TOP 20 Best Personalized financial advice in Baldwin, New York

Leigh Baldwin & Co., Advisory Services is a finance institution located at 100 East Seneca Street in Manlius, New York, United States. Our team specializes in helping clients determine their financial goals and develop strategies to achieve them, whether for the short or long term. We assist with retirement planning, ensuring our clients have enough saved to live comfortably in retirement. Our comprehensive financial planning services also include investment management and insurance products to protect against unexpected life events. As an SEC registered RIA since 2008, Leigh Baldwin & Co. manages over $179 million in discretionary assets as of 1/17/23. Our motto is "You do the dreaming, we'll do the math." Please note that all investments carry risks and are not guaranteed by Leigh Baldwin & Co. We provide stock quotes, commentary, and opinions for informational purposes only. Contact us today for personalized financial advice tailored to your needs and risk tolerance.

Financial Service Partners, located at 900 Jefferson Road in Rochester, New York, is a finance institution that brings together a team of highly qualified and experienced professionals. We offer a "one stop financial service" approach, providing our clients with a network of financial partners to choose from based on their individual needs and goals. Our priority is building high quality relationships with our valued clients. Leigh Baldwin & Co., LLC is registered to conduct business in a wide range of states, including AL, AZ, AR, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, ME, MD, MI, MN, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY. Julian J. Ruiz, Jr is registered to conduct business in NY, PA, and FL.

Baldwin Financial Services Inc is a reputable finance institution located at 1286 Grand Avenue in Baldwin, New York, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you with your financial needs.

Welcome to Leigh Baldwin & Co – Your Trusted Financial Partner in Cazenovia Located in the heart of Cazenovia, New York, at 112 Albany Street, Leigh Baldwin & Co is a premier financial services firm committed to helping you achieve your financial goals. With years of experience in the finance industry, our dedicated team provides personalized investment advice, wealth management, and comprehensive financial planning services tailored to meet the unique needs of each client.

Jacqueline Gallagher / Golden Rule Senior Advisors is a reputable insurance agency located at 12 Baldwin Lane in Mahopac, New York, United States. Specializing in providing comprehensive insurance solutions for seniors, the institution is dedicated to upholding the golden rule in all aspects of their services. With a team of experienced advisors, they offer personalized guidance and support to help clients make informed decisions about their insurance needs. Whether it's health insurance, life insurance, or retirement planning, Jacqueline Gallagher / Golden Rule Senior Advisors is committed to ensuring the well-being and financial security of their clients.

Welcome to the Oscar Espinal State Farm Agency, located in Rockville Center, NY! Our agency proudly serves a wide range of areas including Oceanside, Baldwin, Lynbrook, Valley Stream, Malverne, as well as Nassau and Suffolk Counties. We're also here to assist customers throughout the Five Boroughs and the entire State of New York! With over four years of experience in the insurance and financial services industry, I've had the pleasure of helping numerous customers. As a graduate of Hofstra University, I believe in providing concierge service to all our valued customers. Our team possesses the proficiency and knowledge to address any questions you may have, and we're committed to treating you like family both today and in the future.

PHP Agency NY is a leading finance and insurance agency located at 2300 Grand Avenue in Baldwin, New York. Our team of experienced professionals is dedicated to helping clients achieve financial security and peace of mind through comprehensive insurance solutions. With a focus on customer service and personalized guidance, we strive to empower individuals and families to make informed decisions about their financial future. Contact us today to learn more about our range of services and how we can help you protect what matters most.

A & M Multiservices Inc is a finance institution located at 169 Baldwin Road in Hempstead, New York, United States. They offer a wide range of financial services to individuals and businesses, including tax preparation, accounting, bookkeeping, and financial consulting. With a team of experienced professionals, A & M Multiservices Inc is dedicated to providing high-quality, personalized service to help clients achieve their financial goals. Whether you need assistance with tax planning or financial analysis, this institution is committed to helping you navigate the complexities of the financial world.

Dougherty & Schneider is a prestigious law firm located at 625 Merrick Road in Baldwin, New York. With a team of experienced and dedicated lawyers, they provide expert legal services in various practice areas. Whether you are in need of representation for a personal injury case, real estate transaction, or estate planning, Dougherty & Schneider is committed to providing top-notch legal assistance. Their attention to detail, personalized approach, and track record of success make them a trusted choice for clients in the United States.

SGF Law, located at 135 Pinelawn Road in Melville, New York, is a boutique firm that offers a personalized approach with the benefits of a large firm. Serving clients throughout Long Island and surrounding areas such as Merrick, Massapequa, Baldwin, and more, SGF Law specializes in estate planning and elder law issues. With over 30 years of experience, the team at SGF Law is dedicated to helping individuals and families navigate important legal matters. Estate planning is crucial for everyone, regardless of age or financial standing. Without proper planning, state law will determine how your assets are distributed. The team at SGF Law is well-versed in estate planning and elder law, with over 45 years of combined experience handling thousands of cases. They can assist with complex issues to ensure proper planning for yourself or an older relative.

