TOP 30 Managed accounting services in New City, New York
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Sayegh Wealth Management
Sayegh Wealth Management is a premier finance and insurance agency located at 2555 Richmond Avenue in New York, United States. Our team of experienced financial advisors and insurance specialists are dedicated to helping clients achieve their financial goals and protect their assets. With a focus on personalized service and tailored financial solutions, Sayegh Wealth Management is committed to providing top-notch financial planning, investment management, and insurance services to individuals, families, and businesses. Trust us to help you navigate the complexities of the financial world and secure your financial future.
Saul Custodio: Primerica - Financial Services
Saul Custodio: Primerica - Financial Services is a reputable finance and insurance agency located at 259 Liberty Avenue in New York, United States. With a strong focus on providing top-notch financial services to individuals and families, Saul Custodio: Primerica is dedicated to helping clients achieve their financial goals and secure their future. Whether you need assistance with investments, retirement planning, or insurance coverage, the experienced team at Saul Custodio: Primerica is ready to provide personalized solutions tailored to your specific needs. Trustworthy, reliable, and committed to excellence, Saul Custodio: Primerica is your go-to destination for all your financial and insurance needs.
Staten Island Certified Accounting and Taxation
Staten Island Certified Accounting and Taxation is a reputable institution located at 697 Arden Avenue in New York, United States. Specializing in accounting and finance services, our team of certified professionals is dedicated to providing expert guidance and support to help individuals and businesses navigate the complex world of taxes and financial management. With years of experience and a commitment to excellence, Staten Island Certified Accounting and Taxation is the go-to destination for all your accounting and taxation needs. Contact us today to learn more about how we can help you achieve your financial goals.
Vento Tax & Wealth Management Group
Vento Tax & Wealth Management Group is a premier accounting and finance institution located at 95 New Dorp Lane in New York, United States. With a team of experienced professionals, we provide expert tax and wealth management services to individuals and businesses alike. Our personalized approach ensures that each client receives tailored solutions to meet their financial goals. Whether you need help with tax planning, investment management, or retirement planning, Vento Tax & Wealth Management Group is here to help you navigate the complexities of the financial world. Contact us today to learn more about how we can assist you in achieving financial success.
Diversified financial services
Diversified Financial Services is a leading institution specializing in accounting and finance located at 9004 5th Avenue in New York, United States. With a team of experienced professionals, we offer a wide range of financial services to meet the needs of individuals and businesses alike. From tax preparation to investment management, our experts are dedicated to providing top-notch financial solutions tailored to each client's unique goals and objectives. Trust Diversified Financial Services to help you navigate the complexities of the financial world with confidence and ease.
Professional Analytical Services Corporation
Professional Analytical Services Corporation is a finance institution located at 1605 Voorhies Avenue in New York, United States. We specialize in providing expert analysis and financial services to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients make informed decisions and achieve their financial goals. Whether you need help with investment planning, risk management, or financial reporting, our experts are here to assist you every step of the way. Trust Professional Analytical Services Corporation to provide you with top-notch financial solutions tailored to your specific needs.
Hercules Financial Services Group
Hercules Financial Services Group is a reputable accounting and finance institution located at 2901 Avenue I in New York, United States. With a team of experienced professionals, we offer a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment advice. Our goal is to provide personalized and comprehensive financial solutions to help our clients achieve their financial goals. Visit us today to see how we can help you secure your financial future.
Lieblich Financial Services
Lieblich Financial Services is a leading accounting and finance institution located at 565 Montgomery Street in New York, United States. With a team of experienced professionals, we provide a wide range of financial services tailored to meet the needs of our clients. From tax preparation to investment planning, we are dedicated to helping individuals and businesses achieve their financial goals. Contact us today to learn more about how Lieblich Financial Services can help you secure a stable financial future.
Kings & Associates Management LLC
Kings & Associates Management LLC is a leading accounting, finance, and insurance agency located at 2433 Knapp Street in New York, United States. With a team of experienced professionals, we provide comprehensive financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or insurance coverage, we are here to assist you every step of the way. Trust Kings & Associates Management LLC for all your financial needs.
AAS Accounting & Financial
AAS Accounting & Financial is a reputable institution located at 3820 Nostrand Avenue in New York, United States. We specialize in providing top-notch accounting and financial services to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and make informed decisions. Whether you need assistance with tax preparation, bookkeeping, or financial planning, we are here to help. Visit us today and let us take care of all your accounting and financial needs.
New York Life Ins Co-Andrew DeCarlo
New York Life Ins Co-Andrew DeCarlo is a reputable insurance agency located at 3972 Amboy Road in New York, United States. With a strong commitment to providing reliable insurance solutions, the agency offers a wide range of coverage options to meet the unique needs of individuals and families. Led by Andrew DeCarlo, a seasoned insurance professional, the agency is dedicated to helping clients protect their assets and secure their financial future. Whether you are looking for life insurance, retirement planning, or investment strategies, New York Life Ins Co-Andrew DeCarlo is here to provide personalized service and expert advice. Contact them today to learn more about their comprehensive insurance offerings.
