The 30 Best Non profit organization financial planning in New York, New York
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Merrill Lynch Financial Advisor Joel B Joachim
Merrill Lynch Financial Advisor Joel B Joachim, located at 200 Park Avenue, New York, is dedicated to understanding your financial goals and helping you achieve them. Their team of talented and experienced individuals offers personalized wealth management services to help you navigate investment risk and pursue your objectives. With a focus on simplicity and client education, they provide tailored strategies to help you turn your goals into reality. Joel B Joachim, a CERTIFIED FINANCIAL PLANNER™ certificant with over 27 years of experience, is committed to providing unbiased advice to high-net-worth families, non-profit organizations, and institutional clients. By combining modern portfolio theory with careful investment selection, Joel aims to bring a risk-managed approach to building and monitoring portfolios. As a qualified Portfolio Manager, Joel can help you pursue your objectives through personalized strategies tailored to your needs. Leveraging the global resources of Merrill Lynch, their team is dedicated to building strong client relationships based on trust and personalized service. Contact them today to start planning for your financial future.
Merrill Lynch Financial Advisor Steven E. Eckna
Merrill Lynch Financial Advisor Steven E. Eckna, located at 1325 Franklin Avenue in Garden City, New York, has over 20 years of experience in the financial services industry. Prior to joining Merrill Lynch Wealth Management, Steven traded equities on Wall Street for 16 years and advised high net worth individuals, businesses, and foundations on wealth management at Wells Fargo and Bank of New York. Steven works with a diverse range of clients, including financial industry executives, business owners, retirees, and non-profit organizations, providing transparent strategies to help preserve and grow wealth. Born and raised in Garden City, Steven is deeply involved in the community, serving as the president and founder of the Paul R. Eckna Foundation and the Friends of Garden City Football booster organization. He holds several FINRA registrations and believes in a consultative approach to wealth management, taking the time to understand each client's unique situation and goals. Through Merrill Personal Wealth Analysis™, Steven helps clients build personalized financial plans centered on their aspirations and priorities.
Trinity 3 in 1HDFC
Trinity 3 in 1HDFC is a prestigious institution located at 2015 Southern Boulevard in New York, United States. This unique organization offers a comprehensive range of services, including financial consulting, real estate management, and community development. With a focus on providing top-notch solutions to individuals and businesses alike, Trinity 3 in 1HDFC prides itself on its commitment to excellence and customer satisfaction. Whether you are looking for expert financial advice or seeking assistance with property management, Trinity 3 in 1HDFC is the place to turn to for all your needs. Visit us today and experience the difference that Trinity 3 in 1HDFC can make in your life.
Not For Profit Accountant
Not For Profit Accountant is a reputable institution located at 445 Broadhollow Road in Farmingdale, New York, United States. Specializing in accounting and finance, our team of experienced professionals is dedicated to providing top-notch financial services to non-profit organizations. With a strong commitment to transparency and integrity, we strive to help our clients navigate the complex world of financial management and compliance. Trust Not For Profit Accountant to handle all your accounting needs with precision and care.
New Covenant Dominion Credit Union
New Covenant Dominion Credit Union is a trusted financial institution located at 1185 Boston Road in New York, United States. As a member-owned credit union, we are committed to providing personalized banking services and financial solutions to our members. Our dedicated team of professionals is here to help you achieve your financial goals and secure your financial future. Whether you are looking for a loan, savings account, or investment options, we are here to serve you with integrity and excellence. Join us today and experience the difference of banking with New Covenant Dominion Credit Union.
New York Blood Center - Rockville Centre Donor Center
The New York Blood Center - Rockville Centre Donor Center is a vital community resource dedicated to saving lives through blood donation. Conveniently located at 290 Sunrise Hwy in Rockville Centre, NY, our center offers a welcoming and supportive environment for donors.
