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TOP 30 Small business financial solutions in White Plains, NY
70 results found
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Merrill Lynch Financial Advisor Michael J. Woolfolk
Merrill Lynch Financial Advisor Michael J. Woolfolk is located at 360 Hamilton Avenue, White Plains, New York, United States. Specializing in finance, Michael provides investment, retirement, and wealth management advice to individuals in the Greater New York City area. With a PhD in finance and 20 years of experience as a Wall Street strategist, Michael offers unique insights into today's financial markets and complex products. He is dedicated to helping high-net worth individuals, families, and small business owners navigate the various products and strategies available to meet their financial goals. Committed to community involvement, Michael volunteers with local organizations and believes in building personalized financial plans centered around clients' goals and priorities. By utilizing the Merrill Personal Wealth Analysis™ tool, Michael helps clients create tailored plans to achieve their financial aspirations. With a focus on understanding clients' changing needs and goals, Michael offers personalized financial strategies to help manage, grow, and preserve wealth. Through ongoing communication and adjustments to financial approaches, Michael aims to help clients stay on track to achieve their financial objectives. As a Merrill Lynch Wealth Management Advisor, Michael works closely with clients to develop customized investment approaches and provide comprehensive financial solutions. With a commitment to prioritizing clients' needs and goals, Michael aims to help individuals achieve financial success and live their best financial life.
Angela M Celso - Private Wealth Advisor, Ameriprise Financial Services, LLC
Angela M Celso - Private Wealth Advisor at Ameriprise Financial Services, LLC is a prestigious financial institution located at 2 Westchester Park Drive in White Plains, New York, United States. Specializing in wealth management, Angela M Celso holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on ethical practices and client-centered services, Angela M Celso provides comprehensive financial planning tailored to meet the individual needs of her clients. Whether you are a retiree, small business owner, or high net worth individual, Angela M Celso is dedicated to helping you achieve your financial goals with integrity and professionalism.
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.
Anthony Leopizzi - Private Wealth Advisor, Ameriprise Financial Services, LLC
Anthony Leopizzi - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 399 Knollwood Road in White Plains, New York, offers a wide range of financial services and expertise. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Anthony Leopizzi provides comprehensive wealth management solutions tailored to individual needs. Specializing in areas such as asset management, retirement planning, estate planning, and investment strategies, Anthony Leopizzi is committed to upholding the highest standards of professionalism and ethics. Whether you are a retiree, small business owner, or high net worth client, Anthony Leopizzi has the knowledge and experience to help you achieve your financial goals.
Matthew Fallon - Financial Advisor, Ameriprise Financial Services, LLC
Matthew Fallon is a dedicated Financial Advisor at Ameriprise Financial Services, LLC located at 399 Knollwood Road in White Plains, New York, United States. With a range of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Matthew Fallon is well-equipped to provide expert financial advice to individuals, retirees, small business owners, and high net worth clients. Specializing in asset management, estate planning, retirement planning, and investment strategies, Matthew Fallon is committed to upholding the highest standards of professionalism and ethics. Whether you are looking for advice on fixed-rate and variable annuities, retirement planning for seniors, or guidance on divorce financial issues, Matthew Fallon has the expertise to help you navigate complex financial decisions. With a wealth of experience and a dedication to ongoing education and training, Matthew Fallon is a trusted partner in helping clients achieve their financial goals.
Ramirez Business Services
Ramirez Business Services is a reputable accounting and finance institution located at 10 Old Mamaroneck Road in White Plains, New York, United States. Our team of experienced professionals provides a wide range of services to help individuals and businesses manage their financial needs with precision and expertise. From tax preparation and bookkeeping to financial planning and consulting, Ramirez Business Services is dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
Tax Strategies & Solutions
Tax Strategies & Solutions is a leading accounting and finance institution located at 600 North Broadway in White Plains, New York, United States. Our team of expert professionals is dedicated to providing top-notch tax planning and financial solutions to individuals and businesses. With years of experience in the industry, we offer a wide range of services including tax preparation, tax consulting, financial planning, and more. Trust us to help you navigate the complex world of taxes and finances with ease and efficiency. Contact us today to learn more about how we can help you achieve your financial goals.
Islas Business Services
Islas Business Services is a trusted accounting and finance institution located at 34 South Broadway in White Plains, New York. Our team of experienced professionals offers a wide range of services to help individuals and businesses manage their financial needs effectively. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Islas Business Services is here to help. With a commitment to excellence and customer satisfaction, we strive to provide personalized solutions tailored to meet your specific needs. Contact us today to learn more about how we can support your financial goals.
White Clover Consulting Inc.
White Clover Consulting Inc. is a leading accounting and finance institution located at 44 South Broadway in White Plains, New York, United States. Our team of expert consultants provides top-notch financial services to businesses and individuals, specializing in tax planning, auditing, and financial analysis. With a commitment to excellence and a dedication to client satisfaction, White Clover Consulting Inc. is your trusted partner for all your accounting and finance needs. Contact us today to learn more about how we can help you achieve your financial goals.
