TOP 30 Personal finance services in Newburgh, New York

49 results found

Bracesetters in Newburgh is a leading dental institution located at 4 Spring Square Business Park in Newburgh, New York. Specializing in orthodontic care, our team of skilled professionals provides top-quality services to help you achieve a healthy and beautiful smile. Whether you're in need of braces, Invisalign, or other orthodontic treatments, our experienced staff is dedicated to providing personalized care to meet your individual needs. Visit Bracesetters in Newburgh for all your dental health needs and start your journey towards a confident and radiant smile.

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.

Spencers Financial Services is a reputable finance institution located at 735 Broadway in Newburgh, New York, United States. With a team of experienced financial experts, Spencers Financial Services offers a wide range of financial services including investment planning, retirement planning, insurance, and wealth management. Whether you are looking to grow your wealth or plan for your future, Spencers Financial Services is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help secure your financial future.

Jackson Hewitt Tax Service located at 1201 New York 300 in Newburgh, New York is a finance institution that offers expert tax preparation services. Although their tax advance loans have ended for this year, their Tax Pros are still available to help you maximize your refund. You can conveniently drop off your tax documents and have a Tax Pro take care of the rest, including a final review and e-signing process. The professionals at this location are fluent in Spanish, catering to Hispanic clients. Situated inside Walmart, you can get your taxes done while you shop, ensuring you still receive your biggest refund. While Refund Advance loans are no longer available this year, early options were offered at select locations.

Jackson Hewitt Tax Service located at 5020 Route 9W in Newburgh, New York, is a finance institution ready to help you get your biggest refund. Our Tax Pros are available to assist you with in-person tax preparation, drop-off tax preparation, and help with IRS letters. While our tax advance loans have ended this year, we are still here to provide you with expert assistance in English and Spanish. Our Tax Pros are proficient in both languages to better serve our clients. Whether you prefer to schedule an appointment online or walk in without one, we are here to ensure that every dollar matters when it comes to your taxes. Contact us at (845) 863-1040 to reserve time with a Tax Pro and let us take care of your tax needs. Remember, when every dollar matters, it matters who does your taxes™.

A.P.T. Accounting & Tax Service is a reputable accounting and finance institution located at 259 New York 17K in Newburgh, New York. Our team of experienced professionals provides a wide range of accounting and tax services to individuals and businesses in the United States. With a commitment to excellence and personalized attention, we strive to help our clients achieve their financial goals and navigate the complexities of tax regulations. Trust A.P.T. Accounting & Tax Service for all your accounting and financial needs.

Sofokles Tax Services is a reputable accounting and finance institution located at 448 Broadway in Newburgh, New York, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, financial planning, and consulting. Our goal is to help individuals and businesses navigate the complexities of the financial world with ease and confidence. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.

ATAX in Newburgh, NY is a leading accounting and finance institution located at 350 Broadway in Newburgh, New York. Our team of experienced professionals is dedicated to providing top-notch financial services for individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, ATAX is here to assist you every step of the way. Trust us to help you navigate the complex world of accounting and finance with ease and confidence.

SS Doc. Management Services, LLC is a finance institution located at 257 New York 17K, Newburgh, New York, United States. As a local minority and woman-owned business, we take pride in the strong customer relationships we have built over the years. We are dedicated to providing the highest level of service to all of our customers. At SS Doc. Management Services, LLC, we offer personalized services tailored to meet your specific needs and preferences. Whether you need documents notarized or assistance with real estate closings, we are here to help. Our team can handle all aspects of real estate closing, including preparing deeds and transfer documents.

Davis & Bartholomew Financial Services is a reputable finance institution located at 134 Newburgh Avenue in Buffalo, New York. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. From investment planning to retirement savings, we provide personalized solutions tailored to each client's unique needs. Trust Davis & Bartholomew Financial Services to help you secure your financial future.

J Squared Tax Services is a reputable accounting and finance institution located in Newburgh, New York. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses alike. With a focus on accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and regulations. Whether you need assistance with tax preparation, planning, or audit representation, J Squared Tax Services is here to help. Visit us at 1655 New York 300 to experience our personalized and reliable services firsthand.

