TOP 30 Professional tax planning advice in New York, New York

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Welcome to Edgar Betancourt - Ameriprise Financial Services, LLC, your trusted partner in navigating the complexities of financial planning and investment management. Conveniently located at 1673 County Road 39 in Southampton, New York, we specialize in providing personalized financial advice tailored to meet your unique goals and aspirations. At Edgar Betancourt - Ameriprise Financial Services, LLC, we understand that each client has distinct financial needs and objectives. That's why we offer a comprehensive approach to financial planning, ensuring that your strategy aligns perfectly with your personal goals. Our advisors possess a wide array of professional certifications and designations, underscoring their commitment to excellence and expertise in areas such as asset management, estate planning, retirement solutions, and investment strategies.

Welcome to Rocco A Carriero - Private Wealth Advisor, Ameriprise Financial Services, LLC, where we are committed to providing exceptional financial advisory services tailored to your unique needs. Located at 1673 County Road 39, Southampton, New York, our team is dedicated to helping you achieve your financial goals with confidence and clarity. Our expertise is backed by a range of prestigious certifications, ensuring that we deliver the highest standard of financial planning and advice. Our advisor holds the AAMS™ (Accredited Asset Management Specialist™) certification, which emphasizes a strong ethical foundation and proficiency in asset management, investment strategies, estate planning, and more. We also offer specialized services for domestic partners, retirees, and small business owners, thanks to our ADPA™ (Accredited Domestic Partnership Advisor™) and AWMA℠ (Accredited Wealth Management Advisor℠) designations.

Welcome to George Kreuscher - Financial Advisor, Ameriprise Financial Services, LLC, located at 1673 County Road 39, Southampton, New York. We are your trusted partner in financial planning and investment management, dedicated to helping you achieve your financial goals with personalized strategies and expert advice. George Kreuscher brings a wealth of knowledge and expertise to the table, holding numerous prestigious certifications and designations that highlight his commitment to excellence and professional growth in the financial services industry. As an Accredited Asset Management Specialist (AAMS™), George adheres to a strict code of ethics and applies investment concepts to real-world situations, ensuring your assets are managed effectively.

Meredith Diamond - Financial Advisor, Ameriprise Financial Services, LLC Welcome to Meredith Diamond - Financial Advisor, located at 1673 County Road 39, Southampton, New York. With a commitment to providing exceptional financial guidance, our firm is dedicated to helping you achieve your financial goals through personalized strategies and expert advice.

Welcome to The Luss Group, Inc., your trusted partner for comprehensive insurance and financial services located at 45 Main Street, Southampton, New York. Serving the Hamptons and beyond, we specialize in financial planning and insurance solutions tailored to meet your unique needs. Led by Kevin A. Luss, CFP, ChFC, our team is committed to providing expert guidance and personalized strategies to help you achieve your financial goals. As a registered representative, Kevin offers securities, investment advisory, and financial planning services through MML Investors Services, LLC, a member of SIPC.

Welcome to Ted Morales - State Farm Insurance Agent, your trusted insurance partner in Hampton Bays, New York. Located at 252 West Montauk Highway, we are proud to serve our community and the greater Suffolk and Nassau Counties, including East Hampton, West Hampton, Southampton, Sag Harbor, Bridgehampton, Montauk, Shirley, Riverhead, and the five boroughs. Our mission is to help you manage the risks of everyday life, providing comprehensive insurance solutions tailored to your unique needs. Established in 2019, our agency is driven by a commitment to making a genuine impact on the lives of our neighbors. With over 30 years of industry experience, Ted Morales, our dedicated State Farm agent, leads a team that is fluent in both English and Spanish, ensuring clear communication and exceptional service for every client. We specialize in a wide range of insurance products, including auto, home, life, renters, health, and business insurance, as well as pet insurance and coverage for recreational vehicles, campers, jet-skis, and snowmobiles.

Welcome to ATM (Bethpage) located at 311 Main Street, Center Moriches, New York 11934, where your financial needs are our top priority. As a trusted financial institution, we offer a range of services designed to help you manage and grow your wealth effectively. Exclusive Offers: - 9-Month Certificate: Earn a competitive 5.40% APY with a low minimum balance of $50. This is a great opportunity for those looking to maximize their savings over a short term. Please note that early withdrawal penalties may apply.

Welcome to Robert W Urban - Financial Consultant, a trusted partner of Ameriprise Financial Services, LLC, located at 12 Mitchell Road, Westhampton Beach, New York. We are committed to helping you achieve your financial goals through personalized and expert financial planning services. At Robert W Urban, we understand that each client's financial journey is unique. Our Ameriprise advisors possess a wide range of expertise and credentials to ensure that we align our approach with your specific needs and aspirations. Our team is equipped with diverse specializations that include, but are not limited to, investment strategies, estate planning, retirement planning, and risk management.

Welcome to Asset Preservation, Inc., your trusted partner in accounting, finance, and real estate services. Conveniently located at 135 Main Street in the charming community of Westhampton Beach, New York, we are dedicated to helping individuals and businesses achieve their financial goals and preserve their assets. At Asset Preservation, Inc., we offer a comprehensive range of services tailored to meet the unique needs of our clients. Our experienced team of professionals excels in providing expert accounting services, financial planning, and strategic advice to ensure your financial health and success. Whether you're a small business owner looking for reliable bookkeeping solutions or an individual seeking personalized tax planning, we have the expertise to guide you every step of the way.

