Personalized tax consulting in White Plains, New York
211 results found
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CHECKLEY & ASSOCIATES
● OpenCheckley & Associates is a reputable accounting and finance institution located at 4015a White Plains Road in New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their commitment to excellence and personalized service sets them apart from other firms in the industry. Whether you are an individual or a business owner, Checkley & Associates is dedicated to helping you achieve your financial goals and secure a stable financial future.
4015a White Plains Rd, Bronx, NY 10466, United States -
Marcus Hilton CPA
● OpenMarcus Hilton CPA is a reputable accounting and finance institution located at 4226 White Plains Road in New York, United States. With a team of experienced Certified Public Accountants, we provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Our goal is to help individuals and businesses achieve their financial goals through personalized and professional services. Contact us today to schedule a consultation and see how we can help you with your financial needs.
4226 White Plains Rd, Bronx, NY 10466, United States -
Housman & Elezovic, LLP
● OpenHousman & Elezovic, LLP is a prestigious law firm located at 399 Knollwood Road in White Plains, New York. With a team of experienced attorneys, they specialize in a wide range of legal services including business law, real estate law, estate planning, and more. Known for their dedication to providing top-notch legal representation and personalized attention to each client, Housman & Elezovic, LLP is a trusted resource for individuals and businesses in need of expert legal counsel. Contact them today to schedule a consultation and see how they can assist with your legal needs.
399 Knollwood Rd Suite 311, White Plains, NY 10603, United States -
Trivium Point Advisory
● OpenTrivium Point Advisory, located at 41 Pinelawn Road in Melville, New York, is a finance institution that is excited to welcome Paradigm Financial Partners and Lyons & Lyons, CPAs to their team. They specialize in connecting people, processes, and finances to provide essential financial strategies through wealth management, tax and accounting, and business advisory services all under one roof. Dedicated to individuals seeking an experienced and central advisor for their financial needs, Trivium Point Advisory offers a specialized experience that combines wealth management, accounting, and business advisory services for those who value financial stewardship. Their goal is to help clients understand their numbers and create a personalized financial roadmap to work towards their financial goals.
41 Pinelawn Rd Suite 101, Melville, NY 11747, United States -
TJP Wealth Solutions
● OpenTJP Wealth Solutions is a leading financial institution located at 580 White Plains Road in Tarrytown, New York, United States. Specializing in wealth management and financial planning, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, TJP Wealth Solutions offers personalized solutions tailored to your unique needs. Trust us to provide expert advice and guidance to help you secure a stable financial future. Contact us today to schedule a consultation.
580 White Plains Rd, Tarrytown, NY 10591, United States -
Marc Mirabella- Hudson Financial Group
● OpenMarc Mirabella- Hudson Financial Group is a reputable finance institution located at 580 White Plains Road in Tarrytown, New York, United States. With a focus on providing top-notch financial services, they are dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, the experienced team at Marc Mirabella- Hudson Financial Group is here to assist you every step of the way. Trustworthy, reliable, and committed to excellence, they strive to deliver personalized solutions tailored to your specific needs. Visit them today and take the first step towards a secure financial future.
580 White Plains Rd #205, Tarrytown, NY 10591, United States -
Berkowitz Wealth Management
● OpenBerkowitz Wealth Management is a premier financial institution located at 220 White Plains Road in Tarrytown, New York, United States. With a team of experienced and dedicated financial advisors, Berkowitz Wealth Management offers personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Berkowitz Wealth Management provides tailored solutions to meet your unique needs. Trust Berkowitz Wealth Management to guide you towards a secure financial future.
220 White Plains Rd #425, Tarrytown, NY 10591, United States -
Nunez Wealth Management Inc
● OpenNunez Wealth Management Inc is a finance institution located at 4162A White Plains Road in New York, United States. Specializing in providing top-notch financial services, Nunez Wealth Management Inc offers expert advice and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, the institution is dedicated to providing comprehensive wealth management services tailored to meet the unique needs of each individual or business. Trust Nunez Wealth Management Inc to help you secure your financial future.
