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TOP 30 Risk management services in New York, NY
2215 results found
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Progressive Planning Inc
Progressive Planning Inc is a leading accounting and finance institution located at 500 North Broadway in Jericho, New York, United States. Our team of experienced professionals are dedicated to providing comprehensive financial planning services to individuals and businesses. From tax preparation to investment strategies, we offer personalized solutions to help our clients achieve their financial goals. Trust Progressive Planning Inc for expert advice and guidance in all your accounting and finance needs.
Metropolitan Capital
Metropolitan Capital Tax & Wealth Management, located at 2801 Emmons Avenue in New York, United States, is a comprehensive financial institution specializing in accounting, finance, and legal services. Since 2006, our mission has been to provide clients with personalized wealth management strategies to minimize taxes and maximize wealth. We believe in integrating tax planning into financial planning, as taxes are often the largest lifetime expense for most individuals. Our team is dedicated to understanding each client's unique tax situation to develop effective financial plans that align with their goals. We emphasize the importance of reviewing tax returns to make informed investment decisions and prioritize client education on tax implications. At Metropolitan Capital, we strive for professional excellence and unwavering dedication to client service. Our commitment to tax planning as a key component of building wealth sets us apart from traditional advisors. Securities and Advisory Services offered through Osaic Wealth, Inc., Member FINRA, SIPC. Insurance and tax services are provided through Metropolitan Capital Tax & Wealth Management, Inc., an independent entity. Please note that investments in securities involve risk, and we recommend consulting with a professional before making any financial decisions. Our services are available to individuals residing in select states, and we do not endorse any content on social media platforms. When you access third-party websites through our site, you assume responsibility for any risks associated with their use. Contact us today to learn more about our personalized financial planning services.
Adore Tax & Insurance Brokerage Corp.
Adore Tax & Insurance Brokerage Corp. is a leading finance institution located at 1684 Gleason Avenue in New York, United States. With a team of experienced professionals, we provide expert tax and insurance brokerage services to individuals and businesses alike. Our personalized approach ensures that each client receives tailored solutions to meet their unique financial needs. Trust Adore Tax & Insurance Brokerage Corp. to help you navigate the complexities of taxes and insurance with ease and confidence.
Moskowitz & Simons
Moskowitz & Simons is an accounting and finance institution located at 88 C Atlantic Avenue in Lynbrook, New York, United States. We aim to help you understand the opportunities and potential rewards of taking a proactive approach to your personal financial situation. Our website offers valuable information on insurance, investing, retirement, estate planning, and wealth preservation. We provide access to calculators, videos, and instructions for downloading VENMO and PAYPAL 1099-K. Security-related transactions are managed by Halliday Financial, LLC. Please note that past performance may not indicate future results, and different types of investments involve varying degrees of risk. We recommend working with skilled professionals to pursue your financial goals. Income tax and accounting services are provided independently by KPStein CFP® Inc, DBA Moskowitz and Simons. Be sure to check the background of our investment professionals for your peace of mind.
Cobra Consulting Group
Cobra Consulting Group is a leading finance institution located at 2340 McCord Avenue in Merrick, New York. Our team of experienced financial experts provide a wide range of services including investment management, financial planning, and risk assessment. We are dedicated to helping our clients achieve their financial goals and secure their future. Contact us today to learn more about how Cobra Consulting Group can assist you with your financial needs.
Warren Associates
Warren Associates is a reputable accounting and finance institution located at 24607 Francis Lewis Boulevard in New York, United States. With a team of experienced professionals, Warren Associates offers a wide range of financial services including tax preparation, bookkeeping, auditing, and financial planning. Clients can trust in the expertise and dedication of Warren Associates to help them achieve their financial goals and ensure compliance with all regulatory requirements.
Charles Boudin & Co LLP
Charles Boudin & Co LLP is a reputable accounting and finance institution located at 400 Crossways Park Drive in Woodbury, New York, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and consulting. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Visit Charles Boudin & Co LLP for all your accounting and finance needs.
True Partners Consulting, LLC
True Partners Consulting, LLC is an accounting and finance institution located at 1185 6th Avenue in New York, United States. We specialize in securing organizations through a practical approach to vulnerability management, including small capital projects in audit plans and U.S. labor trends such as fair pay, equity, and transparency. Our partnership with Baker Tilly allows us to offer end-to-end compliance solutions for prevailing wage and apprenticeship requirements. We pride ourselves on seeing beyond the obvious to guide our clients towards their goals. Our services include managing cybersecurity and data governance risks, as well as providing solutions for IRA, ESG, and cybersecurity strategies. Join us on a journey towards a promising future, where we promise to know every aspect of your business. As an independent member of Baker Tilly International, we are dedicated to exceptional client service, regional expertise, and community impact. Meet our diverse and dynamic team, and discover the opportunities for professional growth and skill advancement that we offer.
