TOP 10 Proactive financial strategy in New York City, New York

Binod Roka and Associates, PC is a reputable law firm located in New York, United States. With a prime location at 53-33 37th Road, this firm offers a wide range of legal services to individuals and businesses. Led by experienced attorney Binod Roka, the team at Binod Roka and Associates, PC is dedicated to providing exceptional legal representation and personalized attention to each client. Whether you are in need of assistance with immigration law, criminal defense, family law, or business law, you can trust the professionals at this firm to guide you through the legal process with expertise and care. Contact Binod Roka and Associates, PC today to schedule a consultation and discuss your legal needs.

Lenza Law Firm, PLLC is a reputable institution located at 303 South Avenue in New York, United States. Specializing in estate planning, elder law, and Medicaid planning, this firm is dedicated to providing top-notch legal advice in Staten Island. With a focus on Elder Law, Probate, Estate Administration, Estate Planning, and Medicaid Asset Protection, Lenza Law Firm, PLLC is committed to helping clients navigate complex legal issues with ease. The team at Lenza Law Firm, PLLC is comprised of experienced attorneys and staff who strive to keep clients informed and prepared throughout the estate planning, administration, and real estate processes. By offering personalized services tailored to individual needs, this firm ensures that every client receives the attention and support they deserve.

Select Wealth Partners is a leading finance institution located at 3 North William Street in Pearl River, New York. Our team of experienced wealth management professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Select Wealth Partners is committed to providing top-tier service and guidance every step of the way. Contact us today to learn more about how we can help you secure your financial future.

Joseph P. Lucia & Associates, LLC is a finance institution located at 3505 Hill Boulevard in Yorktown Heights, New York, United States. As an independent financial advisory firm, they prioritize the best interests of their clients above all else. They offer personalized portfolio creation based on individual needs and investment goals, utilizing the stability and service of Charles Schwab Institutional as their custodian. With a focus on unbiased relationships and the highest standards of care, they provide ongoing collaboration and innovative strategies to help clients achieve their financial goals. Their team of experienced financial professionals and access to cutting-edge technologies ensure that clients receive exceptional service and objective financial planning. Recognized for their outstanding service, Joseph P. Lucia & Associates, LLC is dedicated to enriching the lives of their clients and helping them stay focused on their financial journey. They look forward to building long-term relationships with clients and helping them reach their financial dreams. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Awards received by the firm were based on merit and not paid for.

Strategic Asset Services is a leading finance institution located at 7 Skyline Drive in Hawthorne, New York, United States. With a focus on strategic asset management, our team of experts offers a wide range of services to help clients maximize their investments and achieve their financial goals. Whether you are looking to grow your portfolio, manage risk, or optimize your assets, Strategic Asset Services is here to provide personalized solutions tailored to your specific needs. Trust us to help you navigate the complexities of the financial world and secure your financial future.

Health Services Retirement is an insurance agency located at 555 West 57th Street in New York, New York, United States. We specialize in providing retirement planning services for individuals working in the health services industry. Our experienced team is dedicated to helping our clients navigate the complexities of retirement planning and ensuring they have the financial security they need for their future. Contact us today to learn more about how we can help you plan for a comfortable and stress-free retirement.

Merrill Lynch Wealth Management is a renowned financial institution located at 10 Teleport Drive in New York, United States. Specializing in wealth management services, Merrill Lynch provides comprehensive financial planning, investment advice, and portfolio management to help clients achieve their financial goals. With a team of experienced financial advisors and a wide range of investment options, Merrill Lynch is dedicated to helping individuals and families grow and protect their wealth for the long term.

Doreen M Inserra CPA PC is a reputable accounting and finance institution located at 42 Joel Place in New York, United States. With years of experience and expertise in the field, they provide a wide range of services including tax preparation, financial planning, and consulting. Their team of professionals is dedicated to helping individuals and businesses achieve their financial goals and navigate the complexities of tax laws. Trust Doreen M Inserra CPA PC for all your accounting and finance needs.

Duckfund Inc. is a finance institution located at 28-18 Steinway Street in New York, United States. We specialize in providing a variety of financial services, including investment management, wealth planning, and retirement solutions. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their future. At Duckfund Inc., we prioritize transparency, integrity, and personalized service to ensure the best possible outcomes for our clients. Contact us today to learn more about how we can help you navigate the complexities of the financial world.

Michael Lentini - Wilmington Advisors @ M&T is a finance institution located at 67 Jackson Street in Fishkill, New York, United States. Specializing in financial advisory services, the institution offers expert guidance and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, Michael Lentini - Wilmington Advisors @ M&T provides comprehensive financial planning, investment management, and wealth management services to individuals and businesses. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, this institution is dedicated to providing you with the support and expertise you need to succeed.

Empire Advisors Group is a leading financial institution located at 141 Rutledge Street in New York, United States. Specializing in providing expert financial advice and services, Empire Advisors Group is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced advisors, Empire Advisors Group offers a wide range of financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment guidance, retirement planning, or wealth management services, Empire Advisors Group is committed to delivering personalized and professional financial advice to help you secure a prosperous future.

