TOP 30 Personalized finance services in Beacon, New York

27 results found

Beacon Financial Advisors, located at 800 Westchester Avenue in Rye Brook, New York, is a finance and legal institution specializing in providing independent investment advice. Led by a father-son team, the institution prides itself on integrity, expertise, and personalized service for clients. Unlike traditional financial institutions, Beacon Financial Advisors prioritizes the best interests of its clients over any potential conflicts of interest. With a focus on retirement planning, stock options, and corporate benefits, Beacon Financial Advisors helps executives navigate the complexities of their financial portfolios. Acting as a personal Chief Financial Officer, the institution offers tailored guidance to help clients preserve and grow their wealth.

Beacon Pointe Advisors, located at 80 Broad Street in New York, is a leading finance institution offering Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in the New York area. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families to provide comprehensive financial planning and research-driven investments. With a focus on fiduciary responsibility and a holistic allWEALTH® approach, Beacon Pointe's team of investment advisors and financial planners address all aspects of clients' financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, and more. Their services also include values-based investing, life transition support, and multi-generational family wealth planning.

Mount Beacon Consulting - Small Business Loans is a reputable institution located at 1073 Main Street, Fishkill, New York, United States. Business owners trust us for their funding needs because we prioritize building strong relationships with our clients. Our team is dedicated to understanding your unique business requirements and providing top-notch service. Whether you need a revolving line of credit, business cash advance, short-term business loan, consolidation, SBA business loan, Equipment Financing, or any other type of business financing, we are here to assist you every step of the way. Our experienced business funding specialists offer a variety of programs for business cash advances and loans. We provide fast, simple, and transparent solutions tailored to your specific needs. Since 2005, we have been working closely with business owners to secure business cash advance loans and merchant loans. Our goal is to find the perfect fit for your business funding needs, offering hassle-free and personalized service.

Kim Dingee - Ameriprise Financial Services, Inc. is a reputable financial institution located at 436 Main Street in Beacon, New York, United States. Specializing in financial planning and investment services, they offer personalized solutions to help individuals achieve their financial goals. As an ATM location, clients can conveniently access their funds and manage their finances with ease. With a commitment to providing exceptional customer service and expert financial advice, Kim Dingee - Ameriprise Financial Services, Inc. is a trusted partner in helping clients secure their financial future.

AB Bookkeeping and Tax Services is a professional accounting and finance institution located at 212 Fishkill Avenue in Beacon, New York, United States. With a team of experienced and knowledgeable professionals, they offer a wide range of services including bookkeeping, tax preparation, financial planning, and consulting. Whether you are a small business owner or an individual in need of financial assistance, AB Bookkeeping and Tax Services is dedicated to providing personalized solutions to meet your specific needs. Trustworthy, reliable, and efficient, they strive to help their clients achieve financial success and peace of mind.

Accutax Accounting Services LLC is a reputable accounting and finance institution located at 242 Main Street in Beacon, New York, United States. With a team of experienced professionals, they offer a wide range of services to meet the financial needs of individuals and businesses. Whether you require tax preparation, bookkeeping, or financial consulting, Accutax Accounting Services LLC is dedicated to providing reliable and efficient solutions to help you achieve your financial goals. Trust in their expertise and commitment to excellence for all your accounting and finance needs.

Beacon City School District is a renowned educational institution located at 10 Education Drive in Beacon, New York, United States. Known for its commitment to academic excellence and holistic development of students, the school district offers a wide range of programs and resources to support student learning. With a dedicated team of educators and staff, Beacon City School District strives to provide a nurturing and stimulating environment for students to thrive and reach their full potential. From innovative teaching methods to state-of-the-art facilities, the institution is focused on preparing students for success in the 21st century. Join us at Beacon City School District and embark on a journey of learning, growth, and achievement.

Beacon PROS is a health institution located at 451 Fishkill Avenue in Beacon, New York, United States. This program is designed for individuals living with Severe Persistent Mental Illness (SPMI) who are seeking to improve their independence and comfort in society. Participants have the opportunity to learn and refine life skills, build their own schedule, and learn coping skills and medication management in a familiar classroom setting. Classes include life skills like cooking and finances, as well as wellness practices such as coping techniques. Transportation can be arranged for those without their own vehicle, and professionals like psychiatrists, nurses, therapists, and social workers are available on site. The program is flexible, allowing individuals to attend as many classes as they desire based on their recovery goals. Beacon PROS accepts Medicaid and Managed Care through Medicaid. Referrals can be made by therapists or doctors, but self-referrals are also accepted. For more information or to schedule an appointment, contact Nicole Peace, LMSW at (845) 473-2500 ext. 1213.