VAT IT
VAT IT is a finance institution located at 11 Park Place, New York, New York, United States. They specialize in helping businesses reclaim VAT, saving them time and resources. With over two decades of experience and industry-leading technology, VAT IT maximizes both foreign and domestic VAT refunds without any risks of errors or compliance issues. Their team of 800 global tax specialists is dedicated to ensuring accurate and compliant VAT claims, with a 95% success rate for timely refunds. VAT IT is the largest VAT recovery firm in the market, partnering with leading expense management systems to make the process easier for clients. They are ISO27001 and GDPR compliant, ensuring security and compliance with local VAT policies in 175 countries. VAT IT offers a tech-enabled platform for clients to track and manage their claims, as well as a personalized and consultative approach to client service. They work with a variety of industries, including automotive, aviation, construction, consulting, engineering, manufacturing, pharmaceuticals, retail, and telecommunications, to help them reclaim VAT on eligible expenses. Contact VAT IT today to explore your refund possibilities.
Trinity Accounting & Insurance
Trinity Accounting & Insurance is a reputable institution located at 120 East Hoffman Avenue in Lindenhurst, New York, United States. Specializing in accounting, finance, and insurance services, Trinity provides expert guidance and support to individuals and businesses alike. With a team of experienced professionals, Trinity Accounting & Insurance is dedicated to helping clients navigate the complexities of financial management and risk mitigation. Whether you need assistance with tax preparation, investment planning, or finding the right insurance coverage, Trinity is here to provide personalized solutions tailored to your specific needs. Trust Trinity Accounting & Insurance for all your financial and insurance needs.
Triple A Advisors
Triple A Advisors is a leading finance institution located at 3705 74th Street in New York, United States. With a team of experienced financial advisors, Triple A Advisors offers personalized financial planning and investment services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Triple A Advisors is dedicated to providing expert guidance and support every step of the way. Trust Triple A Advisors to provide you with the expertise and resources needed to secure your financial future.
Baker Tilly US, LLP
Baker Tilly US, LLP is a leading accounting and finance institution located at 125 Baylis Road, Melville, New York, United States. We offer a range of services including vulnerability management, audit planning for small capital projects, fair pay analysis, compliance solutions for prevailing wage and apprenticeship requirements, cybersecurity and data governance risk management, and strategic solutions for IRA, ESG, and cybersecurity. As a member of Baker Tilly International, the world’s 10th largest accountancy and advisory network, we are dedicated to providing exceptional client service, regional expertise, and community impact. Our team of experts is committed to guiding clients towards their goals and destinations they thought were beyond reach.
Northwest Bank Mortgage
Northwest Bank Mortgage, located at 805 Main Street in Niagara Falls, New York, offers a range of financial services including ATM, banking, and finance. Customers are warned about fraudulent messages claiming to be from Northwest Bank and are advised not to click on any suspicious links. The institution offers competitive rates on CDs, a cash back credit card, personal loans with low fixed rates, and digital banking solutions for convenient money management. Trust, fiduciary, employee benefit plans, and retirement services are also available through Northwest Bank's Trust Department. Investment and insurance products are offered with the understanding that they are subject to investment risks. With a focus on personalized service and understanding the unique needs of each customer, Northwest Bank strives to be a trusted banking partner for individuals and businesses alike.
Fiserv
Fiserv, located at 6400 Main Street in Williamsville, New York, is a finance institution offering omnichannel commerce, billing, and payment solutions for large merchants and corporates. They provide all-in-one systems for merchants to accept payments and manage their businesses, as well as platforms and integrated digital solutions to better serve members. Fiserv also offers digital banking, payments, and solutions at scale for the largest institutions. At Forum, the next era of banking, commerce, and fintech begins. Fiserv provides financial and payment solutions and connectivity that enable technology providers to quickly reach consumers and new markets. They also offer payments and financial solutions for government, education, and utilities.
Yorktown Limousine
Yorktown Limousine is a reputable institution located at 2063 Crompond Road in Yorktown Heights, New York, United States. We provide luxury limousine services for various occasions such as weddings, proms, corporate events, and airport transfers. Our partnership with Adyen ensures secure and hassle-free payment processing, with the guarantee of safety for both buyers and sellers. With RevenueProtect, an integrated risk management system, Adyen works with top brands to ensure growth and success. Our dedicated transfer team ensures a smooth transaction process, with post-transfer assistance available at no additional cost. Choose Yorktown Limousine for a luxurious and reliable transportation experience.
Corporate Banking
Corporate Banking is a financial institution located in Rochester, New York, United States. Specializing in providing financial services to corporations and businesses, Corporate Banking offers a range of services including lending, treasury management, investment banking, and risk management. With a team of experienced professionals, Corporate Banking is committed to helping businesses achieve their financial goals and navigate the complex world of corporate finance. Whether you are looking to secure a loan, manage your cash flow, or explore investment opportunities, Corporate Banking is dedicated to providing personalized solutions to meet your unique needs.
