TOP 10 Personalized accounting advice in Garden City, New York
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Merrill Lynch Financial Advisor Frank Pellegrino
Merrill Lynch Financial Advisor Frank Pellegrino, located at 1325 Franklin Avenue, Garden City, New York, United States, is a prestigious institution in the finance industry. Recognized by Forbes for their exceptional wealth management teams and advisors, they are dedicated to providing exemplary client service. Backed by the global resources of Merrill, their team of talented and experienced individuals is committed to building strong client relationships based on trust and personalized service. They focus on understanding your goals, priorities, and aspirations to create a customized financial approach that helps you pursue what matters most to you. With access to investment insights and banking solutions, they work with you to develop a plan that addresses your financial needs and helps you achieve your goals. Through ongoing communication and personalized advice, they aim to help you stay on track and adapt to changes in your life and the financial markets. Let Merrill Lynch Financial Advisor Frank Pellegrino help you navigate the complexities of your financial life and work towards your financial goals.
Edward Jones - Financial Advisor: Parikshit Patel
Edward Jones - Financial Advisor: Parikshit Patel is a trusted financial institution located at 666 Old Country Road in Garden City, New York. As a dedicated financial advisor, Parikshit Patel provides personalized and comprehensive financial planning services to help clients achieve their long-term financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Parikshit Patel is committed to providing sound advice and guidance every step of the way. With a focus on building strong, long-lasting relationships with clients, you can trust in the expertise and professionalism of Edward Jones - Financial Advisor: Parikshit Patel.
Merrill Lynch Financial Advisor James R Gallego
Merrill Lynch Financial Advisor James R Gallego is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. With a focus on what matters most to you, James Gallego can assist in creating a flexible strategy tailored to today's dynamic market conditions. By providing access to Merrill's investment insights and Bank of America's banking convenience and lending solutions, he aims to help you pursue your financial goals through personalized wealth management strategies. James Gallego follows the Merrill tradition of community involvement, volunteering time with local organizations. The Merrill Personal Wealth Analysis™ tool can help build a personalized plan centered on your goals and aspirations. As a financial advisor at Merrill Lynch Wealth Management, James focuses on your family, goals, and priorities, adapting to changes over time.
Merrill Lynch Financial Advisor Shannon Zeigler
Merrill Lynch Financial Advisor Shannon Zeigler, located at 1325 Franklin Avenue, Garden City, New York, is a finance institution with a unique background. Shannon began his career as a Secret Service Special Agent with the United States Treasury Department, conducting financial fraud investigations. With a passion for financial analysis and experience working alongside former U.S. Treasury Secretaries, Shannon brings a wealth of knowledge to his role at Merrill Lynch. He helps clients simplify financial complexity by designing investment strategies, minimizing tax liabilities, and providing sound financial advice. Shannon believes in building honest and enduring relationships with his clients, focusing on trust and integrity. He helps individuals, executives, and business owners plan for retirement, finance educational goals, and preserve wealth for future generations. With a background in law and experience in retail banking, Shannon is well-equipped to guide clients through each phase of their financial lives.
Merrill Lynch Financial Advisor Raffaele DeGruttola
Merrill Lynch Financial Advisor Raffaele DeGruttola is located at 1325 Franklin Avenue, Garden City, New York, United States. The institution, CDB Wealth Management, believes in building good relationships through teamwork and involvement, delivered by their advisors and wealth management client associates. They offer access to the global investment capabilities of Merrill and the banking convenience of Bank of America. The team at CDB Wealth Management works with clients to identify and prioritize personal financial goals, such as funding education, retirement planning, healthcare costs, and wealth preservation. They offer personalized financial strategies aligned with each client's individual goals. The institution begins every relationship with a conversation to understand the client's priorities and goals. They utilize the Investment Personality Assessment to gain a deeper understanding of each client's investing preferences. The team at CDB Wealth Management helps clients track changes in their lives and goals to ensure their financial approach reflects these changes.
