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TOP 30 Strategic tax advisory in New City, NY
663 results found
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Lifeline Capital Consulting LLC
Lifeline Capital Consulting LLC is a finance institution located at 229 West Genesee Street in Buffalo, New York, United States. Our team of experienced professionals provides expert financial consulting services to help individuals and businesses navigate the complexities of the financial world. From investment strategies to financial planning, we are dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can help you secure your financial future.
Orloff Consulting LLC
Orloff Consulting LLC is a leading accounting and finance institution located at 3995 Andrews Road in Ransomville, New York, United States. Our team of experienced professionals provides expert financial guidance and consulting services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment strategies, our dedicated team is here to help you achieve your financial goals. Trust Orloff Consulting LLC for all your accounting and finance needs.
Florian Financial Group LLC
Florian Financial Group LLC is a finance institution located at 1825 Maple Road in Buffalo, New York, United States. With a strong focus on providing personalized financial services to individuals and businesses, Florian Financial Group LLC offers a wide range of financial solutions including investment management, retirement planning, and wealth preservation strategies. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Florian Financial Group LLC can help you navigate the complexities of the financial world.
Northwestern Mutual
Northwestern Mutual is a reputable finance and insurance agency located at 100 Corporate Parkway in Amherst, New York. With a strong presence in the United States, Northwestern Mutual offers a wide range of financial services and insurance products to help individuals and businesses achieve their financial goals and protect their assets. Known for their commitment to financial security and personalized planning, Northwestern Mutual is a trusted institution that has been serving clients for many years. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Northwestern Mutual has the expertise and resources to help you make informed decisions and secure your financial future.
Nowicki & Company, LLP
Nowicki & Company, LLP is a reputable accounting and finance firm located at 490 Center Road in West Seneca, New York. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, consulting, and financial planning. Clients can trust Nowicki & Company, LLP for accurate and reliable financial advice tailored to their specific needs. Their commitment to excellence and personalized service has made them a trusted partner for individuals and businesses seeking financial guidance in the West Seneca area.
Ogorek Wealth Management LLC
Ogorek Wealth Management LLC is a finance institution located at 6400 Sheridan Drive in Williamsville, New York, United States. With a focus on providing personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for education, or investing for the future, we offer tailored solutions to meet your individual needs. Trust Ogorek Wealth Management LLC to help you navigate the complexities of the financial world and secure a prosperous future.
Shafer McGuire Wealth Management Group
Shafer McGuire Wealth Management Group is a leading financial institution located at 6225 Sheridan Drive in Williamsville, New York. Specializing in wealth management, our team of experts is dedicated to helping clients achieve their financial goals and secure their futures. With a focus on personalized service and tailored solutions, we strive to provide the highest level of financial guidance and support to our clients. Trust Shafer McGuire Wealth Management Group to navigate the complexities of the financial world and help you build a solid foundation for long-term success.
Lighthouse Capital Associates
Lighthouse Capital Associates is a finance institution located at 2805 Wehrle Drive in Williamsville, New York, United States. Specializing in wealth management and investment services, Lighthouse Capital Associates provides personalized financial solutions to help clients achieve their long-term financial goals. With a team of experienced professionals, the institution offers a range of services including financial planning, retirement planning, and investment management. By leveraging their expertise and resources, Lighthouse Capital Associates strives to provide clients with a secure financial future.
Boyd Capital Management
Boyd Capital Management, located at 30 West Broad Street in Rochester, New York, is a finance institution dedicated to helping clients invest confidently. With a focus on education, intention, and implementation, our team of Financial Advisors puts clients' best interests first. Our wealth management and financial planning services cater to individuals of all backgrounds and ages, ensuring that each financial plan is unique and tailored to meet personal goals. Whether you are a seasoned investor or just starting out, our investment advisory services are designed to align your strategy with your specific objectives. From college savings strategies to tax-efficient investment solutions, Boyd Capital provides a comprehensive range of services to benefit individuals and entrepreneurs alike.
Rivent Partners
Rivent Partners is a leading financial institution located at 28 Lawrence Street in Rochester, New York, United States. With a team of experienced professionals, Rivent Partners offers a wide range of financial services including investment management, wealth planning, and risk management. Clients can trust Rivent Partners to provide personalized solutions tailored to their individual needs and goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Rivent Partners is dedicated to helping you achieve financial success. Visit us today to learn more about how we can help you secure your financial future.
Allied Financial Partners
Allied Financial Partners is a leading accounting and finance institution located at 150 State Street in Rochester, New York, United States. With a team of experienced professionals, we offer a wide range of financial services including tax planning, accounting, auditing, and financial consulting. Our goal is to help individuals and businesses achieve their financial goals through personalized and strategic financial solutions. Contact us today to learn more about how we can help you navigate the complex world of finance.
