Personalized trust planning solutions in New York, NY
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Westchester Financial Planning
● ClosedWestchester Financial Planning is a reputable finance institution located at 280 North Bedford Road in Mount Kisco, 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 strategies. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, we are here to provide expert guidance and support every step of the way. Trust Westchester Financial Planning to help you secure a stable financial future.
280 N Bedford Rd Suite 205, Mt Kisco, NY 10549, United States -
N.A. Financial Solutions LLC
● OpenN.A. Financial Solutions LLC is a reputable finance institution located at 3130 Wharton Drive in Yorktown Heights, New York. Our team of financial experts is dedicated to providing top-notch financial solutions to individuals and businesses. Whether you need help with investments, retirement planning, or managing your finances, we are here to assist you every step of the way. With our personalized approach and commitment to excellence, you can trust N.A. Financial Solutions LLC to help you achieve your financial goals. Contact us today to schedule a consultation.
3130 Wharton Dr, Yorktown Heights, NY 10598, United States -
Whelan Financial Planning
● ClosedWhelan Financial Planning is a trusted finance institution located at 2127 Crompond Road in Cortlandt, New York. With a team of experienced financial planners, they offer personalized financial advice and services to help individuals and businesses achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or create a budget, Whelan Financial Planning is dedicated to providing expert guidance and support. Contact them today to schedule a consultation and take the first step towards securing your financial future.
BY APPOINTMENT ONLY, 2127 Crompond Rd, Cortlandt, NY 10567, United States -
Corporate Plans Retirement Strategies, LLC
● ClosedCorporate Plans Retirement Strategies, LLC is a finance institution located in White Plains, New York, United States. We specialize in creating personalized retirement strategies for corporate clients, helping them achieve their financial goals and secure a comfortable future. Our team of experienced professionals offers expert guidance and tailored solutions to ensure our clients are well-prepared for retirement. Trust Corporate Plans Retirement Strategies, LLC to provide comprehensive financial planning and investment strategies to help you plan for a secure and prosperous retirement.
333 Westchester Ave South, Building Suite 3302, White Plains, NY 10604, United States -
First New York
● ClosedFirst New York is a leading financial institution located at 90 Park Avenue in the heart of New York City. As a trusted name in the finance industry, First New York offers a wide range of services including banking, investments, and wealth management. With a team of experienced professionals and a commitment to excellence, First New York is dedicated to helping clients achieve their financial goals. Whether you are looking to open a savings account, invest in the stock market, or plan for retirement, First New York is here to provide personalized solutions tailored to your needs. Visit us today and experience the difference that First New York can make in your financial future.
90 Park Ave 5th floor, New York, NY 10016, United States -
Bank of Millbrook Trust Department
● ClosedThe Bank of Millbrook Trust Department, located at 44 Front Street in Millbrook, New York, is a trusted institution offering a range of financial services including ATM access, banking, and finance. Our team of Trust and Investment Professionals, led by Senior Vice President and Trust Officer Meredith Marsh Tiedemann, CPWA®, is dedicated to providing personalized wealth management strategies for high-net-worth clients. With over 30 years of experience, Mrs. Tiedemann holds the prestigious Certified Private Wealth Advisor® designation and is committed to ensuring the success of your trust. Vice President and Trust Officer Eliot C.L. Clarke, a Millbrook native, brings a deep understanding of the community and a background in real estate and finance to our team. Todd, who recently joined the team, has years of industry experience and manages the daily operations of the department with expertise in client distribution, income payments, and securities trading. Trust Administrator Alison, also a Millbrook native, supports the Trust Officers in various administrative tasks to ensure the smooth operation of the department.
44 Front St, Millbrook, NY 12545, United States -
Quant Solutions, LLC
● ClosedQuant Solutions, LLC is a full-service financial and business solutions provider located at 900 3rd Avenue in New York City. Specializing in accounting and finance, we offer strategic financial guidance for small businesses in various creative industries. Our services include accounting, bookkeeping, cash management, budgeting, and strategic planning to help you manage your day-to-day finances and focus on growing your business. Our team, led by Jeanine, is dedicated to providing personalized attention and expertise to meet your specific needs and goals. Whether you need help with classifying expenses, communicating with your tax preparer, or creating a financial roadmap, we are here to assist you every step of the way. By outsourcing your financial responsibilities to us, you can rest assured that your finances are in good hands.
900 3rd Ave 29th floor, New York, NY 10022, United States -
East New York Tax Service Inc.
