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TOP 30 Personal financial planning in Plattsburgh, NY
58 results found
A convenient service for searching for businesses, places and services
Community Bank, N.A.
Community Bank, N.A. is a full-service financial institution located at 9 Margaret Street in Plattsburgh, New York. We offer a wide range of services including ATM access, banking, and finance options. When you refer a friend and they open a checking account with us, you can receive a $10 eGift card. Our goal is to make your banking experience easy and convenient, whether you are managing your money through mobile and online banking, looking for business tools and loans, or planning for your future with the right financial strategy. We also provide information on how to protect yourself against fraud, including smishing scams. Trust is at the core of what we do, and we are committed to providing the highest level of customer service. Visit us today to learn more about our services and how we can help you achieve your financial goals.
CVPH Employee FCU
CVPH Employee FCU, located at 75 Beekman Street in Plattsburgh, New York, is a finance institution dedicated to providing our members with top-notch services and competitive rates. Our commitment to excellence ensures that our members receive the best products and customer service. Once you become a member of our Credit Union, you will always be a valued part of our community. We offer a price rate match on interest rates for loans, whether you are looking to make a new purchase or refinance an existing loan. If you find a lower interest rate elsewhere, we will match it. Additionally, we provide military discount rates on all loans to show our appreciation for those who have served our country. Trust CVPH Employee FCU for all your financial needs.
Dannemora Federal Credit Union
Dannemora Federal Credit Union is a trusted financial institution located at 344 Tom Miller Road in Plattsburgh, New York. As a full-service credit union, we offer a wide range of banking and financial services to our members, including ATMs for convenient access to cash. Our dedicated team is committed to providing personalized service and helping our members achieve their financial goals. Join us today and experience the difference of banking with Dannemora Federal Credit Union.
Martindale Keysor & Co PLLC
Martindale Keysor & Co PLLC is a reputable accounting and finance institution located at 24 Margaret Street in Plattsburgh, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses seeking expert financial guidance.
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.
Barcomb Wealth Management
Barcomb Wealth Management is a leading finance institution located at 39 Court Street in Plattsburgh, New York. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management services. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, we are here to provide expert guidance and support every step of the way. Trust Barcomb Wealth Management to help you navigate the complexities of the financial world and build a solid foundation for a secure financial future.
Donlan Wealth Management
Donlan Wealth Management is a premier financial institution located at 40 Brinkerhoff Street in Plattsburgh, New York. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized wealth management services. Whether you are planning for retirement, investing for the future, or looking to protect your assets, we are here to provide expert guidance and support every step of the way. Trust Donlan Wealth Management to help you secure your financial future.
Clute Wealth Management
Clute Wealth Management is a leading finance institution located at 152 Tom Miller Road in Plattsburgh, New York, United States. Specializing in wealth management services, their team of experienced financial advisors are dedicated to helping clients achieve their financial goals. With a focus on personalized strategies and comprehensive financial planning, Clute Wealth Management offers a range of services including investment management, retirement planning, estate planning, and more. Clients can trust in their expertise and commitment to providing tailored solutions to help them secure their financial future.
Niles Wealth Management, Inc.
Niles Wealth Management, Inc. is a finance institution located at 65 Court Street in Plattsburgh, New York, United States. Specializing in wealth management services, they offer personalized financial planning and investment strategies to help clients achieve their financial goals. With a team of experienced professionals, Niles Wealth Management, Inc. provides expert advice and guidance to help clients navigate the complexities of the financial world and secure their financial future.
Gifford & Associates
Gifford & Associates is a reputable finance institution located at 19 Carlton Drive in Plattsburgh, New York, United States. With a team of experienced financial experts, they provide a wide range of services including investment management, retirement planning, and wealth management. Clients can trust Gifford & Associates to provide personalized financial solutions tailored to their individual needs and goals. Whether you are looking to grow your wealth, plan for retirement, or manage your investments, Gifford & Associates is dedicated to helping you achieve financial success.
William J Bereza & Associates
William J Bereza & Associates is a reputable finance institution located at 202 Cornelia Street in Plattsburgh, New York. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investment planning, retirement planning, tax strategies, or estate planning, the experts at William J Bereza & Associates are dedicated to providing personalized solutions tailored to your specific needs. Trustworthy and reliable, this institution is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.
