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TOP 30 Real estate financial advice in New City, NY
204 results found
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Jennings Financial Advisory Corp
Jennings Financial Advisory Corp is a reputable institution located at 214 Mamaroneck Avenue in White Plains, New York, United States. Specializing in finance, insurance, and real estate services, they offer expert advice and guidance to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Jennings Financial Advisory Corp is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking to invest, protect your assets, or buy/sell property, they are committed to helping you make sound financial decisions. Visit their office today to learn more about their comprehensive services.
Penelope Moore Real Estate
Penelope Moore Real Estate is a premier real estate agency located at 9 Grand Avenue in Shelter Island Heights, New York. Specializing in luxury properties in the Hamptons and surrounding areas, our team of experienced agents is dedicated to providing exceptional service to our clients. Whether you are looking to buy, sell, or rent a home, Penelope Moore Real Estate is committed to helping you achieve your real estate goals. Contact us today to learn more about our exclusive listings and personalized service.
Cherico Real Estate
Cherico Real Estate is a premier real estate agency located at 2218 Esplanade in New York, United States. Specializing in buying, selling, and renting properties, Cherico Real Estate is dedicated to providing top-notch service to clients looking to navigate the competitive real estate market. With a team of experienced and knowledgeable agents, Cherico Real Estate is committed to helping clients find their dream home or investment property. Whether you are a first-time buyer or a seasoned investor, Cherico Real Estate is here to guide you every step of the way. Contact us today to start your real estate journey with Cherico Real Estate.
Sorena Gilkinson, Lic. Associate RE Broker with ERA Team VP Real Estate
Sorena Gilkinson, Lic. Associate RE Broker with ERA Team VP Real Estate is a reputable financial institution located at 4478 West Lake Road in Mayville, New York. Specializing in real estate brokerage services, Sorena Gilkinson and her team are dedicated to helping clients buy, sell, and invest in properties. With years of experience and a commitment to exceptional customer service, they strive to make the real estate process as smooth and successful as possible for their clients. Contact Sorena Gilkinson, Lic. Associate RE Broker with ERA Team VP Real Estate for all your real estate needs in the Mayville area.
Jon L Myers and Associates - Ameriprise Financial Services, LLC
Jon L Myers and Associates - Ameriprise Financial Services, LLC is a finance institution located at 1550 Vestal Parkway East, Vestal, New York, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams for 2024, we offer personalized financial services tailored to your individual goals and risk tolerance. Our team works with you to create investment strategies, asset allocations, and portfolio recommendations to help you achieve your financial objectives, whether it's retirement planning, education savings, or major purchases like a second home. We prioritize regular meetings to review and analyze your progress, update your approach as life changes, and track your progress towards your goals. Our secure online platform allows you to access your investments and accounts from any device, providing you with real-time updates and information sharing capabilities with us.
Elliott & Pomeroy Real Estate
Elliott & Pomeroy Real Estate is a trusted institution that has been serving Sullivan County and surrounding areas since 1960. Located at 1922 Old Route 17 in Roscoe, New York, this real estate agency offers personal and professional services to help you buy and sell properties. Situated in the heart of the Sullivan County Catskill Mountains, Roscoe is known as “Trout Town USA” and offers a variety of outdoor activities such as fishing, hiking, camping, and more. Elliott & Pomeroy Real Estate specializes in exclusive properties for sale in Sullivan, Delaware, Orange, and Ulster County, including residential and commercial properties, lakefront homes, hunting land, and more.
Knoll Manor Associates of New York
Knoll Manor Associates of New York is a prestigious institution located at 69 Edison Court in Monsey, New York. With a reputation for excellence and a commitment to providing top-notch services, Knoll Manor Associates offers a wide range of programs and resources to meet the needs of its clients. Whether you're looking for educational opportunities, professional development, or community engagement, Knoll Manor Associates is dedicated to helping you achieve your goals. Visit us today and discover the difference that Knoll Manor Associates can make in your life.
