Management and accounting services in New City, New York

CDRS Professional Services is a reputable accounting and finance institution located at 27 Carpenter Avenue in Middletown, New York, United States. With a team of experienced professionals, CDRS offers a wide range of services including tax preparation, financial planning, bookkeeping, and more. Clients can trust CDRS Professional Services to provide accurate and reliable financial solutions tailored to their specific needs. Whether you are an individual or a business owner, CDRS is dedicated to helping you achieve your financial goals.

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.

Richard Martin - Financial Advisor at Ameriprise Financial Services, LLC is a trusted institution located at 25 Main Street in Goshen, New York. Specializing in finance, Richard Martin provides expert advice and guidance to help clients achieve their financial goals. With a focus on personalized service and tailored financial solutions, clients can feel confident in their financial decisions when working with Richard Martin. Whether you are looking to plan for retirement, save for education, or invest for the future, Richard Martin is dedicated to helping clients navigate the complexities of the financial world.

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 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 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.

The University of Business and Technology, located at 47 McKeever Place in New York, United States, is a prestigious university known for its top-notch business programs and cutting-edge technology courses. With a strong emphasis on practical skills and real-world experience, students at this institution receive a comprehensive education that prepares them for successful careers in the business and technology sectors. The university boasts state-of-the-art facilities, experienced faculty members, and a vibrant campus community, making it an ideal place for students to thrive academically and professionally. Whether you are interested in pursuing a degree in business administration, information technology, or any other related field, the University of Business and Technology is committed to providing you with the knowledge and skills needed to excel in today's competitive job market.

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 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, 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, 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.

Danielle Giordano is a Financial Advisor at Ameriprise Financial Services, LLC located at 200 West 41st Street, New York, New York, United States. She holds various certifications such as 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 her expertise and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. She is dedicated to helping clients make informed decisions and achieve their financial goals.

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.

Darren McGovern is a financial advisor at Ameriprise Financial Services, LLC, located at 200 West 41st Street in New York, New York, United States. Darren specializes in helping clients achieve their financial goals through personalized financial planning and investment strategies. With a focus on areas such as retirement planning, investment management, and wealth preservation, Darren is dedicated to helping clients build a secure financial future. Before selecting an advisor, clients can review Darren's background, credentials, and experience to ensure a good fit for their financial needs. By filling out the "Request consultation" form on Ameriprise's website, clients can connect with Darren for a complimentary initial consultation to discuss their financial goals and create a customized financial plan. Darren will work closely with clients to develop a comprehensive financial strategy that aligns with their unique needs and objectives.

Suresh Hathiramani, a financial advisor at Ameriprise Financial Services, LLC, located at 200 West 41st Street in New York, offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With regular meetings to review progress and update strategies as life changes, clients can track their investments and accounts securely from any device. Complimentary initial consultations are available for those interested in financial planning concepts. Suresh Hathiramani is registered to conduct securities business in select states, as listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC cannot guarantee future financial results but is dedicated to helping clients achieve their financial goals. Feel free to refer friends or family members for personalized financial advice.

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 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.

David McIlroy - RBC Wealth Management Financial Advisor is a leading finance institution located in the heart of New York City. As a trusted financial advisor, David McIlroy provides expert guidance and personalized strategies to help clients achieve their financial goals. With a focus on wealth management, investment planning, and retirement solutions, David McIlroy and his team are dedicated to helping clients navigate the complexities of the financial world. Visit their office at 1211 6th Avenue for a consultation and start building a secure financial future today.

John Fraser is a financial advisor at Ameriprise Financial Services, LLC located at 2025 Richmond Avenue in New York, United States. He holds multiple 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 his expertise in asset management, estate planning, retirement planning, investment management, and more. John Fraser is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.

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.

Carter Wealth Management Group is a leading finance institution located in New City, New York, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a focus on building long-term relationships based on trust and integrity, we strive to provide the highest level of service and expertise to our clients. Whether you are planning for retirement, saving for your children's education, or investing for the future, Carter Wealth Management Group is here to help you navigate the complexities of the financial world and secure your financial future.