Merrill Lynch Financial Advisor Thomas C Nastasi
Merrill Lynch Financial Advisor Thomas C Nastasi, located at 1325 Franklin Avenue, Garden City, New York, United States, is a prestigious finance institution that prides itself on providing exemplary client service. Recognized by financial industry publications and Bank of America Corporation, our team of talented and experienced individuals is dedicated to building strong client relationships based on trust and personalized service. At Merrill Lynch Wealth Management, our financial advisors focus on what matters most to you - your family, goals, and priorities. Through in-depth conversations, we help you identify and prioritize your financial goals, whether it's planning for retirement, buying a home, or funding a child's education. Our Investment Personality Assessment allows us to customize a financial approach tailored to your unique preferences and goals.
Theodore Block - Financial Advisor, Ameriprise Financial Services, LLC
Theodore Block - Financial Advisor, Ameriprise Financial Services, LLC, located at 377 Oak Street, Garden City, New York, United States, is a finance institution dedicated to helping clients prepare for their financial goals. With a focus on personalized financial advice, Theodore Block strives to help clients feel more confident and in control of their financial lives. Offering insights on stock prices and market trends, Theodore Block is committed to helping clients navigate the complexities of the financial world. As a registered advisor with FINRA, Theodore Block can only conduct securities business in certain states. Clients can expect a comprehensive overview of financial planning concepts during the initial consultation. Ameriprise Financial Services, LLC, Member FINRA and SIPC, values privacy and security, ensuring that clients' information is protected. Referrals are welcomed, as Theodore Block is dedicated to helping friends and family achieve their financial goals. Contact Ameriprise Financial Services, LLC today to start planning for a secure financial future.
Henry Davidson - Private Wealth Advisor, Ameriprise Financial Services, LLC
Henry Davidson - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 100 Quentin Roosevelt Boulevard, Garden City, New York, is a prestigious finance institution offering a wide range of services to cater to the diverse needs of individuals seeking expert financial advice. With a team of highly qualified professionals holding various certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, the institution ensures that clients receive personalized and comprehensive wealth management solutions. Whether you are planning for retirement, estate planning, investment management, or seeking advice on insurance products, the advisors at Henry Davidson have the expertise and knowledge to guide you through every step of the financial planning process. With a strong focus on ethical practices and continuing education, the institution is dedicated to providing top-notch services to help clients achieve their financial goals. Contact Henry Davidson - Private Wealth Advisor, Ameriprise Financial Services, LLC, for expert financial advice tailored to your specific needs.
Merrill Lynch Financial Advisor Robert V Nero
Merrill Lynch Financial Advisor Robert V Nero, located at 1325 Franklin Avenue, Garden City, New York, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. With over 40 years of experience, the team at Merrill Lynch Wealth Management is dedicated to helping clients pursue their financial goals and secure their future. They prioritize clients' interests and strive to build long-term relationships based on trust and loyalty. The institution provides services such as asset allocation, diversification, investment selection, and downside risk management to help clients optimize their portfolios and manage their wealth effectively. The team at Merrill understands the complexities of managing wealth in today's world and offers personalized strategies tailored to each client's unique circumstances.
H&R Block
H&R Block is a reputable accounting and finance institution located at 2421 Jericho Turnpike in Garden City Park, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to providing top-notch financial solutions to help you achieve your financial goals. Visit their office today to learn more about how they can assist you with your accounting and finance needs.
Goldberg Gerald
Goldberg Gerald is a reputable accounting and finance institution located at 1000 Franklin Avenue in Garden City, New York, United States. With a team of experienced professionals, Goldberg Gerald offers a wide range of financial services including tax preparation, auditing, and financial planning. Clients can trust Goldberg Gerald for expert advice and personalized solutions to meet their financial needs.