SOS Tax Solutions LLC
SOS Tax Solutions LLC is a leading accounting and finance institution located at 31 Lark Avenue in White Plains, New York, United States. Our team of experienced professionals specializes in providing expert tax solutions for individuals and businesses alike. Whether you need assistance with tax preparation, planning, or resolution, we are here to help guide you through the complexities of the tax system. Trust SOS Tax Solutions LLC to provide personalized and reliable financial services to meet your needs.
La Oficina Hispana de White Plains I Tax y Contabilidad
La Oficina Hispana de White Plains I Tax y Contabilidad is a trusted institution located at 151 East Post Road in White Plains, New York. Specializing in accounting and finance services, this local government office provides expert assistance to individuals and businesses in managing their taxes and financial records. Whether you need help with tax preparation, bookkeeping, or financial planning, the knowledgeable team at La Oficina Hispana is dedicated to providing top-notch service with a focus on the Hispanic community. Visit them today for all your accounting and financial needs.
Empire Business Services
Empire Business Services is a reputable health and insurance agency located at 455 Tarrytown Road in White Plains, New York. With a strong commitment to providing top-notch services to individuals and businesses alike, Empire Business Services offers a wide range of health and insurance products to meet the diverse needs of its clients. Whether you are looking for health coverage for yourself or your employees, or seeking comprehensive insurance solutions for your business, Empire Business Services has the expertise and resources to help you find the perfect plan. Contact us today to learn more about how we can assist you in securing your health and financial future.
Richard Kersting - Financial Advisor, Ameriprise Financial Services, LLC
Richard Kersting is a financial advisor at Ameriprise Financial Services, LLC located at 445 Hamilton Avenue in White Plains, New York, United States. Richard holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products. Richard also specializes in working with domestic partners, seniors, and small business owners. With a focus on ethical practices and continuous education, Richard provides comprehensive financial planning services to help clients achieve their financial goals.
Merrill Lynch Financial Advisor Angelo Mamone, Jr.
Merrill Lynch Financial Advisor Angelo Mamone, Jr. is a finance institution located at 360 Hamilton Avenue, White Plains, New York, United States. As a Senior Financial Advisor and Senior Vice President, Angelo Mamone, Jr. and his team help clients develop personalized retirement plans to ensure their assets last through their lifetime and beyond. With a focus on building strong client relationships based on trust and personalized service, they assist clients with managing multiple aspects of their financial lives. Specializing in helping union members navigate retirement decisions and advising small business owners on their finances, Angelo Mamone, Jr. offers tailored and personalized financial solutions. By utilizing the global resources of Merrill, clients receive comprehensive financial strategies and advice to help them achieve their goals. With a commitment to delivering exceptional service and exceeding client expectations, Angelo Mamone, Jr. aims to build lasting relationships grounded in warmth and genuine care.
Landau Advisory
Landau Advisory is a leading finance institution located at 81 Main Street in White Plains, New York. Our team of financial experts provides tailored advisory services to help individuals and businesses achieve their financial goals. With a focus on personalized solutions and strategic planning, Landau Advisory is committed to guiding our clients towards financial success. Whether you are looking to invest, plan for retirement, or manage your assets, our experienced professionals are here to assist you every step of the way. Trust Landau Advisory to navigate the complexities of the financial world and secure your financial future.
NYC Advisors, LLC
NYC Advisors, LLC is a finance institution located at 445 Hamilton Avenue in White Plains, New York, United States. Our team of experienced financial advisors offers a wide range of services to help clients achieve their financial goals. From investment management to retirement planning, we provide personalized solutions to meet the unique needs of each individual or business. With a commitment to excellence and a focus on client satisfaction, NYC Advisors, LLC is dedicated to helping our clients navigate the complexities of the financial world with confidence and peace of mind.
LEAD Bookkeeping & Tax Services, LLC
LEAD Bookkeeping & Tax Services, LLC is a professional accounting and finance institution located at 75 South Broadway in White Plains, New York, United States. With a team of experienced professionals, we offer comprehensive bookkeeping and tax services to individuals and businesses alike. Our services are tailored to meet the unique needs of each client, ensuring accuracy and efficiency in managing financial records and tax obligations. Trust LEAD Bookkeeping & Tax Services, LLC to provide reliable and expert assistance in all your accounting and finance needs.
Kir Tax Services
Kir Tax Services is a reputable accounting and finance institution located at 47 Mamaroneck Avenue in White Plains, New York. With a team of experienced professionals, we offer a wide range of tax services to individuals and businesses. Our goal is to provide expert guidance and support to help our clients navigate the complex world of taxes and finances. Whether you need help with tax preparation, planning, or consulting, Kir Tax Services 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.
Raymond J Passero, CPA., PC
Raymond J Passero, CPA., PC is a finance institution located at 520 White Plains Road in Tarrytown, New York, United States. With a team of experienced Certified Public Accountants, they provide a wide range of financial services including tax preparation, audit assistance, bookkeeping, and financial planning. Their commitment to client satisfaction and attention to detail sets them apart in the industry, making them a trusted partner for individuals and businesses seeking expert financial guidance.
Boyer 2 Accountants Inc.
