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TOP 30 Office planners in New York, NY
38 results found
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Modera Wealth Management - Financial Advisors & Financial Planners - Rye Brook, NY
Modera Wealth Management is a team of experienced financial advisors and planners located in Rye Brook, New York. Situated at 800 Westchester Avenue, our institution offers personalized financial solutions to help individuals and families achieve their monetary goals. With a focus on comprehensive wealth management, retirement planning, investment strategies, and estate planning, our dedicated team is committed to providing expert guidance and support to our clients. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Modera Wealth Management is here to help you navigate the complexities of finance with confidence and peace of mind.
CERTIFIED FINANCIAL PLANNER™ - Retirement Planning - Nicholas T. Pititto, CFP® - Prudential Financial
The CERTIFIED FINANCIAL PLANNER™ at Prudential Financial, Nicholas T. Pititto, CFP®, located at 1772 East Jericho Turnpike in Huntington, New York, offers expert retirement planning services. As a trusted professional in the finance industry, Nicholas T. Pititto, CFP® is dedicated to helping clients achieve their financial goals for retirement. Whether you are looking to invest, save, or plan for your future, this local government office provides personalized guidance and strategies to secure your financial well-being. Trust in Nicholas T. Pititto, CFP® at Prudential Financial for all your retirement planning needs.
Lester Nils Himel - Financial Planner - Retirement Specialist - A Bank On Yourself Professional
Lester Nils Himel is a highly experienced financial planner and retirement specialist located at 217 North Highland Avenue in Ossining, New York. As a Bank On Yourself Professional, he offers personalized financial planning services to help clients achieve their retirement goals. With a focus on providing comprehensive financial solutions, Lester Nils Himel is dedicated to helping individuals secure their financial future through strategic planning and investment management. Visit his office today to start planning for a secure and prosperous retirement.
Cody Wojdyla, CFP® - Certified Financial Planner
Cody Wojdyla, CFP® - Certified Financial Planner is a finance institution located at 18 Corporate Woods Boulevard in Albany, New York, United States. Specializing in financial planning for individuals and families in Glens Falls, Saratoga, Albany, and the Adirondacks, Cody helps clients create and manage game plans to achieve their financial, business, and life goals. As an independent advisor, Cody has the flexibility to choose from a wide range of investment and insurance companies to best meet the needs of his clients without any corporate pressure or sales goals. Operating as a fiduciary, Cody always prioritizes the goals and needs of his clients. The institution is affiliated with Rosemont Financial Group, with offices in Albany and Old Forge. Securities and Advisory services are offered through LPL Financial. Cody Wojdyla, CFP® is a Certified Financial Planner™ professional, authorized by the Certified Financial Planner Board of Standards, Inc. Website design and development by Mannix Marketing, Inc.
Val-U-Office Products Co
Val-U-Office Products Co is a one-stop shop for all your office supply needs. Conveniently located at 37 Jeanne Drive in Newburgh, New York, this store offers a wide range of office products including stationery, writing supplies, filing solutions, and more. Whether you are a small business owner, a student, or simply looking to stock up on office essentials, Val-U-Office Products Co has got you covered. With competitive prices and friendly customer service, this store is the go-to destination for all your office supply needs in the United States.
Strategic Tax Planners LLC
Strategic Tax Planners LLC is a reputable accounting and finance institution located at 1045 Bay Ridge Avenue in New York City. Specializing in tax and financial planning, the firm offers services to individuals, families, and business owners. With a holistic approach, Strategic Tax Planners LLC considers every aspect of your financial situation to create a comprehensive plan tailored to your needs. Whether you visit our office at Suite 1 in Brooklyn or connect with us remotely, our team is dedicated to helping you achieve your financial goals.
La Ferla Group - Wealth Management & Financial Planners
La Ferla Group - Wealth Management & Financial Planners, located at 1050 Franklin Avenue in Garden City, New York, is a finance institution that focuses on exceeding expectations, simplifying lives, and helping clients establish lasting legacies. Their comprehensive family office services are designed to manage wealth from a 360-degree perspective, leveraging an exclusive network of experts to help clients achieve their personal and professional financial goals. As fiduciaries, La Ferla Group puts their clients first and is dedicated to providing top-notch financial planning services. Please note that assets mentioned are inclusive of acquired firms or investments and may not be considered regulatory assets under management.