Mirsky Financial Management Corporation
Mirsky Financial Management Corporation, located at 130c Linden Oaks in Rochester, New York, offers a unique approach to wealth management in Fairport. As a finance institution, we understand the importance of hard work and building success, but we also believe that there comes a time when you should be able to enjoy the fruits of your labor. Our team of experienced wealth advisors are here to help you protect and grow your wealth beyond just your investment portfolio. Our services go beyond traditional wealth management firms, as we have expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. Our specialists work together to ensure all aspects of your financial life are taken care of, allowing you to focus on enjoying your wealth.
Wealth Enhancement Group
Wealth Enhancement Group is a leading financial institution located at 1040 Pittsford Victor Road in Pittsford, New York, United States. As a finance-focused institution, Wealth Enhancement Group offers comprehensive wealth management services to help individuals and families achieve their financial goals. With a team of experienced financial advisors and experts, they provide personalized financial planning, investment management, retirement planning, and estate planning services to clients. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Wealth Enhancement Group is dedicated to helping you secure your financial future.
Padgett Business Services
Padgett Business Services is a trusted institution located at 2450 West Ridge Road in Rochester, New York, United States. Specializing in accounting and finance services, Padgett Business Services offers expert financial guidance and support to businesses of all sizes. With a team of experienced professionals, they provide personalized solutions to help clients manage their finances effectively and make informed decisions for the future. Whether you need assistance with tax preparation, bookkeeping, payroll services, or financial planning, Padgett Business Services is dedicated to helping you achieve your financial goals.
Mengel Metzger Barr & Co
Mengel Metzger Barr & Co is a reputable accounting and finance institution located at 100 Chestnut Street in Rochester, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, consulting, and financial planning. Clients can trust Mengel Metzger Barr & Co to provide expert advice and personalized solutions to help them achieve their financial goals.
Geo Vest Advisors Inc
Geo Vest Advisors Inc is a finance institution located at 245 Willowbrook Office Park, Fairport, New York, United States. As a fee-based investment advisor registered with the SEC, we specialize in managing individual portfolios of marketable stocks, bonds, and money market instruments for a variety of clients, including financial institutions, charitable organizations, pension accounts, and individual personal and retirement accounts. Our approach combines thorough financial statement analysis, proprietary industry models, product analysis, and macroeconomic analysis to assess a company's risk profile and potential for stock market outperformance. We offer two types of balanced account management that draw heavily on economic and cycle analysis, providing specific recommendations for securities within specified guidelines.
LVW Advisors
LVW Advisors is a finance institution located at 67 Monroe Avenue in Pittsford, New York, United States. We act as your Financial Quarterback, specializing in managing considerable wealth by combining the art and science of planning and investing. Our evidence-based process starts with a conversation to understand your aspirations, needs, and plans for life. We create a customized plan to structure your investment assets, addressing complex needs and goals through a simple yet powerful approach. For nonprofit organizations, we understand the importance of investments in achieving mission objectives and goals. Our holistic approach integrates comprehensive financial planning, long-term objectives, and an action plan to help organizations reach their desired outcomes. Additionally, our research team has written a whitepaper on Responsible Investing, helping clients identify important issues and reflect their views in their portfolios.
O'Grady & Associates, Inc.
O'Grady & Associates, Inc. is a reputable finance institution located at 65-b Monroe Avenue in Pittsford, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From investment planning to retirement strategies, O'Grady & Associates, Inc. is dedicated to helping their clients achieve their financial goals. Visit them today to learn more about their personalized approach to financial management.
Novem Group
Novem Group is a finance institution located at 350 Linden Oaks in Rochester, New York, United States. Specializing in financial services, Novem Group offers a wide range of solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Novem Group is dedicated to providing personalized and comprehensive financial planning and investment management services. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Novem Group is here to help you every step of the way.
Financial Strategies Group
The Financial Strategies Group is a leading finance institution located at 80 Linden Oaks in Rochester, New York, United States. We specialize in providing comprehensive financial planning and investment strategies tailored to meet the unique needs and goals of our clients. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve financial success through personalized guidance and expert advice. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, the Financial Strategies Group is committed to helping you navigate the complex world of finance with confidence and peace of mind. Contact us today to schedule a consultation and take the first step towards a secure financial future.
