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TOP 30 Personal financial services in Middletown, NY
82 results found
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Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 90 Crystal Run Road in Middletown, New York, is a finance institution dedicated to helping clients align their investments with their values and financial goals. The experienced advisors at the MIDDLETOWN NY branch offer personalized financial strategies, retirement income planning, estate planning services, and guidance on various investment options. Committed to client satisfaction, the advisors at Merrill Lynch Wealth Management work closely with clients to create long-term financial strategies tailored to their individual needs. The branch also actively participates in volunteerism and charitable outreach to support the communities in which they operate. With access to industry analysts and specialists, Merrill Lynch advisors have the resources to fully understand each client's financial situation and collaborate on creating personalized financial plans.
Wilson CPA, P.C.
Wilson CPA, P.C. is a reputable accounting and finance institution located at 495 Schutt Road in Middletown, New York, United States. With a team of highly skilled and experienced certified public accountants, Wilson CPA, P.C. offers a wide range of financial services to individuals and businesses. From tax preparation and planning to auditing and consulting, they provide personalized and professional services to meet the unique needs of each client. Trust Wilson CPA, P.C. to provide expert financial guidance and support for all your accounting and finance needs.
PKF O'Connor Davies
PKF O'Connor Davies is a leading accounting and finance institution located at 633 New York 211 in Middletown, New York, United States. With a team of experienced professionals, they offer a wide range of services including auditing, tax planning, and financial consulting. Their commitment to excellence and personalized approach sets them apart from other firms, making them a trusted partner for businesses of all sizes. Whether you are looking for expert advice on financial matters or need assistance with complex accounting issues, PKF O'Connor Davies is here to help you achieve your goals.
Orange Bank & Trust Company
Orange Bank & Trust Company, located at 374 South Middletown Road in Nanuet, New York, is a leading financial institution in the Hudson Valley. Specializing in commercial lending, business banking, and wealth management services, Orange Bank & Trust has been serving the community for over 129 years. Our dedicated team of local bankers is committed to providing personalized financial solutions for both businesses and families. Contact us today to speak with an Orange Bank & Trust Banker and discover how we can help you reach your financial goals.
Allstate Life Insurance Specialist: Robert McLean
Allstate Life Insurance Specialist: Robert McLean is an insurance agency located at 50 Carpenter Avenue in Middletown, New York, United States. With a focus on life insurance, Robert McLean provides expert guidance and personalized service to help individuals and families protect their loved ones and secure their financial futures. Whether you are looking for term life, whole life, or universal life insurance, Robert McLean is dedicated to finding the right coverage for your needs. Contact Allstate Life Insurance Specialist: Robert McLean today to discuss your options and start planning for tomorrow.
Allstate Life Insurance Specialist: Mahandra Raghunandan
Allstate Life Insurance Specialist, Mahandra Raghunandan, is a trusted and experienced professional located at 100 North Middletown Road in Pearl River, New York. As a finance and insurance agency, Mahandra specializes in providing personalized life insurance solutions to meet the unique needs of each client. With a commitment to exceptional customer service and a deep understanding of the insurance industry, Mahandra is dedicated to helping individuals and families protect their financial future. Contact Mahandra Raghunandan today to discuss your life insurance needs and create a comprehensive plan for peace of mind.
H&R Block
H&R Block is a renowned accounting and finance institution located at 400 New York 211 in Middletown, New York, United States. With a team of skilled 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 services, H&R Block is dedicated to providing expert guidance and support to help you achieve your financial goals.
Liberty Tax
Liberty Tax is a finance institution located at 731 New York 211 in Middletown, New York, United States. Specializing in tax preparation services, Liberty Tax offers expert assistance with filing taxes, maximizing deductions, and ensuring compliance with tax laws. With a team of knowledgeable professionals, Liberty Tax provides personalized and reliable financial solutions for individuals and businesses alike. Trust Liberty Tax to help you navigate the complexities of tax season and achieve peace of mind when it comes to your finances.
Michael J Dimola PC
Michael J Dimola PC is a reputable accounting and finance institution located at 101 North Middletown Road in Nanuet, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and consulting. Clients can trust Michael J Dimola PC to provide expert guidance and personalized solutions to help them achieve their financial goals.
Sarah Kim, MD
Sarah Kim, MD is a prestigious institution located at 2236 Nostrand Ave, Middletown Township, New York, United States. Specializing in cancer research and treatment, our dedicated team of scientists and clinicians work tirelessly to improve outcomes for patients. From exploring the biology of cancer cells to developing innovative treatments, we are committed to changing the way cancer is understood and managed. Our educational programs train the next generation of leaders in cancer care and research, ensuring that patients receive the best possible care. Operating Monday through Friday, our expert team is available to provide support and treatment for all types of cancer, tailored to each individual's needs.
Reliable Accounting and Tax Preparation
Reliable Accounting and Tax Preparation is a trusted institution located at 246 New York 211 in Middletown, New York, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing reliable and accurate financial assistance to individuals and businesses alike. With a commitment to excellence and attention to detail, we offer a wide range of services including tax preparation, bookkeeping, and financial consulting. Whether you are looking for assistance with your personal taxes or need help managing your business finances, you can rely on Reliable Accounting and Tax Preparation to provide professional and personalized service. Trusted by clients throughout the Middletown area, we are here to help you achieve your financial goals with confidence and peace of mind.
Ronald W Thorn CPA
Ronald W Thorn CPA is a reputable accounting and finance institution located at 90 Crystal Run Road in Middletown, New York. With years of experience and expertise in the field, they offer a wide range of services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or auditing, their team of professionals is dedicated to providing top-notch service and personalized solutions to meet your specific needs. Trust Ronald W Thorn CPA to help you navigate the complexities of accounting and finance with confidence and ease.
