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Personalized tax consulting in Latham, New York

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  • 5 5
    #31

    Vincenzo Testa, CPA

    ● Open

    Vincenzo Testa, CPA is a reputable accounting and finance institution located at 2 Stutz Avenue in Latham, New York, United States. With years of experience and expertise in the field, Vincenzo Testa, CPA offers a wide range of professional services to individuals and businesses alike. Their team of certified public accountants are dedicated to providing top-notch financial solutions tailored to meet the unique needs of each client. Whether you need help with tax preparation, financial planning, or auditing, Vincenzo Testa, CPA is committed to delivering reliable and efficient services to help you achieve your financial goals.

    2 Stutz Ave, Latham, NY 12110, United States
    518-817-5874
    Details
  • 4.3 8
    #32

    BST & Co. CPAs, LLP

    ● Open

    BST & Co. CPAs, LLP is a renowned accounting and finance institution located at 10 British American Boulevard in Latham, New York, United States. With a team of experienced and knowledgeable professionals, BST & Co. offers a wide range of services including tax preparation, auditing, financial planning, and consulting. Clients can trust BST & Co. to provide accurate and reliable financial guidance to help them achieve their goals. Whether you are an individual looking for personal financial advice or a business in need of comprehensive accounting services, BST & Co. CPAs, LLP is dedicated to meeting your needs with excellence and professionalism.

    10 British American Blvd, Latham, NY 12110, United States
    518-459-6700
    bstco.com
    BST & Co. CPAs, LLP BST & Co. CPAs, LLP
    Details
  • #33

    Robert Hahn - TIAA Wealth Management Advisor

    ● Open

    Robert Hahn - TIAA Wealth Management Advisor is a trusted financial institution located at 30 Century Hill Drive in Latham, New York, United States. As a Wealth Management Advisor, Robert Hahn provides expert financial advice and services to help clients achieve their financial goals and secure their future. With a focus on personalized wealth management strategies, Robert Hahn is dedicated to helping clients make informed decisions and build a solid financial foundation. Whether you are planning for retirement, investing for the future, or seeking financial guidance, Robert Hahn - TIAA Wealth Management Advisor is here to help you navigate the complexities of the financial world and achieve financial success.

    30 Century Hill Dr Suite 300, Latham, NY 12110, United States
    866-842-2046
    locations.tiaa.org
    Details
  • #34

    André Turman - Morgan Stanley Financial Advisor

    ● Open

    André Turman - Morgan Stanley Financial Advisor is a reputable finance institution located at 1212 Troy-Schenectady Road in Latham, New York, United States. As a trusted financial advisor, André Turman provides expert guidance and personalized financial planning services to help clients achieve their financial goals. With a strong background in finance and a commitment to client satisfaction, André Turman is dedicated to providing top-notch financial advice and investment strategies. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, André Turman - Morgan Stanley Financial Advisor is here to help you navigate the complexities of the financial world.

    1212 Troy-Schenectady Rd, Latham, NY 12110, United States
    518-386-2946
    advisor.morganstanley.com
    Details
  • #35

    Fazio / Schmitz / Sheehan Group - Morgan Stanley

    ● Open

    The Fazio / Schmitz / Sheehan Group at Morgan Stanley is a leading finance institution located at 1212 Troy-Schenectady Road in Latham, New York. With a focus on providing exceptional financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management solutions, our experienced professionals are here to assist you every step of the way. Trust in the Fazio / Schmitz / Sheehan Group at Morgan Stanley for all your financial needs.

    1212 Troy-Schenectady Rd, Latham, NY 12110, United States
    518-386-2900
    advisor.morganstanley.com
    Details
  • 4.4 7
    #36

    William F. Friske CPA

    ● Open

    William F. Friske CPA is a reputable accounting and finance institution located at 284 Troy-Schenectady Road in Latham, New York, United States. With years of experience and expertise in the field, they offer a wide range of services to help individuals and businesses with their financial needs. Whether you need help with tax preparation, financial planning, or bookkeeping, the team at William F. Friske CPA is dedicated to providing top-notch service and personalized solutions to meet your specific needs. Contact them today to see how they can assist you with your accounting and finance needs.