● ClosedEast New York Tax Service Inc. is a reputable accounting and finance institution located at 7 Elliot Drive in Hicksville, New York, United States. With years of experience in the industry, our team of experts is dedicated to providing top-notch tax services to individuals and businesses in the area. Whether you need help with tax preparation, planning, or filing, we are here to assist you every step of the way. Trust East New York Tax Service Inc. to handle all of your financial needs with professionalism and expertise.
7 Elliot Dr, Hicksville, NY 11801, United States -
Thomsen Bookkeeping & Office Solutions, Inc.
● OpenThomsen Bookkeeping & Office Solutions, Inc. is a reputable accounting and finance institution located at 816 Route 22 in Pawling, New York, United States. With a team of experienced professionals, they offer a wide range of services including bookkeeping, payroll, tax preparation, and office solutions to help businesses manage their financial needs effectively. Their commitment to providing high-quality services and personalized attention to each client sets them apart in the industry. Trust Thomsen Bookkeeping & Office Solutions, Inc. for all your accounting and finance needs.
816 Route 22`, Pawling, NY 12564, United States -
Estates & Trusts Tax CPA
● ClosedEstates & Trusts Tax CPA is a finance institution located at 117 Hillair Circle in White Plains, New York, United States. Our team of experienced CPAs specializes in providing expert tax services for estates and trusts. Whether you need assistance with tax planning, compliance, or representation, our dedicated professionals are here to help. Trust Estates & Trusts Tax CPA for all your tax needs.
117 Hillair Cir, White Plains, NY 10605, United States -
Wise Solution Services Income Tax Preparation - Preparación De Taxes - Tax Service
● ClosedWise Solution Services is a professional tax service located at 459 North Main Street in Port Chester, New York. Specializing in income tax preparation, our team of experts is dedicated to providing accurate and efficient tax solutions for individuals and businesses. Whether you need help with filing your taxes, maximizing deductions, or resolving tax issues, we are here to assist you every step of the way. With our commitment to excellence and personalized service, you can trust Wise Solution Services to handle all of your tax needs with professionalism and expertise. Visit us today for all your tax preparation needs.
459 N Main St, Port Chester, NY 10573, United States -
MSTiller | CPA’S – Tax, Assurance + Advisory New York
● ClosedMSTiller | CPA’S is a leading accounting and finance institution located at 50 Main Street in White Plains, New York, United States. Since 1956, we have been dedicated to providing expert, personal service to our clients in order to build lasting relationships. Our team is committed to helping clients develop new financial and operational strategies that can drive their businesses towards greater success. We offer a wide range of services including Tax, Assurance, and Advisory services, and have earned a strong reputation for our focus on people, innovation, and expertise. Our goal is to support our clients in achieving their financial goals and we look forward to continuing to build strong relationships and mutual prosperity for many years to come.
50 Main St Suite 350, White Plains, NY 10606, United States -
JP Mathew Inc - Tax Preparation in Rockland County NY
● ClosedJP Mathew Inc is a trusted institution offering tax preparation services in Rockland County, NY. Located at 18 Carteret Drive in Pomona, New York, their team of experienced professionals specializes in accounting and finance. Whether you are an individual or a business owner, they are dedicated to helping you navigate the complexities of tax laws and maximize your financial well-being. With their expertise and personalized approach, you can trust JP Mathew Inc to provide reliable and efficient tax preparation services.
18 Carteret Dr, Pomona, NY 10970, United States -
SOS Tax Solutions LLC
● OpenSOS Tax Solutions LLC is a leading accounting and finance institution located at 31 Lark Avenue in White Plains, New York, United States. Our team of experienced professionals specializes in providing expert tax solutions for individuals and businesses alike. Whether you need assistance with tax preparation, planning, or resolution, we are here to help guide you through the complexities of the tax system. Trust SOS Tax Solutions LLC to provide personalized and reliable financial services to meet your needs.
31 Lark Ave, White Plains, NY 10607, United States -
TKS Solutions / Penny - It Works
● ClosedTKS Solutions / Penny - It Works is a leading institution in accounting and finance located at 100 South Bedford Road, Mount Kisco, New York, United States. With over 25 years of experience, we specialize in redefining enterprise investment technology ecosystems and providing modern solutions to meet the needs of today and the challenges of tomorrow. Our award-winning OMS technology helps you get trades to market faster, while our highly configurable software and services from SS&C Eze optimize operational and investment alpha across the entire investment process. From small start-ups to the largest investment institutions, over 1900 buy-side firms worldwide trust us to streamline workflows, centralize data flow, and eliminate manual processes.
