Maximizing retirement savings in New York, NY
33 results found
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Investment & Retirement Strategies
● ClosedInvestment & Retirement Strategies is a leading finance and insurance agency located at 301 Royal Street in Vestal, New York. Our experienced team of professionals specializes in helping clients plan for a secure financial future through strategic investment and retirement planning. Whether you are just starting to build your wealth or are preparing for retirement, we offer personalized solutions to meet your unique financial goals. Contact us today to learn more about how we can help you achieve financial security and peace of mind.
301 Royal St, Vestal, NY 13850, United States -
Max It Out Retirement
● OpenMax It Out Retirement is a finance institution located at 1028 Main Street in Fishkill, New York. We specialize in helping individuals maximize their retirement savings and investments to ensure a secure financial future. Our team of experienced financial advisors offers personalized retirement planning services tailored to each client's unique goals and needs. Whether you are just starting to save for retirement or are nearing retirement age, Max It Out Retirement is here to help you make the most of your savings and achieve your retirement dreams. Contact us today to schedule a consultation and start planning for a comfortable and worry-free retirement.
1028 Main St Suite 930, Fishkill, NY 12524, United States -
Gradient Financial Group/Advisors - Seniors - Highest Retirement Income, Alt 32% IRR investments, Tax/Wealth Foundations
● ClosedGradient Financial Group/Advisors is a premier institution located in the heart of New York City, specializing in providing seniors with the highest retirement income solutions. Our team of experienced advisors offers alternative investments with an impressive 32% internal rate of return, ensuring our clients achieve their financial goals efficiently. In addition, we offer expert tax and wealth foundation services to help secure and grow our clients' assets for the long term. Visit us at 79 White Street to learn more about how Gradient Financial Group/Advisors can help you plan for a secure and prosperous retirement.
79 White St #1W, New York, NY 10013, United States -
Retirement Consulting Group
● OpenRetirement Consulting Group is a leading financial institution located at 890 East Brighton Avenue in Syracuse, New York. Our team of experienced professionals specializes in providing expert advice and guidance to individuals planning for their retirement. Whether you are looking to maximize your savings, minimize your tax liabilities, or create a comprehensive retirement plan, our consultants are here to help. With a focus on personalized service and tailored solutions, we strive to ensure that our clients are well-prepared for a secure and comfortable retirement. Contact us today to schedule a consultation and start planning for your future.
890 E Brighton Ave, Syracuse, NY 13205, United States -
Wealth Habits
● ClosedWealth Habits is a finance institution located at 5 Sage Court, White Plains, New York, United States. Our services include market and economic observations, portfolio changes, and operations updates. We also offer education planning with practical tips for college education and ensuring equal funding for every child's education. Our experts can help you unlock the secrets of tax-efficient retirement withdrawals and create a blueprint for optimized retirement distributions. Learn about the pros and cons of 401(k) consolidation to maximize your retirement savings. Our services cover financial planning, investments, and tax planning with actionable strategies, tools, and resources to help you achieve financial independence.
5 Sage Ct, White Plains, NY 10605, United States -
Farther
● ClosedFarther is a finance institution located at 150 Greenwich Street in New York, New York, United States. We offer comprehensive wealth management services to ensure your prosperity now and in the future. By filling out a commitment-free form, you can begin receiving personalized guidance from our experienced advisors backed by proactive technology. Our advisors and data-driven wealth platform set a new standard in financial planning, putting your money to work for you and your family. At Farther, our wealth advisors' incentives are aligned with yours, allowing them to offer unbiased guidance that serves you above all else. Our proprietary platform is equipped with smart features that enable our advisors to focus more on your needs. Your advisor is supported by a team of experts including financial planners, estate attorneys, CPAs, life insurance specialists, and more.
150 Greenwich St, New York, NY 10007, United States -
Komich Capital Advisors
● ClosedKomich Capital Advisors is a finance institution located at 207 Hallock Road in Stony Brook, New York, United States. Specializing in helping families, businesses, and individuals grow and preserve wealth through custom investment strategies, Komich Capital Advisors takes the time to understand each client's financial goals and create a personalized roadmap to guide them on their financial journey. With a focus on avoiding taxes, protecting against unexpected events, and preparing for the future, Komich Capital Advisors offers independent financial advice to help clients maximize the impact of their savings on their families, community, and future quality of life. Contact us today to take the first step towards growing and protecting your wealth.
207 Hallock Rd Ste 1, Stony Brook, NY 11790, United States -
Mass Mutual Financial Group
● OpenMass Mutual Financial Group is a renowned finance and insurance agency located at 32 West State Street in Binghamton, New York. With a strong reputation for providing comprehensive financial planning and insurance solutions, Mass Mutual is committed to helping individuals and businesses achieve their financial goals and protect their assets. Their team of experienced professionals offers personalized services tailored to meet the unique needs of each client. Whether you are looking to secure your future with life insurance, plan for retirement, or invest wisely, Mass Mutual Financial Group is dedicated to guiding you every step of the way.
