Specialized audit services in Latham, NY
30 results found
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Maureen L Loudis & Tax Services
● OpenMaureen L Loudis & Tax Services is a reputable accounting and finance institution located at 5 Marconi Drive in Latham, New York, United States. With years of experience in the industry, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Their team of experts is dedicated to providing personalized and professional services to help individuals and businesses achieve their financial goals. Whether you need assistance with tax filing or financial advice, Maureen L Loudis & Tax Services is committed to delivering top-notch solutions tailored to your specific needs.
5 Marconi Dr, Latham, NY 12110, United States -
Dan Miller - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDan Miller - Financial Advisor at Ameriprise Financial Services, LLC, located at 1205 Troy-Schenectady Road in Latham, New York, offers a wide range of financial services to individuals and businesses. Dan Miller 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®, CFP®, 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®. These certifications reflect Dan Miller's expertise in asset management, retirement planning, estate planning, investment management, and more. Whether you are a retiree, small business owner, or high net worth individual, Dan Miller can provide personalized financial advice tailored to your specific needs. Contact Dan Miller at Ameriprise Financial Services, LLC for comprehensive financial planning services.
1205 Troy-Schenectady Rd Ste 103, Latham, NY 12110, United States -
Douglas Kelly - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDouglas Kelly - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1205 Troy-Schenectady Road, Latham, New York, United States. They offer a range of certifications and designations 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications cover various aspects of financial planning, asset management, estate planning, retirement planning, and more. The advisors at Douglas Kelly - Financial Advisor, Ameriprise Financial Services, LLC are dedicated to providing expert advice and guidance to individuals, retirees, small business owners, and high net worth clients.
1205 Troy-Schenectady Rd Ste 103, Latham, NY 12110, United States -
Mark Wells - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMark Wells is a Financial Advisor at Ameriprise Financial Services, LLC located at 1205 Troy-Schenectady Road, Latham, New York, United States. Mark Wells holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, CAS®, CASL®, CDFA®, CEP™, CExP™, CFA®, CFP®, CFS®, ChFC®, ChSNC™, CIMA®, CKATM, CLTC, CLU®, CPWA®, CRC®, CRPC®, CRPS®, CTFA, CWPP™, FSCP®, MSFS, RICP®, WMCP™. Mark Wells specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on asset management, investment strategies, retirement planning, estate planning, and risk management, Mark Wells is dedicated to helping clients achieve their financial goals with integrity and expertise. Contact Mark Wells today for personalized financial advice tailored to your unique needs and objectives.
1205 Troy-Schenectady Rd Ste 103, Latham, NY 12110, United States -
Tyler Kuznia - Financial Advisor, Ameriprise Financial Services, LLC
● OpenTyler Kuznia, a Financial Advisor at Ameriprise Financial Services, LLC, is located at 1205 Troy-Schenectady Road in Latham, New York, United States. As a finance institution, Ameriprise offers personalized financial planning services to help individuals achieve their financial goals. Tyler Kuznia specializes in various areas of focus to cater to the specific needs of clients. By reviewing his background, credentials, and experience, clients can determine if his approach aligns with their financial objectives. To schedule a complimentary initial consultation with Tyler Kuznia, individuals can fill out the "Request consultation" form on the website and he will reach out to them to discuss their financial goals.
1205 Troy-Schenectady Rd Ste 103, Latham, NY 12110, United States -
Ryan P Lambert - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenRyan P Lambert is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1205 Troy-Schenectady Road, Latham, New York, United States. Specializing in finance, Ryan P Lambert 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®. With a focus on providing expert financial advice and planning services, Ryan P Lambert is dedicated to helping individuals navigate complex financial situations and achieve their wealth management goals.
1205 Troy-Schenectady Rd Ste 103, Latham, NY 12110, United States -
Thoroughbred Advisors - Financial Advisors
● ClosedThoroughbred Advisors is a reputable financial advisory firm located at 421 Troy-Schenectady Road in Latham, New York. Specializing in finance and insurance services, our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their future. With a personalized approach and a commitment to excellence, Thoroughbred Advisors is the trusted partner you need for all your financial planning needs. Contact us today to schedule a consultation and take the first step towards financial security.
