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TOP 30 Specialized audit services in Rye, NY
24 results found
Search for local businesses, places and services near you
Pell Wealth Partners - Ameriprise Financial Services, LLC
Pell Wealth Partners - Ameriprise Financial Services, LLC, located at 800 Westchester Avenue in Rye Brook, New York, is a finance institution that has been recognized as one of Forbes Best-in-State Wealth Management Teams for 2024. The team at Pell Wealth Partners is dedicated to helping individuals and families answer important financial questions, such as ensuring they do not run out of money before they run out of life. With a diverse team of advisors specializing in areas such as insurance, divorce financial planning, and multigenerational planning, Pell Wealth Partners offers expertise in Socially Responsible Investing and quantitative investing strategies. The institution's core values focus on alleviating financial stress and empowering future prosperity through personalized financial planning that aligns with clients' goals and values. Clients can expect a comprehensive initial consultation to discuss their financial priorities and goals. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, providing clients with peace of mind and security in their financial planning journey.
Douglas Mark - Financial Advisor, Ameriprise Financial Services, LLC
Douglas Mark is a financial advisor at Ameriprise Financial Services, LLC located at 800 Westchester Avenue in Rye Brook, New York, United States. Douglas Mark 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, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Douglas Mark is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Douglas Mark is committed to helping clients achieve their financial goals.
Joseph P Lombardi - Private Wealth Advisor, Ameriprise Financial Services, LLC
Joseph P Lombardi - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 800 Westchester Avenue, Rye Brook, New York, United States, offers a wide range of financial services to meet the diverse needs of its clients. The institution boasts a team of professionals with various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, showcasing their expertise and commitment to providing top-notch financial advice and services. Whether you are looking for retirement planning, estate planning, investment management, or specialized services for seniors, small business owners, or individuals with special needs, Joseph P Lombardi and his team are equipped to help you navigate the complex world of finance. With a focus on ethics, education, and client-centered approach, this institution is dedicated to helping individuals achieve their financial goals and secure their future.
Michael Batas - Financial Advisor, Ameriprise Financial Services, LLC
Michael Batas is a financial advisor at Ameriprise Financial Services, LLC, located at 800 Westchester Avenue, Rye Brook, New York, United States. He 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®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, and more. With a focus on providing comprehensive financial planning services, Michael Batas is dedicated to helping individuals and businesses achieve their financial goals.
Geri Pell - Private Wealth Advisor, Ameriprise Financial Services, LLC
Geri Pell is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 800 Westchester Avenue, Rye Brook, New York, United States. Geri Pell 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®. These certifications demonstrate Geri Pell's expertise in various financial areas including wealth management, retirement planning, estate planning, investment management, and insurance products. Geri Pell is dedicated to providing high-quality financial advice and services to individuals, retirees, small business owners, and high net worth clients.
Paul D Santucci - Private Wealth Advisor, Ameriprise Financial Services, LLC
Paul D Santucci - Private Wealth Advisor, Ameriprise Financial Services, LLC, is a leading financial institution located at 800 Westchester Avenue, Rye Brook, New York, United States. Specializing in private wealth management, our team of experts is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored financial solutions, we strive to provide our clients with the guidance and support they need to navigate the complexities of the financial world. Trust in Paul D Santucci and Ameriprise Financial Services, LLC, for all your wealth management needs.
Beacon Financial Advisors
Beacon Financial Advisors, located at 800 Westchester Avenue in Rye Brook, New York, is a finance and legal institution specializing in providing independent investment advice. Led by a father-son team, the institution prides itself on integrity, expertise, and personalized service for clients. Unlike traditional financial institutions, Beacon Financial Advisors prioritizes the best interests of its clients over any potential conflicts of interest. With a focus on retirement planning, stock options, and corporate benefits, Beacon Financial Advisors helps executives navigate the complexities of their financial portfolios. Acting as a personal Chief Financial Officer, the institution offers tailored guidance to help clients preserve and grow their wealth.