32 W State St, Binghamton, NY 13901, United States -
Siegel Tax Center
● ClosedThe Siegel Tax Center is a reputable institution located at 200 North Street in Middletown, New York, United States. Specializing in accounting and finance, the center offers a wide range of services to help individuals and businesses with their tax needs. With a team of experienced professionals, the Siegel Tax Center is dedicated to providing accurate and reliable financial advice to its clients. Whether you need help with tax preparation, financial planning, or bookkeeping, the Siegel Tax Center is here to assist you every step of the way. Visit us today to see how we can help you achieve your financial goals.
200 North St, Middletown, NY 10940, United States -
retirecony
● OpenRetirecony is a leading insurance agency located at 101 Tyrellan Avenue in New York, United States. We specialize in providing comprehensive insurance solutions tailored to meet the needs of retirees and those planning for their retirement. Our team of experienced agents is dedicated to helping clients navigate the complexities of insurance planning, ensuring they have the coverage they need to protect their assets and secure their financial future. At Retirecony, we prioritize customer service and strive to build long-lasting relationships with our clients based on trust and integrity. Contact us today to learn more about how we can help you plan for a secure retirement.
101 Tyrellan Ave, Staten Island, NY 10309, United States -
Tax Savvy Inc.
● ClosedTax Savvy Inc. is a reputable accounting and finance institution located at 260 Christopher Lane in New York, United States. We specialize in providing expert tax advice and financial planning services to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients save money and maximize their financial success. Whether you need assistance with tax preparation, retirement planning, or investment strategies, Tax Savvy Inc. is here to help you navigate the complex world of finance with ease. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.
260 Christopher Ln Suite 201, Staten Island, NY 10314, United States -
William Geary - Prudential Financial
● OpenWilliam Geary - Prudential Financial is a reputable finance and insurance agency located at 1 John James Audubon Parkway in Buffalo, New York. With a strong focus on providing top-notch financial services and insurance solutions, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, we are here to provide personalized and reliable assistance. Trust William Geary - Prudential Financial to guide you towards a more secure financial future.
1 John James Audubon Pkwy Suite 100, Buffalo, NY 14228, United States -
Economic Group Pension Services (EGPS)
● ClosedEconomic Group Pension Services (EGPS) is a finance institution located at 1053 Saw Mill River Road in Ardsley, New York, United States. We specialize in helping advisors grow their business and employers maximize their retirement plan benefits. Our innovative and creative retirement solutions, valuable resources, and converted prospects ensure that our clients are happy and successful. At EGPS, we tailor retirement plan designs to maximize savings, tax benefits, and unique goals. We handle all the complex administrative work, reducing responsibilities and risks for our clients while keeping their plans in compliance. Our personalized approach allows us to create individualized plans that meet the unique needs of each client.
1053 Saw Mill River Rd, Ardsley, NY 10502, United States -
Christopher J. Vargas, Financial Planner, LUTCF
● ClosedChristopher J. Vargas, Financial Planner, LUTCF, located at 1393 Veterans Memorial Highway in Hauppauge, New York, is a finance and insurance agency dedicated to helping clients reduce financial stress and focus on what truly matters in life. With a team that has been providing expert guidance since 2004, our institution offers a unique philosophy to help you maximize your financial potential and achieve greater economic confidence. As a part of the Center for Wealth Preservation, a MassMutual firm, we are committed to helping you make every dollar work harder, faster, smarter, and safer, ultimately saving more money for retirement. Schedule a complimentary 30-minute video consultation with us to learn more about how we can help you secure your financial future. Remember, local firms like ours are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual) and are not subsidiaries of MassMutual or its affiliated companies. Christopher Vargas, our registered representative, offers securities and investment advisory services through MML Investors Services, LLC, ensuring that you receive expert guidance every step of the way. Contact us today to start your journey towards financial security and peace of mind.
1393 Veterans Memorial Hwy Suite 307 S, Hauppauge, NY 11788, United States -
Walls Financial
● ClosedWalls Financial is a reputable accounting and finance institution located at 435 West 23rd Street in the bustling city of New York, New York, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or investment strategies, Walls Financial is here to help. Trust us to help you navigate the complex world of finance with ease and confidence. Visit us today to see how we can help you achieve your financial goals.