Zuri Soko Services, LLC
Zuri Soko Services, LLC is a trusted institution located at 6 Doyers Street in New York, New York. Specializing in electrician, general contractor, and plumber services, our team of skilled professionals is dedicated to providing top-notch solutions for all your home improvement needs. From electrical repairs to plumbing installations, we strive to exceed our clients' expectations with our reliable and efficient services. Contact us today for all your residential and commercial maintenance needs.
Merchant Funding Services Corporation
Merchant Funding Services Corporation is a leading finance institution located at 3646 38th Street in New York, United States. We specialize in providing funding solutions for merchants and businesses of all sizes. Our team of financial experts is dedicated to helping clients secure the capital they need to grow and succeed. With a focus on personalized service and quick approvals, Merchant Funding Services Corporation is the go-to source for reliable financing options. Contact us today to learn more about how we can help your business thrive.
1879 Advisors - Ameriprise Financial Services, LLC
1879 Advisors - Ameriprise Financial Services, LLC is a finance institution located at 25 South Main Street in Goshen, New York, United States. With a focus on providing comprehensive financial planning and investment management services, our team of experienced advisors is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, we are committed to providing personalized solutions tailored to your individual needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Lindsay Financial Services
Lindsay Financial Services is a reputable finance institution located at 60 Erie Street in Goshen, New York, United States. Our dedicated team of financial experts is committed to providing top-notch financial services to our clients, including investment planning, wealth management, retirement planning, and more. With a focus on personalized solutions and exceptional customer service, Lindsay Financial Services is your trusted partner in achieving your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.
ATM (Merrill Lynch Wealth Management)
The ATM at Merrill Lynch Wealth Management, located at 90 Crystal Run Road in Scotchtown, New York, offers convenient access to financial services for clients. As a trusted name in wealth management, Merrill Lynch provides expert advice and guidance to help individuals achieve their financial goals. Whether you need to withdraw cash, check your account balance, or speak with a financial advisor, the ATM at Merrill Lynch Wealth Management is there to assist you. Visit us today to experience personalized service and exceptional financial expertise.
Nick Quartarano - TD Wealth Relationship Manager
Nick Quartarano is a dedicated Relationship Manager at TD Wealth, located at 78 Brookside Avenue in Chester, New York. With a focus on finance, Nick provides personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Nick Quartarano is committed to providing expert guidance and support every step of the way. Contact Nick Quartarano at TD Wealth today to start building a secure financial future.
Sal G Lucido: Primerica - Financial Services
Sal G Lucido: Primerica - Financial Services is a reputable finance and insurance agency located at 2277 Goshen Turnpike in Middletown, New York, United States. With a focus on providing top-notch financial services to individuals and families, the institution offers a range of products including investment strategies, retirement planning, and insurance options. Led by experienced professionals, Sal G Lucido: Primerica - Financial Services is dedicated to helping clients achieve their financial goals and secure their future. Visit their office today to learn more about their services and how they can assist you in building a strong financial foundation.
Daniel OReilly - Financial Advisor, Ameriprise Financial Services, LLC
Daniel O'Reilly - Financial Advisor at Ameriprise Financial Services, LLC is a trusted institution located at 25 West Main Street in Goshen, New York, United States. Specializing in finance, Daniel O'Reilly provides expert guidance and personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, Daniel O'Reilly is dedicated to helping clients navigate the complexities of financial planning and investment management. Contact Daniel O'Reilly - Financial Advisor at Ameriprise Financial Services, LLC today to start planning for a secure financial future.
Michael Collins - Financial Advisor, Ameriprise Financial Services, LLC
Michael Collins is a dedicated financial advisor at Ameriprise Financial Services, LLC located in Goshen, New York. With a focus on providing personalized financial planning and wealth management services, Michael helps clients navigate their financial goals and build a secure future. Whether you are looking to invest, plan for retirement, or protect your assets, Michael Collins is committed to helping you achieve financial success. Visit us at 25 West Main Street to start planning for your financial future today.
Raymond James Financial Services
Raymond James Financial Services is a finance institution located at 2429 Albany Post Road in Walden, New York. As a trusted financial services provider, Raymond James offers a wide range of investment and wealth management services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, Raymond James is dedicated to providing personalized and comprehensive financial solutions tailored to each client's specific needs. Whether you are looking to plan for retirement, manage your investments, or grow your wealth, Raymond James Financial Services is committed to helping you navigate the complexities of the financial world with confidence and expertise.
Oran Yacobi - Financial Advisor, Ameriprise Financial Services, LLC
Oran Yacobi is a Financial Advisor at Ameriprise Financial Services, LLC located at 400 Rella Boulevard in Suffern, New York, United States. Oran Yacobi specializes in providing comprehensive financial planning and asset management services to individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Oran Yacobi has the expertise and knowledge to address a wide range of financial needs. The AAMS™ certification ensures that Oran Yacobi abides by a strict code of ethics and has successfully completed coursework in asset management. The ADPA™ designation indicates expertise in wealth transfers, retirement planning, and financial planning for domestic partners. The AEP® designation recognizes Oran Yacobi as an estate planner who has completed advanced courses in estate planning. The AIF® designation demonstrates Oran Yacobi's comprehensive knowledge of fiduciary practices.