The Pelican Bay Group Wealth Management - Morgan Stanley
The Pelican Bay Group Wealth Management - Morgan Stanley is a premier finance institution located at 1250 Pittsford Victor Road in Pittsford, New York. Our team of dedicated professionals is committed to providing top-notch wealth management services to our clients. With a focus on personalized financial planning and investment strategies, we strive to help individuals and businesses achieve their financial goals. Trust in the expertise of The Pelican Bay Group Wealth Management - Morgan Stanley for all your financial needs.
Dream Mutual A Summers Financial Partner
Dream Mutual A Summers Financial Partner is a finance institution located at 10 East Main Street, Victor, New York, United States. Our goal is to establish long-term relationships with clients and businesses to provide greater confidence in their financial future. We have two offices in Victor, NY to serve your needs. Do you know how much income you'll need when you retire? We can help you plan for your dream retirement and position you for the retirement you deserve. As fiduciaries, we always prioritize our clients' best interests and provide all the relevant information needed to make informed decisions. Learn how a well-prepared financial plan can help you gain control over your financial future. With rising tuition costs and growing student loan debt, planning for your children's higher education is essential. Cyber-hackers are always looking to steal your identity, but we can help you prevent this from happening. Securities and advisory services offered through LPL Financial, a registered investment advisor. Contact us today to start planning for your financial future.
RBT CPAs, LLP
RBT CPAs, LLP is a reputable accounting and finance institution located at 11 Racquet Road in Newburgh, New York, United States. With a team of experienced professionals, RBT CPAs, LLP offers a wide range of accounting and financial services to individuals and businesses. Whether you need help with tax preparation, auditing, or financial planning, RBT CPAs, LLP is dedicated to providing top-notch service and expertise to meet your needs. Contact them today to see how they can help you achieve your financial goals.
Kirshon & Co
Kirshon & Co is a reputable accounting and finance institution located at 22 IBM Road in Poughkeepsie, New York. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust Kirshon & Co for accurate and reliable financial advice to help them achieve their financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial matters.
B&M Financial Management Services, LLC
B&M Financial Management Services, LLC is a trusted accounting and finance institution located at 19 North Broadway in Tarrytown, New York. Our team of experienced professionals is dedicated to providing top-notch financial management services to individuals and businesses. From tax preparation and bookkeeping to investment planning and financial consulting, we offer a wide range of services tailored to meet our clients' needs. Visit us today to see how we can help you achieve your financial goals.
Rosenberg Chesnov CPA's LLP
Rosenberg Chesnov CPA's LLP is a financial institution located at 565 Taxter Road, Elmsford, New York, United States. Since 1975, we have been providing exceptional accounting and finance services to clients across various industries. Our team of experts takes the time to understand your unique needs and develop tailored solutions to help you achieve financial success. Whether you are a large enterprise, a startup, or an individual, we offer a range of services to future-proof your finances and guide you towards prosperity. From Accounting & Tax services to Strategic Advisory and Back Office Support, we work closely with you to help you reach your strategic goals.
CPC Wealth Management
CPC Wealth Management is a finance institution located at 45 Knollwood Road in Elmsford, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to protect your assets, we provide comprehensive financial planning services to meet your needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Business Guardian Inc
Business Guardian Inc. is a leading business consulting firm located at 16 Brookside Avenue in the Village of Pelham, New York. Our team of experienced professionals is dedicated to providing personalized and professional consulting services to help businesses thrive and succeed. If your employees have been making things worse instead of better, or if you feel like you're not marketing your business to its full potential, Business Guardian Inc. can help. Our services are tailored to meet the unique needs of each client, and we are committed to providing expert guidance and support every step of the way.
CAPTRUST
CAPTRUST is a finance institution located at 3 Dakota Drive in Lake Success, New York, United States. Our advisors specialize in providing wealth management services to high-net-worth individuals, business owners, and families, as well as investment advisory services to endowments and foundations of nonprofit organizations in Long Island and surrounding areas. Our office hours are Monday to Thursday from 8:30 am to 5:30 pm and Friday from 8:30 am to 5:00 pm. We offer a range of financial services to our nonprofit clients, including committee education, donor development, OCIO services, performance reporting, and investment management. Whether you need help with wealth planning, portfolio management, family governance, philanthropic strategies, or other financial needs, our experienced advisors are here to assist you.
The Brelia Group
The Brelia Group is a renowned accounting and finance institution located at 2001 Palmer Avenue in Larchmont, New York. With a team of skilled professionals, they offer a wide range of financial services including tax preparation, financial planning, and business consulting. The Brelia Group is committed to providing top-notch expertise and personalized solutions to help individuals and businesses achieve their financial goals. Visit them today to experience their exceptional service and expertise.
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