Professional tax planning attorney in New York, New York

Rapps & Associates, PLLC is a renowned finance and legal institution located at 445 Central Avenue in Cedarhurst, New York, United States. With a team of experienced lawyers and financial experts, they provide top-notch services to their clients in various legal and financial matters. Whether you need assistance with estate planning, business law, tax issues, or financial planning, Rapps & Associates, PLLC is dedicated to helping you navigate through complex legal and financial challenges with expertise and professionalism. Contact them today for personalized solutions tailored to your specific needs.

Merrill Lynch Wealth Management, located at 1241 Pittsford Victor Road in Pittsford, New York, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. The experienced advisors at this branch are dedicated to helping clients address their wealth planning challenges and opportunities in both rising and turbulent markets. They provide personalized financial strategies based on years of combined knowledge and expertise in wealth management. In addition to wealth planning advice, the advisors at Merrill Lynch Wealth Management can assist with retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. They work closely with clients' outside professionals, such as accountants and tax attorneys, to ensure comprehensive financial strategies are in place.

Massaroni Wealth Management, located at 22 Century Hill Drive in Latham, New York, is a finance institution dedicated to helping clients achieve their financial goals through personalized service and care. Our team utilizes extensive resources to prioritize your needs in the Wealth Management process, creating a goals-based financial strategy tailored to your aspirations. Our process begins by exploring your goals, aspirations, and dreams to define your vision, values, priorities, and goals. We then craft and manage a personalized financial plan, providing continuous support at every stage. We handle all necessary steps, including coordinating with professionals like CPAs or Attorneys, to ensure a smooth execution of your plan.

Kyle Mumpton - Thrivent is a finance institution located at 7897 Oswego Road in New York, United States. They are licensed in multiple states including AZ, FL, GA, IA, ID, IL, IN, KY, MA, MD, MI, MT, NC, NV, NY, OH, PA, TN, TX, VA, WI, and WV. Licensing information can be found through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients are advised to consult their attorney or tax professional for such matters. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can also opt for Dedicated Planning Services for written recommendations for a fee.

Nick Cecere - Thrivent is a finance institution located at 4476 Main Street, Amherst, New York, United States. They offer services from Monday to Thursday, from 9 a.m. to 4 p.m., with evening appointments also available. Licensing can be obtained through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are encouraged to consult their attorney or tax professional. Not all team members may offer all products, programs, and services in all states. Thrivent provides financial advice and guidance through its Financial Planning Framework, with the option to engage in Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Visit their website for more information on privacy and disclosures. Insurance products, securities, and investment advisory services are provided by licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to offer investment advisory services. For more information on professional designations and requirements, visit their website.

Markus Strauss - Thrivent is a finance institution located at 21 Goodway Drive in Rochester, New York, United States. Licensing for our services is available through your State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice. It is recommended to consult with your attorney or tax professional for these matters.

Alexander Morphet - Thrivent is a finance institution located at 312 Titusville Road in Poughkeepsie, New York, United States. Licensing can be obtained through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. The institution and its financial professionals do not offer legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional for such matters. Thrivent offers advice and guidance through its Financial Planning Framework, which involves reviewing and analyzing a client's financial situation. Clients have the option to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Anthony G Pirro PC is a reputable accounting and finance institution located at 700 Post Road in Scarsdale, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual or a business owner, Anthony G Pirro PC is dedicated to helping you achieve your financial goals and maximize your financial success. Trustworthy and reliable, they strive to provide top-notch service to all their clients.

Daniel Tohill - Thrivent is a finance institution located at 150 Motor Parkway, Hauppauge, New York, United States. The institution is licensed in multiple states including CA, CT, DE, FL, GA, IN, MA, MD, ME, MO, NC, NH, NJ, NY, PA, SC, SD, TN, TX, and VA. Licensing information can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients are encouraged to consult their attorney or tax professional for such matters. Thrivent offers advice and guidance through its Financial Planning Framework, with the option for further planning engagement through its Dedicated Planning Services for a fee.

Betty Pence - Thrivent is a finance institution located at 5307 64th Street, New York, United States. They are licensed in multiple states including AZ, CO, CT, DE, FL, IN, MA, MD, MN, MS, NC, NH, NJ, NY, OH, PA, RI, TX, VA. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option to engage in Dedicated Planning Services for a fee. They do not provide legal, accounting, or tax advice and recommend consulting with an attorney or tax professional. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment advisory services through Thrivent Investment Management Inc. Visit their website for more information on their services and financial advisors.

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.

David Hawley - Thrivent is a finance institution located at 3418 Carman Road, Schenectady, New York, United States. Our team is dedicated to helping you achieve your financial goals through personalized and holistic advice. With a focus on protecting what matters most to you, retaining assets, and efficiently transferring wealth, we strive to provide comprehensive financial strategies that are in your best interest. Our experienced professionals at Mengel Morse and Associates, backed by a well-rounded team, offer a complete financial experience to clients across 32 states, including New York, Pennsylvania, Delaware, and Connecticut. Whether you are looking for guidance on managing wealth or have specific financial goals in mind, we tailor our advice to create a personalized blueprint that evolves with your needs and objectives.