D'Meza Law Firm, P.C. is a prestigious legal institution located at 2046 Windsor Road in Baldwin, New York, United States. Specializing in accounting, finance, and legal services, our team of experienced lawyers is dedicated to providing top-notch representation and guidance to our clients. With a commitment to excellence and a track record of success, D'Meza Law Firm, P.C. is your trusted partner in navigating complex legal matters and achieving your financial goals. Contact us today to schedule a consultation and see how we can assist you.

Copeman Tax & Accounting Services is a reputable institution located at 3458 Parkway Drive in Baldwin, New York, United States. Specializing in accounting and finance, we offer flexible hours to accommodate your busy schedule. Whether you prefer to visit us at our office or have us come to you, we are here to provide top-notch service. With Saturday and Sunday appointments available, we make it easy for you to get the financial assistance you need. Our team is dedicated to developing strategies for both business and individual clients, ensuring that we are always there when you need us, even after tax season. Let us tackle your most pressing financial issues and help you achieve your financial goals.

Pierre-Louis & Associates CPA, P.C. is a reputable accounting and finance firm located at 1900 Grand Avenue in Baldwin, New York. With a team of experienced certified public accountants, they offer a wide range of services including tax preparation, financial planning, bookkeeping, and auditing. Clients can trust Pierre-Louis & Associates CPA, P.C. for accurate and reliable financial advice and services to help them achieve their financial goals.

Double L Professional Services, LLC is a reputable accounting and finance institution located at 2699 Wilddale Road in Baldwin, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, bookkeeping, and more. Whether you are an individual or a business owner, Double L Professional Services, LLC is dedicated to providing personalized and reliable financial solutions to help you achieve your goals. Contact them today to schedule a consultation and see how they can help you manage your finances effectively.

Tax Expert is a reputable institution located at 960 Atlantic Avenue, Baldwin, New York, United States. Specializing in accounting and finance, Tax Expert offers expert services in tax preparation, planning, and consulting for individuals and businesses. With a team of experienced professionals, Tax Expert is committed to providing accurate and reliable financial solutions to help clients navigate the complexities of tax laws and regulations. Whether you need assistance with filing your taxes or optimizing your financial strategies, Tax Expert is dedicated to delivering personalized and comprehensive services tailored to meet your specific needs.

Charleston Solutions Tax Consultants is a leading accounting and finance institution located at 1648 Grand Avenue, Baldwin, New York, United States. Our team of experienced professionals specializes in providing expert tax consulting services to individuals and businesses. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and regulations to maximize their financial well-being. Whether you need assistance with tax preparation, planning, or audit representation, Charleston Solutions Tax Consultants is here to provide personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and let us help you achieve your financial goals.

H&R Block is a renowned accounting and finance institution located at 670 Sunrise Highway in Baldwin, New York, United States. With a team of expert professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing top-notch assistance to help you achieve your financial goals. Trust H&R Block for all your accounting and finance needs.

Pat Tax Inc is a reputable accounting and finance institution located at 860 Grand Terrace Avenue in Baldwin, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Trust Pat Tax Inc for all of your accounting and finance needs.

Gonzalez Agency Corp - Ogilda Gonzalez is a reputable accounting and finance institution located at 1856 Grand Avenue in Baldwin, New York. With a strong focus on providing top-notch financial services, this establishment is known for its expert advice and personalized solutions tailored to meet the unique needs of each client. Whether you are an individual looking for tax preparation services or a business in need of financial planning assistance, Gonzalez Agency Corp - Ogilda Gonzalez is here to help you navigate the complexities of the financial world with ease and confidence. Trustworthy, reliable, and committed to excellence, this institution is your go-to destination for all your accounting and finance needs.

JFD Ltd is a leading financial services institution located at 16 Baldwin Boulevard in Bayville, New York, United States. With a focus on providing expert investment advice and personalized financial solutions, JFD Ltd caters to a diverse clientele seeking to grow and protect their wealth. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through strategic planning and sound investment strategies. Whether you are a seasoned investor or just starting out, JFD Ltd is committed to guiding you towards a secure financial future.

Town of Hempstead Credit Union is a trusted financial institution located at 1830 Grand Avenue in Baldwin, New York. As a member-owned cooperative, our focus is on providing personalized banking services and competitive rates to our members. Whether you're looking for a savings account, loan, or financial advice, our team of friendly professionals is here to help. Join us and experience the convenience and community-focused approach that sets us apart from traditional banks.

Beyond Credit Limits Corporation is a leading finance institution based in Baldwin, New York. Our dedicated team of professionals is committed to helping individuals and businesses navigate their financial challenges and achieve their goals. We offer a wide range of services including loans, credit counseling, and financial planning to help our clients exceed their credit limits and reach new heights of success. Visit us at 2260 Grand Avenue to learn more about how we can help you secure a brighter financial future.