New York City Sanitation Department
Welcome to the New York City Sanitation Department, located at 343 East 99th Street, Manhattan, New York. As a vital part of the local government, we not only ensure the cleanliness and sanitation of our vibrant city but also serve as a hub for various community-focused initiatives and public services. Our facility is a multi-functional space that includes a courthouse, local government office, park, and police services, all designed to cater to the diverse needs of New Yorkers. In line with Mayor Eric Adams' commitment to making New York City more affordable and accessible, we proudly support initiatives such as the "Money in Your Pocket" program, which aims to deliver financial benefits directly to residents across more than 20 neighborhoods. Our office is also involved in significant citywide efforts, including housing development, civil rights protection, and consumer safety.
Working Financial Solutions
Welcome to Working Financial Solutions, your trusted partner in navigating the complex world of finance. Conveniently located at 34-18 Northern Boulevard, Queens, New York, our dedicated team of financial experts is committed to providing personalized solutions tailored to your unique needs. Whether you're seeking advice on investments, retirement planning, tax strategies, or wealth management, we offer a comprehensive range of services designed to help you achieve your financial goals. At Working Financial Solutions, we pride ourselves on our client-focused approach, ensuring transparency, integrity, and excellence in everything we do. Visit us today and take the first step towards securing your financial future with confidence.
New Millennium Bank
Welcome to New Millennium Bank, your trusted community bank located at 141-28 Northern Boulevard, Queens, New York 11354. Since obtaining the New Jersey State Banking Charter on July 12, 1999, we've been dedicated to serving our communities with branches in Fort Lee, New Brunswick, and Palisades Park, New Jersey, as well as Bayside and Manhattan, New York, and Atlanta, Georgia. At New Millennium Bank, our mission is to provide exceptional financial products and services tailored to meet the needs of low to moderate-income individuals, families, and underserved communities. We are committed to fostering community growth by sponsoring development events and supporting local organizations. Our officers and board members actively participate in numerous nonprofit and community-centric initiatives, reinforcing our dedication to community betterment.
Merrill Lynch Financial Advisor Michael T Lagnese
Welcome to the office of Merrill Lynch Financial Advisor Michael T. Lagnese, located at 450 Old Country Road, Riverhead, New York. We are dedicated to helping you navigate your financial journey with confidence and clarity. Our team, supported by the global resources of Merrill, is composed of talented and experienced professionals committed to building strong relationships based on trust and personalized service. At Merrill Lynch Wealth Management, we focus on what matters most to you—your family, goals, and priorities—as they evolve over the years. Our mission is to understand your unique financial situation, enabling us to design and implement a personalized plan to help you pursue your financial goals while managing investment risk.
Merrill Lynch Financial Advisor Harry L Hackett
Welcome to Merrill Lynch Financial Advisor Harry L Hackett, your trusted partner in financial planning and wealth management located at 57 Hampton Road, Southampton, New York. Our mission is to be your primary source for financial advice and guidance, offering personalized strategies to help you navigate the complexities of the financial world. At the Hackett Group, we believe in building strong relationships through teamwork and client involvement. Our dedicated team of advisors and wealth management client associates work closely with you to understand your unique financial situation, goals, and priorities. With access to the global investment capabilities of Merrill and the banking convenience of Bank of America, we provide comprehensive solutions tailored to your needs.
Quant Solutions, LLC
Quant Solutions, LLC is a full-service financial and business solutions provider located at 900 3rd Avenue in New York City. Specializing in accounting and finance, we offer strategic financial guidance for small businesses in various creative industries. Our services include accounting, bookkeeping, cash management, budgeting, and strategic planning to help you manage your day-to-day finances and focus on growing your business. Our team, led by Jeanine, is dedicated to providing personalized attention and expertise to meet your specific needs and goals. Whether you need help with classifying expenses, communicating with your tax preparer, or creating a financial roadmap, we are here to assist you every step of the way. By outsourcing your financial responsibilities to us, you can rest assured that your finances are in good hands.
Thomsen Bookkeeping & Office Solutions, Inc.