421 Troy-Schenectady Rd, Latham, NY 12110, United States -
Merrill Lynch Financial Advisor John M Daniels
● ClosedMerrill Lynch Financial Advisor John M Daniels is a finance institution located at 26 Century Hill Drive, Latham, New York, United States. As a Certified Financial Planner (CFP®) professional, John is dedicated to protecting family wealth through a tailored wealth management process. His team specializes in Investment Management, Trust & Estate Planning services, Tax Advantaged Strategies, and Retirement Consulting. John holds the CIMA® and CPFA® designations to ensure he is up to date on best practices. He is actively involved in the community and aims to be a trusted source of financial guidance for his clients. The institution offers the Merrill Personal Wealth Analysis™ to create personalized plans centered on clients' goals. The team at Merrill Lynch Wealth Management prioritizes understanding clients' aspirations and changing priorities to develop customized financial approaches. They provide insights and resources through tools like the Investment Personality Assessment to refine investing preferences. The institution's mission is to help clients pursue their financial objectives by managing, growing, and preserving their wealth, while considering long-term impacts. With access to Merrill's investment insights and Bank of America's banking solutions, John works with clients to address their financial needs. The institution aims to keep clients on track towards their goals by regularly reviewing progress and making adjustments to financial approaches. John Daniels is registered to do business in several states and holds certifications from CFP Board and the Investments & Wealth Institute®. Investing involves risk, and past performance does not guarantee future results. Merrill, its affiliates, and advisors do not provide legal, tax, or accounting advice.
26 Century Hill Dr, Latham, NY 12110, United States -
Broadstone Advisors, LLC
● OpenBroadstone Advisors, LLC is a finance institution located at 24 Century Hill Drive in Latham, New York, United States. Specializing in financial advisory services, Broadstone Advisors, LLC offers expertise in investment management, retirement planning, and wealth management. With a team of experienced professionals, they provide personalized financial solutions to help clients achieve their financial goals. Whether you are looking to grow your investments or plan for a secure retirement, Broadstone Advisors, LLC is committed to providing top-tier financial guidance and support.
24 Century Hill Dr #102, Latham, NY 12110, United States -
Laferriere Financial
● ClosedLaferriere Financial is a trusted financial institution located at 22 Century Hill Drive in Latham, New York. Specializing in finance, Laferriere Financial provides a wide range of services to help individuals and businesses manage their finances effectively. With a team of experienced professionals, Laferriere Financial offers personalized solutions to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or assistance with budgeting and saving, Laferriere Financial is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.
22 Century Hill Dr, Latham, NY 12110, United States -
Black Ink Tax & Accounting
● ClosedBlack Ink Tax & Accounting is a leading institution located at 3 Grapevine Place, Latham, New York, United States. Specializing in accounting and finance, we offer outsourced accounting services and bookkeeping services online for small businesses throughout the USA. Our qualified accountants provide top-notch quality services including payroll processing, financial reporting, invoice handling, and credit card management. We understand the importance of affordable accounting fees for small businesses, which is why we offer pocket-friendly pricing packages. With over 20 years of experience in the industry, Black Ink is a trusted name in the United States. Contact us for a free analysis of your current state and let us help you with our expert bookkeeping services in NY, New York, USA.
3 Grapevine Pl, Latham, NY 12110, United States -
Andrew Black - TIAA Wealth Management Advisor
● ClosedAndrew Black - TIAA Wealth Management Advisor is a renowned financial institution located at 30 Century Hill Drive in Latham, New York, United States. Specializing in wealth management services, Andrew Black and his team provide expert financial advice and tailored investment solutions to help clients achieve their financial goals. With a focus on personalized service and a commitment to excellence, Andrew Black - TIAA Wealth Management Advisor is dedicated to helping clients build and preserve their wealth for the future.
30 Century Hill Dr Suite 300, Latham, NY 12110, United States -
H&R Block
● ClosedH&R Block is a trusted institution located at 579 Troy-Schenectady Road in Latham, New York, United States. Specializing in accounting and finance services, H&R Block offers expert tax preparation, financial planning, and consulting services to individuals and businesses. With a team of knowledgeable professionals, H&R Block is committed to helping clients navigate the complexities of tax laws and financial regulations to maximize their financial well-being. Visit H&R Block in Latham for reliable and personalized financial services.
579 Troy-Schenectady Rd, Latham, NY 12110, United States -
Charles Oliver
● OpenCharles Oliver is a reputable institution located at 225 Old Loudon Road in Latham, New York, United States. Specializing in accounting and finance, Charles Oliver offers top-notch services and expertise in financial management. With a team of experienced professionals, they provide comprehensive and personalized solutions to meet the needs of their clients. Whether you are an individual or a business looking for expert financial advice, Charles Oliver is the go-to institution for all your accounting and finance needs.
225 Old Loudon Rd #3, Latham, NY 12110, United States -
Square One Tax Resolutions, LLC
● ClosedSquare One Tax Resolutions, LLC is a professional accounting and finance institution located at 410 Troy-Schenectady Road in Latham, New York, United States. Specializing in tax resolutions, the experienced team at Square One is dedicated to helping individuals and businesses navigate complex tax issues and find solutions that work best for their financial situation. With a focus on personalized service and attention to detail, Square One Tax Resolutions, LLC is committed to providing top-notch financial guidance and support to clients in the Latham area and beyond.