New Equity Enterprises Inc
New Equity Enterprises Inc is a finance institution located at 2177 Albemarle Road in New York, United States. We specialize in providing financial services and solutions to individuals and businesses looking to grow their equity and investments. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through strategic planning and personalized advice. Whether you are looking to invest in the stock market, real estate, or other opportunities, New Equity Enterprises Inc is here to guide you every step of the way. Visit us today to learn more about how we can help you secure a prosperous financial future.
Emax Financial & Real Estate Advisory Services, LLC
Emax Financial & Real Estate Advisory Services, LLC is a leading institution located at 299 Broadway in New York, New York. Specializing in finance and real estate services, our team of experts provides comprehensive advice and solutions to help clients achieve their financial and real estate goals. With a focus on personalized service and tailored strategies, we are committed to delivering exceptional results for our clients. Contact us today to learn more about how Emax Financial & Real Estate Advisory Services, LLC can help you navigate the complexities of the finance and real estate markets.
The Insurance and Real Estate Resource Center
The Insurance and Real Estate Resource Center is a comprehensive financial institution located at 205-17 Jamaica Avenue in New York, United States. As a one-stop-shop for all insurance and real estate needs, this center offers a wide range of services including insurance policies, real estate listings, mortgage assistance, and financial planning. With a team of experienced professionals, clients can expect personalized service and expert advice to help them make informed decisions about their insurance and real estate investments. Whether you are looking to protect your assets with the right insurance coverage or find your dream home, The Insurance and Real Estate Resource Center is here to help you every step of the way.
Zionic Brokerage and Financial Services Corp in Queens New York
Zionic Brokerage and Financial Services Corp in Queens, New York is a reputable institution offering a wide range of financial services including brokerage, insurance, and real estate services. Located at 205-09 Jamaica Avenue, this institution is dedicated to providing top-notch financial guidance and solutions to its clients. With a team of experienced professionals, Zionic Brokerage and Financial Services Corp is committed to helping individuals and businesses achieve their financial goals and secure their future. Whether you are looking for investment advice, insurance coverage, or real estate assistance, you can trust Zionic Brokerage and Financial Services Corp to provide expert guidance and personalized solutions tailored to your specific needs.
Justin Myers - Financial Advisor, Ameriprise Financial Services, LLC
Justin Myers is a Financial Advisor at Ameriprise Financial Services, LLC located at 7672 Oswego Road in New York, United States. Justin holds various certifications including 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®. Justin is dedicated to providing expert financial advice tailored to the individual needs of clients, applying investment concepts and asset management strategies to real-world situations. Whether you are planning for retirement, managing wealth transfers, or seeking advice on estate planning, Justin Myers has the knowledge and expertise to guide you through your financial journey.
Ameriprise Financial
Ameriprise Financial, located at 6622 Main Street, Williamsville, New York, United States, is a finance institution offering a wide range of certifications and designations to financial professionals. These include the AAMS™ certification for asset management, the ADPA™ designation for domestic partnership advisors, the AEP® designation for estate planners, the AIF® designation for investment fiduciaries, the APMA™ designation for portfolio management advisors, and many more. With a focus on ethics and real-world application, Ameriprise Financial provides comprehensive training and education for individuals looking to excel in the financial planning industry. From retirement planning to estate planning, risk management to investment strategies, Ameriprise Financial equips professionals with the knowledge and skills needed to help clients achieve their financial goals.
Coldwell Banker Integrity Real Estate
Coldwell Banker Integrity Real Estate is a reputable institution located at 385 Porter Avenue in Buffalo, New York. Specializing in real estate services, they provide expert guidance and support to clients looking to buy or sell properties in the area. With a strong commitment to integrity and professionalism, Coldwell Banker Integrity Real Estate is dedicated to helping clients achieve their real estate goals. Whether you are a first-time homebuyer or an experienced investor, their team of experienced agents is ready to assist you every step of the way. Trust Coldwell Banker Integrity Real Estate for all your real estate needs in Buffalo, New York.