Thomsen Bookkeeping & Office Solutions, Inc. is a reputable accounting and finance institution located at 816 Route 22 in Pawling, New York, United States. With a team of experienced professionals, they offer a wide range of services including bookkeeping, payroll, tax preparation, and office solutions to help businesses manage their financial needs effectively. Their commitment to providing high-quality services and personalized attention to each client sets them apart in the industry. Trust Thomsen Bookkeeping & Office Solutions, Inc. for all your accounting and finance needs.
Latino U College Access
Latino U College Access is a non-profit organization located at 75 Virginia Road in White Plains, New York. Our mission is to empower Latino students to achieve their higher education goals through mentorship, academic support, and college readiness programs. We provide personalized guidance and resources to help students navigate the college application process, secure financial aid, and succeed in their academic endeavors. With a focus on equity and access, Latino U College Access is committed to helping Latino students reach their full potential and fulfill their dreams of higher education.
Child Care Council of Westchester, Inc.
The Child Care Council of Westchester, Inc. is a non-profit organization located at 313 Central Park Avenue in Scarsdale, New York. Our mission is to promote quality early care and education for children in Westchester County. We provide resources, training, and support for childcare providers, parents, and the community to ensure that all children have access to safe and nurturing environments. Our goal is to empower families and caregivers to provide the best possible start for children in their care. Visit us today to learn more about our programs and services.
Helping Hand :-)
Helping Hand :-) is a non-profit organization located at 15 Hamilton Street in Plattsburgh, New York, United States. Our mission is to provide assistance and support to those in need in our community. We offer a variety of services including food assistance, clothing donations, shelter referrals, and counseling. Our dedicated team of volunteers is committed to making a positive impact and helping individuals and families in crisis. Whether you are facing financial difficulties, homelessness, or simply need someone to talk to, Helping Hand :-) is here to lend a helping hand.
Southern Adirondack Child Care Network
The Southern Adirondack Child Care Network is a non-profit organization located at 16 Pearl Street in Glens Falls, New York. We provide child care resource services for parents, child care providers, and employers in Hamilton, Washington, and Warren Counties. Our mission is to enhance the quality of children's early care and learning while offering exceptional support to families and caregivers. We are always looking for volunteers and individuals interested in joining our Board of Directors to help make a positive impact on the community. Visit our office Monday-Friday from 9:00am-4:00pm to learn more about how you can get involved. Our website was designed and developed by Mannix Marketing, Inc.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 55 Southwestern Drive in Jamestown, New York, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. With years of combined wealth management knowledge and experience, our advisors can provide personalized financial strategies to help you navigate rising or turbulent markets. Our advisors go beyond wealth planning advice to offer retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. We work closely with your outside professionals, such as accountants and tax attorneys, to create comprehensive financial strategies tailored to your long-term objectives.
SUNY Orange Foundation
The SUNY Orange Foundation is a non-profit organization located in Middletown, New York, United States. As the fundraising arm of SUNY Orange, the foundation aims to support the university in advancing its mission of providing quality education to its students. Through fundraising efforts and community partnerships, the foundation helps to provide scholarships, grants, and resources to enhance the educational experience for students. With a commitment to academic excellence and student success, the SUNY Orange Foundation plays a vital role in supporting the university's goals and initiatives.
Upstate Tax Solutions
Upstate Tax Solutions is a leading accounting, finance, and insurance agency located at 20 Fairlawn Avenue in Middletown, New York. Our team of experienced professionals is dedicated to providing personalized and comprehensive financial solutions for individuals and businesses in the Upstate New York region. Whether you need help with tax preparation, financial planning, or insurance coverage, Upstate Tax Solutions is here to help you navigate the complexities of the financial world. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.
Ouimette, Goldstein & Andrews
Ouimette, Goldstein & Andrews is a reputable law firm located at 100 Crystal Run Road in Middletown, New York. Specializing in various areas of law, their team of experienced lawyers provide expert legal advice and representation to clients in the United States. With a commitment to excellence and a dedication to achieving the best possible outcomes for their clients, Ouimette, Goldstein & Andrews is a trusted institution in the legal community. Contact them today for all your legal needs.
Karra L. Kingston Esq.
