Personal finance tips in New York
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Jennings Financial Advisory Corp
● ClosedJennings Financial Advisory Corp is a reputable institution located at 214 Mamaroneck Avenue in White Plains, New York, United States. Specializing in finance, insurance, and real estate services, they offer expert advice and guidance to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Jennings Financial Advisory Corp is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking to invest, protect your assets, or buy/sell property, they are committed to helping you make sound financial decisions. Visit their office today to learn more about their comprehensive services.
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Christopher Copenhaver - Financial Advisor, Ameriprise Financial Services, LLC
● OpenChristopher Copenhaver is a Financial Advisor at Ameriprise Financial Services, LLC located at 2900 Westchester Avenue in Harrison, New York, United States. He 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®, CFP®, 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, financial planning for retirees and small business owners, estate planning, investment management, and specialized areas such as divorce financial analysis and military financial advising. Christopher Copenhaver is dedicated to providing comprehensive and personalized financial advice to help clients achieve their financial goals.
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Stacey Jacobson - Financial Advisor, Ameriprise Financial Services, LLC
● OpenStacey Jacobson, a financial advisor at Ameriprise Financial Services, LLC, is dedicated to helping clients achieve their financial goals. Located at 800 Westchester Avenue in Rye Brook, New York, Stacey provides personalized financial planning services to individuals and families. With a focus on wealth management, retirement planning, and investment strategies, Stacey strives to empower her clients to make informed decisions about their finances. Trust Stacey Jacobson to guide you towards a secure financial future.
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Frank Sabia - UBS Financial Services Inc.
● OpenFrank Sabia - UBS Financial Services Inc. is a renowned finance institution located at 709 Westchester Avenue in White Plains, New York, United States. With a strong reputation for excellence in financial services, Frank Sabia - UBS Financial Services Inc. offers a wide range of wealth management and investment solutions to help clients achieve their financial goals. Their team of experienced professionals provides personalized advice and guidance to clients, ensuring that their financial needs are met with precision and care. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Frank Sabia - UBS Financial Services Inc. is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
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Thomas Easow - Financial Advisor, Ameriprise Financial Services, LLC
● OpenThomas Easow is a trusted financial advisor at Ameriprise Financial Services, LLC located at 7 East Carver Street in Huntington, New York. With years of experience in the finance industry, Thomas Easow helps clients achieve their financial goals through personalized strategies and expert advice. Whether you are planning for retirement, saving for your child's education, or investing for the future, Thomas Easow can provide you with the guidance and support you need. Contact Thomas Easow at Ameriprise Financial Services, LLC today to take control of your financial future.
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LTC Financial Partners
● ClosedLTC Financial Partners is a finance, health, and insurance agency located at 300 Woodcrest Lane in Mount Kisco, New York, United States. Specializing in long-term care planning, they offer personalized solutions to help individuals and families protect their financial well-being and health. With a team of experienced professionals, LTC Financial Partners provides expert guidance and support in navigating the complexities of long-term care insurance and financial planning. Trust them to help you secure your future and peace of mind.
300 Woodcrest Ln, Mt Kisco, NY 10549, United StatesAdvertisements -
Ann Herrero - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAnn Herrero is a financial advisor at Ameriprise Financial Services, LLC located at 427 Bedford Road, Pleasantville, New York, United States. Ann Herrero 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 Ann Herrero's expertise in various areas of finance including asset management, retirement planning, estate planning, and investment strategies. Clients can trust Ann Herrero to provide comprehensive and personalized financial advice tailored to their individual needs.
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Gabriella DelMonaco - Financial Advisor, Ameriprise Financial Services, LLC
● OpenGabriella DelMonaco is a highly experienced financial advisor at Ameriprise Financial Services, LLC, located at 50 Main Street in White Plains, New York. With a strong commitment to helping clients achieve their financial goals, Gabriella provides personalized financial planning and investment advice tailored to each individual's unique needs and circumstances. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Gabriella DelMonaco can help you navigate the complexities of the financial world and make informed decisions for a secure financial future. Contact her today to schedule a consultation and take the first step towards financial success.
50 Main St Suite 1560, White Plains, NY 10606, United StatesAdvertisements -
Annamarie Lewis - Prudential Financial
● OpenAnnamarie Lewis - Prudential Financial is a finance and insurance agency located at 360 Hamilton Avenue in White Plains, New York. With a focus on providing comprehensive financial planning and insurance services, our experienced team is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking to invest for the future, plan for retirement, or secure insurance coverage, Annamarie Lewis - Prudential Financial is here to provide expert guidance and personalized solutions. Visit us today to learn more about how we can help you secure your financial future.
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H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 20 Main Street in Brewster, 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 business consulting. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is committed to providing personalized and reliable solutions to meet your needs. Visit us today to experience our expertise and dedication to helping you achieve your financial goals.