Cronus Capital Group
Cronus Capital Group is a leading finance institution located at 1225 Franklin Avenue in Garden City, New York, United States. With a strong focus on investment banking, asset management, and financial advisory services, Cronus Capital Group is dedicated to helping clients achieve their financial goals. Our team of experienced professionals provides personalized solutions and strategic guidance to navigate the complexities of the financial markets. Whether you are looking to grow your wealth, manage risk, or plan for the future, Cronus Capital Group is here to support you every step of the way.
Delmar International Inc.
Delmar International Inc. is a reputable finance and storage institution located at 1 Cross Island Plaza in New York, United States. With a strong presence in the financial industry, Delmar International Inc. offers a wide range of financial services including investment management, wealth planning, and risk assessment. In addition, the institution provides secure storage facilities for valuable assets and documents. Clients can trust Delmar International Inc. for their financial needs and storage solutions, as the institution is known for its professionalism, reliability, and commitment to client satisfaction.
Commodity Forwarders Inc
Commodity Forwarders Inc is a leading finance and storage institution located at 220 Lawrence Avenue in Lawrence, New York, United States. With a reputation for reliability and expertise in the field of commodities, this institution offers a range of services including forward contracts, risk management, and secure storage facilities. Whether you are a seasoned trader or a novice investor, Commodity Forwarders Inc is dedicated to providing top-notch services to meet your financial needs.
Boca Pharmacy
Boca Pharmacy is a health institution located at 22121 Jamaica Avenue in New York, United States. As a pharmacy and store, Boca Pharmacy Group aims to make the transition for clients as easy as possible. The dedicated staff, including Director of Client Success Natalie Muniz and Sales Operations Associate Bryan Velez, come from underserved communities and understand the needs of high-risk patients. Director of Client Services Stephanie Rosario and Director of Client Development Joe Rothman work tirelessly to ensure that patients receive the medication and support they need for improved health outcomes. Boca Pharmacy Group offers specialty pharmacy services to thousands of patients at more than 43 FQHCs nationally, providing increased access to medication, improved adherence, and better outcomes for high-risk patients. Contact Boca Pharmacy Group at Hello@BocaPharmacyGroup.com or call 844-340-2622 to learn more about how they can help your covered entity improve health outcomes for high-risk patients.
Richard Gawrysiak
Richard Gawrysiak is a reputable health institution located at 1111 Broadhollow Road in Farmingdale, New York. This comprehensive facility offers a range of health services including pharmacy and retail store options. With a focus on providing top-quality care and products to its customers, Richard Gawrysiak is a trusted destination for all your health and wellness needs. Experience personalized service and expert advice at this esteemed institution in the heart of the United States.
Muench Joseph R
Muench Joseph R is a health institution located at 315 South Manning Boulevard in Albany, New York. This pharmacy and store offers a wide range of healthcare products and services to the community. With a focus on providing quality care and customer service, Muench Joseph R is a trusted destination for all your health and wellness needs. Whether you're looking for medication, medical supplies, or expert advice, you can count on Muench Joseph R to meet your needs with professionalism and care.
All About Shipping
All About Shipping is a finance institution located at 4403 15th Avenue in New York, United States. Our dedicated team specializes in providing financial services and solutions tailored specifically for the shipping industry. With years of experience and expertise in maritime finance, we are committed to helping our clients navigate the complexities of the shipping industry and achieve their financial goals. Whether you are looking to secure funding for a new vessel, optimize your financial strategy, or manage risk, All About Shipping is here to support you every step of the way. Contact us today to learn more about how we can help you succeed in the world of shipping finance.
ConnectOne Bank
ConnectOne Bank, located at 48 South Service Road in Melville, New York, is a trusted financial institution offering a range of banking solutions for both personal and business needs. Did you know that writing checks could put you at risk of check fraud? That's why ConnectOne Bank hosts annual Shred Events where you can securely shred your documents on-site with Legal Shred paper shredding service. With your ConnectOne Bank Visa® Debit Card, you can conveniently use Mobile Wallet for easy transactions. The bank offers banking blueprints tailored to meet the needs of entrepreneurs, as well as access to over 55,000 surcharge-free ATMs worldwide through their partnership with AllPoint®.
City National Bank
City National Bank, located at 425 Broadhollow Road in Melville, New York, is a trusted institution offering a range of banking and finance services. Our experienced Relationship Managers are ready to assist you with all your business banking needs. As a subsidiary of the Royal Bank of Canada, we provide the financial resources of a global bank with the personalized service of a community bank. Our private banking office in Melville is dedicated to helping you achieve your financial goals and live a rich life. Our wealth advisors will work with you to create a comprehensive plan tailored to your needs, from risk management to estate planning. We are committed to preserving your family's wealth for generations to come.
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