Karra L. Kingston Esq. is a reputable finance and legal institution located at 160H Dinsmore Street in New York, United States. Led by experienced lawyer Karra L. Kingston, the institution offers expert legal services in various financial matters. With a strong track record of successful cases and satisfied clients, Karra L. Kingston Esq. is known for its professionalism, integrity, and dedication to achieving favorable outcomes for their clients. Whether you are in need of legal advice, representation in court, or assistance with financial transactions, Karra L. Kingston Esq. is here to help.
Law Office of Inna Fershteyn and Associates, P.C.
The Law Office of Inna Fershteyn and Associates, P.C. is a reputable legal institution located in New York, United States. Specializing in various areas of law, including estate planning, elder law, and Medicaid planning, their team of experienced lawyers is dedicated to providing high-quality legal services to their clients. Located at 1517 Voorhies Avenue, this law office is known for its professionalism, expertise, and commitment to achieving the best possible outcomes for their clients. Contact them today for all your legal needs.
Immigrant Support Group, Inc.
The Immigrant Support Group, Inc. is a non-profit organization located at 1426 Kings Highway in New York, United States. As a finance institution, we specialize in providing financial assistance and resources to immigrants in need. Our mission is to support and empower immigrant communities by offering financial education, guidance, and support to help individuals achieve financial stability and success in their new home. Join us in our efforts to create a more inclusive and supportive environment for immigrants in the United States.
All Town Services Inc
All Town Services Inc is a reputable institution located at 1038 Rogers Avenue in New York, United States. Specializing in accounting, finance, and local government services, our experienced team is dedicated to providing top-notch solutions for individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or navigating local regulations, we are here to help. Trust All Town Services Inc for all your financial and government office needs.
Money Management Institute
The Money Management Institute is a prestigious institution located at 1410 Broadway in New York, New York, United States. As a leading authority in financial services, the institute offers comprehensive programs and resources for individuals and organizations seeking to enhance their knowledge and skills in money management. With a dedicated team of experts and a commitment to excellence, the Money Management Institute provides a valuable platform for professionals to stay current on industry trends and best practices. Whether you are a seasoned financial advisor or a newcomer to the field, the institute's programs are designed to help you succeed in today's competitive market. Visit the Money Management Institute today and take your financial career to the next level.
TEG Federal Credit Union - Newburgh
TEG Federal Credit Union in Newburgh, New York is a trusted financial institution located at 16 North Plank Road. As a credit union, TEG offers a wide range of financial services including ATM access for convenient banking. With a focus on member satisfaction and community involvement, TEG Federal Credit Union is committed to helping individuals and families achieve their financial goals. Visit us today to experience personalized service and competitive rates.
Delancey Street
Delancey Street is a reputable finance institution located at 55 Broad Street in New York, New York. With a strong presence in the financial sector, Delancey Street offers a wide range of financial services to individuals and businesses. Their expert team of professionals is dedicated to providing top-notch financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, wealth management, or assistance with financial planning, Delancey Street is committed to helping you achieve your financial goals. Trust in Delancey Street for all your financial needs.
Akiva Spitzer, CPA
Akiva Spitzer, CPA is a reputable accounting and finance institution located at 74 Herrick Avenue in Spring Valley, New York, United States. Specializing in providing financial services for small to medium-sized businesses, business owners, executives, and independent professionals, our experienced staff is dedicated to ensuring our clients' success. We utilize advanced computerized tax preparation and research software to accurately and efficiently prepare tax returns for various entities, including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations. Our tax planning and preparation services are designed to minimize tax liabilities, maximize cash flow, and help clients achieve their financial goals.
Graystone Consulting - The Longo Group - Morgan Stanley
Graystone Consulting - The Longo Group is a leading finance institution located in the heart of New York City. As part of Morgan Stanley, they provide top-tier wealth management and investment advisory services to high-net-worth individuals, families, and institutions. With a focus on personalized strategies and long-term financial planning, their team of experienced professionals is dedicated to helping clients achieve their financial goals. Visit their office at 1221 6th Avenue to learn more about how they can help you secure your financial future.
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