    284 Troy-Schenectady Rd, Latham, NY 12110, United States
    518-270-0984
    wffriske.com
    William F. Friske CPA
    Details
  • #37

    Kevin A Smith Inc

    ● Open

    Kevin A Smith Inc is a reputable accounting and finance institution located at 54 Sylvan Avenue in Latham, New York. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and bookkeeping. Clients can trust Kevin A Smith Inc to provide personalized and reliable 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.

    54 Sylvan Ave, Latham, NY 12110, United States
    518-783-6718
    Details
  • 4.3 4
    #38

    Lev & Bunzey

    ● Open

    Lev & Bunzey is an accounting and finance institution located at 8 Airport Park Boulevard in Latham, New York, United States. We specialize in handling various tax forms such as Form 1040 for individual income, Form 1065 for partnerships/LLCs, Form 1120 for corporations, and Form 1120S for S-Corporations. We also assist with Schedule C filings for personal income tax returns. Our filing due dates are in accordance with IRS guidelines, and we offer extensions for those who need more time. We also help with federal and NYS estimated tax payments throughout the year.

    8 Airport Park Blvd, Latham, NY 12110, United States
    518-489-8560
    levandbunzey.com
    Details
  • 5 2
    #39

    Brown & Fitzgerald PC

    ● Open

    Brown & Fitzgerald PC is a reputable accounting and finance institution located at 224 Old Loudon Road in Latham, New York. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Brown & Fitzgerald PC is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry.

    224 Old Loudon Rd, Latham, NY 12110, United States
    518-783-5509
    bfcpa.net
    Details
  • 5 2
    #40

    Pascucci William CPA

    ● Open

    Pascucci William CPA is a reputable accounting and finance institution located at 952 Troy-Schenectady Road in Latham, New York. With years of experience in the industry, they offer a wide range of services to help individuals and businesses manage their financial affairs effectively. Their team of certified public accountants is dedicated to providing personalized and professional assistance to meet the unique needs of each client. Whether you need tax preparation, bookkeeping, or financial planning services, Pascucci William CPA is committed to delivering top-notch solutions to help you achieve your financial goals.

    952 Troy-Schenectady Rd, Latham, NY 12110, United States
    518-782-0004
    Details
  • 5 3
    #41

    Robert A. Southworth CPA PC

    ● Open

    Robert A. Southworth CPA PC is a reputable accounting and finance institution located at 9 Herbert Drive in Latham, New York, United States. With years of experience in the industry, they offer a wide range of services to meet the financial needs of individuals and businesses alike. Their team of certified public accountants is dedicated to providing accurate and reliable financial guidance to help clients achieve their goals. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Robert A. Southworth CPA PC is committed to delivering exceptional service with a personal touch. Contact them today to schedule a consultation and take the first step towards financial success.

    9 Herbert Dr, Latham, NY 12110, United States
    518-690-0674
    southworthcpa.com
    Details
  • 5 1
    #42

    Marvin and Company, P.C., CPAs

    ● Open

    Marvin and Company, P.C., CPAs is a leading accounting and finance institution located at 11 British American Boulevard in Latham, New York, United States. With a team of experienced certified public accountants, they provide a wide range of professional services to individuals and businesses, including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and personalized service sets them apart as a trusted partner for all financial needs. Visit Marvin and Company, P.C., CPAs for expert guidance and support in achieving your financial goals.

    11 British American Blvd, Latham, NY 12110, United States
    518-785-0134
    marvincpa.com
    Marvin and Company, P.C., CPAs
    Details
  • 5 160
    #43

    McGarry Law Firm PLLC

    ● Open

    McGarry Law Firm PLLC is a reputable legal institution located at 10 Utica Avenue in Latham, New York, United States. Specializing in various areas of law, their team of experienced lawyers is dedicated to providing high-quality legal services to their clients. Whether you are in need of representation for a personal injury case, assistance with estate planning, or guidance through a complex business transaction, McGarry Law Firm PLLC is committed to helping you navigate the legal system with expertise and professionalism. Contact them today to schedule a consultation and discuss your legal needs.