Trinity 3 in 1HDFC
Trinity 3 in 1HDFC is a prestigious institution located at 2015 Southern Boulevard in New York, United States. This unique organization offers a comprehensive range of services, including financial consulting, real estate management, and community development. With a focus on providing top-notch solutions to individuals and businesses alike, Trinity 3 in 1HDFC prides itself on its commitment to excellence and customer satisfaction. Whether you are looking for expert financial advice or seeking assistance with property management, Trinity 3 in 1HDFC is the place to turn to for all your needs. Visit us today and experience the difference that Trinity 3 in 1HDFC can make in your life.
McGrath Management LLC
McGrath Management LLC is a multifaceted institution located at 3 Memorial Avenue in Pawling, New York, United States. Specializing in finance, lodging, and real estate agency services, McGrath Management LLC offers a wide range of expertise to meet the needs of its clients. Whether you are looking for financial advice, a comfortable place to stay, or assistance in buying or selling property, McGrath Management LLC is dedicated to providing top-notch service and personalized solutions. With a convenient location in Pawling, New York, McGrath Management LLC is ready to help you achieve your goals in the world of finance, lodging, and real estate.
Houlihan/Lawrence Inc
Houlihan/Lawrence Inc is a reputable real estate agency located at 129 U.S. 6 in Mahopac, New York. With a strong presence in the local market, they specialize in buying, selling, and renting residential and commercial properties. Their experienced team of agents provides personalized service to help clients find their dream home or investment property. Whether you are a first-time buyer or a seasoned investor, Houlihan/Lawrence Inc is dedicated to helping you navigate the real estate market with ease and confidence. Contact them today to start your real estate journey in Mahopac, New York.
370 Westchester Ave Corporation
370 Westchester Ave Corporation is a well-established institution located at 370 Westchester Avenue in Port Chester, New York. This corporation is known for its commitment to excellence and providing top-notch services to its clients. With a prime location in the heart of Port Chester, 370 Westchester Ave Corporation offers a convenient and accessible location for all its visitors. Whether you are looking for business services, financial assistance, or professional advice, this institution has a team of experts ready to assist you. Visit 370 Westchester Ave Corporation for all your needs and experience exceptional service in a welcoming environment.
Markets Group
Markets Group is a finance institution located at 44 East 32nd Street in New York, New York, United States. They specialize in providing expert financial services and solutions to a wide range of clients. With a team of experienced professionals, Markets Group is dedicated to helping individuals and businesses navigate the complex world of finance and investments. Their comprehensive approach and personalized strategies ensure that each client receives tailored advice and support to help them achieve their financial goals. Whether you are looking to grow your wealth, manage your investments, or plan for the future, Markets Group is here to help you every step of the way.
Segan & Garbuio PC
Segan & Garbuio PC is a reputable accounting and finance firm located at 27 Britton Lane in Mount Kisco, New York. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and business consulting. Clients can rely on their expertise and personalized approach to help them achieve their financial goals. Whether you are an individual or a business owner, Segan & Garbuio PC is dedicated to providing top-notch financial services tailored to your specific needs.
RVPII Consulting, Inc.
RVPII Consulting, Inc. is a finance institution located at 286 Main Street, Setauket- East Setauket, New York, United States. Specializing in family, business, and real estate financial consulting, RVPII Consulting is dedicated to helping clients achieve greater prosperity through comprehensive financial planning services. Our team of financial consultants work closely with clients to develop customized strategies and plans to strengthen their financial futures. We prioritize honesty and integrity, building personal relationships with clients based on transparency and accountability. For working families, we create personalized financial plans to help achieve short-term, long-term, and retirement goals. For business owners, we develop strategic plans to enhance financial foundations. And for real estate investors, we create and execute comprehensive strategies to guide them to success. Our expertise allows us to create strategic financial plans that align with our clients' best interests, helping them reach their financial goals.
Pellegrino, Saccomani & Wells, LLP
Pellegrino, Saccomani & Wells, LLP is a reputable accounting and finance institution located at 722 Commerce Street in Thornwood, New York, United States. With the ever-changing landscape of tax laws, their team of experts is dedicated to helping clients navigate through the complexities of tax season with ease. As Congress debates possible tax changes, the institution provides essential tips for seniors and senior caregivers to maximize available deductions and credits. They offer assistance in understanding tax regulations, maximizing tax benefits, and minimizing tax liability. Additionally, Pellegrino, Saccomani & Wells, LLP provides guidance on the passthrough entity tax (PTET) for partnerships and NY S corporations. With their comprehensive knowledge and expertise, clients can trust in the institution to help them plan and organize their finances for a smoother tax season.