435 W 23rd St #1bb, New York, NY 10011, United States -
Cash Flow With Benefits
● ClosedCash Flow With Benefits is a finance institution located at 1918 Oakland Avenue in Schenectady, New York. Our goal is to help individuals and businesses manage their cash flow effectively while also providing additional benefits to help them achieve their financial goals. Our team of experts is dedicated to providing personalized financial solutions tailored to each client's specific needs. Whether you are looking to improve your budgeting skills, increase your savings, or plan for retirement, Cash Flow With Benefits is here to help you every step of the way. Visit us today to start maximizing your financial potential.
1918 Oakland Ave, Schenectady, NY 12308, United States -
Canty Financial Management
● OpenCanty Financial Management is a finance institution located at 20 Church Avenue in Ballston Spa, New York, United States. As we navigate through the first quarter of 2024, our team is dedicated to helping clients navigate the unique challenges and opportunities in the economic and financial landscape. Our investment commentary and rationale for our latest rebalance are based on thorough analysis of market developments and forecasts. At Canty Financial Management, we understand the importance of tax planning as a cornerstone of a solid retirement plan. Our team can help you maximize savings accumulated throughout your career while ensuring you can enjoy retirement to the fullest. We provide guidance on how different income sources are taxed and offer strategies to minimize taxes.
20 Church Ave, Ballston Spa, NY 12020, United States -
Target Rock Wealth Management
● ClosedTarget Rock Wealth Management is a finance institution located at 445 Park Avenue, New York, New York, United States. As a fee-only fiduciary advisor with two experienced advisors, we are dedicated to helping our clients create a path to financial freedom that aligns with their goals and values. Specializing in tax-efficient investment management, we offer clear and actionable advice for families and individuals looking to maximize their financial wealth. Whether you are planning for retirement, saving for your children's education, or seeking to make a positive impact with your investments, we are here to help you achieve your goals. Target Rock Wealth Management LLC is a registered investment advisor offering services in New York and other jurisdictions where exempted. Please note that all information provided on this website is for informational purposes only, and any investment decisions should be discussed with a qualified advisor before implementation.
445 Park Ave floor 9, New York, NY 10022, United States -
Merrill Lynch Financial Advisor Matthew Murphy
● ClosedMerrill Lynch Financial Advisor Matthew Murphy is a finance institution located at 114 West 47th Street, New York, New York, United States. Matthew Murphy is an experienced financial advisor with a strong passion for portfolio management and asset allocation. He leverages his extensive knowledge of financial markets to design and implement customized investment management strategies for businesses and endowments. With a focus on maximizing returns, Matthew utilizes a mix of equity, government and corporate debt, and private investments. In collaboration with a dedicated banking team, Matthew offers comprehensive credit solutions to support business growth, operational needs, and international expansion. From credit lines to trade services, his collaborative approach delivers tailored financial solutions to meet the unique requirements of each business.
114 W 47th St, New York, NY 10036, United States -
H&R Block
● OpenH&R Block is a renowned accounting and finance institution located at 134 36 Northern Boulevard in New York, United States. With a reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted resource for individuals and businesses alike. Their experienced professionals are dedicated to helping clients navigate the complexities of tax laws and financial planning, ensuring they maximize their savings and achieve their financial goals. Whether you need assistance with tax filing, retirement planning, or investment strategies, H&R Block is committed to providing top-notch service and expertise to help you succeed.
134 36 Northern Blvd, Queens, NY 11354, United States -
Valkyrie Accounting
● OpenValkyrie Accounting, located at 248-09 Jericho Turnpike in New York, is a reputable accounting and finance institution dedicated to providing accurate guidance and staying up-to-date on regulatory developments. Specializing in bookkeeping services, the team ensures all financial documents are filed on time and clients are kept informed throughout the process. Their Tax Advisor offers customizable tax-saving strategies in various areas, such as retirement savings and business expenses, with estimated tax savings provided for each recommendation. Additionally, M Enterprises Inc., a subsidiary of Valkyrie Accounting, offers call answering services to help businesses stay connected with their customers. Experienced agents are available to handle calls and emails, ensuring no important communication is missed. Since 2017, Valkyrie Accounting has been helping clients in New York and Pennsylvania maximize their profits by providing a nuanced understanding of their finances. As a certified Minority-Woman Business Enterprise in New York, Valkyrie Accounting prides itself on its versatility and ethical practices. Whether you need assistance with bookkeeping, tax preparation, or other accounting matters, their team is ready to help. Contact them today to start the conversation.
248-09 Jericho Turnpike, Queens, NY 11426, United States -
National Tax & Financial Services
● OpenNational Tax & Financial Services is a leading institution in the field of accounting and finance, located in New York, United States. With a team of experienced professionals, we provide expert tax preparation, financial planning, and consulting services to individuals and businesses. Our goal is to help our clients navigate the complex world of taxes and finances, ensuring compliance with regulations and maximizing their financial success. Whether you need assistance with tax filing, investment strategies, or retirement planning, National Tax & Financial Services is here to help you achieve your financial goals.
