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TOP 30 Present help advisors in New York, NY
12 results found
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Present Help
Present Help is a health institution located at 21 Connacher Road in Ghent, New York, United States. Our mission is to provide support and assistance to individuals in need of medical care and wellness services. Our dedicated team of healthcare professionals is committed to ensuring that every patient receives the highest quality of care possible. Whether you are in need of routine check-ups, specialized treatments, or emergency care, Present Help is here to help you every step of the way. Visit us today and experience the compassionate and personalized care that sets us apart from other healthcare providers.
Merrill Lynch Financial Advisor Courtney Burton
Merrill Lynch Financial Advisor Courtney Burton, located at 225 Liberty Street, New York, is a finance institution dedicated to helping clients prioritize and pursue their financial goals. With over 20 years of experience advising high net worth clients, Courtney provides personalized advice on asset and liability management, tax minimization, and income preservation. She holds multiple FINRA registrations and is a CERTIFIED FINANCIAL PLANNER™ certificant. Courtney's focus is on building a personalized financial plan centered on your goals, family, and priorities. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, she tailors strategies to help you achieve what matters most to you. With access to Merrill's investment insights and Bank of America's banking solutions, Courtney works to address your financial needs for the present and the future.
Personal and Business Tax Preparation Services NYC
Personal and Business Tax Preparation Services NYC is a reputable institution located at 64 West 52nd Street in New York City. Our team of experienced CPAs and accounting professionals are dedicated to serving the tax and accounting needs of individuals and businesses in New York City and beyond. We offer a wide range of services including tax return preparation, bookkeeping, advising, planning, tax preparation, sales tax filings, general accounting and bookkeeping, 1099 and W-2 filings, payroll management, incorporation and LLC formation, financial reviews, tax planning, estate planning, and individual consultations.
Schulman Business Health Insurance Brokerage, LLC
Schulman Business Health Insurance Brokerage, LLC is a leading independent insurance advisory firm located at 205 Lexington Avenue in New York City. Established in 2006 by veteran broker Jonathan Schulman, our firm is dedicated to providing exceptional value and personalized service to every client. We specialize in health and insurance services, offering expert advice, flexible plans, and ongoing support to meet the unique needs of each individual or business. Our team at Schulman Insurance Brokerage possesses extensive knowledge of insurance products and policies, allowing us to match client needs with effective solutions for both the present and the future. Whether you are looking to decrease costs on your employee benefit package or secure coverage for medical, dental, life, disability, or other insurance needs, we are here to help.
Elevating Your Business
Elevating Your Business, located at 322 101st Street in New York, United States, is a finance and health institution dedicated to helping female financial advisors increase their revenues and grow their businesses effortlessly. Led by award-winning Strategic Consultant and Success Coach Maria, the institution offers group coaching, small mastermind programs, and personalized services tailored to the needs of each client. Through a three-step process of self-awareness, strategic planning, and action, Elevating Your Business guides clients towards professional and personal success. By implementing proven tools and templates, clients can build systems, scale their businesses, and live better while freeing up time to focus on growing their businesses without burnout.
theCoderSchool
Located at 2606 Merrick Road in Bellmore, New York, theCoderSchool is a premier institution dedicated to teaching children the valuable skill of coding. As the #1 kids coding program from Silicon Valley, we are excited to bring this innovative and educational opportunity to the area. At theCoderSchool, we believe in more than just teaching coding - we aim to inspire young coders to think creatively, problem solve, and most importantly, have fun while learning. Our goal is to help children use coding as a tool to express their ideas and unleash their creativity.