Welcome to Bassa Financial, your trusted partner in navigating the complex world of finance. Conveniently located at 373 Main Street in the heart of Center Moriches, New York, we are committed to providing personalized financial solutions tailored to meet the unique needs of our community. At Bassa Financial, we specialize in a wide range of services, including financial planning, investment management, retirement planning, and tax advisory. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals with confidence and clarity.

Probate Kings County: Your Trusted Partner in Estate Management Welcome to Probate Kings County, a dedicated local government office located at 1110 Pennsylvania Avenue, Brooklyn, New York 11207. We specialize in providing comprehensive probate law services to the residents of Kings County, New York. With extensive experience in handling estates, whether testate or intestate, our team is committed to delivering practical advice and solutions tailored to meet your legal and business objectives efficiently and cost-effectively.

Welcome to The Valente Group LLC, your trusted partner in financial excellence located in the heart of Herkimer, New York. Situated at 849 Westwood Drive, our firm is dedicated to providing comprehensive financial services tailored to meet the unique needs of our clients. At The Valente Group LLC, we pride ourselves on delivering personalized financial solutions that help individuals and businesses achieve their financial goals. Our team of experienced professionals offers a wide range of services, including financial planning, investment management, tax preparation, and business consulting.

Welcome to The Woodgrain Company, your trusted partner in financial services and postal solutions located in the heart of Bay Shore, New York. Conveniently situated at 215 North Fehr Way, our business is dedicated to providing a comprehensive range of services tailored to meet the diverse needs of our community. At The Woodgrain Company, we specialize in offering expert financial guidance and solutions to help you manage your personal and business finances effectively. Our team of experienced professionals is committed to delivering personalized service, whether you are seeking investment advice, retirement planning, or tax assistance.

Welcome to RealMart Realty, your trusted partner in innovative real estate solutions! Located at 6107 Aylesbury Path, Manlius, New York, RealMart Realty is redefining the home selling process with our pioneering flat fee MLS services. With roots in New Jersey, we have expanded our expertise across the United States, offering unparalleled savings and efficiency to savvy home sellers nationwide. Founded by industry trailblazers Gary Ragusa and Matt Gomolka, RealMart Realty stands out as the "By-Owner MLS Broker," empowering homeowners to take control of their property sales without the hefty commissions traditional brokers charge. Our proven flat fee MLS formula has successfully listed and sold hundreds of millions of dollars in real estate, helping clients save thousands in commission fees.

Welcome to WNY Premier Realty, your trusted real estate agency in Western New York. Located at 3140 Sheridan Drive, Amherst, NY 14226, we have been proudly serving the vibrant communities of Erie and Niagara Counties since 2007. Our team of dedicated agents is committed to providing a personalized and customized service experience for both buyers and sellers. Unlike larger brokers, we prioritize building meaningful relationships with our clients, treating each one like family. At WNY Premier Realty, we understand the intricacies of the local market and work closely with local lenders to support our buyers in finding their dream homes. Our sellers benefit from competitive commission rates and flexible listing agreements, ensuring a seamless selling experience. We invite you to explore our featured properties in Amherst, Williamsville, Buffalo, Clarence, Grand Island, and North Tonawanda, where our local experts are ready to assist you.

Welcome to Cruiseland Business Services & Realty Corp., your trusted partner for comprehensive accounting, finance, and real estate solutions in The Bronx, New York. Conveniently located at 1512 Schorr Place, our dedicated team of professionals is committed to providing personalized services tailored to meet your unique needs. Whether you're a business seeking expert financial advice, an individual in need of meticulous accounting services, or a family looking to buy or sell property, Cruiseland Business Services & Realty Corp. is here to guide you every step of the way. Our expertise spans a wide range of services, including bookkeeping, tax preparation, financial planning, property management, and real estate transactions.

Welcome to Sugar Hill Harlem Inn, your cozy retreat in the heart of Manhattan, New York. Nestled at 460 West 141st Street, this charming lodging offers a unique blend of historic charm and modern comfort, making it your perfect home away from home. At Sugar Hill Harlem Inn, we understand that your accommodation is more than just a place to rest; it's a sanctuary where you can feel secure and at ease. Our inn is thoughtfully designed to provide you with a warm and inviting atmosphere, ensuring a memorable stay in one of New York's most vibrant neighborhoods.

Welcome to The Golan Team at Compass, your premier real estate agency located at 1320 Fulton Street, Brooklyn, New York. As the #1 Brooklyn Large Team for 2023 and 2024 according to RealTrends America's Best, and ranked #1 by WSJ in 2021, The Golan Team is your trusted partner in navigating the dynamic New York real estate market. Founded by Joshua Golan, our team comprises highly-motivated and experienced real estate agents, marketing professionals, and support staff, all dedicated to delivering exceptional service to homeowners, investors, and developers. With over 30 years of combined experience and more than $1 billion in closed sales, The Golan Team specializes in residential and investment properties across New York City and Long Island. Our client-focused, results-driven approach has earned us the trust and accolades of thousands of buyers, sellers, and developers. We pride ourselves on having a finger on the pulse of the New York real estate market, guiding our clients through its highs and lows with expertise and dedication.