410 Troy-Schenectady Rd, Latham, NY 12110, United States -
Lev & Bunzey
● ClosedLev & Bunzey is an accounting and finance institution located at 8 Airport Park Boulevard in Latham, New York, United States. We specialize in handling various tax forms such as Form 1040 for individual income, Form 1065 for partnerships/LLCs, Form 1120 for corporations, and Form 1120S for S-Corporations. We also assist with Schedule C filings for personal income tax returns. Our filing due dates are in accordance with IRS guidelines, and we offer extensions for those who need more time. We also help with federal and NYS estimated tax payments throughout the year.
8 Airport Park Blvd, Latham, NY 12110, United States -
Brown & Fitzgerald PC
● ClosedBrown & Fitzgerald PC is a reputable accounting and finance institution located at 224 Old Loudon Road in Latham, New York. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Brown & Fitzgerald PC is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry.
224 Old Loudon Rd, Latham, NY 12110, United States -
Institute For Clinical
● OpenThe Institute for Clinical is a leading healthcare institution located at 43 British American Boulevard in Latham, New York. Our dedicated team of medical professionals is committed to providing top-quality clinical care and cutting-edge research in a wide range of medical specialties. From primary care to specialized treatments, our institute offers comprehensive healthcare services to patients of all ages. With state-of-the-art facilities and a focus on patient-centered care, we strive to improve the health and well-being of our community. Visit us at the Institute for Clinical and experience excellence in healthcare.
43 British American Blvd, Latham, NY 12110, United States -
Raftelis
● OpenRaftelis, located at 40 British American Boulevard in Latham, New York, is an institution that specializes in providing strategic planning implementation for local governments and utilities. They offer training for professionals in these fields to help improve the quality of life in the communities they serve. Raftelis utilizes data-driven insights and monitoring to assist organizations in achieving their goals while maintaining financial sustainability. They also offer services such as executive search and recruitment, rate studies, communications, and stakeholder engagement. Raftelis focuses on strengthening organizations for the communities they serve by providing support in areas such as finance, management, communication, and technology. They aim to help organizations set the direction for their future and achieve results. With the challenges of high inflation impacting water utilities, Raftelis offers solutions to navigate these difficulties and attract new talent through professional development opportunities.
40 British American Blvd, Latham, NY 12110, United States -
Veracity Capital
● ClosedVeracity Capital, located at 11 Century Hill Drive in Latham, New York, is a finance institution dedicated to helping individuals feel confident in their financial future. Specializing in Wealth Management for corporate executives, business owners, high-income earners, and those planning for retirement, our team of experts focuses on financial planning, investment management, tax planning, and risk management to create personalized solutions for each client. At Veracity Capital, we believe in seeking truth, accuracy, and what’s best for our clients. We understand that time is a valuable commodity when it comes to pursuing financial goals, which is why we work diligently to help our clients conquer the knowns and possible unknowns on their path to lasting wealth. Whether you're looking to secure your retirement, leave a legacy, grow your portfolio, or all of the above, our team is here to guide you towards a more secure and confident future.
11 Century Hill Dr ste 106, Latham, NY 12110, United States -
Direct Advisors, a division of HUB Retirement and Wealth Management
● ClosedDirect Advisors, a division of HUB Retirement and Wealth Management, is a finance and insurance agency located at 14 Plaza Drive in Latham, New York, United States. Established in 2001 and joining HUB Retirement & Private Wealth in 2022, Direct Advisors specializes in providing benefit plan services to merit shop construction companies subject to the Davis-Bacon Act or state prevailing regulations. Investment Advisory Services are offered through Global Retirement Partners, LLC, an SEC registered investment advisor and wholly owned entity of HUB International. At HUB, giving back to the community is a core value. Through HUB Gives, the team at HUB Latham is dedicated to supporting projects that benefit children with critical illnesses and empower vulnerable and underserved individuals to reach their full potential. With a commitment to making a positive impact in the community, Direct Advisors is dedicated to helping clients achieve financial security and success.
14 Plaza Dr #102, Latham, NY 12110, United States -
Graves Brothers Home Improvement
● OpenGraves Brothers Home Improvement, located at 6814 Main Street in Williamsville, New York, is a leading general contractor and roofing contractor. With over 40 years of experience, our expert staff has received numerous awards and certifications for our top-quality workmanship. Our team of professionals is dedicated to providing the best service for your home or business. We specialize in solar energy systems to help reduce or eliminate your electric bill, as well as new home siding installations to make your property stand out. Our free home audit can improve your home's comfort, safety, and energy efficiency. For businesses and property managers, we offer high-quality roofing services to protect your investments.