Christopher J. Vargas, Financial Planner, LUTCF
Christopher 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.
SEA
SEA is a renowned food institution located at 114 North 6th Street in New York, United States. Specializing in fine dining experiences, SEA is the perfect place to host a birthday party, office function, or any special occasion. With attention to detail and a focus on customization, SEA ensures that each event is tailored to your tastes and needs. As professional caterers and experienced event planners, SEA offers all-in-one packages designed with your budget in mind. This means you can sit back, relax, and enjoy the event without any stress. SEA is not just a restaurant, but a destination for those seeking an unforgettable dining experience.
Route 52 Supplies
Route 52 Supplies is a one-stop shop located at 1973 New York 52 in Hopewell Junction, New York. This store offers a wide range of supplies for all your needs, from home improvement and gardening to automotive and outdoor activities. With a friendly and knowledgeable staff, Route 52 Supplies is committed to providing top-quality products and excellent customer service. Whether you're looking for tools, hardware, paint, or outdoor gear, you'll find everything you need at Route 52 Supplies. Visit us today and see why we're the go-to store for all your supply needs.
Attitude Financial Advisors, Inc
Attitude Financial Advisors, Inc. is a finance institution located at 3 Crossways Park Drive West in Woodbury, New York, United States. Our team of Certified Financial Planner™ professionals, including Jeffrey Trugman, Bryan Trugman, and Alex Salem, are dedicated to helping you achieve financial success through a unique financial planning process. We understand that your attitude and behavior towards finances play a crucial role in your prosperity. By harnessing your emotional decision-making power through behavioral finance, we aim to align your personal values with a comprehensive financial planning strategy designed to achieve your goals. Our goal is not to sell products, but to help you develop good financial habits that will enable you to accomplish the things you want.
Anthony M. Leonardi MBA, CFP, CRPC
Anthony M. Leonardi MBA, CFP, CRPC is a renowned finance institution located at 800 Westchester Avenue in Rye Brook, New York, United States. With a team of experts holding prestigious designations such as MBA, CFP, and CRPC, the institution offers top-notch financial services and advice to individuals and businesses. Whether you are looking for investment guidance, retirement planning, or wealth management, Anthony M. Leonardi MBA, CFP, CRPC is dedicated to helping you achieve your financial goals with professionalism and expertise. Visit their office today and take the first step towards a secure financial future.
Robert Bouza - Financial Advisor, Ameriprise Financial Services, LLC
Robert Bouza is a highly experienced financial advisor working with Ameriprise Financial Services, LLC in Harrison, New York. With a focus on providing personalized financial planning and investment advice, Robert helps clients navigate their financial goals and create a secure financial future. Located at 2900 Westchester Avenue, Robert Bouza's office is a trusted resource for individuals seeking expert financial guidance. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Robert Bouza can help you make informed decisions and achieve your financial aspirations. Trust Ameriprise Financial Services, LLC and Robert Bouza to help you secure your financial future.
Busy Day
Busy Day is a reputable locksmith store located at 350 Northern Boulevard in Albany, New York. With a commitment to providing top-notch locksmith services, Busy Day is your go-to destination for all your lock and key needs. Whether you're locked out of your home, need to rekey your office, or want to upgrade your security system, the skilled professionals at Busy Day are ready to assist you. Visit us today and experience our prompt and reliable service for yourself.
Staples Travel Services
Staples Travel Services is a local government office located at 49 West Jericho Turnpike in Huntington, New York. This institution provides a range of travel services to residents and visitors, including assistance with booking flights, hotels, rental cars, and vacation packages. With a team of experienced travel agents, Staples Travel Services is dedicated to helping individuals plan and organize their travel arrangements efficiently and effectively. Whether you are planning a business trip or a leisurely vacation, this office is committed to providing top-notch customer service and ensuring a seamless travel experience for all clients.
Staples Travel Services
Staples Travel Services is a local government office located at 442 South Oyster Bay Road in Hicksville, New York. This institution provides a range of travel services to residents and visitors in the community. From passport applications to travel advisories, Staples Travel Services is dedicated to ensuring safe and smooth travel experiences for all. Visit us today for all your travel needs.
Bouchey Financial Group, Ltd.
