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TOP 30 Professional advisory in Westbury, NY
10 results found
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Westbury Partners
Westbury Partners is a leading finance institution located at 1400 Old Country Road in Westbury, New York. With a strong reputation for excellence in financial services, Westbury Partners offers a wide range of investment and advisory services to help clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions and expert guidance to ensure the success of our clients. Contact us today to learn more about how Westbury Partners can help you reach your financial objectives.
Certified Public Accountants
Certified Public Accountants is a professional institution located at 1400 Old Country Road in Westbury, New York, United States. Our team of experienced and qualified accountants provides a wide range of financial services including tax preparation, auditing, consulting, and financial planning. We are dedicated to providing our clients with accurate and reliable financial information to help them make informed decisions and achieve their financial goals. Trust Certified Public Accountants for all your accounting needs.
DB Tax Consulting, Inc
DB Tax Consulting, Inc is a reputable accounting and finance institution located at 64 Choir Lane, Westbury, New York, United States. With a team of experienced professionals, we provide expert tax consulting services to individuals and businesses. Our services include tax planning, preparation, and filing, as well as financial consulting and advisory. Trust DB Tax Consulting, Inc to help you navigate the complexities of the tax system and achieve your financial goals.
Renee O'toole
Renee O'Toole is a doctor specializing in OB-GYN located at 372 Post Avenue, Westbury, New York, United States. Dr. O'Toole was raised in Saratoga Springs and completed her medical degree at Boston University School of Medicine. She joined The Woman's Health Pavilion in 2018 and is dedicated to providing excellent care to women throughout their lives. Dr. O'Toole enjoys forming relationships with her patients and is passionate about women's health. She is a part of a collaborative team that offers a range of treatments and services. If you are looking for a second opinion or need assistance with a diagnosis, the experienced team at The Woman's Health Pavilion is happy to help. Contact them to find out more about their services and schedule an appointment.
Robert F De Stefano - Private Wealth Advisor, Ameriprise Financial Services, LLC
Robert F De Stefano, Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1600 Stewart Avenue, Westbury, New York, United States, offers a wide range of financial services to individuals. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®, clients can trust in the expertise and commitment to providing top-notch financial advice and services. Specializing in asset management, retirement planning, estate planning, investment strategies, and more, Robert F De Stefano is dedicated to helping clients achieve their financial goals with integrity and professionalism.
Jason Rogoff - Thrivent
Jason Rogoff - Thrivent is a finance institution located at 1400 Old Country Road, Westbury, New York, United States. With a focus on providing financial guidance to help clients reach their goals, Jason Rogoff - Thrivent is licensed in multiple states including AZ, CA, CT, DE, FL, GA, IA, IL, MA, MD, ME, NC, NJ, NY, PA, SC, TX, VA, and WA. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option for clients to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment advisory services through Thrivent Investment Management Inc. Clients can rest assured that only appropriately appointed and licensed financial advisors and professionals provide insurance products, securities, and investment advisory services. For more information on professional designations and requirements, visit https://www.thrivent.com/designations.
Robert Vissichelli - Thrivent
Robert Vissichelli - Thrivent is a finance institution located at 1400 Old Country Road, Westbury, New York, United States. Licensing for financial 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 for these matters. The institution offers financial planning services through its Financial Planning Framework, with the option to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and investment services offered through Thrivent Investment Management Inc. Securities and investment advisory services are provided by licensed financial advisors and professionals. For more information on professional designations and requirements, visit their website or FINRA's Broker Check.
Metropolitan Business & Tax Services
Metropolitan Business & Tax Services is a reputable accounting and finance institution located at 221 Post Avenue in Westbury, New York, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, bookkeeping, financial planning, and business consulting. Whether you are an individual or a business owner, Metropolitan Business & Tax Services is dedicated to helping you manage your finances effectively and achieve your financial goals. Visit their office today to experience personalized and reliable financial services.
Roel Iway, EA - Accounting and Tax Preparation Services
Roel Iway, EA - Accounting and Tax Preparation Services is a trusted institution located at 37 Greentree Circle in Westbury, New York, United States. Specializing in accounting and finance services, Roel Iway, EA offers expert assistance with tax preparation, financial planning, and more. With a focus on accuracy and efficiency, clients can rely on Roel Iway, EA for all their accounting needs.
J T Shulman & Co
J T Shulman & Co is an accounting and finance institution located at 1400 Old Country Road in Westbury, New York, United States. At JTS Associates, their commitment extends beyond just financial services - they also prioritize supporting their community through compassionate outreach. Their philosophy of compassion and generosity not only benefits those around them but also enhances their workplace environment. Organizing teams for charitable initiatives is a major focus in their annual calendar, with a strong emphasis on giving back to charities close to their hearts, families, clients, and friends. Over the past 6 years, they have raised over $100,000 for various charities and continue to make a positive impact in their community. JTS Associates truly cares about making a difference.
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