Thrivent Financial
Thrivent Financial, located at 3418 Carman Road in Schenectady, New York, is a finance and insurance agency that believes in providing every individual with a financial plan they can have confidence in. Their team of financial advisors is dedicated to understanding each client's unique situation and goals in order to create a personalized financial plan that prioritizes what matters most to them. Thrivent offers free virtual coaching through Money Canvas™ to help clients build healthier money habits at their own pace. Whether you are just starting out, building a foundation, or nearing retirement, Thrivent's financial advisors are there to help you navigate the challenges and opportunities life presents. Thrivent is committed to giving back to the community and offers various generosity programs and charitable planning options for clients who are interested in making a positive impact. With $162 billion in assets under management/advisement, Thrivent is a Fortune 500 organization that provides advice, investments, insurance, banking, and generosity programs. Their mission is to help people make the most of all they've been given and live a more meaningful and generous life.
Principal Financial Group
Principal Financial Group is a finance and insurance agency located at 200 Salina Meadows Parkway in Syracuse, New York, United States. Our institution is dedicated to helping individuals protect what matters most through insurance. With us, you can easily download tax forms and get your top questions answered with just a few clicks. As the presenting sponsor of the women’s and men’s John R. Wooden Award and Legends of Coaching Award, we celebrate expertise, excellence, and equality in sports. We aim to help you protect your life and wages so that your loved ones can continue moving forward, regardless of what life throws at you.
Safe Harbor Asset Management, Inc.
Safe Harbor Asset Management, Inc. is a finance institution located at 167 East Main Street, Huntington, New York, United States. As a “Fee Only” SEC Registered Investment Adviser, the firm takes on the fiduciary responsibility of managing your family’s wealth to protect it from increasing risk and taxes. They offer advisory services on a discretionary and non-discretionary basis. Specializing in investment-grade property alternatives for 1031 Exchanges nationwide, Safe Harbor Asset Management, Inc. provides a wide range of DSTs to their investor clients at a lower cost. Their investment process is guided by Modern Portfolio Theory, using a global strategic Asset Allocation model to construct portfolios around index and enhanced index funds.
Samuel Yakubu, Founder - Sky Financial Group, Llc
Sky Financial Group, LLC, founded by Samuel Yakubu, is a finance institution located at 420 Lexington Avenue in New York, United States. Specializing in providing financial security and love through life insurance, the institution is dedicated to serving professional advisors and helping clients achieve their financial goals and aspirations. As an immigrant pursuing the American Dream of financial security, Samuel Yakubu takes pride in helping clients secure their futures. With a focus on good planning and hard work leading to prosperity, Sky Financial Group aims to prevent hasty shortcuts that can result in poverty. Samuel Yakubu is licensed to sell insurance through New York Life Insurance Company and offers securities products and services through NYLIFE Securities LLC. Additionally, he is registered as an investment adviser representative with Eagle Strategies LLC, offering advisory services in multiple states. With a commitment to bringing the future into the present through careful planning, Sky Financial Group is dedicated to helping clients secure their financial futures.
The WealthPlan LLC
The WealthPlan LLC, located at 60 Cuttermill Road in Great Neck, New York, is a finance institution that offers personalized wealth strategies designed exclusively for your needs. Led by Certified Financial Planner David Warshaw, who has over 20 years of experience, the institution follows a unique Four Seasons Approach to Financial Planning. This approach provides a fully customizable framework to help clients reach their retirement goals by guiding them through each quarter of the year with tailored strategies. At The WealthPlan LLC, the focus is on optimizing clients' finances for both the present and the future. By helping clients understand their monthly expenses, savings rate, and future income, the institution aims to ensure that clients can retire with confidence. Proactive tax planning is also a key aspect, with a thorough review of prior year's tax returns and strategies to lower taxes using tools like Holistiplan.
Castro & Co.
Castro & Co. is a prestigious institution located at 30 Broad Street in New York, United States, specializing in accounting, finance, and legal services. Our team of international tax planning attorneys is dedicated to providing top-notch tax and estate planning services to clients worldwide, including private individuals, family companies, trusts, and estates. At Castro & Co., we pride ourselves on offering personalized representation and undivided attention to each client. Our experienced lawyers are committed to guiding you through the tax planning process seamlessly, ensuring that your goals are achieved promptly and efficiently.
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