The 30 Best Personal financial support in Woodbury, New York

19 results found

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.

AJK Financial Group is a prestigious finance institution located in Woodbury, New York. With a prime location at 20 Crossways Park Drive North, this institution offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, AJK Financial Group has a team of experienced professionals ready to assist you. Trust AJK Financial Group to provide you with expert financial guidance and support to secure your financial future.

Summit Tax Advisors is a leading accounting and finance institution located at 137 Woodbury Road in Woodbury, New York, United States. With a team of expert advisors, they provide comprehensive tax planning and financial services to individuals and businesses. Whether you need help with tax preparation, estate planning, or investment strategies, Summit Tax Advisors offers personalized solutions to help you achieve your financial goals. Trust in their expertise and experience to navigate the complexities of the tax system and optimize your financial situation.

Truck Lenders USA is a finance institution located in Woodbury, New York, United States. We specialize in commercial truck financing, offering fast online approval, quick funding, and personalized service from a team with over 3 decades of experience in truck lending. No financials are required for our application process. We offer financing for commercial vans, transport vehicles, box trucks, and fleet programs. Our consultants are experienced and dedicated to helping you navigate through the financing process efficiently.

SCORE is a finance institution located at 200 Rt 300, Woodbury, New York, United States. We offer free and confidential one-on-one business counseling through phone, email, and in-person meetings in the Mid-Hudson Valley area. Our workshops cater to both start-up entrepreneurs and seasoned small business owners. At SCORE, we believe that everyone has the potential to start and manage a successful small business, but we understand that the journey may be more challenging for some individuals. We provide specialized resources and mentoring approaches to meet the diverse needs of our clients.

Lorelei A. Pitt, CPA, P.C. is a reputable accounting and finance institution located at 56 Florance Drive in Woodbury, New York, United States. We specialize in providing comprehensive back office support for accounting, payroll, and bookkeeping services. Our team is dedicated to tackling complex financial issues for both business and individual clients, offering strategic solutions tailored to their specific needs. We are committed to working diligently and efficiently, even beyond tax season, to ensure our clients' financial success. Trust Lorelei A. Pitt, CPA, P.C. to handle all your accounting and tax needs in Central Valley.

HUB International is a leading finance and insurance agency located at 100 Sunnyside Boulevard in Plainview, New York, United States. Recognized as the #1 largest Commercial Insurance Brokerage on Long Island for six consecutive years, HUB International Northeast is also a key player in the insurance industry. With a focus on property and casualty coverages for the construction industry, as well as personal insurance for high-net worth individuals and family offices, HUB International offers a wide range of services. In addition to acquiring local insurance brokerages like the Flood Group and Brady Insurance Planning, HUB International Northeast also offers corporate retirement plan consulting and wealth management services through The JW Retirement Group. Committed to giving back to the community, HUB International participates in community projects through their HUB Gives program, focusing on initiatives that support children with critical illnesses and empower underserved individuals to reach their full potential.

Eric Silk Insurance Services is an insurance agency located at 125 Froehlich Farm Boulevard in Woodbury, New York, United States. Specializing in insurance consultancy for business and professional planning needs, Eric Silk aims to deliver peace-of-mind through thoughtful consultation. With over 29 years of experience in life, disability, and long-term care insurance planning, Eric works with clients to identify their objectives, concerns, and goals in order to find personalized solutions that provide security and peace of mind. Eric's approach is simple - working together with clients to fully understand their circumstances and available options. By discussing the advantages and disadvantages of each option, clients are empowered to make informed and smart decisions regarding their insurance needs. From helping young professionals navigate life changes to assisting couples with long-term care planning, Eric Silk Insurance Services offers comprehensive and tailored solutions for a range of insurance needs.

Selip & Stylianou is a premier financial planning institution located in Woodbury, New York. Our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals through personalized strategies and comprehensive services. Whether you are planning for retirement, saving for your child's education, or investing for the future, we are here to provide expert guidance and support every step of the way. Visit us at 199 Crossways Park Drive to learn more about how Selip & Stylianou can help you secure a brighter financial future.