    10 Utica Ave, Latham, NY 12110, United States
    518-478-2101
    Details
  • 4.6 56
    #44

    Pierro, Connor & Strauss, LLC

    ● Open

    Pierro, Connor & Strauss, LLC is a trusted institution located at 43 British American Boulevard in Latham, New York. Specializing in accounting, finance, and legal services, our team of experienced attorneys, paralegals, and staff are dedicated to providing personalized counsel for families, individuals, and businesses. From estate and trust planning to elder law, business planning, and tax planning, we are here to guide you through life's challenges with professionalism and compassion. With over 40 years of experience, our firm has successfully met the legal needs of clients across New York, New Jersey, Massachusetts, Connecticut, and Florida. Our flagship locations in Manhattan and the Capital Region allow us to serve a wide range of clients with sophisticated estate and trust planning, estate administration, special needs planning, and long-term care planning.

    43 British American Blvd 2nd Floor, Latham, NY 12110, United States
    518-468-1151
    pierrolaw.com
    Details
  • 4.8 31
    #45

    Barbaruolo Law Firm

    ● Open

    Barbaruolo Law Firm is a reputable legal institution located at 12 Cornell Road in Latham, New York. Specializing in various areas of law, their team of experienced lawyers provide exceptional legal services to clients in the United States. With a commitment to professionalism, integrity, and personalized attention, Barbaruolo Law Firm is dedicated to achieving the best possible outcomes for their clients. Whether you are in need of legal advice, representation, or guidance, you can trust the experts at Barbaruolo Law Firm to handle your case with skill and expertise.

    12 Cornell Rd, Latham, NY 12110, United States
    518-782-9100
    barbaruololaw.com
    Barbaruolo Law Firm Barbaruolo Law Firm Barbaruolo Law Firm
    Details
  • #46

    677 New Louden Corporation

    ● Open

    677 New Louden Corporation is a reputable institution located at 677 Loudon Road in Latham, New York, United States. This institution is known for its commitment to providing top-quality services and products to its customers. With a focus on excellence and customer satisfaction, 677 New Louden Corporation has earned a strong reputation in the community. Whether you are looking for professional services or high-quality products, this institution is sure to meet your needs. Visit 677 New Louden Corporation today and experience the difference for yourself.

    677 Loudon Rd, Latham, NY 12110, United States
    518-785-7739
    Details
  • #47

    Aaron Connor - Pierro Law Group

    ● Open

    Aaron Connor - Pierro Law Group is a trusted institution located at 43 British American Boulevard in Latham, New York. Specializing in accounting, finance, and legal services, the firm, also known as Pierro, Connor & Strauss, LLC, offers comprehensive counsel for families, individuals, and businesses facing various challenges in life. Their areas of expertise include estate and trust planning, elder law, business and tax planning, medicaid planning, special needs planning, estate and trust administration and litigation, guardianship, special education advocacy, and more. Led by partners Louis Pierro, Aaron Connor, Peter Strauss, and Caryn Keppler, the team at Aaron Connor - Pierro Law Group provides personalized legal planning to protect assets, create legacies, and plan for affordable long-term care. With over 40 years of experience, the firm serves clients in New York, New Jersey, Massachusetts, Connecticut, and Florida, offering a wide range of legal services tailored to each client's needs.

    43 British American Blvd, Latham, NY 12110, United States
    518-459-2100
    pierrolaw.com
    Details
  • #48

    Charted Wealth

    ● Open

    Charted Wealth is a leading finance institution located at 8 Airport Park Boulevard in Latham, New York. Our dedicated team of financial experts is committed to helping individuals and businesses achieve their financial goals through personalized wealth management services. With a focus on investment strategies, retirement planning, and asset protection, we strive to provide our clients with the tools and guidance needed to secure their financial future. Trust Charted Wealth to navigate the complexities of the financial world and help you chart a course towards financial success.

    8 Airport Park Blvd, Latham, NY 12110, United States
    888-801-1112
    chartedwealth.com
    Details
  • 3 2
    #49

    Ayco, a Goldman Sachs Company

    ● Open

    Ayco, a Goldman Sachs Company, is a leading financial institution located in Latham, New York. As a subsidiary of Goldman Sachs, Ayco offers a wide range of financial services and solutions to individuals, families, and institutions. With a focus on personalized financial planning and wealth management, Ayco helps clients achieve their financial goals and secure their financial future. The institution is known for its expertise in investment management, tax planning, estate planning, and retirement planning. With a commitment to excellence and a track record of success, Ayco is a trusted partner for those seeking comprehensive financial guidance.

