TOP 30 Personalized financial solutions in Newburgh, New York

29 results found

De Lorenzo Financial Planning is a reputable finance and insurance agency located in Newburgh, New York. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and strategic investment solutions. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, our experts are here to provide you with the guidance and support you need. Visit us at 276 New York 17K to learn more about our services and how we can help you secure a stable financial future.

Kenan Financial, CPA is a reputable accounting and finance institution located at 145 Windsor Highway in Newburgh, New York, United States. With a team of experienced Certified Public Accountants, they offer a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Kenan Financial, CPA is dedicated to providing personalized and professional service to individuals and businesses alike, helping them achieve their financial goals and ensure compliance with regulations. Trust Kenan Financial, CPA for all your accounting and financial needs.

Financial Security Group is a leading insurance agency located at 16 Hill Street in Newburgh, New York. We specialize in providing individuals and businesses with tailored insurance solutions to safeguard their financial well-being. Our experienced team of agents is dedicated to helping clients find the right coverage to protect their assets and loved ones. Whether you are looking for auto, home, life, or business insurance, we have the expertise to meet your needs. Contact us today to learn more about how Financial Security Group can provide you with peace of mind and financial security.

Davis & Bartholomew Financial Services is a reputable finance institution located at 134 Newburgh Avenue in Buffalo, New York. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. From investment planning to retirement savings, we provide personalized solutions tailored to each client's unique needs. Trust Davis & Bartholomew Financial Services to help you secure your financial future.

Farmers Insurance - Fritzroy Francis is a local insurance agency located at 807 Broadway in Newburgh, New York. As a lifelong resident of New York State, Fritzroy Francis takes pride in serving the Newburgh, New Windsor, Cornwall, and surrounding areas. With over 20 years of experience in the insurance industry, Fritzroy is dedicated to helping clients find the best insurance solutions for their needs. Whether you need auto, home, landlord, renters, or business insurance, the E. Francis Agency is here to help. They offer personalized service, regular policy reviews, and a range of insurance options to fit your unique situation. Stop by the office to meet Fritzroy Francis and discuss your insurance needs. Farmers Insurance provides a variety of insurance products, including auto, home, life, renters, business, condo, and recreational insurance. Contact Farmers Insurance - Fritzroy Francis today to learn more about their insurance options and start building a secure financial plan for the future.

Joe DiCesare Insurance Agency, Inc. is a professional insurance agency located at 5020 Route 9W in Newburgh, New York. We offer expert insurance advice for both residents and business owners throughout the state of New York, from the Hudson Valley to Buffalo and even into New York City. Our goal is to ensure that your coverage meets your specific needs, and we will work with you to create a personalized proposal that fits your financial situation. Give us a call today at 845-569-9609 for a free, personalized quote. Joe DiCesare himself will take the time to listen to your needs and find you the best policy at the best price. We are dedicated to building personal connections with our clients and are always available to help with any claims or questions you may have.

M&T Bank is a trusted financial institution located at 5075 Route 9W in Newburgh, New York, United States. As a leading bank in the area, M&T Bank offers a wide range of financial services including personal and business banking, loans, mortgages, and investment services. With a strong commitment to customer service and community involvement, M&T Bank is dedicated to helping individuals and businesses achieve their financial goals. Visit M&T Bank today to experience personalized banking solutions tailored to your needs.

Northwestern Mutual is a finance and insurance agency located at 356 Meadow Avenue, Newburgh, New York, United States. Our financial advisors are dedicated to protecting your family and helping you achieve your goals through personalized insurance plans that provide financial flexibility and income protection. We offer a wide range of financial options, including investments and insurance, to help you reach your goals. With the highest financial strength ratings awarded to any U.S. life insurer, you can trust us to provide you with the best financial solutions. Our advisors will work with you to create a personalized plan that balances your current and future priorities, ensuring that you have the confidence to live the life you've always wanted. Contact us today to connect with an advisor and start planning for your future with Northwestern Mutual.

Compass Asset Management Group is a leading finance institution located at 100 Stony Brook Court in Newburgh, New York, United States. With a team of experienced financial professionals, Compass Asset Management Group offers a wide range of investment and wealth management services to help clients achieve their financial goals. Whether you are looking to grow your portfolio, plan for retirement, or protect your assets, Compass Asset Management Group can provide personalized solutions to meet your needs. Trust in Compass Asset Management Group to guide you towards a secure financial future.