100 S Bedford Rd Suite 340, Mt Kisco, NY 10549, United States -
Sena Accounting Solutions
● ClosedSena Accounting Solutions is a leading financial institution located at 1618 Main Street in Port Jefferson, New York, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-quality financial solutions to individuals and businesses alike. With a commitment to excellence and integrity, Sena Accounting Solutions is your trusted partner for all your financial needs. Contact us today to learn more about how we can help you achieve your financial goals.
1618 Main St, Port Jefferson, NY 11777, United States -
All Tax Solution
● ClosedAll Tax Solution is a leading accounting and finance institution located at 292 Helena Avenue in Yonkers, New York, United States. Our team of experienced professionals is dedicated to providing top-notch tax solutions to individuals and businesses alike. Whether you need help with tax preparation, planning, or consulting, we are here to assist you every step of the way. Trust All Tax Solution for all your accounting and finance needs.
292 Helena Ave, Yonkers, NY 10710, United States -
New Line Kitchen Designs Inc
● ClosedNew Line Kitchen Designs Inc is a premier furniture store and general contractor located at 340 Route 25A in Mount Sinai, New York. Specializing in custom kitchen designs, this home goods store offers a wide range of high-quality products and services to help you create the kitchen of your dreams. From cabinets and countertops to appliances and fixtures, New Line Kitchen Designs Inc has everything you need to transform your space. With a team of experienced professionals on hand to assist with every step of the design and installation process, you can trust that your project will be completed to the highest standards. Visit New Line Kitchen Designs Inc today and start building the kitchen you've always wanted.
340 Rte 25A #2, Mt Sinai, NY 11766, United States -
New Primecare LLC
● OpenNew Primecare LLC is a leading health institution located at 1825 Madison Avenue in New York, New York. Our dedicated team of healthcare professionals is committed to providing high-quality medical care and personalized treatment to all of our patients. From routine check-ups to specialized treatments, we offer a wide range of services to meet the unique healthcare needs of our community. Trust New Primecare LLC for all your medical needs and experience compassionate, comprehensive care like never before.
1825 Madison Ave # 1, New York, NY 10035, United States -
Associates In Family Health
● OpenAssociates In Family Health is a trusted medical institution located at 4 Broadway in Valhalla, New York. Our team of dedicated doctors and health professionals are committed to providing comprehensive and compassionate care for patients of all ages. We offer a wide range of services to meet the healthcare needs of families, from routine check-ups and preventive care to managing chronic conditions and addressing acute illnesses. With a focus on personalized treatment plans and patient education, we strive to promote the health and well-being of our community. Visit Associates In Family Health for expert medical care in a welcoming and comfortable environment.
4 Broadway # 105, Valhalla, NY 10595, United States -
Pediatric Group Of New Rochelle
● OpenThe Pediatric Group of New Rochelle is a trusted healthcare institution located at 77 Quaker Ridge Road in New Rochelle, New York. Our dedicated team of doctors specializes in providing comprehensive medical care for children of all ages. From routine check-ups to specialized treatments, we are committed to ensuring the health and well-being of our young patients. With a focus on compassionate and personalized care, the Pediatric Group of New Rochelle is here to support families in their journey towards optimal health and wellness.
77 Quaker Ridge Rd, New Rochelle, NY 10804, United States -
Nicolaysen Insurance Agency - Personal & Business
● ClosedNicolaysen Insurance Agency is a trusted provider of personal and business insurance services located in Chappaqua, New York. With a focus on health insurance, they offer a wide range of coverage options to meet the needs of individuals and businesses alike. Their experienced team is dedicated to helping clients find the right insurance solutions to protect their health and assets. Visit Nicolaysen Insurance Agency at 77 South Greeley Avenue for personalized service and peace of mind.
77 S Greeley Ave, Chappaqua, NY 10514, United States -
Bestmark Insurance Brokerage - Personal and Commercial Insurance
● ClosedBestmark Insurance Brokerage is a personal and commercial insurance agency located at 222 Purchase Street, Rye, New York, United States. With a focus on providing the solutions you need with experience you can trust, our independent agency represents multiple insurance companies to offer a variety of coverage options at the best value in terms of price, policy, and service. We understand that insurance alone is not enough, which is why we prioritize building relationships with our clients to inform them about their unique risks and offer comprehensive insurance solutions to protect them from the unexpected and plan for the predictable. With nearly a decade of experience, we go the extra mile to exceed your expectations, serving clients locally as well as throughout New York and Connecticut.