Bouchey Financial Group, Ltd. is a finance institution located at 1819 5th Avenue, Troy, New York, United States. At Bouchey Financial, we strive to make investing and financial planning clear and simple for our clients, so they can make confident decisions. Our team members come from diverse backgrounds, allowing us to build a client-centric organization focused on our clients' financial success. We adhere to the Certified Financial Planner Code of Ethics and the Certified Financial Planners Board of Standards Practice Standards, ensuring the highest level of professionalism and integrity in our services. Since 1995, we have been providing personalized wealth management services as an SEC Registered Investment Advisor, with nearly $1 billion in assets under management.
Troy Cloth & Paper Retail Store
Troy Cloth & Paper Retail Store, located at 38 3rd Street in Troy, New York, is a unique clothing store that also offers a variety of paper goods. Originally a design studio and silkscreen printing shop, Troy Cloth & Paper now exclusively operates as a retail store, selling locally designed and printed items such as greeting cards, clothing, and art prints. The store is committed to using domestically sourced and environmentally friendly materials, ensuring high quality products that are both stylish and sustainable. Visit us at 38 3rd Street, Suite 101 Troy, NY, 12180 United States to browse our selection of unique and eco-friendly goods.
H&R Block
H&R Block is a renowned accounting and finance institution located at 2429 Vestal Parkway East in Vestal, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal taxes or a business in need of comprehensive financial management, H&R Block is dedicated to providing expert guidance and support. Visit us today to experience our exceptional services and secure your financial future.
Afloral.com
Afloral.com is a premier online floral retailer located at 117 Chautauqua Avenue in Lakewood, New York. With a wide selection of high-quality artificial flowers, plants, and floral supplies, Afloral.com is the go-to destination for DIY brides, event planners, and home decorators looking to add a touch of beauty to any occasion. Whether you're looking for realistic silk flowers, elegant vases, or unique décor accents, Afloral.com has everything you need to create stunning floral arrangements that will last a lifetime. Shop online today and bring the beauty of fresh flowers into your home or event space with Afloral.com.
Pink Nori
Pink Nori is a fantastic sushi restaurant located at 36-06 30th Avenue in New York, United States. Whether you're planning a birthday party, office function, or any other special occasion, Pink Nori takes care of all the fine details to bring your event to life just as you imagined. As professional caterers and experienced event planners, they offer all-in-one packages designed with your budget in mind, so all you have to do is enjoy the event. The menu at Pink Nori features a variety of standard sushi options as well as a dozen original rolls. They also have a nice collection of sake, including unfiltered options for a change of pace. The service is attentive, and the atmosphere is pleasant, making it a great spot to enjoy delicious sushi.
Fraunces Tavern
Fraunces Tavern, located at 54 Pearl Street in New York City, is a unique institution that combines a bar, restaurant, museum, and event space all in one. The venue is known for its gorgeous and spacious layout, featuring multiple rooms with different concepts such as the Piano Bar, Independence Bar, Hideout Bar, and Tallmadge Room. As professional caterers and event planners, Fraunces Tavern offers all-in-one packages designed to fit any budget, allowing guests to simply enjoy the event without any stress.
American Travel Abroad
American Travel Abroad is a premier travel wholesaler located in New York and Chicago, specializing in providing personalized and unique travel experiences to both leisure and corporate customers. Founded in 1946, we have built strong partnerships with airlines, hotels, and local tour operators worldwide to offer the best rates and experiences to our clients. At our office on 505 8th Avenue, New York, we create customized day-by-day itineraries for less and offer curated travel packages tailored to your preferences. Our team of expert travel professionals is dedicated to crafting seamless and inspiring travel experiences that will create lifelong memories.
O'Brien Capital Management
O'Brien Capital Management, located at 48 Burd Street in Nyack, New York, is a finance institution that offers comprehensive wealth management services beyond just investments. The institution, founded by John M. O'Brien, a Certified Financial Planner™ practitioner with over 18 years of experience, is committed to providing deeply personal and individually tailored financial planning and investment management services. OCM operates on a Fee-Only basis, ensuring unbiased advice and recommendations to clients. Services offered include retirement planning, investment advisory, college funds planning, and more. With a new office opening in Larchmont, NY, O'Brien Capital Management is excited to expand its reach and bring quality financial services to lower Westchester County.