Boyer 2 Accountants Inc. is a reputable accounting and finance institution located at 399 Knollwood Road 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. From tax preparation to financial planning, Boyer 2 Accountants Inc. is dedicated to helping their clients achieve their financial goals. Trustworthy and reliable, they strive to provide top-notch service and expertise in all aspects of accounting and finance.
Hara Yoshida Accounting
Hara Yoshida Accounting, located at 50 Main Street in White Plains, New York, offers retirement and financial solutions specifically tailored for Japanese Americans. Specializing in cross-border tax solutions for Japanese nationals, the institution provides services for expatriates, dual-citizens, or Japanese nationals living and working in the United States. Yoshida Wealth Management takes a personalized approach to uncovering clients' unique values and priorities in order to develop a harmonious framework between financial plans and life goals. As independent fiduciaries, they aim to be true financial partners, listening to clients, clarifying goals, and developing long-term financial plans and investment strategies for sustained success.
Pordy Co Accountants and Advisors
Pordy Co Accountants and Advisors is a leading accounting and finance institution located at 200 Mamaroneck Avenue, White Plains, New York, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Our commitment to providing personalized and high-quality services sets us apart from the competition. Whether you are an individual or a business owner, you can trust Pordy Co Accountants and Advisors to help you navigate the complexities of financial management and achieve your goals.
Phil Leib, CPA
Phil Leib, CPA is a trusted accounting and finance institution located in White Plains, New York. With a commitment to providing top-notch financial services, Phil Leib, CPA offers expert advice and assistance to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, the experienced professionals at Phil Leib, CPA are here to help. Conveniently located at 117 Hillair Circle, Phil Leib, CPA is dedicated to helping clients achieve their financial goals and secure their financial future.
Abrahams Tax & Accounting Services
Abrahams Tax & Accounting Services is a reputable accounting and finance institution located at 4408 White Plains Road in New York, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, bookkeeping, financial planning, and consulting. Our goal is to help individuals and businesses navigate the complexities of the financial world with ease and confidence. Whether you need assistance with tax filing or strategic financial planning, Abrahams Tax & Accounting Services is here to help you achieve your financial goals.
AATC - Accounting, Advisory, Tax & Consulting Services
AATC - Accounting, Advisory, Tax & Consulting Services is a leading institution located at 3640 White Plains Road in New York, United States. Specializing in accounting, finance, tax, and advisory services, AATC offers a wide range of professional services to individuals and businesses. With a team of experienced professionals, AATC is dedicated to providing high-quality financial solutions tailored to meet the unique needs of each client. Whether you need help with tax preparation, financial planning, or business consulting, AATC is here to assist you every step of the way. Trust AATC to help you navigate the complexities of the financial world and achieve your goals with confidence.
Robert Rimberg & Associates LLC
Robert Rimberg & Associates LLC is a reputable accounting and finance institution located at 1025 Westchester Avenue in White Plains, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation to financial planning, they strive to provide their clients with top-notch services and expert advice to help them achieve their financial goals. Whether you need assistance with bookkeeping, budgeting, or investment strategies, Robert Rimberg & Associates LLC is dedicated to providing personalized solutions tailored to meet your specific needs. Trustworthy, reliable, and committed to excellence, this institution is a trusted partner for all your accounting and finance needs.
Mandy Wang, CPA
Mandy Wang, CPA is a reputable accounting and finance institution located at 707 Westchester Avenue in White Plains, New York, United States. With a team of experienced and knowledgeable Certified Public Accountants, we offer a wide range of accounting and financial services to individuals and businesses. Our services include tax preparation, auditing, financial planning, and consulting. Trust Mandy Wang, CPA to provide accurate and reliable financial solutions tailored to meet your specific needs.
Mark S. Gross CPA, PC
Mark S. Gross CPA, PC is a reputable accounting and finance institution located at 360 North Street in White Plains, New York, United States. With years of experience and expertise in the field, our team of professionals is dedicated to providing top-notch financial services to individuals and businesses alike. From tax preparation and planning to financial consulting and auditing, we strive to deliver personalized solutions tailored to meet our clients' specific needs. Trust Mark S. Gross CPA, PC for all your accounting and finance needs.
Martinez Accounting and Tax Representation LLC
Martinez Accounting and Tax Representation LLC is a reputable accounting and finance institution located in White Plains, New York. Our team of experienced professionals is dedicated to providing top-notch accounting and tax representation services to individuals and businesses alike. With a focus on accuracy, efficiency, and personalized attention, we strive to help our clients navigate the complexities of financial management. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Martinez Accounting and Tax Representation LLC is here to provide expert guidance and support. Visit us at 203 East Post Road to learn more about how we can help you achieve your financial goals.
JQ Tax Services
JQ Tax Services is a reputable accounting and finance institution located at 200 Mamaroneck Avenue in White Plains, New York. With a team of experienced professionals, we offer a wide range of tax services to individuals and businesses. Our goal is to provide accurate and efficient financial solutions to help our clients navigate the complexities of tax laws and regulations. Whether you need assistance with tax preparation, planning, or consulting, our dedicated team is here to help. Contact us today to schedule a consultation and let us help you achieve your financial goals.
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