TOP 30 Managed accounting services in Westbury, New York

26 results found

James Kelly is a Financial Advisor at Ameriprise Financial Services, LLC located at 1600 Stewart Avenue, Westbury, New York, United States. James Kelly holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. James Kelly is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and professionalism, James Kelly is committed to helping clients achieve their financial goals. Contact James Kelly for expert financial advice and personalized wealth management solutions.

John Merendino - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 1600 Stewart Avenue, Westbury, New York, United States, is a finance institution that offers a wide range of specialized certifications and designations to ensure that their advisors are highly qualified to meet the diverse needs of their clients. From the AAMS™ certification focusing on asset management to the APMA™ designation covering portfolio management, the institution provides expertise in areas such as estate planning, retirement planning, and investment strategies for individuals, retirees, and small business owners. Advisors at John Merendino - Private Wealth Advisor also hold certifications like ADPA™, AEP®, AIF®, AWMA℠, and more, showcasing their commitment to ethical practices and ongoing education in the field of finance. With a focus on providing tailored financial solutions and expert advice, the institution ensures that clients receive comprehensive and personalized wealth management services.

ClearEdge Private Wealth - Ameriprise Financial Services, LLC is a finance institution located at 1600 Stewart Avenue, Westbury, New York, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams for 2024, our team is dedicated to helping clients achieve their long-term financial goals. We offer personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With regular progress reviews and updates, we ensure that your financial strategy adapts to life changes. Clients can easily access their investments and accounts from any device, track their progress, and communicate securely with us. Schedule a complimentary initial consultation to learn more about how we can help you reach your financial goals. Our team combines deep knowledge and a strong work ethic to make a positive impact on our clients' lives every day. Ameriprise financial advisors are registered to do business in certain U.S. states, and all services are provided with privacy and security in mind. Contact us today to start a conversation about what's most important to you.

Metropolitan Business & Tax Services is a reputable accounting and finance institution located at 221 Post Avenue in Westbury, New York, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, bookkeeping, financial planning, and business consulting. Whether you are an individual or a business owner, Metropolitan Business & Tax Services is dedicated to helping you manage your finances effectively and achieve your financial goals. Visit their office today to experience personalized and reliable financial services.

TBA Tax Service Inc. is a reputable accounting and finance institution located at 340 Westbury Avenue in Carle Place, New York, United States. With a team of experienced professionals, TBA Tax Service Inc. offers a wide range of services including tax preparation, financial planning, and accounting solutions for individuals and businesses. Clients can expect personalized attention and expert advice to help them navigate the complexities of tax laws and financial management. Trust TBA Tax Service Inc. for all your accounting and finance needs.

Westbury Accounting is a reputable institution located at 530 Old Country Road in Westbury, New York. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. Whether you need help with tax preparation, auditing, or financial planning, Westbury Accounting is here to assist you every step of the way. Trust us to help you navigate the complexities of the financial world with expertise and precision.

ABC Business Services Corporation is a renowned institution located at 177 Post Avenue, Westbury, New York, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch financial solutions for businesses of all sizes. With a strong commitment to accuracy and professionalism, we strive to help our clients achieve their financial goals and thrive in today's competitive market. Contact us today to learn more about how ABC Business Services Corporation can support your business's financial success.

Merrill Lynch Financial Advisor Roderick A Jones, located at 1305 Walt Whitman Road in Melville, New York, provides personalized financial strategies and advice for individuals, families, and businesses. With over 20 years of experience in the financial industry, Roderick focuses on understanding his clients' short- and long-term financial goals to create customized plans. He holds a bachelor's degree in English from S.U.N.Y Old Westbury and is actively involved in supporting the community through organizations like Big Brothers Big Sisters of Long Island. At Merrill Lynch Wealth Management, Roderick believes in building strong relationships with his clients by listening to their needs and priorities. Through the Merrill Personal Wealth Analysis™, he helps clients develop personalized plans centered around their goals. By utilizing the Investment Personality Assessment, Roderick gains a deeper understanding of his clients' investing preferences to tailor financial approaches that align with their values.

CPA Clinics is a leading institution specializing in accounting and finance services, located at 1080 Old Country Road in Westbury, New York, United States. Our team of certified public accountants (CPAs) is dedicated to providing expert financial advice and assistance to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or business consulting, our experienced professionals are here to help. Visit CPA Clinics today and let us help you achieve your financial goals.