ADA Accounting Services, Inc. is a reputable accounting and finance institution located at 1 Orchard Drive in Newburgh, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation and bookkeeping to financial planning and consulting, ADA Accounting Services, Inc. provides personalized solutions to meet the unique needs of their clients. Their commitment to excellence and attention to detail make them a trusted partner for all your accounting and finance needs.

Smile Design Dental, located at 239 Lakeside Road in Newburgh, New York, is a premier dental institution dedicated to providing top-quality oral care services in a comfortable and welcoming environment. Our team of experienced dentists and staff are committed to helping you achieve a healthy and beautiful smile through personalized treatment plans tailored to your individual needs. From routine cleanings and exams to cosmetic procedures and restorative treatments, Smile Design Dental offers a comprehensive range of services to keep your smile looking its best. Visit us today and experience the difference that exceptional dental care can make in your life.

Steve Cobb, Abogado is a law firm located at 724 Broadway in Newburgh, New York, United States. Specializing in various legal services, Steve Cobb, Abogado offers expert advice and representation in a wide range of legal matters. With a commitment to providing personalized and professional service, the firm strives to achieve the best possible outcomes for their clients. Whether you are in need of assistance with a personal injury case, immigration matter, or any other legal issue, Steve Cobb, Abogado is here to help. Contact them today to schedule a consultation and discuss your legal needs.

Selby Legal PLLC is a finance and lawyer institution located at 320 Robinson Avenue, Newburgh, New York, United States. Specializing in bankruptcy law in New Paltz, Kingston, and Newburgh, Selby Legal offers services in traffic violations, real estate transactions, personal injury cases, and more. Led by attorney George C. Selby, the firm is dedicated to providing personalized and professional legal assistance to each client. Whether you are facing a traffic ticket, considering bankruptcy, dealing with a foreclosure, or need help with intellectual property rights, Selby Legal is here to help. With a commitment to client satisfaction and a focus on protecting your rights, Selby Legal PLLC is the go-to firm for legal assistance in the Mid-Hudson Valley and beyond. Contact them today for a free consultation at (845) 419-3383.

Mid-Hudson Valley Federal Credit Union is a trusted financial institution located at 1224 New York 300 in Newburgh, New York. As a full-service credit union, we offer a wide range of financial products and services to meet the needs of our members. From checking and savings accounts to loans and investment options, we are dedicated to helping our members achieve their financial goals. With convenient ATM services available, we strive to provide easy access to your funds whenever you need it. Visit us today to experience the personalized service and competitive rates that set us apart from traditional banks.

M&T Bank is a trusted financial institution located at 5075 Route 9W in Newburgh, New York, United States. As a leading bank in the area, M&T Bank offers a wide range of financial services including personal and business banking, loans, mortgages, and investment services. With a strong commitment to customer service and community involvement, M&T Bank is dedicated to helping individuals and businesses achieve their financial goals. Visit M&T Bank today to experience personalized banking solutions tailored to your needs.

Compass Asset Management Group is a leading finance institution located at 100 Stony Brook Court in Newburgh, New York, United States. With a team of experienced financial professionals, Compass Asset Management Group offers a wide range of investment and wealth management services to help clients achieve their financial goals. Whether you are looking to grow your portfolio, plan for retirement, or protect your assets, Compass Asset Management Group can provide personalized solutions to meet your needs. Trust in Compass Asset Management Group to guide you towards a secure financial future.

Focused Wealth Management is a finance institution located at 11 Old Balmville Road in Newburgh, New York, United States. Founded in 1994, we are an SEC Registered Investment Advisory firm dedicated to assisting clients with all aspects of their financial lives. Our investment process focuses on portfolio construction and risk management to help clients achieve their specific goals. As a separate entity from Securities America, we offer asset management solutions and services to our clients. Our team is committed to providing personalized strategies to help clients reach their financial objectives. Please note that Securities America and Focused Wealth Management are separate companies, and advisory services are offered through Focused Wealth Management, Inc. This site is intended for residents of the United States and is for informational purposes only. We recommend consulting with a tax or legal advisor for personalized advice related to your financial situation.