4162A White Plains Rd, Bronx, NY 10466, United States -
Hudson Valley Financial Group - Ameriprise Financial Services, LLC
● OpenHudson Valley Financial Group - Ameriprise Financial Services, LLC, located at 399 Knollwood Road in White Plains, New York, is a finance institution that focuses on helping clients achieve their financial goals. They offer personalized investment recommendations based on individual goals and risk tolerance, and provide regular reviews to track progress and make adjustments as needed. Clients can access their investments and accounts from any device, securely track their progress, and schedule complimentary initial consultations to get started. The institution also offers insights on market trends and risk tolerance, emphasizing the importance of understanding and managing risk in investment strategies. Ameriprise financial advisors are registered to do business in specific U.S. states, and clients can find additional information on the advisor's personal website or through FINRA's BrokerCheck website. The institution values client referrals and is committed to helping friends and family members achieve their financial goals. Users of the website are bound by the terms of the Ameriprise Financial Website Rules and Regulations, and the institution prioritizes privacy and security for all clients. Ameriprise Financial Services, LLC is a member of FINRA and SIPC.
399 Knollwood Rd Ste G10, White Plains, NY 10603, United States -
financial planning Associates, LLC
● OpenFinancial Planning Associates, LLC is a leading finance institution located at 399 Knollwood Road in White Plains, New York, United States. Our team of expert financial advisors are dedicated to helping clients achieve their financial goals through personalized planning and strategic investment management. With a focus on comprehensive financial planning, retirement planning, and wealth management, we strive to provide our clients with the tools and guidance they need to secure their financial future. Contact us today to schedule a consultation and start planning for a brighter tomorrow.
399 Knollwood Rd #113, White Plains, NY 10603, United States -
Fred Snyder - Prudential Financial
● OpenFred Snyder - Prudential Financial is a reputable finance and insurance agency located at 360 Hamilton Avenue in White Plains, New York, United States. With a strong focus on providing top-notch financial services and insurance products, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking for retirement planning, investment advice, or insurance coverage, Fred Snyder - Prudential Financial is here to provide personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and start planning for a brighter financial future.
360 Hamilton Ave 9th Floor, White Plains, NY 10601, United States -
Merrill Lynch Financial Advisor Laura A Jimenez
● OpenMerrill Lynch Financial Advisor Laura A Jimenez is a finance institution located at 360 Hamilton Avenue, White Plains, New York, United States. The BME Group, where Laura A Jimenez is a Senior Wealth Management Client Associate, believes in the power of relationships and personalized service. With over 100 years of combined wealth advisory experience, the team at The BME Group specializes in retirement planning, estate planning, wealth transfer, and business transition services. They use cutting-edge technology and tailored investment strategies to assist affluent families, executives, and businesses in building, preserving, and transferring wealth while minimizing taxes. The team at The BME Group understands that no two clients are alike, which is why they prioritize getting to know each individual, their goals, risk tolerance, and priorities. They offer personalized financial strategies based on each client's unique needs and preferences. Through conversations and the Investment Personality Assessment, they aim to customize financial approaches to help clients pursue their most meaningful goals.
360 Hamilton Ave 8th Floor, White Plains, NY 10601, United States -
Robert Sabel, CRPC - UBS Financial Services Inc.
● OpenRobert Sabel, CRPC - UBS Financial Services Inc. is a renowned finance institution located at 709 Westchester Avenue in White Plains, New York, United States. With a focus on providing exceptional financial services, Robert Sabel and his team are dedicated to helping clients achieve their financial goals. As a Certified Retirement Planning Counselor, Robert Sabel offers expert advice and personalized solutions to help clients navigate the complexities of retirement planning. Whether you are looking to invest, save for the future, or plan for retirement, Robert Sabel, CRPC - UBS Financial Services Inc. is committed to providing top-notch financial expertise and guidance.
709 Westchester Ave Suite 400, White Plains, NY 10604, United States -
Mitchell WealthCare - UBS Financial Services Inc.
● OpenMitchell WealthCare - UBS Financial Services Inc. is a renowned finance institution located at 709 Westchester Avenue in White Plains, New York, United States. With a commitment to providing top-notch financial services, they specialize in wealth management, investment planning, and financial advisory services. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest wisely, Mitchell WealthCare - UBS Financial Services Inc. is the trusted partner you need.
709 Westchester Ave Suite 400, White Plains, NY 10604, United States -
The Dauti & DiSiena Group - UBS Financial Services Inc.
● OpenThe Dauti & DiSiena Group - UBS Financial Services Inc. is a reputable finance institution located at 709 Westchester Avenue in White Plains, New York, United States. With a focus on providing top-notch financial services, the institution offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. The team at The Dauti & DiSiena Group is dedicated to delivering personalized and tailored financial advice to individuals and businesses, ensuring that each client receives the attention and expertise they deserve. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, The Dauti & DiSiena Group is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
709 Westchester Ave 20th Floor, White Plains, NY 10604, United States -
Kevin Bertoncin, CFP® - UBS Financial Services Inc.