Alliant Private Client, located at 32 Old Slip, New York, New York, United States, is an insurance agency dedicated to protecting your assets today and securing your legacy for tomorrow. Specializing in high-net-worth individuals and families, Alliant Private Client offers personalized risk management solutions for homes, collections, liability, cyber security, and life insurance. With a collaborative team of experts, Alliant Private Client has a reputation for excellence and reliability in the insurance landscape. In today's evolving insurance market, Alliant Private Client provides insights and guidance on self-insurance as a potential risk management strategy. By understanding the benefits and downsides of self-insurance, clients can make informed decisions on how to best protect their assets. From redirecting insurance funds towards protective measures to considering the financial obligations of catastrophic losses, Alliant Private Client offers comprehensive advice on risk retention strategies.

Ashley Elezi - TD Wealth Relationship Manager is a prestigious financial institution located at 2944 Gravesend Neck Road in New York, United States. As a dedicated Relationship Manager at TD Wealth, Ashley Elezi provides personalized financial guidance and expertise to clients seeking to grow and protect their wealth. With a strong commitment to building lasting relationships and delivering exceptional service, Ashley Elezi helps clients navigate the complexities of the financial world with confidence and peace of mind. Whether you are planning for retirement, investing for the future, or managing your assets, Ashley Elezi is here to help you achieve your financial goals.

RMJR Tax and Accounting is a reputable accounting and finance institution located at 73 Hudson Street in the bustling city of New York, New York, United States. Our dedicated team of professionals provides expert tax preparation, accounting services, and financial advice to individuals and businesses alike. With years of experience and a commitment to excellence, we strive to ensure our clients receive the personalized attention and top-notch service they deserve. Trust RMJR Tax and Accounting for all your financial needs.

Breukelen Wealth & Taxes is a leading accounting and finance institution located at 155 Prince Street in New York, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, wealth management, or financial planning, we are here to assist you every step of the way. With a commitment to excellence and a focus on delivering personalized solutions, Breukelen Wealth & Taxes is your trusted partner for all your financial needs.

Custom Accounting CPA is a reputable institution located at 44 Court Street in New York, United States. Specializing in accounting and finance services, our team of Certified Public Accountants (CPAs) is dedicated to providing personalized and professional financial solutions to individuals and businesses. With a focus on customization and attention to detail, we strive to help our clients achieve their financial goals and navigate the complexities of the financial world. Whether you need tax preparation, bookkeeping, or financial planning services, Custom Accounting CPA is here to assist you every step of the way. Contact us today to schedule a consultation and see how we can help you succeed financially.

Liebert Associates is a CPA firm located at 401 East 77th Street in New York, United States. Specializing in accounting and finance, we are dedicated to helping small business owners navigate the complexities of tax and financial planning. Our full-service approach ensures that you have a complete, accurate, and bulletproof set of financials for your business, providing financial clarity all year round. With a focus on proactive tax planning, we take the guesswork out of taxes and ensure that you make the most of potential savings. Our team of experts is committed to providing you with a great, modern CPA experience, with a lead advisor and support team available to assist you with all aspects of your financial management. Whether you need help with employees, contractors, operations, marketing, or recruiting, we are here to help you achieve growth and success.

Raymond Buttacavoli Tax Services is a reputable accounting and finance institution located at 8304 17th Avenue in New York, United States. With years of experience in the industry, our dedicated team of professionals provides expert tax services to individuals and businesses alike. Whether you need assistance with tax preparation, planning, or auditing, we are here to help. Trust Raymond Buttacavoli Tax Services for all your financial needs.

Eagle Tax Services is a professional accounting and finance institution located at 400 New York 211 in Middletown, New York, United States. Our team of experienced tax professionals is dedicated to providing top-notch services to individuals and businesses in need of expert financial guidance. Whether you need help with tax preparation, bookkeeping, or financial planning, Eagle Tax Services is here to help you navigate the complexities of the financial world. Trust us to handle your financial needs with precision and care.

Casella Tax Accounting is a reputable financial institution located at 88 Burd Street in Nyack, New York. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch tax solutions and financial advice to individuals and businesses alike. With a commitment to excellence and personalized service, Casella Tax Accounting is your trusted partner in navigating the complexities of tax laws and financial planning. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.

Forma Tax is a reputable accounting and finance institution located at 31-05 33rd Street in New York, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, Forma Tax is dedicated to helping you navigate the complexities of tax laws and financial management. Trustworthy and reliable, Forma Tax is committed to providing top-notch service to help you achieve your financial goals.

Inder Singh CPA, NYC is an accounting and finance institution located at 26 Broadway, New York, New York, United States. We are dedicated to providing our customers with timely and accurate financial information to ensure that their business operations run smoothly. Our firm offers a wide range of cost-effective accounting services. We take a proactive approach to tax services, staying up-to-date on new tax laws and legislation to identify key tax planning opportunities that minimize tax liabilities. Our team provides individual and business clients with the tax expertise and knowledge they deserve. Tax services include tax planning, preparation, and filing.