Professional Health Advisors is a health insurance agency located at 119 Broadway in Newburgh, New York, United States. Our mission is to provide easy-to-understand, customizable medical insurance products to our clients. We are dedicated to improving the quality of life for our clients through our services, communication, and education. With a thorough screening of your qualifications, we can help you access all the benefits you are entitled to. We understand that you can never fully prepare for a major illness, but with the right insurance coverage, you can be financially prepared. Everything we do is for one important cause: you. Contact us today for personalized health insurance solutions.

De Lorenzo Financial Planning is a reputable finance and insurance agency located in Newburgh, New York. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and strategic investment solutions. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, our experts are here to provide you with the guidance and support you need. Visit us at 276 New York 17K to learn more about our services and how we can help you secure a stable financial future.

Edward Jones - Financial Advisor: Nicholas S Brown is a reputable finance institution located at 297 South Plank Road in Newburgh, New York, United States. Nicholas S Brown is a dedicated financial advisor who helps clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Nicholas S Brown is committed to providing top-notch financial services to individuals and families in the Newburgh area. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Nicholas S Brown is here to help you navigate the complexities of the financial world and secure your financial future.

The Captiva Group is a finance institution located at 500 Stony Brook Court in Newburgh, New York, United States. They offer a flexible and customizable planning approach to help investors thrive and succeed. The institution provides insights from Wells Fargo Investment Institute’s 2024 outlook for the economy, equities, fixed income, real assets, and alternative investments. Please note that by visiting their website, you will be leaving the Wells Fargo Advisors website and entering a privately owned site that is not affiliated with Wells Fargo Advisors or its companies. It is recommended to review the third-party's policies and terms and conditions before proceeding.

Nick Quartarano is a dedicated Relationship Manager at TD Wealth located at 800 Broadway in Newburgh, New York. With a focus on finance, Nick provides personalized wealth management services to help clients achieve their financial goals. With a strong background in finance and a commitment to client satisfaction, Nick Quartarano is a trusted advisor for individuals looking to grow and protect their wealth. Contact Nick Quartarano at TD Wealth for expert financial guidance and support.

Edward Jones - Financial Advisor: Tim Bardin is a reputable financial institution located at 34 North Plank Road in Newburgh, New York. As a trusted finance advisor, Tim Bardin offers personalized financial planning services to help clients achieve their financial goals. With a commitment to providing top-notch financial advice and guidance, Edward Jones - Financial Advisor: Tim Bardin is dedicated to helping individuals and families make sound financial decisions for a secure future. Contact Tim Bardin today to start planning for your financial success.

Regina Check Cashing is a trusted finance institution located at 460 Broadway in Newburgh, New York. We offer convenient check cashing services with competitive rates and friendly customer service. Whether you need to cash a personal or business check, our experienced staff is here to help. Visit us today and experience the ease and efficiency of Regina Check Cashing.

Frank Clarino Income Tax is a trusted accounting and finance institution located at 6 Little Britain Road in Newburgh, New York. With years of experience in the industry, our team of professionals is dedicated to providing top-notch income tax services to individuals and businesses alike. Whether you need help with tax preparation, planning, or filing, we are here to assist you every step of the way. Trust Frank Clarino Income Tax for all your financial needs and rest assured that your finances are in good hands.

Kenan Financial, CPA is a reputable accounting and finance institution located at 145 Windsor Highway in Newburgh, New York, United States. With a team of experienced Certified Public Accountants, they offer a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Kenan Financial, CPA is dedicated to providing personalized and professional service to individuals and businesses alike, helping them achieve their financial goals and ensure compliance with regulations. Trust Kenan Financial, CPA for all your accounting and financial needs.

H&R Block is a reputable accounting and finance institution located at 1401 New York 300 in Newburgh, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of tax preparation and financial services to individuals and businesses. Whether you need help with filing your taxes, maximizing deductions, or planning for your financial future, H&R Block is dedicated to providing expert guidance and solutions tailored to your specific needs. Trust H&R Block to help you navigate the complexities of accounting and finance with ease and confidence.

H&R Block is a renowned accounting and finance institution located at 471 Broadway in Newburgh, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, H&R Block is dedicated to providing expert advice and assistance to help you navigate the complexities of financial management. Visit us today to experience top-notch accounting services in a welcoming and professional environment.