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H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 158 New York 22 in Pawling, New York, United States. With a strong reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted partner for individuals and businesses seeking to manage their finances effectively. Their team of experienced professionals is dedicated to helping clients navigate the complexities of tax laws and make informed financial decisions. Whether you need assistance with tax filing, financial planning, or investment strategies, H&R Block is committed to providing personalized solutions to meet your needs.
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Your Tax Advisor, LLC. (Abic CPA Associates)
● ClosedYour Tax Advisor, LLC. (Abic CPA Associates) is a reputable accounting and finance institution located in the bustling city of New York, United States. With a team of experienced and knowledgeable professionals, they offer top-notch tax advisory services to individuals and businesses alike. Whether you need assistance with tax planning, preparation, or filing, their experts are dedicated to helping you navigate the complex world of taxation. Trust Your Tax Advisor, LLC. (Abic CPA Associates) to provide you with reliable and personalized financial solutions tailored to your specific needs.
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Taxpert Tax Service
● ClosedTaxpert Tax Service is a renowned accounting and finance institution located at 2424 New York 52 in Hopewell Junction, New York, United States. With a team of experienced professionals, Taxpert Tax Service provides top-notch tax services to individuals and businesses. Whether you need assistance with tax preparation, planning, or filing, Taxpert Tax Service is dedicated to helping you navigate the complex world of taxes with ease. Trust Taxpert Tax Service to handle all your financial needs efficiently and effectively.
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Edward Jones - Financial Advisor: Johnson C Uwamanzu-Nna
● OpenEdward Jones - Financial Advisor: Johnson C Uwamanzu-Nna is a trusted financial institution located at 542 North Country Road in Saint James, New York. As a dedicated financial advisor, Johnson C Uwamanzu-Nna provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of financial services including retirement planning, investment management, and wealth management. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Johnson C Uwamanzu-Nna is committed to helping you navigate the complex world of finance with confidence and peace of mind.
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Fiscally Fit
● OpenFiscally Fit is a leading financial institution located at 84 Seminary Hill Road in Carmel Hamlet, New York. Our team of experienced professionals is dedicated to helping individuals and businesses achieve financial wellness through personalized financial planning and consulting services. Whether you are looking to create a budget, save for retirement, or invest for the future, Fiscally Fit is here to guide you every step of the way. Contact us today to schedule a consultation and take the first step towards a more secure financial future.
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Financial Advisory Network
● OpenFinancial Advisory Network is a finance institution located at 6 Old Lane in Scarsdale, New York, United States. Known as "The Firm Engineers Rely On For Their Retirement Planning Needs", our Certified Financial Planner specializes in helping clients smoothly transition from work to retirement. With over 30 years of experience, Robert Leitner, CFP®, RIA, provides expert advice to guide clients towards their financial goals. Services include optimizing Social Security benefits, developing income plans for life, managing retirement distributions, and anticipating healthcare costs. Please consult with a qualified financial adviser and/or tax professional before implementing any strategy, as investments involve risk and are not guaranteed. Visit our website for more information and to learn more about our services.
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Brian Knust - Ramsey Financial Coach
● OpenBrian Knust - Ramsey Financial Coach is a renowned institution located in Setauket- East Setauket, New York, United States. Specializing in finance and health, this institution offers expert financial coaching services to help individuals achieve their financial goals and improve their overall financial well-being. With a focus on the principles taught by financial guru Dave Ramsey, Brian Knust provides personalized guidance and practical strategies to help clients take control of their finances, reduce debt, and build wealth for the future. Located at 248 Route 25A, this institution is dedicated to empowering individuals to make informed financial decisions and live a healthier financial life.
248 Rte 25A Ste 74, Setauket- East Setauket, NY 11733, United StatesAdvertisements -
First Standard Financial
● OpenFirst Standard Financial is a reputable finance institution located in Miller Place, New York, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. With a commitment to excellence and personalized service, First Standard Financial is a trusted partner for all your financial needs.
Miller Place, NY 11764, United StatesAdvertisements -
AAA Property Tax Appeal, LLC
● ClosedAAA Property Tax Appeal, LLC is a professional institution specializing in property tax appeal services. Located at 245 Saw Mill River Road in Hawthorne, New York, this firm offers expert advice and representation in matters related to accounting, finance, and legal issues. With a team of experienced professionals, AAA Property Tax Appeal, LLC is dedicated to helping clients navigate the complex world of property tax assessments and appeals. Whether you are a homeowner, business owner, or investor, this institution is committed to providing personalized and effective solutions to help you save money on your property taxes.