    25 British American Blvd, Latham, NY 12110, United States
    518-640-5000
    ayco.com
    Ayco, a Goldman Sachs Company
    Details
  • 5 3
    #50

    Massaroni Wealth Management

    ● Open

    Massaroni Wealth Management, located at 22 Century Hill Drive in Latham, New York, is a finance institution dedicated to helping clients achieve their financial goals through personalized service and care. Our team utilizes extensive resources to prioritize your needs in the Wealth Management process, creating a goals-based financial strategy tailored to your aspirations. Our process begins by exploring your goals, aspirations, and dreams to define your vision, values, priorities, and goals. We then craft and manage a personalized financial plan, providing continuous support at every stage. We handle all necessary steps, including coordinating with professionals like CPAs or Attorneys, to ensure a smooth execution of your plan.

    22 Century Hill Dr # 101, Latham, NY 12110, United States
    518-318-3404
    massaroniwm.com
    Massaroni Wealth Management Massaroni Wealth Management Massaroni Wealth Management
    Details
  • #51

    Veracity Capital

    ● Open

    Veracity Capital, located at 11 Century Hill Drive in Latham, New York, is a finance institution dedicated to helping individuals feel confident in their financial future. Specializing in Wealth Management for corporate executives, business owners, high-income earners, and those planning for retirement, our team of experts focuses on financial planning, investment management, tax planning, and risk management to create personalized solutions for each client. At Veracity Capital, we believe in seeking truth, accuracy, and what’s best for our clients. We understand that time is a valuable commodity when it comes to pursuing financial goals, which is why we work diligently to help our clients conquer the knowns and possible unknowns on their path to lasting wealth. Whether you're looking to secure your retirement, leave a legacy, grow your portfolio, or all of the above, our team is here to guide you towards a more secure and confident future.

    11 Century Hill Dr ste 106, Latham, NY 12110, United States
    844-508-7884
    veracitycapital.com
    Veracity Capital Veracity Capital Veracity Capital
    Details
  • 5 1
    #52

    Merrill Lynch Wealth Management

    ● Open

    Merrill Lynch Wealth Management is a finance institution located at 26 Century Hill Drive in Latham, New York, United States. The branch offers a wide range of financial services for individuals, families, business owners, executives, and institutions. With years of combined wealth management knowledge and experience, the advisors at Merrill Lynch can provide financial strategies tailored to meet your specific needs. In addition to wealth planning advice, the branch also offers retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The financial advisors at Merrill Lynch are dedicated to client service and satisfaction, helping clients identify their personal and professional goals to create long-term financial strategies.

    26 Century Hill Dr, Latham, NY 12110, United States
    518-782-4044
    local.ml.com
    Details
  • 4 1
    #53

    LCS & Z

    ● Open

    LCS & Z is a leading accounting and finance institution located at 33 Century Hill Drive in Latham, New York, United States. Our team of experienced professionals provides a wide range of financial services including tax preparation, auditing, financial planning, and consulting. With a commitment to excellence and personalized service, LCS & Z is dedicated to helping individuals and businesses achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.

    33 Century Hill Dr Suite 2, Latham, NY 12110, United States
    518-783-7200
    lcszcpa.com
    Details
  • #54

    Three Buckets Wealth Management - Ameriprise Financial Services, LLC

    ● Open

    Three Buckets Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 1205 Troy-Schenectady Road, Latham, New York, United States. The team at Three Buckets Wealth Management is dedicated to helping families plan and achieve their financial dreams. They offer personalized strategies to empower individuals with confidence and control over their finances, whether the goal is retirement, investment growth, or leaving a legacy for loved ones. The team invites individuals to start their financial journey with a complimentary initial consultation to celebrate milestones and work towards turning dreams into realities. The institution prioritizes the financial well-being of each client's family and is committed to walking the path together. Ameriprise financial advisors are registered in certain U.S. states and provide an overview of financial planning concepts during the initial consultation. While Ameriprise Financial cannot guarantee future financial results, they are dedicated to helping clients achieve their goals. Clients can expect to hear from the team soon after a referral is made. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring privacy and security for all clients.