222 Purchase St #241, Rye, NY 10580, United States -
The New Rochelle Agencies
● ClosedThe New Rochelle Agencies is a reputable insurance agency located at 148 Larchmont Avenue in Larchmont, New York. With a strong commitment to providing top-notch insurance services to individuals and businesses, The New Rochelle Agencies offers a wide range of insurance products tailored to meet the unique needs of their clients. Their team of experienced agents are dedicated to helping customers find the right coverage at the best rates. Whether you are looking for auto, home, life, or business insurance, The New Rochelle Agencies is your trusted partner for all your insurance needs. Visit their office today and experience the exceptional service they are known for.
148 Larchmont Ave, Larchmont, NY 10538, United States -
Health Plans NY Group Health Insurance Experts New York
● ClosedHealth Plans NY Group Health Insurance Experts in New York is a trusted institution located at 189 New York 100, New York, United States. Specializing in health insurance, this agency provides unbiased advice from licensed agents to help New York businesses, large or small, save money on group health insurance and supplemental group benefits. With a focus on small business owners, HealthplansNY.com offers free quotes in less than 1 minute, making it easy to find affordable group health insurance coverage. The institution helps businesses understand the different types of group health plans available, including preferred provider organization (PPO), health maintenance organization (HMO), point of service (POS), exclusive provider organization (EPO), and HSA-eligible plans. Each plan has its benefits and drawbacks, and it's important for businesses to understand these differences before committing to a plan.
189 NY-100, Somers, NY 10589, United States -
Senior Health Solutions LLC
● OpenSenior Health Solutions LLC is a trusted health insurance agency located at 437 East Allen Street in Hudson, New York. We specialize in providing comprehensive health solutions for seniors, offering a wide range of insurance plans tailored to meet their specific needs. Our team of experienced professionals is dedicated to helping seniors navigate the complex world of healthcare and insurance, ensuring they have access to the best possible coverage. At Senior Health Solutions LLC, we are committed to promoting the health and well-being of our senior clients, providing them with peace of mind and security for the future.
437 E Allen St, Hudson, NY 12534, United States -
Lucia Banko, New York Life Agent
● ClosedLucia Banko, New York Life Agent is an insurance agency located at 777 Westchester Avenue in White Plains, New York. As a trusted representative of New York Life, Lucia Banko provides personalized insurance solutions to meet the unique needs of individuals and families. With a commitment to excellence and customer satisfaction, Lucia Banko offers a range of insurance products and services to help clients protect their financial future. Whether you are looking for life insurance, retirement planning, or estate planning, Lucia Banko is dedicated to helping you make informed decisions and secure your financial well-being. Contact Lucia Banko, New York Life Agent today to learn more about how they can help you achieve your insurance goals.
777 Westchester Ave 4th floor, White Plains, NY 10604, United States -
Stanley Hunter, New York Life
● ClosedStanley Hunter, New York Life is a reputable health insurance agency located at 777 Westchester Avenue in White Plains, New York. With a focus on providing top-quality insurance products and services, this institution is dedicated to helping individuals and families protect their health and financial well-being. The experienced team at Stanley Hunter, New York Life is committed to offering personalized solutions and exceptional customer service to meet the unique needs of each client. Trust Stanley Hunter, New York Life for all your health insurance needs in the United States.
777 Westchester Ave 4th floor, White Plains, NY 10604, United States -
Aequitas Risk Solutions Inc.
● ClosedAequitas Risk Solutions Inc. is a reputable insurance agency located at 66 Palmer Avenue in Bronxville, New York. With a commitment to providing personalized and comprehensive insurance solutions, we strive to protect our clients from unforeseen risks and help them achieve peace of mind. Our team of experienced professionals is dedicated to offering top-notch customer service and tailored insurance plans to meet individual needs. Whether you are looking for auto, home, life, or business insurance, Aequitas Risk Solutions Inc. is here to assist you every step of the way. Trust us to safeguard what matters most to you.
66 Palmer Ave Ste 49D, Bronxville, NY 10708, United States -
Brown & Brown of New York Inc
● ClosedBrown & Brown of New York Inc is a reputable insurance agency located at 1133 Westchester Avenue in White Plains, New York. With a strong presence in the United States, this institution offers a wide range of insurance services to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to providing personalized solutions and exceptional customer service. Whether you are looking for auto, home, life, or business insurance, Brown & Brown of New York Inc is committed to helping you find the coverage that best fits your needs.
1133 Westchester Ave suite n-136, White Plains, NY 10604, United States
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