal matters. With a team of experienced lawyers and financial experts, Vincelette Law Firm is dedicated to providing top-notch services to their clients. Whether you need assistance with tax planning, estate planning, or business law, you can trust Vincelette Law Firm to provide knowledgeable and personalized solutions to meet your needs.

Smith Hoke PLLC is a leading institution specializing in accounting, finance, and legal services. Located at 16 Wade Road in Latham, New York, this firm offers expert advice and guidance in a wide range of financial and legal matters. With a team of experienced professionals, Smith Hoke PLLC is dedicated to providing top-notch services to clients in the United States. Whether you need assistance with tax preparation, financial planning, or legal representation, you can count on Smith Hoke PLLC to deliver exceptional results.

Loomis & Co is a reputable finance institution located at 7 Airport Park Boulevard in Latham, New York. With a strong presence in the United States, Loomis & Co offers a wide range of financial services to individuals and businesses. Their expert team of professionals provides personalized financial solutions tailored to meet the unique needs and goals of their clients. Whether you are looking for investment advice, wealth management, or retirement planning, Loomis & Co is committed to helping you achieve your financial objectives. Trust Loomis & Co to provide you with the expertise and support you need to secure your financial future.

The Sunway Team at Morgan Stanley is a leading finance institution located at 1212 Troy-Schenectady Road in Latham, New York, United States. With a strong focus on providing top-notch financial services, our team of experts offers personalized wealth management solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, The Sunway Team is dedicated to providing you with the guidance and support you need to make informed decisions and secure your financial future. Contact us today to learn more about how we can help you navigate the complexities of the financial world.