● OpenKevin Bertoncin, CFP® - UBS Financial Services Inc. is a reputable finance institution located at 709 Westchester Avenue in White Plains, New York, United States. Specializing in financial planning and wealth management services, our team of experts is dedicated to helping clients achieve their financial goals. With a focus on personalized solutions and exceptional customer service, we strive to provide our clients with the guidance and support they need to secure their financial future. Trust Kevin Bertoncin, CFP® - UBS Financial Services Inc. for all your financial needs.
709 Westchester Ave Suite 400, White Plains, NY 10604, United States -
Colasanti & Iurato
● OpenColasanti & Iurato is a reputable accounting and finance institution located at 399 Knollwood Road in White Plains, 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 investment planning, Colasanti & Iurato is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for all accounting and financial needs.
399 Knollwood Rd Ste 216 Suite 216, White Plains, NY 10603, United States -
Jeffrey N Allen CPA
● OpenJeffrey N Allen CPA is a reputable accounting and finance institution located at 399 Knollwood Road in White Plains, New York, United States. With a team of experienced Certified Public Accountants, they provide a wide range of financial services including tax preparation, auditing, consulting, and more. Their commitment to excellence and personalized approach sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Whether you need assistance with tax planning or financial analysis, Jeffrey N Allen CPA is dedicated to helping you achieve your financial goals.
399 Knollwood Rd Suite 311, White Plains, NY 10603, United States -
J TaxHelp LLC
● OpenJ TaxHelp LLC is a financial institution located at 3629 White Plains Road in New York, United States. Specializing in accounting and finance, we are dedicated to helping individuals and businesses navigate the complexities of taxes, insurance, credit, and finances with confidence. Our mission is to empower our clients with the knowledge and tools necessary to optimize their financial well-being, offering expert tax preparation, insurance solutions, credit repair services, and business consultancy. We aspire to be the catalyst for financial transformation, envisioning a future where individuals and businesses thrive through sound financial practices. Our vision is to build a community where financial well-being is attainable for all, achieved through education, empowerment, and strategic financial planning. At J TaxHelp LLC, we go beyond traditional services by providing personalized financial empowerment tailored to each client's unique needs.
3629 White Plains Rd, Bronx, NY 10467, United States -
Ontime partnership
● OpenOntime Partnership is a finance institution located at 3842 White Plains Road in New York, United States. We specialize in providing timely and reliable financial services to our clients, helping them achieve their financial goals efficiently. Our team of experienced professionals is dedicated to providing personalized solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, wealth management, or financial planning services, Ontime Partnership is committed to delivering exceptional results. Visit us today to learn more about how we can help you secure your financial future.
3842 White Plains Rd, Bronx, NY 10467, United States -
Simms Alfred CPA
● OpenSimms Alfred CPA is a reputable accounting and finance institution located at 4262 White Plains Road in New York, United States. With a team of experienced CPAs, they offer a wide range of financial services including tax preparation, auditing, and consulting. Clients can expect personalized and professional service to help them navigate their financial needs with ease. Whether you are an individual or a business owner, Simms Alfred CPA is dedicated to providing top-notch financial solutions to help you achieve your goals.
4262 White Plains Rd, Bronx, NY 10466, United States -
Blum & Bernstein LLP
● OpenBlum & Bernstein LLP is a reputable accounting and finance institution located at 220 White Plains Road in Tarrytown, 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 auditing to financial planning and consulting, Blum & Bernstein LLP is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry.
220 White Plains Rd, Tarrytown, NY 10591, United States -
Judy N. Cuzzacrea Wagner
● OpenWelcome to Judy N. Cuzzacrea Wagner's Law Office, conveniently located at 726 Exchange Street, Buffalo, New York. As a seasoned attorney specializing in estate planning and elder care law, Judy is dedicated to providing personalized legal counsel to individuals, families, and business clients. With a deep understanding of wealth planning, she helps clients design comprehensive strategies to preserve, protect, and transfer their assets to future generations. Judy's extensive legal expertise encompasses the use of various tools such as wills, trusts, and pre-nuptial agreements. She is adept at minimizing tax liabilities through strategic planning involving credit shelter trusts, QTIPs, and ILITs. Recognizing the unpredictable nature of life, Judy emphasizes proactive estate planning but is equally prepared to address urgent needs.
726 Exchange Street, Buffalo, New York 14210, United States -
David J. Babel, Esq., P.C.