6814 Main St Suite 104, Williamsville, NY 14221, United States -
Graves Brothers Home Improvement
● OpenGraves Brothers Home Improvement, located at 1202 Troy-Schenectady Road in Latham, New York, is a trusted general contractor and roofing contractor. With over 40 years of experience, our expert staff has consistently delivered top-quality workmanship to homes and businesses, earning us numerous recognitions and certificates. When you choose Graves Brothers, you can count on a full team of professionals dedicated to your project. We specialize in solar energy systems to help reduce or eliminate your electric bill, as well as new home siding installations to enhance your property's curb appeal. Our free home audit can make your space more comfortable, safe, and energy-efficient. For businesses and property managers, we offer high-quality roofing solutions to protect your investments.
1202 Troy-Schenectady Rd Building 3, Suite 104, Latham, NY 12110, United States -
Retirement Solutions, LLC
● OpenRetirement Solutions, LLC is a finance institution located at 3 Lear Jet Lane in Latham, New York, United States. We specialize in providing comprehensive retirement planning services to help individuals achieve their financial goals for their golden years. Our team of experienced professionals offers personalized advice and solutions to help clients navigate the complexities of retirement planning. Whether you are just starting to save for retirement or are nearing the end of your career, Retirement Solutions, LLC is here to help you secure a comfortable and worry-free future.
3 Lear Jet Ln #201, Latham, NY 12110, United States -
Jeffrey Weygant - TIAA Wealth Management Advisor
● ClosedJeffrey Weygant - TIAA Wealth Management Advisor is a reputable finance institution located at 30 Century Hill Drive in Latham, New York, United States. Specializing in wealth management, Jeffrey Weygant offers expert financial advice and services to help individuals and families achieve their financial goals. With a focus on personalized solutions and long-term financial planning, clients can trust Jeffrey Weygant to provide tailored strategies to help secure their financial future.
30 Century Hill Dr Suite 300, Latham, NY 12110, United States -
Nesco Accounting & Finance
● ClosedNesco Accounting & Finance is a trusted institution located at 15 British American Boulevard in Latham, New York, United States. Specializing in finance, we have been creating meaningful connections between companies and candidates for over 65 years. Our services include job placement and talent acquisition, ensuring that employers find the right candidates and job seekers find the right opportunities. We understand the challenges of job searching and offer support in navigating job boards, resume editing, and interview preparation. With a focus on people, not algorithms, we prioritize client and talent satisfaction, as evidenced by our Best of Staffing Client and Talent Awards for service excellence. In a time of economic uncertainty, we are here to help both businesses and individuals navigate the job market and find success. Let Nesco Accounting & Finance be your trusted partner in your career journey.
15 British American Blvd # 5, Latham, NY 12110, United States -
John Forte, Founder - Wealth Strategies Group
● OpenJohn Forte, Founder - Wealth Strategies Group is a leading finance institution located at 26 Century Hill Drive in Latham, New York, United States. Our team of experienced professionals specializes in providing comprehensive wealth management solutions tailored to meet the unique needs of our clients. From investment planning to retirement strategies, we are dedicated to helping individuals and families achieve their financial goals. With a focus on personalized service and a commitment to excellence, John Forte, Founder - Wealth Strategies Group is your trusted partner in building and protecting your wealth. Contact us today to schedule a consultation and take the first step towards a secure financial future.
26 Century Hill Dr # 301, Latham, NY 12110, United States -
Finance Manager
● ClosedThe Finance Manager institution, located at 26 Century Hill Drive in Latham, New York, is a leading provider of financial services. Specializing in ATM services and finance management, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with budgeting, investments, or cash management, our experienced finance managers are here to provide personalized solutions tailored to your specific needs. Visit us today to experience the difference our expertise can make in your financial success.
26 Century Hill Dr # 204, Latham, NY 12110, United States -
Harvey Gordon
● ClosedHarvey Gordon is a renowned institution specializing in accounting and finance, located at 43 British American Boulevard in Latham, New York, United States. With a strong reputation for excellence in financial education and training, Harvey Gordon offers a range of programs and services tailored to meet the needs of aspiring professionals in the field. The institution boasts a team of experienced faculty members and state-of-the-art facilities, providing students with the knowledge and skills needed to succeed in the competitive world of finance and accounting. Whether you are looking to further your career or start a new one, Harvey Gordon is the perfect place to achieve your goals in the financial industry.
43 British American Blvd, Latham, NY 12110, United States -
Maple Tree Funding
● ClosedMaple Tree Funding is a finance institution located at 1202 Troy-Schenectady Road in Latham, New York, United States. Specializing in providing personalized financial solutions, Maple Tree Funding offers a range of services including mortgage loans, refinancing, and home equity loans. With a dedicated team of experienced professionals, Maple Tree Funding is committed to helping clients achieve their financial goals and secure their future. Whether you are a first-time homebuyer or looking to refinance your existing mortgage, Maple Tree Funding is here to provide expert guidance and support every step of the way. Visit us today to learn more about how we can help you achieve your financial dreams.
1202 Troy-Schenectady Rd Building 3, Latham, NY 12110, United States
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