Wells Fargo Advisors
Wells Fargo Advisors is a reputable financial institution located at 8 Booth Drive in Plattsburgh, New York, United States. As a leading provider of financial services, they offer personalized investment advice and wealth management solutions to help clients achieve their financial goals. With a team of experienced financial advisors, Wells Fargo Advisors is dedicated to providing top-notch financial guidance and support to individuals and businesses alike. Whether you are looking to grow your wealth, plan for retirement, or manage your investments, Wells Fargo Advisors is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
NBT Bank
NBT Bank is a full-service bank located at 185 Margaret Street in Plattsburgh, New York. As a trusted financial institution, NBT Bank offers a wide range of banking services including savings accounts, checking accounts, loans, and investment options. With convenient ATM access, customers can easily manage their finances and access funds whenever needed. NBT Bank is committed to providing personalized service and financial solutions to help individuals and businesses achieve their financial goals. Visit us today to experience the difference of banking with NBT Bank.
Jackson Hewitt Tax Service
Jackson Hewitt Tax Service is a finance institution located at 63 Smithfield Boulevard in Plattsburgh, New York, United States. Although their tax advance loans have ended for this year, their Tax Pros are prepared to assist you in maximizing your refund. Their services are perfect for those with busy lives, as you can simply drop off your tax documents and a Tax Pro will take care of the rest, including a quick call to review your final return and convenient e-signing. A Refund Advance loan is a loan that is repaid with your tax refund, providing you with access to money before your refund arrives from the IRS. While Refund Advance is no longer available this year, they did offer Early Refund Advance at select locations from December 11, 2023, until January 14, 2023, and No Fee Refund Advance at most locations from January 2, 2024, until February 11, 2024.
NBT Bank
NBT Bank located at 482 State Route 3 in Plattsburgh, New York, is a trusted financial institution offering a wide range of banking services. Whether you need to withdraw cash from the ATM, open a savings account, apply for a loan, or seek financial advice, NBT Bank is here to help. With a commitment to providing excellent customer service and personalized financial solutions, NBT Bank is a reliable choice for all your banking needs in the Plattsburgh area.
KnowTax
KnowTax is a finance institution located at 61 Brinkerhoff Street in Plattsburgh, New York, United States. Our dedicated team utilizes the best cloud-based tax software developed by Intuit to provide top-notch services to our clients. Taxes can be completed remotely or in person for convenience. We offer accounting, payroll, and bookkeeping support to replace your back office functions. Our fully paperless and cloud-integrated software ensures secure operations from anywhere. Trust us to handle complex financial issues for both business and individual clients.
Erie Insurance Group
Erie Insurance Group is a reputable insurance agency located at 21 Hillcrest Avenue in Plattsburgh, New York. With a strong presence in the United States, Erie Insurance Group offers a wide range of insurance products and services to meet the needs of individuals and businesses. Their experienced agents are dedicated to providing personalized and comprehensive insurance solutions to help protect their clients' assets and provide peace of mind. Whether you are looking for auto, home, life, or business insurance, Erie Insurance Group is committed to delivering exceptional customer service and reliable coverage.
bruce kingsbury tax
Bruce Kingsbury Tax is a reputable accounting and finance institution located at 6132 New York 22 in Plattsburgh, New York, United States. With a team of experienced professionals, they provide top-notch tax services to individuals and businesses, helping them navigate the complexities of tax laws and maximize their financial outcomes. Whether you need assistance with tax preparation, planning, or compliance, Bruce Kingsbury Tax is dedicated to delivering personalized solutions tailored to your specific needs. Trustworthy, reliable, and efficient, this institution is committed to helping clients achieve their financial goals.
Corell Tax & Accounting
Corell Tax & Accounting, located at 162 Margaret Street in Plattsburgh, New York, is a trusted institution specializing in accounting and finance services. Formerly known as McCormick, Deon & Corell, our team, led by Jay Corell and John Deon, is dedicated to providing top-notch service to all our clients, including businesses, individuals, and non-profits. We are here to answer any questions you may have and help you navigate the complexities of tax and accounting. Trust Corell Tax & Accounting for all your financial needs.