● OpenWelcome to David J. Babel, Esq., P.C., where expert legal counsel meets personalized financial guidance. Conveniently located at 575 White Plains Road, Eastchester, New York, our firm is dedicated to providing comprehensive legal and financial solutions tailored to meet your individual needs. With a focus on finance and law, David J. Babel, Esq., P.C. offers a wide range of services including estate planning, tax law, corporate finance, and real estate transactions. Our experienced team is committed to helping you navigate complex legal landscapes with ease and confidence. Whether you're planning for the future or managing current financial challenges, trust us to deliver the expertise and support you need. Contact us today to schedule a consultation and discover how we can assist you in achieving your goals.
575 White Plains Road, Eastchester, New York 10709, United States -
Ronald M Tvert & Co
● OpenWelcome to Ronald M Tvert & Co, your trusted partner in accounting and finance solutions. Conveniently located at 595 West Hartsdale Avenue, White Plains, New York, we are dedicated to serving the financial needs of individuals and businesses in the community with precision and integrity. At Ronald M Tvert & Co, we understand that navigating the financial landscape can be complex and challenging. Our team of experienced professionals is committed to providing personalized services tailored to meet your specific needs. Whether you require assistance with tax preparation, bookkeeping, financial planning, or business consulting, we are here to guide you every step of the way.
595 West Hartsdale Avenue, White Plains, New York 10607, United States -
Housman & Bloch Dgn CPA
● OpenWelcome to Housman & Bloch Dgn CPA, your trusted partner in accounting and finance located in the heart of White Plains, New York. Situated at 399 Knollwood Road, we are dedicated to serving individuals and businesses in our community with professional and personalized financial services. At Housman & Bloch Dgn CPA, we understand that managing your finances can be complex and time-consuming. Our team of experienced and knowledgeable certified public accountants is here to simplify that process for you. We offer a wide range of services, including tax preparation and planning, bookkeeping, financial consulting, and business advisory services.
399 Knollwood Road, White Plains, New York 10603, United States -
Imoses CPA & Associates
● OpenWelcome to Imoses CPA & Associates, your trusted partner in accounting and finance located in the heart of The Bronx, New York. Situated at 3246 White Plains Road, we are dedicated to providing personalized financial services to individuals, small businesses, and corporations in the area. Our team of experienced professionals is committed to helping you navigate the complexities of financial management with precision and care. At Imoses CPA & Associates, we offer a comprehensive range of services including tax preparation, bookkeeping, financial planning, and business consulting. Our goal is to deliver tailored solutions that meet your unique needs, ensuring compliance and optimizing your financial performance. Whether you're looking to streamline your business operations or need expert advice on personal financial matters, we are here to support you every step of the way.
3246 White Plains Road, The Bronx, New York 10467, United States -
Lenny Accounting Services
● OpenWelcome to Lenny Accounting Services, your trusted partner in financial management located conveniently at 3680 White Plains Road, The Bronx, New York 10467. We specialize in providing comprehensive accounting and finance solutions tailored to meet the unique needs of individuals and businesses in our community. At Lenny Accounting Services, we understand the complexities of financial management and are committed to delivering accurate, efficient, and personalized service. Our team of experienced professionals is dedicated to helping you navigate the financial landscape with confidence, whether you're looking to streamline your accounting processes, manage your taxes, or plan for future growth.
3680 White Plains Road, The Bronx, New York 10467, United States -
Daniel Cleavan W
● OpenWelcome to Daniel Cleavan W, your trusted partner for all your accounting and finance needs. Conveniently located at 3578 White Plains Road in the heart of The Bronx, New York, we are dedicated to providing personalized and professional financial services to individuals and businesses alike. At Daniel Cleavan W, we understand that managing finances can be complex and time-consuming. Our team of experienced accountants is committed to simplifying this process for you, offering a comprehensive range of services including bookkeeping, tax preparation, financial planning, and business consulting. Whether you are a small business owner seeking to optimize your financial operations or an individual needing assistance with personal taxes, we are here to help.
3578 White Plains Road, The Bronx, New York 10467, United States -
Jeremy Zucker Real Estate
● OpenWelcome to Jeremy Zucker Real Estate, your premier destination for real estate services in White Plains, New York. Located at 120 Bloomingdale Road, our agency is dedicated to providing exceptional service and the latest property listings to help you find your dream home. Tired of missing out on properties that disappear before you can visit them? Our website offers the advantage of featuring new listings as soon as they hit the MLS. Sign up for instant email alerts to ensure you have the best chance of securing the home, condo, or co-op you desire.
120 Bloomingdale Road, White Plains, New York 10605, United States
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