Kim Dingee - Ameriprise Financial Services, Inc.
Kim Dingee - Ameriprise Financial Services, Inc. is a reputable financial institution located at 436 Main Street in Beacon, New York, United States. Specializing in financial planning and investment services, they offer personalized solutions to help individuals achieve their financial goals. As an ATM location, clients can conveniently access their funds and manage their finances with ease. With a commitment to providing exceptional customer service and expert financial advice, Kim Dingee - Ameriprise Financial Services, Inc. is a trusted partner in helping clients secure their financial future.
Bill Martin - Financial Advisor, Ameriprise Financial Services, LLC
Bill Martin is a financial advisor at Ameriprise Financial Services, LLC located at 1 Crosfield Avenue in West Nyack, New York. With a focus on providing personalized financial planning and investment management services, Bill is dedicated to helping clients achieve their financial goals. As a part of Ameriprise, Bill has access to a wide range of resources and tools to create customized strategies tailored to each client's unique needs. Clients can review Bill's background, credentials, and experience to ensure a good fit for their financial goals. To get started, simply fill out the "Request consultation" form to connect with Bill for a complimentary initial consultation. Let Bill Martin help you navigate your financial journey with confidence and clarity.
Frank Fiore - Financial Advisor, Ameriprise Financial Services, LLC
Frank Fiore, a financial advisor at Ameriprise Financial Services, LLC, located at 434 West 33rd Street in New York, New York, is dedicated to helping clients achieve their financial goals. With a focus on individualized investment strategies based on personal goals and risk tolerance, Frank provides recommendations for asset allocation and portfolio management. Regular meetings are held to review progress, adjust strategies as needed, and track overall financial growth. Clients can easily access their accounts and investments from any device, ensuring transparency and security in their financial planning. For those interested in learning more about how Frank can help with their financial needs, scheduling a complimentary initial consultation is the first step. With a background in finance and qualifications verified through FINRA's BrokerCheck website, clients can trust in Frank's expertise and professionalism. Understanding the importance of risk tolerance in investing, Frank works closely with clients to determine the appropriate level of risk for their individual circumstances.
Chelsea Highline Financial Advisors - Ameriprise Financial Services, LLC
Chelsea Highline Financial Advisors - Ameriprise Financial Services, LLC, located at 455 West 23rd Street in New York, offers personalized financial planning services to help clients reach their retirement goals and achieve financial success. With a focus on individual goals and risk tolerance, the advisors provide investment recommendations, asset allocation strategies, and portfolio management tailored to each client's specific needs. Regular progress reviews, goal tracking, and life changes updates ensure that the financial plan remains aligned with the client's evolving circumstances. Clients can access their investments and accounts securely from any device, track their progress towards their goals, and receive personalized advice to help them navigate the complex financial landscape. The advisors at Ameriprise Financial Services, LLC are registered in certain U.S. states and adhere to strict regulatory guidelines to ensure the protection and security of client information.
Lauraine Anton - Financial Advisor, Ameriprise Financial Services, LLC
Lauraine Anton - Financial Advisor at Ameriprise Financial Services, LLC, located at 455 West 23rd Street in New York, offers a wide range of financial services. Lauraine Anton holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise in areas such as asset management, estate planning, retirement planning, investment management, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Lauraine Anton can provide personalized financial advice to help you achieve your goals.
Wolf Scheck - Financial Advisor, Ameriprise Financial Services, LLC
Wolf Scheck - Financial Advisor at Ameriprise Financial Services, LLC, located at 530 5th Avenue in New York, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement planning, education savings, and investment strategies, Wolf Scheck helps clients track their progress and adjust their approach as life changes. Clients can access their accounts and investments securely from any device and receive regular reviews to ensure they stay on track. To schedule a complimentary initial consultation and learn more about how Wolf Scheck can help you achieve your financial goals, visit the FINRA's BrokerCheck website for background and qualification information. Please note that securities business is conducted only with residents of states in which the advisor is properly registered. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and cannot guarantee future financial results. Get in touch today to start planning for a secure financial future.
Jennifer R Filocomo - Financial Advisor, Ameriprise Financial Services, LLC
Jennifer R Filocomo is a financial advisor at Ameriprise Financial Services, LLC located at 455 West 23rd Street in New York, New York, United States. Jennifer holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Jennifer's expertise in areas such as asset management, retirement planning, estate planning, investment strategies, risk management, and more. Jennifer is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethics and continuing education, Jennifer ensures that clients receive the highest level of financial advice and support.
Eden Lopez - RBC Wealth Management Financial Advisor
Eden Lopez - RBC Wealth Management Financial Advisor is a leading financial institution located at 1211 6th Avenue in New York, New York, United States. With a focus on personalized wealth management solutions, Eden Lopez and her team provide expert financial advice and investment strategies tailored to each client's unique goals and needs. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Eden Lopez - RBC Wealth Management Financial Advisor is dedicated to helping you achieve financial success. Contact us today to schedule a consultation and take the first step towards securing your financial future.
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