Hart Vida & Partners
Hart Vida & Partners is a prestigious accounting and finance institution located at 400 Columbus Avenue in Valhalla, New York, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. With a focus on accuracy, integrity, and client satisfaction, we strive to help our clients achieve their financial goals. Whether you need assistance with tax preparation, financial planning, or accounting services, Hart Vida & Partners is here to help. Contact us today to learn more about how we can support your financial needs.
Charles Samuel Morris, Rhinebeck Bank Residential Lending
Charles Samuel Morris, Rhinebeck Bank Residential Lending is a trusted financial institution located at 2523 New York 52 in Hopewell Junction, New York, United States. Specializing in residential lending, this bank offers a range of financial services including mortgages, loans, and investment opportunities. With a commitment to providing personalized service and competitive rates, Charles Samuel Morris, Rhinebeck Bank Residential Lending is dedicated to helping individuals and families achieve their financial goals. Whether you are looking to purchase a new home or refinance your current mortgage, this institution is here to assist you every step of the way. Visit their location for all your banking and lending needs.
Bell & Leggio LLP
Bell & Leggio LLP is a reputable accounting and finance firm located at 54 Wheeler Avenue in Pleasantville, New York. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses in the area. Our expertise includes tax preparation, financial planning, auditing, and more. Whether you need help with your personal finances or your business accounts, Bell & Leggio LLP is here to assist you every step of the way. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.
Heller & Filippone, LLP
Heller & Filippone, LLP is a reputable accounting and finance institution located at 925 Westchester Avenue in White Plains, 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, auditing, or financial planning, Heller & Filippone, LLP is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart from other firms in the industry. Contact them today to see how they can assist you with your financial needs.
Lavin & Associates
Lavin & Associates is a leading accounting and finance institution located at 50 Main Street in White Plains, New York. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our services include tax preparation, bookkeeping, financial planning, and more. We pride ourselves on delivering personalized and high-quality solutions to meet our clients' needs. Contact us today to learn more about how we can help you achieve your financial goals.
Smart Group USA | Smart Tax Services Port Chester
Smart Group USA | Smart Tax Services Port Chester is a comprehensive financial institution located at 120 North Main Street in Port Chester, New York. Specializing in accounting, finance, legal services, and real estate, our team of experts is dedicated to providing top-notch assistance to individuals and businesses alike. Whether you need help with tax preparation, financial planning, legal advice, or real estate transactions, our experienced professionals are here to guide you every step of the way. Trust Smart Group USA | Smart Tax Services Port Chester for all your financial needs.
Smart Tax Services
Smart Tax Services is a comprehensive financial institution located at 125 Halstead Avenue in Mamaroneck, New York. Our team of experienced professionals specializes in accounting, finance, legal services, and real estate transactions. Whether you need help with tax preparation, financial planning, legal advice, or buying/selling property, our experts are dedicated to providing top-notch service and personalized solutions to meet your specific needs. Trust Smart Tax Services for all your financial and real estate needs in the United States.
Messner Reeves LLP
Messner Reeves LLP is a law firm located at 4950 New York 22, Amenia, New York, United States. We specialize in providing comprehensive estate planning services for individuals and their families, with a focus on both business and personal needs. Our team works closely with accountants, financial consultants, insurance agents, and other advisors to create estate and tax planning documents that meet our clients' objectives while minimizing costs, delays, and taxes. Our services include corporate taxation, partnership taxation, individual, estate, and trust taxation, tax controversies and litigation, international taxation, not-for-profit and tax-exempt organizations, tax allocations, merger and acquisitions, tax-free reorganizations, liquidations, partnership agreements, operating and limited liability company agreements, federal, state, and local taxations, estate planning, trust administration, estate administration, business succession planning, planning for liquidity events, and structuring closely held businesses.
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