DSJ is a prestigious institution located at 1400 Old Country Road in Westbury, New York, United States. Specializing in accounting and finance, DSJ offers top-notch education and training in these fields, preparing students for successful careers in the financial industry. With experienced faculty, state-of-the-art facilities, and a strong network of alumni, DSJ is a leading institution for those looking to excel in the world of finance.

Edward Jones - Financial Advisor: Danilise Diaz, AAMS™|CRPC™ is a reputable financial institution located at 400 Post Avenue, Westbury, New York, United States. Specializing in providing personalized financial planning services, Danilise Diaz, a certified AAMS™|CRPC™ financial advisor, offers expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, this institution is dedicated to helping individuals and families navigate the complexities of the financial world and secure their financial future.

Robert Vissichelli - Thrivent is a finance institution located at 1400 Old Country Road, Westbury, New York, United States. Licensing for financial services can be obtained through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional for these matters. The institution offers financial planning services through its Financial Planning Framework, with the option to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and investment services offered through Thrivent Investment Management Inc. Securities and investment advisory services are provided by licensed financial advisors and professionals. For more information on professional designations and requirements, visit their website or FINRA's Broker Check.

James Bilger - Thrivent is a finance institution located at 1400 Old Country Road, Westbury, New York, United States. With over 30 years of experience, the team at Bilger Financial Group is dedicated to helping clients achieve and maintain their financial goals through customized solutions. The institution believes in providing comprehensive advice and financial strategies that are in the best interest of their clients. They offer a range of financial products and services including life insurance options that can be tailored to individual needs. Thrivent operates with a higher purpose, aiming to empower individuals to make the most of their financial resources and give back to their communities. Membership with Thrivent offers access to financial expertise, tools for charitable giving, and a sense of community. The institution is part of Thrivent, a Fortune 500 company with a long history of financial strength and stability. Their financial advisors do not provide legal, accounting, or tax advice, but offer guidance through a Financial Planning Framework. Thrivent is committed to helping clients navigate their financial journey with clarity and confidence.

Michael Cousins - Thrivent is a finance institution located at 1400 Old Country Road in Westbury, New York, United States. With a team that has been in the industry for over 30 years, Bilger Financial Group offers a wide range of financial products and services to help clients achieve and maintain their financial goals. The institution believes in providing comprehensive advice and financial strategies that are in the best interest of their clients, ensuring financial clarity and confidence as they work towards their goals. Thrivent also offers life insurance solutions that can be customized to individual needs, as well as a commitment to giving back to the community. By joining Thrivent, clients become part of a community looking out for each other, with access to tools and resources to live a more meaningful life. The institution is proud to be part of Thrivent, a Fortune 500 company with a long heritage of financial strength and fiscal stability, serving over 2 million clients and their communities. Thrivent's financial experts provide market updates and outlooks to help clients navigate their financial journey. It is important to note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice, and clients should consult their own professionals for such matters.

Sharina World is a unique institution located at 1080 Old Country Road, Westbury, New York, United States. This institution offers a wide range of services including accounting, finance, health, and travel agency services. At Sharina World, we are dedicated to providing a secure and quality platform for education, skills training, inspiration, empowerment, health care, professional services, networking, recognition, and success on a global scale. Our team of Certified Public Accountants (CPAs) and Internal Auditors are here to simplify your daily accounting and financial management needs.

TaxPenguin is a leading accounting and finance institution located at 249 Post Avenue in Westbury, New York, United States. With a team of experienced professionals, TaxPenguin specializes in providing expert tax preparation, planning, and consulting services to individuals and businesses. Whether you need assistance with filing your taxes, maximizing deductions, or navigating complex financial situations, TaxPenguin is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and experience the difference that TaxPenguin can make for your financial success.

Carol Markman CPA: Markman Carol C is a reputable accounting and finance institution located at 638 Meadow Court, Westbury, New York, United States. With years of experience in the industry, Carol Markman CPA offers a wide range of services including tax preparation, financial planning, and bookkeeping. Their team of skilled professionals is dedicated to providing personalized and reliable financial solutions to individuals and businesses alike. Whether you need help with your taxes or guidance on managing your finances, Carol Markman CPA is here to help you achieve your financial goals.