Associated Benefit Consultants
Associated Benefit Consultants is a leading finance institution located at 800 Westchester Avenue in Rye Brook, New York. With a team of experienced consultants, they specialize in providing comprehensive financial solutions to help individuals and businesses achieve their financial goals. From retirement planning to investment strategies, Associated Benefit Consultants offers personalized services tailored to meet the unique needs of each client. Trustworthy and reliable, they are dedicated to helping their clients secure a prosperous financial future.
Edward Jones - Financial Advisor: Thomas J Mullooly
Edward Jones - Financial Advisor: Thomas J Mullooly is a trusted financial institution located at 111 South Ridge Street in Rye Brook, New York, United States. Specializing in providing personalized financial advisory services, Thomas J Mullooly and his team are dedicated to helping clients achieve their financial goals and secure their financial future. With a strong focus on building long-term relationships and providing sound financial advice, Edward Jones - Financial Advisor: Thomas J Mullooly is committed to helping clients navigate the complexities of the financial world and make informed decisions. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Thomas J Mullooly and his team are here to help you every step of the way.
Nardi & Muratore with Kingswood Wealth Advisors
Nardi & Muratore with Kingswood Wealth Advisors is a leading finance institution located at 800 Westchester Avenue in Rye Brook, New York. Specializing in wealth management and financial planning, our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their financial future. With a personalized approach and a commitment to excellence, we provide tailored solutions to meet the unique needs of each individual or business. Trust Nardi & Muratore with Kingswood Wealth Advisors to guide you towards financial success and peace of mind.
Allocation Resource Group
Allocation Resource Group is a leading finance institution located at 2 International Drive in Rye Brook, New York, United States. We specialize in providing expert financial allocation services to individuals, businesses, and organizations. Our team of experienced professionals work closely with clients to develop customized investment strategies that align with their financial goals and objectives. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Allocation Resource Group is here to help. Contact us today to learn more about how we can assist you in achieving financial success.
Rick Bloom, CLU, CFP
Rick Bloom, CLU, CFP is a renowned finance institution located at 800 Westchester Avenue in Rye Brook, New York, United States. Specializing in financial planning and insurance services, Rick Bloom, a Certified Life Underwriter and Certified Financial Planner, offers expert advice and guidance to help clients achieve their financial goals. With a commitment to excellence and a personalized approach, Rick Bloom, CLU, CFP is a trusted partner for individuals and businesses seeking financial stability and success.
Christopher Wolt - TD Wealth Relationship Manager
Christopher Wolt is a TD Wealth Relationship Manager located at 101 South Ridge Street in Rye Brook, New York. As a finance institution, Christopher Wolt specializes in providing personalized wealth management services to clients in the United States. With a focus on building strong relationships and understanding individual financial goals, Christopher Wolt offers expert advice and guidance to help clients achieve their financial objectives. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Christopher Wolt is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Revonary Accountants & Advisors, LLC
Revonary Accountants & Advisors, LLC is a leading accounting and finance institution located at 3 International Drive in Rye Brook, New York, United States. Our team of tax and accounting professionals goes above and beyond to provide exceptional service and integrity in all that we do. We offer a comprehensive understanding of your company's finances, giving you more control over your money and allowing you to focus on growing your business. Whether you prefer virtual or face-to-face meetings, our professionals are here to meet you where you are and provide the services you need to reach your financial goals. We specialize in tax planning and preparation to minimize your tax liabilities, as well as customizing business strategies to improve profitability.
RMJR Tax and Accounting
RMJR Tax and Accounting is a reputable institution located at 32 Elm Place in Rye, New York, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, our experts are here to assist you every step of the way. Trust RMJR Tax and Accounting to help you navigate the complexities of the financial world with ease and confidence.
Reda, Romano & Company, LLP
Reda, Romano & Company, LLP is a leading accounting and finance firm located at 800 Westchester Avenue in Rye Brook, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses, including tax preparation, auditing, consulting, and financial planning. Their commitment to excellence and personalized approach sets them apart from other firms, making them a trusted partner for all your financial needs.