1040 Times Tax Services
1040 Times Tax Services is a reputable accounting and finance institution located at 401 Franklin Avenue in Garden City, New York, United States. Specializing in tax preparation and financial consulting, our experienced professionals are dedicated to providing top-notch 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 maximize their financial potential. Trust 1040 Times Tax Services for all your accounting and finance needs.
Marshall Kopelman & Co
Marshall Kopelman & Co is a reputable accounting and finance institution located at 600 Old Country Road in Garden City, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, and financial planning. Known for their expertise and personalized approach, Marshall Kopelman & Co is a trusted partner for individuals and businesses seeking financial guidance and support.
Minsky & Cottone, CPAs, PC
Minsky & Cottone, CPAs, PC is a reputable accounting and finance firm located at 591 Stewart Avenue in Garden City, New York. With a team of experienced professionals, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Clients can trust Minsky & Cottone for expert advice and personalized solutions to meet their financial needs. Whether you are an individual or a business owner, this institution is dedicated to helping you achieve your financial goals.
Bruce A Burrows - Morgan Stanley
Bruce A Burrows - Morgan Stanley is a reputable finance institution located at 1200 Franklin Avenue in Garden City, New York, United States. With a strong focus on providing personalized financial services, the team at Bruce A Burrows - Morgan Stanley is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, you can trust the experienced professionals at this institution to provide you with expert guidance and support. Contact Bruce A Burrows - Morgan Stanley today to learn more about how they can help you secure your financial future.
Pasternack & Company, LLP
Pasternack & Company, LLP is a well-established accounting and finance institution located at 377 Oak Street in Garden City, New York, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Clients can trust Pasternack & Company, LLP to provide expert guidance and personalized solutions to help them achieve their financial goals. Whether you are an individual looking for tax assistance or a business in need of financial advice, Pasternack & Company, LLP is dedicated to providing top-notch service and support.
Levine & Schmutter CPA LLP
Levine & Schmutter CPA LLP is a reputable accounting and finance firm located at 666 Old Country Road in Garden City, New York. With a team of experienced and skilled professionals, they provide a wide range of accounting services to individuals and businesses in the United States. From tax preparation and planning to financial consulting and auditing, Levine & Schmutter CPA LLP is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for all accounting and finance needs.
Seiden, Zigman & Levine, CPA's, PC
Seiden, Zigman & Levine, CPA's, PC is a reputable accounting and finance institution located at 200 Garden City Plaza in Garden City, New York, United States. With a team of experienced certified public accountants, they offer a wide range of services including tax preparation, auditing, financial planning, and consulting. Clients can trust in their expertise and professionalism to provide accurate and reliable financial solutions tailored to their individual needs.
Daniel Hanwacker Jr. - Morgan Stanley
Daniel Hanwacker Jr. - Morgan Stanley is a finance institution located at 1200 Franklin Avenue in Garden City, New York, United States. With a focus on providing expert financial services, Daniel Hanwacker Jr. and his team at Morgan Stanley offer personalized investment strategies and wealth management solutions to help clients achieve their financial goals. With a commitment to excellence and a dedication to client satisfaction, this institution is a trusted partner for individuals and businesses seeking professional financial guidance.
Keenan Michael J CPA
Keenan Michael J CPA is an accounting and finance institution located at 200 East Garden Street in Rome, New York, United States. They offer professional accounting services to individuals and businesses, specializing in tax preparation, financial planning, and consulting. With years of experience and expertise in the field, Keenan Michael J CPA is dedicated to helping their clients achieve their financial goals and navigate the complexities of the financial world. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.
Blueprint Tax Services
Blueprint Tax Services is a premier accounting and finance institution located at 600 Old Country Road in Garden City, New York. Our team of experienced professionals is dedicated to providing top-notch tax services and financial advice to individuals and businesses alike. With a focus on accuracy and efficiency, we strive to help our clients navigate the complex world of taxes and finances with ease. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Blueprint Tax Services is here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can assist you in managing your finances effectively.
Tax Problem Law Center LLC.