Klasp Management LLC is a finance institution located at 368 New Hempstead Road in New City, New York. We specialize in providing comprehensive financial management services to individuals and businesses, helping our clients achieve their financial goals and secure their financial future. Our team of experienced professionals is dedicated to delivering personalized solutions tailored to each client's unique needs. Whether you are looking to grow your investments, plan for retirement, or manage your company's finances, Klasp Management LLC is here to help you every step of the way. Contact us today to schedule a consultation and see how we can assist you in reaching your financial aspirations.

Pascal Murphy is a dedicated 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 advice, Pascal Murphy helps clients navigate their financial goals and secure their financial future. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Pascal Murphy is committed to helping you achieve your financial objectives. Contact Pascal Murphy today to schedule a consultation and take the first step towards financial success.

Global Portfolio Management Inc is a leading finance institution located at 28 West 129th Street in New York, New York, United States. With a strong focus on managing global investment portfolios, our team of experts provides innovative and strategic financial solutions to help clients achieve their financial goals. Whether you are an individual investor or a corporate entity, our tailored approach ensures that your investments are managed with the utmost care and expertise. Trust Global Portfolio Management Inc to help you navigate the complexities of the financial market and secure a prosperous future.

Penmark Management is a reputable financial institution located in the heart of New York City. Our dedicated team of experts offers a wide range of financial services to help clients achieve their goals and secure their financial future. With a focus on personalized solutions and excellent customer service, Penmark Management is committed to providing top-notch financial guidance and support. Visit us at 2322 Adam Clayton Powell Junior Boulevard to see how we can help you reach your financial objectives.

Mark Cohen - Financial Advisor, Ameriprise Financial Services, LLC is a reputable financial institution located in New York, New York, United States. As a dedicated and experienced financial advisor, Mark Cohen specializes in providing personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Mark Cohen and his team at Ameriprise Financial Services, LLC strive to provide expert guidance and financial solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Mark Cohen is committed to helping you make informed financial decisions and secure a stable financial future.

Michael C. Faro is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 590 Madison Avenue in New York, New York. With years of experience in the finance industry, Michael is committed to helping his clients achieve their financial goals and secure their financial futures. Whether you are looking to plan for retirement, save for your child's education, or grow your investment portfolio, Michael can provide expert guidance and personalized solutions to suit your individual needs. Trust Michael C. Faro and Ameriprise Financial Services, LLC to help you navigate the complexities of the financial world and make informed decisions for a secure financial future.

Vincent P Gianatasio is a financial advisor at Ameriprise Financial Services, LLC located at 670 White Plains Road in Scarsdale, New York, United States. With a focus on helping clients achieve their financial goals, Vincent offers personalized advice and guidance tailored to each individual's needs. As part of Ameriprise, Vincent has access to a wide range of resources and tools to help clients make informed decisions about their finances. Clients can review Vincent's background, credentials, and experience to ensure they are the right fit for their needs. By filling out the "Request consultation" form, clients can schedule a complimentary initial consultation with Vincent to discuss their financial goals and create a personalized plan for the future.

Capital Management Group of New York is a finance institution located at 167 East Central Avenue in Pearl River, New York, United States. At CMG, we prioritize relationships with our clients who value friends, family, and community. We offer services that go beyond traditional wealth and risk management, focusing on managing lives and families. Our financial planning takes into account your values, dreams, and goals to create a personalized strategy. If recent market conditions have left you feeling uncertain, we can help reevaluate your financial situation. Estate planning is also a key aspect of our services to prevent financial burdens for your loved ones. Managing risk is essential in wealth management to protect you and your family from various financial risks. Contact us at our Pearl River or New York City office for services including financial planning, asset management, estate planning, and risk management. Capital Management Group of New York is affiliated with Hightower Advisors, LLC, an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

Sears Advisory Group - Ameriprise Financial Services, LLC, located at 90 North Broadway in Irvington, New York, offers personalized financial planning services tailored to your individual goals and risk tolerance. Our team provides investment recommendations, asset allocation strategies, and portfolio analysis to help you achieve your financial objectives, whether it be retirement planning, education savings, or a major purchase. We prioritize regular meetings to review your progress, make adjustments as needed, and track your journey towards your goals. With secure online access, you can monitor your investments and accounts anytime, anywhere. Schedule a complimentary initial consultation to learn more about how we can assist you in reaching your financial aspirations. Our financial advisors are registered in specific U.S. states, and additional information can be found on our website or through FINRA's BrokerCheck. We look forward to helping you and your loved ones secure a prosperous financial future.