Property Tax Reduction Specialist Westchester
Property Tax Reduction Specialist Westchester is a leading institution located at 800 Westchester Avenue in Rye Brook, New York. Our team of experts specializes in helping homeowners reduce their property taxes through a variety of strategies and services. With years of experience and a deep understanding of the local market, we are committed to providing our clients with the best possible outcomes. Whether you are a homeowner looking to lower your tax burden or a business owner seeking to maximize your savings, our specialists are here to help. Contact us today to learn more about how we can assist you in reducing your property taxes and saving you money.
Caputo & Associates CPAS
Caputo & Associates CPAS is an accounting and finance institution located at 538 Westchester Avenue in Rye Brook, New York, United States. We are committed to providing timely, responsive, professional, and quality services to our clients at reasonable fees. Our personalized approach to client service has fueled our growth through client referrals. Our team of experts offers close, personal, and professional attention to each client, ensuring high standards of service and specialized expertise. Clients rely on us for competent advice, fast and accurate personnel, and total financial services for individuals, businesses, trusts, estates, and other entities. As a trusted advisor, our goal is to provide insightful advice to help clients make informed financial decisions. Caputo & Associates is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants, and has passed our peer review process. Contact us at (914) 937-0880 or visit us at our office in Rye Brook.
TIAA Bank Home Lending
TIAA Bank Home Lending is a leading financial institution located at 411 Theodore Fremd Avenue in Rye, New York. Specializing in home lending services, TIAA Bank offers a wide range of mortgage options and personalized solutions to help individuals achieve their dream of homeownership. With a reputation for excellent customer service and competitive rates, TIAA Bank is committed to providing a seamless and stress-free experience for all clients. Whether you are a first-time homebuyer or looking to refinance, TIAA Bank Home Lending is dedicated to helping you find the right loan for your specific needs.
CapRok Capital LLC
CapRok Capital LLC is a finance institution located at 555 Theodore Fremd Avenue in Rye, New York, United States. Specializing in investment management and financial advisory services, CapRok Capital LLC is dedicated to helping clients achieve their financial goals through strategic planning and expert guidance. With a team of experienced professionals, CapRok Capital LLC offers personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, CapRok Capital LLC is committed to providing top-tier service and expertise to help you succeed.
New Age Alpha, LLC
New Age Alpha, LLC is a finance institution located at 555 Theodore Fremd Avenue in Rye, New York, United States. We specialize in providing innovative financial solutions to our clients, helping them navigate the complexities of the financial world and achieve their investment goals. Our team of experienced professionals is dedicated to delivering personalized service and expert advice to help our clients succeed in today's ever-changing market. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, New Age Alpha, LLC is here to help you every step of the way.
Schultze Asset Management, LP
Schultze Asset Management, LP is a finance institution located at 800 Westchester Avenue in Rye Brook, New York, United States. Specializing in asset management, Schultze offers a range of financial services to help clients achieve their investment goals. With a team of experienced professionals and a commitment to providing personalized solutions, Schultze Asset Management, LP is dedicated to helping clients navigate the complexities of the financial markets and maximize their returns.
DMA - DuCharme, McMillen & Associates, Inc.
DMA - DuCharme, McMillen & Associates, Inc. is a leading finance institution located at 411 Theodore Fremd Avenue, Rye, New York, United States. Specializing in various areas of corporate taxation, including property tax, sales tax, value added tax, and more, DMA has been providing expert solutions to tax challenges for over 50 years. With a focus on minimizing taxes, improving tax administration efficiency, and managing compliance obligations, DMA offers industry-leading technology solutions to help companies achieve their financial goals. Join our team of dedicated professionals and experience excellent client service at DMA. Contact us at 1 800-309-2110 or visit our corporate headquarters in Fort Wayne, Indiana.
Keymasters Inc
Welcome to Keymasters Inc, your trusted local locksmith in White Plains, New York, located at 375 Mamaroneck Avenue. With nearly five decades of dedicated service in the community, we pride ourselves on delivering professional, reliable, and affordable locksmith solutions to both residential and commercial clients. At Keymasters Inc, we understand the importance of security and the peace of mind it brings. That's why we offer a wide range of services, including auto locksmith repair, re-keying, lockouts, and safe installation. Whether you need assistance for your home, office, or vehicle, our team of licensed and insured technicians is ready to provide quick, friendly, and professional service 24/7.
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