Silverstein & Co Inc is a reputable accounting and finance institution located at 400 Post Avenue in Westbury, New York, United States. With years of experience and expertise in the field, they provide top-notch financial services to individuals and businesses alike. Their team of professionals is dedicated to helping clients achieve their financial goals and navigate the complexities of accounting and finance. Whether you need assistance with tax preparation, financial planning, or investment management, Silverstein & Co Inc is the go-to institution for all your financial needs.

AK Tax Solutions is a reputable tax preparation and consulting firm located at 265 Post Avenue in Westbury, New York, United States. With a team of experienced tax professionals, we provide a wide range of services including tax planning, preparation, and resolution for individuals and businesses. Our goal is to help our clients navigate the complexities of the tax system and maximize their financial well-being. Whether you need assistance with filing your taxes or resolving tax issues with the IRS, AK Tax Solutions is here to help. Contact us today to schedule a consultation and see how we can assist you with all your tax needs.

Lipton & Associates LLP is a reputable accounting and finance institution located at 760 Jericho Turnpike in Westbury, New York, United States. Our team of experienced professionals offers a wide range of services to help individuals and businesses manage their finances effectively. From tax preparation to financial planning, we are dedicated to providing top-notch solutions tailored to meet our clients' needs. Trust Lipton & Associates LLP for all your accounting and finance needs.

Todres & Co LLP is a leading accounting and finance institution located at 400 Post Avenue in Westbury, New York. Our team of experienced professionals provides a wide range of services including tax preparation, financial planning, auditing, and consulting. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and navigate the complexities of the financial world. Contact us today to see how Todres & Co LLP can help you with all your accounting and finance needs.

Complete Brokerage Inc. is a reputable accounting and finance institution located at 125 Post Avenue, Westbury, New York, United States. With a team of experienced professionals, we offer a wide range of brokerage services to help individuals and businesses manage their finances effectively. Our services include investment management, retirement planning, tax preparation, and more. Visit us today and let us help you achieve your financial goals.

Paul P. Kerantzas is a reputable accounting and finance institution located at 1600 Stewart Avenue in Westbury, New York, United States. With a focus on providing top-notch financial services, the institution offers a wide range of accounting and finance solutions to meet the needs of individuals and businesses alike. The team at Paul P. Kerantzas is dedicated to delivering personalized and professional services to help clients achieve their financial goals. Whether you are looking for assistance with tax preparation, financial planning, or investment management, Paul P. Kerantzas has the expertise and experience to guide you every step of the way. Visit their office in Westbury today to learn more about how they can help you with your accounting and finance needs.

J T Shulman & Co is an accounting and finance institution located at 1400 Old Country Road in Westbury, New York, United States. At JTS Associates, their commitment extends beyond just financial services - they also prioritize supporting their community through compassionate outreach. Their philosophy of compassion and generosity not only benefits those around them but also enhances their workplace environment. Organizing teams for charitable initiatives is a major focus in their annual calendar, with a strong emphasis on giving back to charities close to their hearts, families, clients, and friends. Over the past 6 years, they have raised over $100,000 for various charities and continue to make a positive impact in their community. JTS Associates truly cares about making a difference.

Jovia Financial Credit Union is a trusted financial institution located at 1000 Corporate Drive in Westbury, New York, United States. As a credit union, Jovia offers a range of banking and financial services to its members, including savings accounts, loans, and investment options. With a focus on providing personalized service and competitive rates, Jovia is committed to helping individuals and businesses achieve their financial goals. Visit their location today to experience the benefits of banking with Jovia Financial Credit Union.

Welcome to Long Island Public Adjusters, LLC, your trusted partner in navigating the complex world of insurance claims. Located at 34 East Main Street, Smithtown, New York, we specialize in providing expert public adjusting services to both residential and commercial clients across Long Island and the surrounding areas. As a dedicated general contractor and insurance agency, we are committed to ensuring that you receive the rightful benefits and settlements you deserve. At Long Island Public Adjusters, we understand that filing an insurance claim can be a daunting and overwhelming process. Without a detailed claims strategy, insurance companies may underpay you, leaving you with less than you deserve. This is where our expertise comes in. By hiring a public adjuster, you can unlock higher settlements and maximize your policy benefits.