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TOP 30 Specialized investment advisory in New York, NY
400 results found
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Black Ink | Bookkeeping Services
Black Ink | Bookkeeping Services is a reputable institution located at 1839 Flatbush Avenue, New York, United States. Specializing in accounting and finance, we offer outsourced accounting services for small businesses throughout the USA. Our qualified accountants provide top-notch quality services, including customized accounting, bookkeeping, business advisory, and tax preparation. With a diverse range of services such as payroll processing, financial reporting, invoice handling, and credit card management, we ensure that your small business accounting needs are met with excellence. At Black Ink, we believe that accounting fees for small businesses should be affordable, allowing you to invest more in your business growth. Our pocket-friendly accounting services fees chart and customizable pricing packages make us a favorite among small business entrepreneurs in the USA. With over 20 years of experience in the industry, we have earned the trust of many small businesses and continue to grow our client base.
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.
Inter-Continental Income Tax & Accounting Services
Inter-Continental Income Tax & Accounting Services is a premier financial institution located at 914 Soundview Avenue in New York, United States. Specializing in income tax preparation and accounting services, our team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of the tax system. Additionally, we offer expert guidance on financial planning and investment strategies to help our clients achieve their financial goals. Whether you are a local resident or a global traveler, Inter-Continental Income Tax & Accounting Services is here to provide you with top-notch financial services tailored to your specific needs.
CAC Partners Inc
CAC Partners Inc is a leading financial institution located at 9820 Metropolitan Avenue in New York, United States. Specializing in investment management, financial advisory services, and wealth management, CAC Partners Inc is dedicated to helping their clients achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, CAC Partners Inc is a trusted partner for individuals and businesses looking to secure their financial future.
Robert L Kristel Accounting Firm
Robert L Kristel Accounting Firm is a reputable institution located at 670 Franklin Street, Schenectady, New York, United States. Specializing in accounting and finance, our firm offers a range of services to help clients reach their long-term financial goals. We work closely with closely held businesses, providing assistance with financial planning for both business and personal needs. Our experienced staff is trained in tax preparation and financial management, ensuring accurate and efficient services for individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations. We also provide investment advisory services and work with local attorneys, bankers, and investment firms to maximize profitability and efficiency for our clients.
Heidenstrom Gary R CPA
Heidenstrom Gary R CPA is a well-established accounting and finance institution located at 670 Franklin Street, Schenectady, New York, United States. Our firm specializes in providing financial management and investment advisory services to closely held businesses and individuals, helping them reach their long-term goals. We have a dedicated mail slot in our office door for clients to conveniently drop off their organizers and records. Our experienced accounting staff has undergone extensive training and we have made significant investments in our tax preparation systems to ensure accurate and efficient tax returns for all types of entities.
Estrada Vega Capital
Estrada Vega Capital is a prominent financial institution located at 200 Broadhollow Road in Melville, New York. Specializing in investment management and financial advisory services, Estrada Vega Capital is dedicated to helping clients achieve their financial goals through personalized strategies and expert guidance. With a team of experienced professionals and a commitment to excellence, Estrada Vega Capital is a trusted partner for individuals and businesses seeking to build and protect their wealth. Contact us today to learn more about our services and how we can help you secure a prosperous financial future.
Stifel
Stifel is a financial institution located at 400 Broadhollow Road in Melville, New York, United States. Specializing in finance, Stifel offers a wide range of services including investment banking, wealth management, and advisory services. With a strong reputation for providing personalized and comprehensive financial solutions, Stifel is committed to helping its clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial transactions, Stifel's team of experienced professionals is dedicated to providing expert guidance and support. Visit Stifel in Melville today to learn more about how they can help you secure your financial future.
2C Equities LLC
2C Equities LLC is a finance institution located at 5 West 37th Street in New York, New York, United States. Specializing in investment management, trading, and financial advisory services, 2C Equities LLC is committed to providing expert financial guidance and tailored solutions to help clients achieve their financial goals. With a team of experienced professionals and a track record of success, 2C Equities LLC is dedicated to delivering top-notch services and building long-lasting relationships with clients.
231 CAPITAL LLC
231 CAPITAL LLC is a finance institution located at 80 Orville Drive in Bohemia, New York, United States. Specializing in providing financial services, 231 CAPITAL LLC offers a range of solutions to help clients manage and grow their wealth. With a team of experienced professionals, the institution is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, 231 CAPITAL LLC is committed to providing personalized and tailored financial solutions to meet your needs.
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