Bruce Kingsbury Taxes
Bruce Kingsbury Taxes is a reputable accounting and finance institution located at 175 Boynton Avenue in Plattsburgh, New York. With years of experience in the industry, our team of professionals is dedicated to providing top-notch tax services to individuals and businesses. Whether you need help with tax preparation, planning, or consulting, we are here to assist you every step of the way. Trust Bruce Kingsbury Taxes for all your financial needs and rest assured that your finances are in good hands.
Terrance J. Conway C.P..A., M.B.A.
Terrance J. Conway C.P.A., M.B.A. is an accounting and finance institution located at 5300 North Catherine Street in Plattsburgh, New York. With a focus on providing top-notch financial services, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our experienced professionals are here to help. Trust Terrance J. Conway C.P.A., M.B.A. for all your accounting and finance needs in Plattsburgh, New York.
Drew William w CPA
Drew William w CPA is a reputable accounting and finance institution located at 137 Cornelia Street in Plattsburgh, New York, United States. With years of experience and expertise in the field, they offer a wide range of financial services to individuals and businesses. Their team of certified public accountants is dedicated to providing personalized and professional assistance to help clients achieve their financial goals. Whether you need tax preparation, bookkeeping, or financial planning services, Drew William w CPA is committed to delivering top-notch solutions tailored to your specific needs. Contact them today to schedule a consultation and take control of your financial future.
Donald C Moore,CPA, PLLC
Donald C Moore, CPA, PLLC is a reputable accounting and finance institution located in Plattsburgh, New York. With a focus on providing top-tier financial services, Donald C Moore, CPA, PLLC offers expert advice and assistance to individuals and businesses alike. Their team of professionals is dedicated to helping clients navigate the complexities of accounting and finance, ensuring their financial well-being. Whether you need assistance with tax preparation, auditing, or financial planning, Donald C Moore, CPA, PLLC is the go-to institution for all your financial needs. Visit them at 403 West Bay Plaza to experience their exceptional services firsthand.
SAK Bookkeeping LLC
SAK Bookkeeping LLC is a professional bookkeeping service located in Plattsburgh, New York. Our team of experienced bookkeepers is dedicated to providing accurate and reliable financial records for small businesses and individuals. We offer a range of services including payroll processing, accounts payable and receivable management, and financial reporting. Trust SAK Bookkeeping LLC to keep your finances in order so you can focus on running your business.
Boulrice & Wood CPAs, PC
Boulrice & Wood CPAs, PC is a well-established accounting and finance institution located at 206 West Bay Plaza in Plattsburgh, New York, United States. Our team of experienced Certified Public Accountants is dedicated to providing high-quality financial services to individuals and businesses in the area. With a commitment to excellence and personalized attention, we strive to help our clients achieve their financial goals and ensure their financial success. Contact us today to learn more about our services and how we can assist you with your accounting and finance needs.
Abbott Frenyea Russell Coffey
Abbott Frenyea Russell Coffey is a reputable accounting and finance institution located at 134 Boynton Avenue in Plattsburgh, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses seeking expert financial guidance.
Vasso D La Forest PC
Vasso D La Forest PC is a reputable accounting and finance institution located at 742 State Route 3 in Plattsburgh, New York. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Clients can trust in their expertise and dedication to providing top-notch financial solutions. Visit Vasso D La Forest PC for all your accounting and finance needs in the Plattsburgh area.
The Hoffman Eells Group CPAs
The Hoffman Eells Group CPAs is a reputable accounting and finance institution located at 5862 U.S. 11 in Canton, New York, United States. Our firm is committed to serving the North Country and beyond with a team of experienced CPAs and dedicated support staff. We offer a range of personal and professional accounting services to meet the needs of our clients. With offices in Malone, Lake Placid, Plattsburgh, and Canton, New York, we are able to provide convenient and reliable service to individuals and businesses in the region. Trust The Hoffman Eells Group CPAs for all your accounting needs.
List of businesses, places and services in New York
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