Grant 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.

Simon 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.

Steve 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.

Logan Simms - Thrivent is a finance institution located at 125 Wolf Road, Albany, New York, United States. They are licensed in multiple states including CT, FL, MA, NC, NH, NJ, NY, VA, and VT. Thrivent and their financial professionals offer advice and guidance through their Financial Planning Framework, with the option to further 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 services through Thrivent Investment Management Inc. They do not provide legal, accounting, or tax advice, and recommend consulting with your own attorney or tax professional. For more information on their services and professional designations, visit their website or FINRA's Broker Check.

Lowey Stolzenberg & Edelstein is a reputable accounting and finance institution located at 3375 Park Ave in Wantagh, New York. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and auditing. Clients can trust in their expertise and dedication to helping individuals and businesses achieve their financial goals.

Madonna & Company, LLP is a reputable law firm located at 9 Endo Boulevard in Garden City, New York, United States. With a team of experienced attorneys, they provide a wide range of legal services to individuals and businesses in the area. Specializing in various areas of law, including real estate, family law, and estate planning, Madonna & Company, LLP is dedicated to providing top-notch legal representation and personalized attention to each client. Whether you are facing a complex legal issue or simply need guidance on a legal matter, you can trust Madonna & Company, LLP to handle your case with professionalism and expertise.

Ronald J Hongo PC is a reputable accounting and finance institution located at 312 South Main Street in North Syracuse, New York, United States. With a team of experienced professionals, they specialize in providing a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Ronald J Hongo PC is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.

McCready & Todaro is a reputable law firm located at 6 North Pearl Street in Buffalo, New York, United States. Specializing in a wide range of legal services, the experienced lawyers at this institution provide expert advice and representation to clients in need of legal assistance. With a strong reputation for professionalism and dedication to client satisfaction, McCready & Todaro is a trusted choice for individuals seeking high-quality legal representation in the Buffalo area.

Colasanti & Iurato is a trusted accounting and finance institution located at 854 U.S. 6 in Mahopac, New York. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Whether you are an individual or a business owner, Colasanti & Iurato offers personalized solutions to help you achieve your financial goals. Their commitment to excellence and attention to detail make them a top choice for all your accounting and finance needs in the United States.

Mensah Klu & Associates is a reputable accounting and finance institution located at 1200 Waters Place in New York, United States. Our team of experienced professionals provides a wide range of financial services including tax preparation, auditing, and financial planning. With a commitment to excellence and client satisfaction, we strive to help individuals and businesses achieve their financial goals. Trust Mensah Klu & Associates for all your accounting and finance needs.

Salandra Frank A is a reputable accounting and finance institution located at 550 Mamaroneck Avenue in Harrison, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Salandra Frank A is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart in the industry. Contact them today to learn more about how they can assist you with your financial needs.

Vreeland William W is a reputable accounting and finance institution located at 359 5th Avenue in New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, and financial planning. Clients can trust Vreeland William W for accurate and reliable financial advice to help them achieve their financial goals.

Liberta & Milo LLP is a renowned accounting and finance institution located at 1044 Northern Boulevard in Roslyn, New York, United States. With a team of highly skilled professionals, we provide top-notch financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation, auditing, or financial planning, our experts are here to guide you every step of the way. Trust Liberta & Milo LLP to handle all your accounting and finance needs with precision and expertise.

Snow Arthur C is a reputable accounting and finance institution located at 77 North Centre Avenue in Rockville Centre, New York, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or investment strategies, Snow Arthur C is dedicated to helping you achieve your financial goals. Trustworthy and reliable, they are committed to providing excellent service to their clients.

Kahn Stephen H is an established accounting and finance institution located at 602 Merrick Avenue in East Meadow, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and investment management. Whether you are an individual or a business owner, Kahn Stephen H is committed to providing personalized and reliable financial solutions to help you achieve your goals. Contact them today to schedule a consultation and see how they can assist you with your financial needs.

Berman & Sosman & Rosenzweig is a leading accounting and finance institution located at 30 Jericho Executive Plaza in Jericho, New York. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, and financial planning. Their commitment to excellence and personalized approach sets them apart in the industry. Whether you are a small business owner or an individual looking for financial guidance, Berman & Sosman & Rosenzweig is dedicated to helping you achieve your financial goals.

Perl Grossman & Associates LLP is a leading accounting and finance institution located at 3000 Marcus Avenue in New Hyde Park, New York, United States. With a team of experienced professionals, we provide a wide range of services including tax planning, auditing, financial consulting, and more. Our commitment to excellence and personalized service sets us apart from the competition, making us a trusted partner for individuals and businesses alike. Whether you need help with tax preparation or strategic financial planning, Perl Grossman & Associates LLP is here to help you achieve your financial goals.

Michael C. Horowitz PC is a reputable accounting and finance institution located at 4190 Sunrise Highway in Massapequa, New York. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, auditing, and financial planning. Whether you are an individual looking for personal financial advice or a business in need of accounting expertise, Michael C. Horowitz PC is dedicated to helping clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.