Wharton Wealth Planning
Wharton Wealth Planning is a finance institution located at 3 Columbus Circle, New York, New York, United States. With over 25 years of experience, our dedicated advisor team is committed to providing extraordinary service to clients virtually and in-person. We are a Retirement Planning & Certified Investment Advisory Firm with offices in New York and Santa Fe, New Mexico. Our philosophy is to prioritize our clients' needs by providing conflict-free services and simplifying the means by which our clients achieve their investment and retirement goals. As an independent, fee-only fiduciary, we act in good faith and put your interests ahead of our own. Our dual-credentialed CERTIFIED FINANCIAL PLANNER™ (CFP®) with an MBA develops financial plans and asset management strategies tailored to each client's unique situation. Whether you are early in your career or retired, our experienced financial consulting team can help implement a plan and asset management strategy specific to your needs. Contact us to develop an investment strategy and retirement plan for a more secure future. Visit us at our locations in New York and Santa Fe for comprehensive wealth management services that deliver peace of mind.
Beacon Pointe Advisors
Beacon Pointe Advisors, located at 80 Broad Street in New York, is a leading finance institution offering Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in the New York area. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families to provide comprehensive financial planning and research-driven investments. With a focus on fiduciary responsibility and a holistic allWEALTH® approach, Beacon Pointe's team of investment advisors and financial planners address all aspects of clients' financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, and more. Their services also include values-based investing, life transition support, and multi-generational family wealth planning.
Brokers Central
Brokers Central is an insurance agency located at 365 New York 59, Airmont, New York, United States. Specializing in life, disability, and long-term care insurance, we offer a wide range of insurance products, sales tools, and back-office support for insurance and financial professionals, P&C agencies, and financial institutions along the Atlantic Seaboard. Independent and career insurance brokers, CPAs, RIAs, and financial planners can benefit from our services to cross-sell life insurance, disability insurance, and long-term care insurance, ultimately improving their business. With a full suite of life, DI, and LTC insurance options, as well as annuities, we can help you better serve your customers and ensure their financial security.
CenterBridge Planning Group
CenterBridge Planning Group is a leading finance institution located at 126 Professional Parkway in Lockport, New York, United States. Our team of experienced financial planners and advisors work closely with clients to develop personalized strategies for achieving their financial goals. Whether you are planning for retirement, investing for the future, or looking to protect your assets, CenterBridge Planning Group is here to provide expert guidance and support. With a focus on integrity and professionalism, we strive to help our clients build a secure financial future. Contact us today to learn more about our services and how we can help you plan for success.
Bristol Financial Services, Inc.
Bristol Financial Services, Inc. is a full-service independent broker dealer located at 500 North Broadway in Jericho, New York, United States. Specializing in financial and retirement planning, Bristol offers a range of services including IRAs, 401K plans, mutual funds, annuities, life insurance, and college planning. Led by Certified Financial Planner Michael Hartzman, the team at Bristol is dedicated to helping clients meet their long-term financial goals. With a focus on tax-planning, asset allocation, risk management, retirement and estate planning, and long-term insurance planning, Bristol provides personalized and comprehensive financial solutions. The team includes experienced professionals such as Chief Operating Officer Randi Mason, Financial Advisor Amanda Khait, and Sales Assistant Diane Maurici-Dorta. Through their unique financial planning model, Bristol aims to exceed client expectations and build lasting relationships based on trust and loyalty. The institution also hosts an annual client appreciation brunch at the Cold Spring Country Club in Huntington, NY. With a commitment to confidentiality and security, Bristol Financial Services ensures that all client information is protected and handled with the utmost care.
The Wealth Alliance
The Wealth Alliance is a distinguished finance institution located at 105 Broadhollow Road, Melville, New York, United States. As a registered investment advisory firm with the U.S. Securities and Exchange Commission, we are dedicated to providing sound advice for an ever-changing world. Our team of seasoned advisors, including certified financial planners and certified public accountants, work with Fidelity Investments to revolutionize the client experience. Acting as fiduciaries, we prioritize our clients' needs above all else. Led by Chief Executive Officer & Managing Director, Rob Conzo, we offer personalized advice, empower businesses, and create tailored financial planning divisions. We believe in the importance of giving back and support a variety of causes. Contact us at our New York or Florida offices for expert financial guidance.
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