Millstein & Co PC
Millstein & Co PC is a leading accounting and finance institution located at 100 Crystal Run Road in Middletown, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses, including tax preparation, auditing, and financial planning. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for all your accounting and finance needs.
ATAX
ATAX is a reputable accounting and finance institution located at 218 South Middletown Road in Nanuet, New York. Our dedicated team of professionals offers a wide range of services to individuals and businesses, including tax preparation, bookkeeping, and financial planning. With years of experience and expertise in the field, we are committed to providing our clients with personalized and high-quality financial solutions. Whether you need help with filing your taxes or managing your business finances, ATAX is here to assist you every step of the way. Visit us today to experience the difference our exceptional services can make for your financial well-being.
Tong Paul
Tong Paul is a reputable institution specializing in accounting and finance services located at 303 South Middletown Road in Nanuet, New York. With a team of highly skilled professionals, Tong Paul offers a wide range of financial solutions to individuals and businesses in the United States. Whether you need assistance with tax planning, bookkeeping, or investment strategies, Tong Paul is dedicated to providing top-notch service and expert advice to help you achieve your financial goals. Visit Tong Paul today and experience the difference that their expertise and personalized approach can make in managing your finances.
Munno Annina & Associates Inc
Munno Annina & Associates Inc is a reputable accounting and finance institution located at 117 North Middletown Road in Pearl River, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Munno Annina & Associates Inc is dedicated to helping their clients achieve their financial goals. Trustworthy and reliable, they are committed to providing top-notch service and personalized solutions to meet the unique needs of each client.
Benjamin Blecher & Schreck Llp
Benjamin Blecher & Schreck LLP is a leading accounting and finance institution located at 300 North Middletown Road in Pearl River, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From tax planning and preparation to financial consulting and auditing, Benjamin Blecher & Schreck LLP provides expert guidance and support to help clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.
Dental Village Associates | Kathleen Szanto, DMD
Dental Village Associates, located at 2809 Middletown Road in New York, is a top-rated dentist practice led by Dr. Kathleen Szanto, DMD. With 30 years of experience, Dr. Szanto and her team provide a wide range of high-quality dental services for the entire family. Their goal is to help patients achieve optimal oral health and their desired smiles, all while providing compassionate and personalized care. The practice works with most dental insurances and offers financial arrangements for convenience. Patients can expect a comfortable and stress-free experience during their visits. The team also includes Marty, a therapy dog, who helps patients with anxiety feel more at ease during treatments. Patients rave about the kind and understanding hygienist, Charlene, and the friendly front desk staff led by Patricia. Many have had positive experiences with their cleanings and treatments, praising Dr. Szanto for her professionalism and clear explanations. Overall, Dental Village Associates is highly recommended for anyone seeking top-notch dental care in the Bronx area.
Colette N. Owens, MD - MSK Genitourinary Oncologist & Lymphoma Specialist
Colette N. Owens, MD is a highly specialized medical oncologist and hematologist at Memorial Sloan Kettering, located at 1275 York Avenue in New York, New York. Dr. Owens focuses on treating blood cancers, specifically lymphomas and genitourinary cancers. She provides compassionate and personalized care to patients at MSK Monmouth in Middletown, New Jersey. Dr. Owens is actively involved in clinical research to improve patient outcomes and treatment tolerability, with a focus on reducing toxicity and complications in older patients with cancer. As a genitourinary oncologist, she specializes in cancers of the bladder, kidney, penis, prostate, and testicles, while also being a lymphoma specialist. Dr. Owens works as part of a team of experts at MSK to provide the best possible care to patients. The institution offers a wide range of services and treatment options for all types of cancer, with a commitment to changing how cancer is understood and treated. They also offer financial assistance programs for patients without health insurance. MSK is a world leader in patient care, research, and educational programs, constantly developing new treatments for cancer through clinical trials. Dr. Owens and other faculty members at MSK work with external entities to find safe and effective cancer treatments, with transparency about their relationships and financial interests. For more information about Dr. Owens and her practice, patients can visit MSK's website or contact their Compliance Office.
Finkelstein & Partners LLP
Finkelstein & Partners LLP is a renowned institution located at 1473 Erie Boulevard, Schenectady, New York. Specializing in personal injury law, our team of skilled lawyers have been successfully winning serious injury lawsuits since 1959. If you've been injured due to someone else's negligence, we can help you seek compensation for your expenses and the impact on your quality of life. Our Schenectady personal injury lawyers are experts in navigating the legal process of filing a personal injury lawsuit. We are one of the largest personal injury firms in the U.S. and have been fighting for the rights of the injured in New York for decades.
Pathstone
Pathstone is a leading financial institution located at 1 Industrial Drive in Middletown, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the United States. Whether you're looking for investment advice, retirement planning, or assistance with managing your finances, Pathstone is here to help. With a focus on personalized solutions and excellent customer service, we strive to help our clients achieve their financial goals and secure their future. Trust Pathstone for all your financial needs.
KeyBank
KeyBank is a trusted financial institution located at 101 Dolson Avenue in Middletown, New York. As a full-service bank, KeyBank offers a wide range of financial services including checking and savings accounts, loans, investments, and more. With convenient ATM access, customers can easily manage their finances and access their funds at any time. Whether you're looking to open a new account, apply for a loan, or simply withdraw cash, KeyBank is here to help you achieve your financial goals.
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