Professional advisory in Schenectady, New York
14 results found
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Reynolds Schenectady Tax Service
● ClosedReynolds Schenectady Tax Service is a professional accounting and finance institution located at 406 Union Street in Schenectady, New York, United States. With a team of experienced tax professionals, they provide comprehensive tax services to individuals and businesses in the local community. From tax preparation to financial planning, Reynolds Schenectady Tax Service is dedicated to helping their clients navigate the complexities of the tax system and achieve their financial goals.
406 Union St, Schenectady, NY 12305, United States -
High Profile
● ClosedHigh Profile is a premier hair care and health institution located at 245 Broadway in Schenectady, New York. Our expert stylists and health professionals are dedicated to providing top-notch services to help you look and feel your best. Whether you're looking for a fresh new hairstyle or seeking holistic health solutions, High Profile is the place to go. Come visit us and experience the high-quality care and personalized attention that sets us apart from the rest.
245 Broadway Suite 2, Schenectady, NY 12305, United States -
Center For Solutions
● ClosedCenter For Solutions is a leading health institution located at 2141 Eastern Parkway in Schenectady, New York. Our dedicated team of professionals is committed to providing innovative and effective solutions to improve the overall health and well-being of our patients. We offer a wide range of services including medical consultations, diagnostic testing, treatment plans, and wellness programs. At Center For Solutions, we strive to empower our patients to take control of their health and achieve their goals. Visit us today and discover the difference our personalized approach can make in your life.
2141 Eastern Pkwy, Schenectady, NY 12309, United States -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a leading financial institution located at 1212 Troy-Schenectady Road in Latham, New York, United States. Our team of experienced advisors offers comprehensive financial planning services to help individuals and businesses achieve their financial goals. From investment management to retirement planning, we provide personalized solutions tailored to each client's unique needs. With a commitment to excellence and integrity, Morgan Stanley Financial Advisors is dedicated to helping our clients build and protect their wealth for the future.
1212 Troy-Schenectady Rd, Latham, NY 12110, United States -
Fazio / Schmitz / Sheehan Group - Morgan Stanley
● OpenThe 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 -
William F. Friske CPA
● ClosedWilliam 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 -
Pascucci William CPA
● ClosedPascucci 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 -
PlanMember Securities Corporation
● ClosedPlanMember Securities Corporation is a finance institution located at 1574 Union Street, Schenectady, New York, United States. Specializing in helping individuals develop comprehensive financial strategies, the institution offers access to quality investment solutions to help clients achieve their retirement and investment goals. With over 40 years of experience, the institution caters to educators, employees of nonprofit and for-profit organizations, and individuals from all walks of life. The founder is also a guest speaker and has spoken at numerous public seminars and workshops across the country on topics such as estate planning, retirement planning, and wealth transfer strategies. As an independent advisor with PlanMember, clients can choose from a broad spectrum of investment options, including professionally managed mutual fund accounts and insurance programs. The institution also offers the PlanMember Services Program, a comprehensive retirement planning system designed to help individuals save for retirement. Representatives registered with PlanMember Securities Corporation offer securities and advisory services, and before investing, individuals are encouraged to carefully read prospectus(es) containing important information about investment objectives and risks. Plan for your future with PlanMember Securities Corporation and take the first step towards achieving your retirement goals.
1574 Union St, Schenectady, NY 12309, United States -
beth kissinger, cpa
● OpenBeth Kissinger, CPA is a reputable accounting and finance institution located at 275 Saratoga Road in Schenectady, New York. With a team of experienced professionals, they offer a wide range of services including tax preparation, auditing, financial planning, and more. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted choice for individuals and businesses alike. Whether you are looking for help with your taxes or need assistance with financial planning, Beth Kissinger, CPA is dedicated to providing top-notch service to meet your needs.
275 Saratoga Rd, Schenectady, NY 12302, United States -
Grant Mengel - Thrivent
● ClosedGrant Mengel - Thrivent is a finance institution located at 3418 Carman Road, Schenectady, New York, United States. Licensing for services is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional for such guidance. Thrivent provides advice and guidance through its Financial Planning Framework, which includes a thorough review and analysis of a client's financial situation. Clients have the option to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
3418 Carman Rd, Schenectady, NY 12303, United States -
Simon Blattstein - Thrivent
● ClosedSimon Blattstein - Thrivent is a finance institution located at 3418 Carman Road in Schenectady, New York, United States. They are licensed in multiple states, including CT, DE, FL, ID, MD, NY, OR, PA, and WA. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to engage further with Thrivent through their Dedicated Planning Services, which provides written recommendations for a fee. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients should consult with their attorney or tax professional for these matters. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC.
3418 Carman Rd, Schenectady, NY 12303, United States -
Greg Mengel - Thrivent
● ClosedGreg Mengel - Thrivent is a finance institution located at 3418 Carman Road, Schenectady, New York, United States. We are dedicated to helping clients achieve their financial goals through personalized and holistic advice. Founded in 2017 by Greg Mengel and Bob Morse, with over 20 years of experience in successful practices at Thrivent, we offer comprehensive financial strategies across 32 states. Our commitment is to provide informed and educated guidance at every step of your financial journey, ensuring your assets are protected, retained, and efficiently transferred. Whether you are managing accumulated wealth or have specific financial goals in mind, our advice is tailored to your individual needs and goals.
3418 Carman Rd, Schenectady, NY 12303, United States -
Steve Warren - Thrivent
● ClosedSteve Warren - Thrivent is a finance institution located at 3418 Carman Road in Schenectady, New York, United States. Licensing for their services can be obtained through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which involves reviewing and analyzing a client's financial situation. Clients can also opt for Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
3418 Carman Rd, Schenectady, NY 12303, United States -
uTaxes - LLC/Corp Formation, Bookkeeping and Tax Services
● CloseduTaxes - LLC/Corp Formation, Bookkeeping and Tax Services is a trusted accounting and finance institution located at 45 Colvin Avenue in Albany, New York. With over 45 years of experience, our family-owned business offers a wide range of services including fast LLC/Corp formation, tax preparation, bookkeeping, CPA services, QuickBooks assistance, and website creation. Our team of experienced professionals is dedicated to providing both personal and professional financial services in Albany, Rensselaer, Schenectady, and Saratoga counties. We represent clients before the IRS and State tax agencies, ensuring that final assessments are fair and any refunds due are identified and credited accordingly.
45 Colvin Ave #120, Albany, NY 12206, United States
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