Beacon of Light Financial Services, Inc. is a trusted accounting and finance institution located at 3205 Mount Read Boulevard in Rochester, New York, United States. With a team of experienced professionals, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, financial planning, or investment management, our dedicated team is here to guide you towards a brighter financial future. Visit us today and let Beacon of Light Financial Services, Inc. illuminate the path to financial success for you.

Welcome to Beacon Pointe Advisors, your trusted partner in financial planning and investment advisory services, located at 2488 Montauk Highway, Bridgehampton, New York. As one of the nation's largest Registered Investment Advisor firms, we are dedicated to serving the New York area with a comprehensive range of services, including investment advisory, financial planning, wealth management, and retirement plan services. At Beacon Pointe Advisors, we pride ourselves on our fiduciary responsibility to our clients, ensuring that your financial well-being is at the forefront of everything we do. Our holistic allWEALTH® approach covers all aspects of financial planning, from wealth and retirement strategies to estate and tax planning, insurance reviews, and risk assessments. We also specialize in values-based investing, life transition support, and multi-generational wealth and legacy planning.

Infiniti Wealth Management is a finance institution located at 3 Starr Ridge Road in Brewster, New York, United States. Our main goal is to help our clients grow and preserve their wealth through personalized investment management and retirement planning services. We also specialize in assisting clients with special circumstances, such as navigating the aftermath of a divorce or the loss of a spouse. Unlike many financial advisors who are tied to specific investment firms, we are an independent, fee-only financial advisory firm. This means that we do not sell specific financial products or receive commissions, bonuses, or incentives. Our independence ensures that our clients receive unbiased advice without any conflicts of interest. We are solely dedicated to the success of our clients and only succeed when they do.

Mountainview Dental, led by Dr. Jessica Senat, is a reputable dental institution located at 535 New York 52 in Beacon, New York, United States. Specializing in providing top-notch dental care, Dr. Senat and her team are committed to helping patients achieve optimal oral health in a comfortable and welcoming environment. From routine cleanings to advanced procedures, Mountainview Dental offers a comprehensive range of services to meet the diverse needs of their patients. With a focus on patient education and personalized treatment plans, this dental practice strives to ensure every individual leaves with a healthy and beautiful smile.

Paul Ellis Consulting is a reputable finance institution located at 35 Washington Avenue in Beacon, New York, United States. With a team of experienced financial experts, they offer a wide range of consulting services to help individuals and businesses achieve their financial goals. Whether you need assistance with investment planning, budgeting, or financial analysis, Paul Ellis Consulting is dedicated to providing personalized solutions tailored to your specific needs. Trust in their expertise and commitment to excellence for all your financial consulting needs.

James Brandemarte is a reputable finance institution located at 344 Main Street in Beacon, New York, United States. With a strong focus on providing top-notch financial services to its clients, James Brandemarte is known for its expertise in investment planning, wealth management, and financial advisory services. The institution prides itself on its personalized approach to helping clients achieve their financial goals and secure their financial future. Whether you are looking for retirement planning, investment strategies, or general financial advice, James Brandemarte is dedicated to providing you with the guidance and support you need. Visit their office on Main Street to learn more about how they can help you with your financial needs.

Edward Jones - Financial Advisor: Thomas J Geoghegan, CFP® is a reputable finance institution located at 284 Main Street in Beacon, New York, United States. Thomas J Geoghegan, a Certified Financial Planner, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones is committed to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for college, or investing for the future, Thomas J Geoghegan and his team are dedicated to providing expert guidance and support every step of the way.

H&R Block is a renowned accounting and finance institution located at 1020 Wolcott Avenue in Beacon, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, bookkeeping, financial planning, and more. Whether you are an individual looking for assistance with your personal finances or a business in need of expert accounting services, H&R Block is dedicated to providing top-notch solutions to meet your needs. Trust in H&R Block for all your financial needs and experience the peace of mind that comes with expert financial guidance.

Lighthouse Planning Group LLC is a finance institution located at 2922 Avenue L in New York, United States. Our team of experienced financial advisors provides personalized financial planning services to help individuals and businesses reach their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, we are here to guide you every step of the way. Trust Lighthouse Planning Group LLC to be your beacon of financial stability in an ever-changing economic landscape.

Walden Savings Bank is a trusted financial institution located at 554 Main Street in Beacon, New York, United States. As a full-service bank, we offer a wide range of banking products and services to meet the financial needs of individuals and businesses in the community. Our dedicated team of professionals is committed to providing personalized service and helping our customers achieve their financial goals. Whether you're looking for a checking account, savings account, mortgage, or business loan, Walden Savings Bank is here to help you every step of the way. Visit us today to experience the difference of banking with a community-focused institution.