Focused Wealth Management is a finance institution located at 11 Old Balmville Road in Newburgh, New York, United States. Founded in 1994, we are an SEC Registered Investment Advisory firm dedicated to assisting clients with all aspects of their financial lives. Our investment process focuses on portfolio construction and risk management to help clients achieve their specific goals. As a separate entity from Securities America, we offer asset management solutions and services to our clients. Our team is committed to providing personalized strategies to help clients reach their financial objectives. Please note that Securities America and Focused Wealth Management are separate companies, and advisory services are offered through Focused Wealth Management, Inc. This site is intended for residents of the United States and is for informational purposes only. We recommend consulting with a tax or legal advisor for personalized advice related to your financial situation.

Professional Health Advisors is a health insurance agency located at 119 Broadway in Newburgh, New York, United States. Our mission is to provide easy-to-understand, customizable medical insurance products to our clients. We are dedicated to improving the quality of life for our clients through our services, communication, and education. With a thorough screening of your qualifications, we can help you access all the benefits you are entitled to. We understand that you can never fully prepare for a major illness, but with the right insurance coverage, you can be financially prepared. Everything we do is for one important cause: you. Contact us today for personalized health insurance solutions.

The Captiva Group is a finance institution located at 500 Stony Brook Court in Newburgh, New York, United States. They offer a flexible and customizable planning approach to help investors thrive and succeed. The institution provides insights from Wells Fargo Investment Institute’s 2024 outlook for the economy, equities, fixed income, real assets, and alternative investments. Please note that by visiting their website, you will be leaving the Wells Fargo Advisors website and entering a privately owned site that is not affiliated with Wells Fargo Advisors or its companies. It is recommended to review the third-party's policies and terms and conditions before proceeding.

Frank Clarino Income Tax is a trusted accounting and finance institution located at 6 Little Britain Road in Newburgh, New York. With years of experience in the industry, our team of professionals is dedicated to providing top-notch income tax services to individuals and businesses alike. Whether you need help with tax preparation, planning, or filing, we are here to assist you every step of the way. Trust Frank Clarino Income Tax for all your financial needs and rest assured that your finances are in good hands.

H&R Block is a reputable accounting and finance institution located at 1401 New York 300 in Newburgh, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of tax preparation and financial services to individuals and businesses. Whether you need help with filing your taxes, maximizing deductions, or planning for your financial future, H&R Block is dedicated to providing expert guidance and solutions tailored to your specific needs. Trust H&R Block to help you navigate the complexities of accounting and finance with ease and confidence.

Jackson Hewitt Tax Service located at 5020 Route 9W in Newburgh, New York, is a finance institution ready to help you get your biggest refund. Our Tax Pros are available to assist you with in-person tax preparation, drop-off tax preparation, and help with IRS letters. While our tax advance loans have ended this year, we are still here to provide you with expert assistance in English and Spanish. Our Tax Pros are proficient in both languages to better serve our clients. Whether you prefer to schedule an appointment online or walk in without one, we are here to ensure that every dollar matters when it comes to your taxes. Contact us at (845) 863-1040 to reserve time with a Tax Pro and let us take care of your tax needs. Remember, when every dollar matters, it matters who does your taxes™.

A.P.T. Accounting & Tax Service is a reputable accounting and finance institution located at 259 New York 17K in Newburgh, New York. Our team of experienced professionals provides a wide range of accounting and tax services to individuals and businesses in the United States. With a commitment to excellence and personalized attention, we strive to help our clients achieve their financial goals and navigate the complexities of tax regulations. Trust A.P.T. Accounting & Tax Service for all your accounting and financial needs.

Resolve Tax Problem - Home is a reputable institution located at 225 South Plank Road in Newburgh, New York, United States. Specializing in accounting and finance, we have over 30 years of experience in resolving tax problems, tax planning, and tax preparation. Our dedicated team is committed to helping individuals navigate through complex tax issues with honesty and integrity. Unlike other institutions, we do not make false promises or demand large down payments without delivering results. We believe in offering fair pricing, outlining a clear plan of action to resolve your tax problems, and tirelessly advocating on your behalf to achieve the best possible outcome. Trust Resolve Tax Problem - Home to provide you with expert guidance and personalized solutions for all your tax-related needs.

Sofokles Tax Services is a reputable accounting and finance institution located at 448 Broadway in Newburgh, New York, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, financial planning, and consulting. Our goal is to help individuals and businesses navigate the complexities of the financial world with ease and confidence. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.