245 Saw Mill River Rd Suite 106, Hawthorne, NY 10532, United StatesAdvertisements -
Audubon Financial Services
● ClosedAudubon Financial Services is a reputable accounting and finance institution located at 64 1/2 North Highland Avenue in Ossining, New York, United States. With a team of skilled professionals, Audubon Financial Services offers a wide range of financial services including accounting, tax preparation, financial planning, and investment management. Whether you are an individual looking for personal financial advice or a business seeking expert financial guidance, Audubon Financial Services is dedicated to providing top-notch services tailored to meet your specific needs. Trust Audubon Financial Services to help you navigate the complex world of finance and achieve your financial goals.
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A & L Income Tax
● ClosedA & L Income Tax is a professional accounting and finance institution located at 52 Broadway in Haverstraw, New York, United States. Our team takes a consultative approach to tax preparation, helping individuals save as much as possible on Federal and State taxes. We understand that the form of business you operate determines your tax obligations, and we can assist you in reporting your taxes correctly to maximize your refund. In addition to tax preparation services, we are experienced migration advisers with knowledge of various visas to the United States. Our goal is to help individuals, families, and small business owners resolve their tax problems and ensure they do not pay more taxes than required by law. Our team of professionals has over 15 years of experience and is committed to providing superior client service with Federal and State tax returns.
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H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 157 Rockland Center in Nanuet, 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 business consulting. Whether you are an individual taxpayer or a small business owner, H&R Block is dedicated to providing reliable and personalized financial solutions to help you achieve your goals. Visit us today to experience our expertise and commitment to excellence in accounting and finance.
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Matthews Tax Consultants
● OpenMatthews Tax Consultants is a trusted accounting and finance institution located at 5 Fenton Street in Melville, New York. With a team of experienced professionals, we provide expert tax consulting services to individuals and businesses alike. Our goal is to help our clients navigate the complex world of taxes and finances, ensuring they maximize their savings and minimize their liabilities. Whether you need help with tax planning, preparation, or resolution, Matthews Tax Consultants is here to provide personalized and reliable solutions. Contact us today to schedule a consultation and take control of your financial future.
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Dilapi & Co
● ClosedDilapi & Co is a reputable accounting and finance institution located at 399 Knollwood Road in White Plains, New York. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and auditing. Their commitment to excellence and personalized approach sets them apart from other firms in the industry. Whether you are an individual or a business in need of financial guidance, Dilapi & Co is the trusted partner you can rely on.
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H&R Block
● ClosedH&R Block is a reputable accounting and finance institution located at 1102 New York 112 in Port Jefferson Station, 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 business consulting. Whether you are an individual looking for assistance with your personal taxes or a business owner in need of financial guidance, H&R Block is dedicated to providing expert advice and exceptional service to help you achieve your financial goals.
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Tax Plus Services
● ClosedTax Plus Services is a renowned accounting and finance institution located at 891 Mile Square Road in Yonkers, New York, United States. With a team of experienced professionals, we offer a wide range of services to help individuals and businesses with their tax preparation, financial planning, and accounting needs. Our goal is to provide personalized and reliable services to ensure our clients achieve their financial goals. Whether you need help with tax filing, bookkeeping, or investment strategies, Tax Plus Services is here to help you navigate the complex world of finance with ease.
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H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 465 Route 25A in Miller Place, 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 looking for assistance with your personal taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and reliable solutions. Visit their office in Miller Place today to learn more about how they can help you achieve your financial goals.
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TaxAssurances, LLC
● ClosedTaxAssurances, LLC is a leading accounting and finance institution located at 8 Sickles Avenue in New Rochelle, New York, United States. Our team of experienced professionals provides top-notch tax and assurance services to individuals and businesses alike. With a commitment to accuracy and personalized attention, we strive to ensure our clients receive the best financial guidance possible. Whether you need help with tax preparation, financial planning, or assurance services, TaxAssurances, LLC is here to help you navigate the complex world of accounting and finance.
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Hudson Valley Small Business
● OpenHudson Valley Small Business is a trusted institution located in Millbrook, New York, United States. Specializing in accounting and finance services, we provide expert guidance and support to small businesses in the Hudson Valley region. Our team of experienced professionals is dedicated to helping businesses thrive by offering personalized financial solutions tailored to their unique needs. Whether you need assistance with bookkeeping, tax preparation, or financial planning, Hudson Valley Small Business is here to help you succeed. Contact us today to learn more about how we can support your business growth.
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Tax Reduction Professionals
● ClosedTax Reduction Professionals is a leading finance institution located at 75a Lake Road in Congers, New York. Our team of experts specializes in helping individuals and businesses minimize their tax liabilities through strategic planning and innovative solutions. With years of experience in the industry, we are dedicated to providing our clients with personalized service and customized tax reduction strategies. Whether you are looking to save money on your personal taxes or maximize deductions for your business, our professionals are here to help. Contact us today to schedule a consultation and start saving on your taxes.
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