Tax Problem Law Center LLC. is a leading institution located at 600 Old Country Road, Garden City, New York, United States. Specializing in accounting, finance, and legal services, our team of expert lawyers and financial professionals are dedicated to helping individuals and businesses navigate complex tax issues. Whether you are facing IRS audits, tax debts, or other tax-related problems, our experienced team is here to provide personalized solutions tailored to your specific needs. Trust Tax Problem Law Center LLC. to help you achieve financial peace of mind.
Manowitz & Company, LLP
Manowitz & Company, LLP is a trusted accounting and finance institution located at 300 Garden City Plaza in Garden City, New York, United States. With over 30 years of experience, our team, including Edward L. Manowitz, CPA PC, has successfully served a wide range of clients in various industries such as restaurants, arts and entertainment, insurance, medical professionals, and financial specialists. We offer services including tax preparation for businesses and individuals, financial statement preparation, general ledger analysis, bookkeeping, and more. Our firm is dedicated to providing personalized accounting solutions to meet all of your financial needs.
Wynne Law, P.C.
Wynne Law, P.C. is a reputable institution located at 1225 Franklin Avenue in Garden City, New York, United States. Specializing in accounting, finance, and legal services, Wynne Law, P.C. offers expert advice and representation in various legal matters. With a team of experienced lawyers and financial experts, clients can trust Wynne Law, P.C. to provide professional and reliable services to meet their needs.
LESLY ESPERT CPA, PC
LESLY ESPERT CPA, PC is a reputable accounting and finance institution located at 233 7th Street in Garden City, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and consulting. Clients can expect personalized attention and expert advice to help them achieve their financial goals. Whether you are an individual or a business owner, LESLY ESPERT CPA, PC is dedicated to providing top-notch financial services to meet your needs.
Nadler & Upbin, LLP
Nadler & Upbin, LLP is a reputable accounting and finance firm located at 666 Old Country Road in Garden City, 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 advice and support.
Baldessari & Coster LLP
Baldessari & Coster LLP is a reputable accounting and finance institution located at 84 Covert Avenue in Garden City, 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 to financial planning, Baldessari & Coster LLP is dedicated to helping clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry.
ALLcreditfinancialservices
ALLcreditfinancialservices is a leading finance institution located at 60 7th Street in Garden City, New York, United States. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions to meet the unique needs of each client. Whether you are looking for a loan, investment advice, or financial planning services, ALLcreditfinancialservices is here to help you every step of the way. Visit us today to learn more about how we can assist you in reaching your financial aspirations.
Barry K. Honigman
Welcome to Barry K. Honigman, Attorney at Law, your trusted partner in business and life planning. Located at 225 Old Country Road, Melville, New York, our professional NY law firm has been dedicated to assisting clients with comprehensive succession and estate planning for over 40 years. Led by Barry K. Honigman, a seasoned attorney and Certified Public Accountant, we provide peace of mind by expertly organizing your affairs and resolving legal issues with precision and care. Our boutique-style firm offers the personalized attention of a small practice while delivering the extensive resources typically found in larger firms. We cater to a diverse clientele, from corporate principals and small business owners to individuals focused on family security. Mr. Honigman is renowned for his responsiveness and tailored approach, ensuring each client's unique needs are met with clear advice and detailed legal strategies.
Flagstar Bank
Welcome to Flagstar Bank, your trusted financial partner located at 75-44 Main Street, Queens, New York. Proudly serving the diverse community of Queens, we are committed to providing personalized banking and financial solutions to meet your unique needs. Our experienced team is dedicated to helping you achieve your financial goals through a wide range of services, including personal and business banking, loans, mortgages, and investment advice. At Flagstar Bank, we prioritize customer satisfaction and strive to deliver exceptional service in a friendly and welcoming environment. Whether you're opening a new account, planning for the future, or seeking expert financial guidance, our knowledgeable staff is here to assist you every step of the way. Visit us today and experience the Flagstar difference – where your financial success is our top priority.
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