    1205 Troy-Schenectady Rd Ste 103, Latham, NY 12110, United States
    518-464-4401
    ameripriseadvisors.com
    Three Buckets Wealth Management - Ameriprise Financial Services, LLC Three Buckets Wealth Management - Ameriprise Financial Services, LLC Three Buckets Wealth Management - Ameriprise Financial Services, LLC
    Details
  • #55

    John V Rawson III - Morgan Stanley

    ● Open

    John V Rawson III - Morgan Stanley is a reputable financial institution located at 1212 Troy-Schenectady Road in Latham, New York. As a branch of Morgan Stanley, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors and experts, they provide personalized investment strategies, wealth management solutions, retirement planning, and more. Whether you are looking to grow your wealth, plan for the future, or navigate complex financial decisions, John V Rawson III - Morgan Stanley is dedicated to providing top-notch financial guidance and support.

    1212 Troy-Schenectady Rd, Latham, NY 12110, United States
    518-386-2959
    advisor.morganstanley.com
    Details
  • #56

    Michael Triolo - Morgan Stanley

    ● Open

    Michael Triolo - Morgan Stanley is a leading finance institution located at 1212 Troy-Schenectady Road in Latham, New York, United States. With a strong reputation for excellence in financial services, Michael Triolo - Morgan Stanley offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. The dedicated team of professionals at this institution is committed to providing personalized service and expert advice to help clients make informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Michael Triolo - Morgan Stanley is here to help you every step of the way.

    1212 Troy-Schenectady Rd, Latham, NY 12110, United States
    518-386-2980
    advisor.morganstanley.com
    Details
  • #57

    Norvest Financial Services Inc

    ● Open

    Norvest Financial Services Inc is a leading finance institution located at 930 Albany Shaker Road in Latham, New York, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, Norvest Financial Services Inc offers a wide range of services including investment management, retirement planning, and wealth management. With a team of experienced and knowledgeable financial advisors, clients can trust Norvest Financial Services Inc to help them achieve their financial goals and secure their financial future.

    930 Albany Shaker Rd # 101, Latham, NY 12110, United States
    518-782-9334
    Details
  • #58

    The Sunway Team - Morgan Stanley

    ● Open

    The Sunway Team at Morgan Stanley is a leading finance institution located at 1212 Troy-Schenectady Road in Latham, New York, United States. With a strong focus on providing top-notch financial services, our team of experts offers personalized wealth management solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, The Sunway Team is dedicated to providing you with the guidance and support you need to make informed decisions and secure your financial future. Contact us today to learn more about how we can help you navigate the complexities of the financial world.

    1212 Troy-Schenectady Rd, Latham, NY 12110, United States
    518-386-2900
    advisor.morganstanley.com
    Details
  • #59

    HBW Financial Services

    ● Open

    HBW Financial Services is a reputable finance institution located at 7 Herbert Drive in Latham, New York, United States. With a team of experienced professionals, HBW Financial Services 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, tax services, or insurance solutions, HBW Financial Services is dedicated to providing personalized and comprehensive financial solutions tailored to your specific needs. Trust HBW Financial Services to guide you towards a secure and prosperous financial future.

    7 Herbert Dr, Latham, NY 12110, United States
    518-929-0720
    HBW Financial Services
    Details
  • #60

    Christopher Bonitatibus - TIAA Wealth Management Advisor

    ● Open

    Christopher Bonitatibus - TIAA Wealth Management Advisor is a finance institution located at 30 Century Hill Drive in Latham, New York, United States. As a trusted advisor, Christopher Bonitatibus provides personalized wealth management services to help clients achieve their financial goals. With a focus on financial planning, investment management, and retirement planning, clients can rely on his expertise to navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Christopher Bonitatibus is dedicated to providing tailored solutions to meet your individual needs. Contact him today to start your journey towards financial success.

    30 Century Hill Dr Suite 300, Latham, NY 12110, United States
    866-842-2046
    locations.tiaa.org
    Christopher Bonitatibus - TIAA Wealth Management Advisor
    Details
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