A Tax Connection is a reputable accounting and finance institution located at 17 North Plank Road in Newburgh, New York, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and accounting solutions for individuals and businesses. Their commitment to excellence and personalized approach ensure that clients receive the highest level of service and support in managing their financial needs. Whether you need assistance with tax filing or strategic financial planning, A Tax Connection is dedicated to helping you achieve your financial goals.

BRANTSA CORP is a leading accounting and finance institution located at 155 Dupont Avenue in Newburgh, New York, United States. We specialize in providing expert financial services to individuals and businesses, helping them navigate complex financial matters with ease. Our team of experienced professionals is dedicated to delivering personalized solutions tailored to meet the unique needs of each client. Whether you require tax preparation, financial planning, or investment advice, BRANTSA CORP is here to help you achieve your financial goals. Contact us today to learn more about how we can assist you in managing your finances effectively.

Elizabeth Income Taxes is a trusted accounting and finance institution located in Newburgh, New York, United States. With a team of experienced professionals, we specialize in helping individuals and businesses with their income tax needs. Our services include tax preparation, filing, and planning to ensure our clients maximize their returns and minimize their liabilities. Trust Elizabeth Income Taxes to provide accurate, reliable, and personalized financial solutions tailored to your specific needs. Contact us today to schedule a consultation and take control of your finances.

Mlott Hedwig H CPA is an accounting and finance institution located at 1229 New York 300 in Newburgh, New York, United States. With a team of experienced certified public accountants, they offer a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Mlott Hedwig H CPA is dedicated to helping their clients achieve their financial goals. Contact them today for expert advice and personalized financial solutions.

Orange Agency is an independent insurance agency located at 119 Broadway in Newburgh, New York. Our dedicated team works tirelessly to find the most competitive insurance rates that cater to your individual needs. Whether you're looking for car insurance, Western Union services, or assistance with bill payments, Orange Agency is your go-to financial resource. Contact us today for a free quote and let us help you protect yourself and your business.

Stanley Marks & Co is a reputable institution located at 32 Fostertown Road in Newburgh, New York, United States. With a dedication to providing top-notch financial services, Stanley Marks & Co offers a wide range of investment opportunities and financial planning solutions to help clients achieve their financial goals. With a team of experienced professionals, the institution prides itself on delivering personalized and tailored advice to each client. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Stanley Marks & Co is committed to helping you make informed decisions and secure your financial future.

Detz & Taxes is a reputable tax preparation and accounting firm located at 17 Pleasant View Avenue in Newburgh, New York. With a team of experienced professionals, we provide a wide range of services including tax planning, bookkeeping, payroll management, and financial consulting. Our goal is to help individuals and businesses navigate the complex world of taxes and finances, ensuring compliance with all regulations and maximizing their financial potential. At Detz & Taxes, we are committed to providing personalized and efficient service to all of our clients. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.

Bank of America is a well-known financial institution located at 1414 New York 300 in Newburgh, New York. As a full-service bank, customers can expect a wide range of financial services including checking and savings accounts, loans, and investment options. In addition to traditional banking services, this branch also offers the convenience of a drive-thru ATM for quick and easy access to cash. Whether you're looking to manage your finances or make a quick withdrawal, Bank of America in Newburgh has you covered.

ADA Accounting Services, Inc. is a reputable accounting and finance institution located at 1 Orchard Drive in Newburgh, 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 and bookkeeping to financial planning and consulting, ADA Accounting Services, Inc. provides personalized solutions to meet the unique needs of their clients. Their commitment to excellence and attention to detail make them a trusted partner for all your accounting and finance needs.

Scott Stone, CPA is a reputable accounting and finance institution located at 32 Fostertown Road in Newburgh, New York, United States. With years of experience and expertise in the field, Scott Stone and his team provide top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, Scott Stone, CPA is dedicated to helping you achieve your financial goals. Trustworthy, reliable, and professional, Scott Stone, CPA is the go-to institution for all your accounting and finance needs.

Olivia Demaris- Team Demaris is a reputable finance institution located at 1450 New York 300 in Newburgh, New York, United States. With a team of experienced financial professionals, they provide 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 managing your finances, Olivia Demaris- Team Demaris is dedicated to providing personalized and reliable financial solutions. Visit them today to see how they can help you secure your financial future.