Bronx, NY 10461, United States -
EG Tax
● ClosedEG Tax is a finance institution located at 2475 Niagara Falls Boulevard in Amherst, New York. Our experienced team of professionals specializes in providing tax preparation, accounting, and financial planning services to individuals and businesses. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and maximize their tax savings. Whether you need assistance with tax filing, bookkeeping, or retirement planning, EG Tax is here to provide expert guidance and support. Contact us today to schedule a consultation and take control of your financial future.
2475 Niagara Falls Blvd, Amherst, NY 14228, United States -
Donna's Tax Service
● OpenDonna's Tax Service is a trusted finance institution located at 39 Mertensia Lane in Henrietta, New York, United States. With years of experience in the industry, Donna's Tax Service offers expert tax preparation and financial planning services to individuals and businesses alike. Their team of knowledgeable professionals is dedicated to providing personalized solutions to help clients navigate the complexities of tax laws and maximize their financial success. Whether you need assistance with tax filing, bookkeeping, or retirement planning, Donna's Tax Service is committed to delivering top-notch service with integrity and efficiency. Visit them today to experience the difference their expertise can make in your financial future.
39 Mertensia Ln, Henrietta, NY 14467, United States -
CXtec TCDC (Technology Certification and Distribution Center)
● ClosedWelcome to CXtec TCDC (Technology Certification and Distribution Center), your trusted partner in electronics and IT solutions, located at 400 South Salina Street, Syracuse, New York. As a premier electronics store, we specialize in balancing sustainability and security risks through safe, secure, reliable, and responsible solutions. With over 40 years of experience, we have grown to become the largest secondary market network hardware supplier in North America, offering extensive refurbishment, sourcing, distribution, and maintenance service capabilities. At CXtec, we are committed to future-proofing IT solutions through green and sustainable strategies. We help organizations worldwide rethink how they build, support, decommission, and upgrade their technology infrastructures. Our comprehensive IT lifecycle management solutions bridge the gap between the end of life and the end of usable life of IT hardware equipment, championing sustainability.
400 South Salina Street, Syracuse, New York 13202, United States -
Slide City Waterpark
● Open### Slide City Waterpark Location: 8000 Mall Walk, Yonkers, NY 10704, United States Type: Amusement Park
8000 Mall Walk, Yonkers, NY 10704, United States -
Morgan Legal Group | Trusts & Estate Planning Southampton NY
● OpenMorgan Legal Group | Trusts & Estate Planning Southampton NY Welcome to Morgan Legal Group, your trusted partner in comprehensive estate planning and trusts services located at 33 Flying Point Road, Southampton, New York. As a specialized law firm, we are dedicated to addressing each client’s unique needs with personalized attention and expert guidance.
33 Flying Point Road, Southampton, New York 11968, United States -
Alfred Saracene - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Alfred Saracene - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner for comprehensive financial guidance. Conveniently located at 8 Kennedy Parkway, Cortland, New York, we specialize in providing personalized financial strategies tailored to meet the unique needs of our clients. Our expertise spans a wide range of financial planning and advisory services. Alfred Saracene holds multiple prestigious certifications, including the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), among others. These credentials signify a commitment to ethical practices and a deep understanding of complex financial concepts, ensuring that our clients receive the highest standard of service.
8 Kennedy Parkway, Cortland, New York 13045, United States -
Tale Taxes
● ClosedWelcome to Tale Taxes, your trusted partner in financial management, located at 1572 Dahill Road, Brooklyn, New York 11204. We specialize in providing comprehensive accounting and finance solutions tailored to meet your unique needs. At Tale Taxes, we ensure accurate and efficient filing of personal taxes, offering you peace of mind and confidence in navigating your personal finances. Our expert team crafts tailored strategies to secure a comfortable retirement and achieve individual financial goals. Whether you’re planning for your future or making real estate investment decisions, we provide personalized guidance to help you succeed.
1572 Dahill Road, Brooklyn, New York 11204, United States -
Robert Gargiulo - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedWelcome to Robert Gargiulo - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner in financial planning and asset management. Located at 175 South Wellwood Avenue, Lindenhurst, New York, our practice is dedicated to helping you achieve your financial goals with personalized strategies and expert guidance. Robert Gargiulo is a highly qualified financial advisor, holding numerous certifications that reflect a deep commitment to excellence and ethical standards in the finance industry. With credentials such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Robert is equipped to address a wide range of financial planning needs, from investment strategies and asset allocation to estate planning and risk management.
175 South Wellwood Avenue, Lindenhurst, New York 11757, United States
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