Mrcami Income Tax and Services LLC is an accounting and finance institution located at 651 West 188th Street in New York, New York, United States. Our team is dedicated to providing accurate and reliable tax services to our clients. We guarantee the correctness of our work by using unique procedures tailored to each client's individual needs. By asking all the right questions and double-checking every calculation, we ensure that you receive the maximum refund possible. Trust Mrcami Income Tax and Services LLC for all your tax and financial needs.

Heritage Insurance Agency, Inc. is a trusted insurance agency located at 8 Tappan Street in Baldwinsville, New York, United States. Our agency offers personalized insurance solutions for individuals, families, and businesses to help protect what matters most to you. With a proactive approach, we work closely with each client to develop a strategy that meets their specific insurance needs. As an independent insurance agency, we offer a variety of personal insurance, business insurance, and employee benefits solutions. Our goal is to keep you and your loved ones protected with the right policies, allowing you to focus on what truly matters in life.

The Hanover Insurance Group Regional Office, located at 251 Salina Meadows Parkway in Syracuse, New York, is a leading provider of insurance products and services in the United States. With a focus on personalized customer service and tailored coverage options, the office serves as a hub for individuals and businesses looking for comprehensive insurance solutions. The dedicated team of professionals at The Hanover Insurance Group Regional Office is committed to providing expert guidance and support to ensure that clients are well-protected and prepared for any unexpected events.

Lawley is a reputable health and insurance agency located at 361 Delaware Avenue in Buffalo, New York. We are dedicated to building long-term relationships based on trust with our customers, insurance carriers, and employees. Our independent broker status allows us to prioritize your needs and provide top-quality service. The Lawley Principals, Chris Ross, William Lawley Jr., and Mike Lawley, lead our team with a focus on doing what's right for our clients. With a history spanning three generations, Lawley has grown to become a Top 50 National Independent Insurance Broker. We specialize in guiding clients through the complexities of Business Insurance, Risk Management, Employee Benefits, and Personal Insurance. Our goal is to empower you to make confident decisions by keeping you informed on the latest industry news.

World Insurance Associates (formerly Gerard P. Smith Agency) is a renowned insurance agency located at 4 East Main Street in Webster, New York, United States. Established in 1966 by Gerard P. (Jerry) Smith, the agency has grown to become one of the largest independent insurance agencies in the region. Now a part of World Insurance, the agency continues to uphold its commitment to providing the highest level of service to its clients. Specializing in personal and commercial insurance services, World Insurance Associates offers a range of products to protect businesses and individuals from various risks. Whether you are looking to safeguard your investment property or need guidance on trust or LLC options, the agency's experienced professionals are dedicated to finding the best solutions for your insurance needs.

Sheridan Benefits, LLC is a health and insurance agency located at 7 Limestone Drive in Buffalo, New York, United States. Our team specializes in providing solutions for individual health insurance and Medicare, as well as offering options for Part-time employees, Medicaid-eligible employees, families in need of Child Health Plus, retirees, and more. With over 50 insurance companies represented, we ensure that your family and personal property are well protected. Our cutting-edge technology solutions make Benefits Administration and Risk Management efficient and hassle-free. We offer personalized online enrollments, digital renewal processes, compliance reporting, and more. Our hands-on approach, backed by technology, keeps you in compliance and informed about the latest changes affecting your business. At Sheridan Benefits, we deliver competitive benefit options to help you attract and retain employees while controlling costs and staying compliant. Our payroll management system, Sheridan PaySource, ensures accurate and efficient payroll processing. We tailor coverage to match your business needs and provide tools to help run your business effectively. Our HR specialists offer tailored advice and robust HR programs to meet your specific needs. With over 15 years of experience, we provide unbiased opinions on all available options in the market. We believe that the right benefits mix has a direct impact on employee health, satisfaction, and financial security. Our proactive approach to benefits consulting and compliance education helps your workforce make informed decisions. At Sheridan Benefits, we believe knowledge is power, and we focus on providing the information needed for educated decisions on benefits.

Concepts Agency Group is a reputable insurance agency located in Babylon, New York. With a commitment to providing top-notch insurance services to individuals and businesses, our experienced team of professionals works diligently to tailor insurance solutions that meet our clients' specific needs. Whether you're looking for auto, home, life, or commercial insurance, Concepts Agency Group is dedicated to helping you protect what matters most. Visit us at 171 Deer Park Avenue to learn more about our comprehensive insurance options and personalized customer service.

Viresh Kumar is a reputable doctor located at 2532 Grand Concourse in New York, United States. Specializing in health and wellness, Dr. Kumar offers top-notch medical services to patients in need. With a focus on providing personalized care and effective treatment plans, Viresh Kumar is dedicated to promoting the well-being of individuals in the community. Whether you are in need of a routine check-up or seeking treatment for a specific health issue, Dr. Kumar is committed to delivering high-quality care to all of his patients. Visit Viresh Kumar for your healthcare needs and experience the difference that compassionate and skilled medical care can make in your life.