Family Wealth & Pension Management is a finance institution located at 7600 Jericho Turnpike in Woodbury, New York. Our dedicated team of experts is committed to helping families manage their wealth and pensions effectively. We offer personalized financial planning services to help our clients achieve their long-term financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your family's future, we are here to provide you with the guidance and support you need. Visit us today to see how we can help you secure a prosperous financial future for you and your loved ones.

Roger Gaeckler - Raymond James is a finance institution located at 135 Crossways Park Drive in Woodbury, New York, United States. With a focus on providing personalized financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, we offer a range of services to meet your needs. Trust us to provide professional guidance and support as you navigate the complex world of finance. Visit us today to learn more about how we can help you secure your financial future.

Stefans Associates is a reputable finance institution located at 137 Woodbury Road in Woodbury, New York, United States. With a strong focus on providing expert financial services and solutions, Stefans Associates is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers personalized guidance and support to ensure clients make informed decisions regarding their finances. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Stefans Associates is committed to delivering top-notch service and expertise.

Geneva Wealth Management Ltd. is a leading finance institution located at 72 Eagle Chase in Woodbury, New York, United States. With a team of experienced financial advisors, we specialize in providing personalized wealth management services to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our dedicated team is here to provide expert guidance and support. Trust Geneva Wealth Management Ltd. to help you secure a prosperous financial future.

Tax Tips is a leading institution specializing in accounting and finance services, located at 80 Crossways Park Drive in Woodbury, New York, United States. Our team of skilled professionals is dedicated to providing expert advice and assistance with all tax-related matters. Whether you need help with tax preparation, planning, or compliance, Tax Tips is here to help you navigate the complexities of the tax system and maximize your financial success. Trust Tax Tips to provide the guidance and support you need to achieve your financial goals.

Gertelman Paul R CPA is an accounting and finance institution located at 415 Crossways Park Drive in Woodbury, New York. With a team of experienced certified public accountants, they offer a wide range of services including tax preparation, financial planning, and consulting for individuals and businesses. Their expertise and personalized approach ensure that clients receive top-notch financial advice and support.

Charles Boudin & Co LLP is a reputable accounting and finance institution located at 400 Crossways Park Drive in Woodbury, New York, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and consulting. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Visit Charles Boudin & Co LLP for all your accounting and finance needs.

Welcome to Christopher Tompkins - Attorney At Law Located at 225 Broadway, Suite 700, in the heart of Manhattan, New York, the Law Office of Christopher Tompkins specializes in legal name change services for both adults and minors. With over 18 years of dedicated experience in New York State law, Mr. Tompkins is committed to providing thorough and compassionate legal assistance for those seeking a name change for personal, religious, family-related, or professional reasons.

Welcome to Goldstein & Bashner, your trusted personal injury lawyers located at 320 Carleton Avenue, Central Islip, New York. With a deep understanding of the profound impact that serious personal injuries can have on individuals and their families, we are dedicated to fighting for justice and accountability on your behalf. At Goldstein & Bashner, we specialize in personal injury law, a field that encompasses a wide range of negligence and harm scenarios. Our experienced Long Island personal injury attorneys are ready to step into the fray, assess your case, and build the strongest possible claim to secure the financial compensation you deserve. Whether you are dealing with medical bills, lost wages, or emotional suffering, our team is here to guide you through the legal process with expertise and compassion.

Welcome to the Excellus BlueCross BlueShield Resource Center of the Mohawk Valley, your trusted local partner for health insurance needs. Conveniently located at 62 Kellogg Road, New Hartford, New York 13413, we are dedicated to providing personalized assistance in a welcoming environment. Whether you're looking to enroll in a health plan, have questions about your bill, or need guidance on coverage options, our knowledgeable team is here to help. Our New Hartford Resource Center is open Monday through Friday from 9 a.m. to 4:30 p.m., and we welcome walk-ins. Prefer to speak over the phone? Our Customer Care team is just a call away at 1-800-234-4781, ready to provide the support you need.