Welcome to Buffalo Occupational Therapy - Amherst Located at 1404 Sweet Home Road, Amherst, New York, Buffalo Occupational Therapy is your trusted partner in neurological rehabilitation and support services. Our clinic is dedicated to addressing physical, cognitive, and mobility challenges through evidence-based practices and rehabilitation science.

Welcome to Ferro, Kuba, Mangano, Sklyar, P.C., your trusted legal partner located at 825 Veterans Memorial Highway, Hauppauge, New York. With over 20 years of dedicated service, our firm stands as a beacon of legal excellence and professionalism. Specializing in both commercial and residential real estate law, we offer expert guidance in commercial financing, lending, and leasing law. Our seasoned attorneys also provide comprehensive legal services in medical malpractice, construction and labor law, lead poisoning, and nursing home negligence cases. At Ferro, Kuba, Mangano, Sklyar, P.C., we understand the complexities of the legal landscape and are committed to achieving favorable outcomes for our clients. Whether you are facing felony charges, misdemeanors, DWI, or traffic matters, our criminal defense team is prepared to defend your rights with vigor and precision. Our expertise extends to business law, including the purchase and sale of businesses, and commercial litigation, with a strong emphasis on contract law and more.

Welcome to The Law Office of William G. Goode, P.C. Located at 36 Good Ground Road, Hampton Bays, New York, The Law Office of William G. Goode, P.C. stands as a beacon of trust and expertise in the field of Elder Law, Estate Planning, and Probate Litigation. Our practice has grown primarily through the heartfelt recommendations of satisfied clients and the esteemed referrals from our colleagues in the legal profession. We are honored by the confidence placed in us, allowing us to become one of New York’s most successful law firms in our specialized areas.

Welcome to the Seneca Nation of Indians Economic Development Company (SNIEDC), a premier financial institution dedicated to empowering the Seneca community through tailored financial services. Conveniently located on the third floor of the Seneca Allegany Administration Building at 90 Ohi:yo Way, Salamanca, New York, SNIEDC stands as a beacon of economic growth and opportunity. Established in 1993 as a 501(c)(3) non-profit organization by the Seneca Nation of Indians Tribal Council, SNIEDC has been a cornerstone of financial support for the Seneca membership. In 2013, we proudly became certified as a Native Community Development Financial Institution (CDFI), allowing us to specialize in providing essential loan products and services in areas underserved by traditional financial institutions.

Welcome to the Pelham Jewish Center, a vibrant and inclusive synagogue located at 451 Esplanade, Pelham Manor, New York. As a place of worship and community, the PJC is a creation of its dedicated members, who actively participate in every aspect of synagogue life—from worship and education to social action and community relations. Our synagogue stands out as a beacon of openness, intimacy, and authenticity. We warmly welcome Jews of all origins, levels of observance, and stages of their spiritual journey, as well as their partners, regardless of gender identification or religious background. Our community is enriched by interfaith families, with many non-Jewish members actively participating in services and synagogue life.

Welcome to RBSM LLP Located in the heart of Manhattan at 805 3rd Avenue, RBSM LLP stands as a beacon of excellence in the accounting and finance industry. With a commitment to delivering unparalleled service, we cater to a diverse clientele ranging from individuals to large corporations, offering tailored solutions to meet your unique financial needs.

Welcome to Skylight Financial Inc. - Your Partner in Accounting Solutions Located in the heart of Brooklyn, New York, Skylight Financial Inc. stands as a beacon of excellence in the world of accounting and finance. Situated at 68 3rd Street, our firm is dedicated to transforming complex financial data into actionable insights, empowering business leaders to make informed decisions with confidence.

Welcome to Pt. Ramdat: A Spiritual Sanctuary in the Heart of Queens Located at 184-01 Jamaica Avenue, Queens, New York 11423, Pt. Ramdat is a revered Hindu temple and place of worship dedicated to fostering spiritual growth, community unity, and cultural preservation. As a cornerstone of the community, we offer a serene environment for individuals seeking spiritual solace, cultural enrichment, and a deeper connection with their faith.

Welcome to Matty Express Realty Corporation Located in the vibrant heart of Manhattan at 1543 Saint Nicholas Avenue, Matty Express Realty Corporation stands as a beacon of excellence in the real estate and finance sectors. Our agency is dedicated to providing personalized, professional services tailored to meet the diverse needs of our clients.