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TOP 30 Strategic tax advisory in New York, NY
663 results found
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Compass Advisors
Compass Advisors, located at 155 Pinelawn Road in Melville, New York, is a finance institution that specializes in guiding individuals and businesses towards financial independence. With a focus on creating personalized strategies and solutions, our experienced team offers unbiased and comprehensive advice in areas such as investment management, retirement planning, and estate conservation. Clients trust us to help them navigate their financial journey, ensuring a secure future for themselves and future generations. Compass Advisory Group LLC, operating as Compass Advisors, is a registered investment advisor dedicated to providing top-notch financial guidance.
Danaher Wealth Management
Danaher Wealth Management is a premier financial institution located at 175 South Wellwood Avenue in Lindenhurst, New York. Specializing in finance, our team of experienced professionals provides expert wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Danaher Wealth Management is dedicated to providing personalized solutions tailored to your individual needs. Trust us to guide you towards financial success and security.
Sterling Wealth Management Group
Sterling Wealth Management Group is a leading finance institution located at 324 South Service Road in Melville, New York, United States. We specialize in providing comprehensive wealth management services to help our clients achieve their financial goals. Our team of experienced professionals offers personalized investment strategies, retirement planning, estate planning, and more. At Sterling Wealth Management Group, we are dedicated to helping our clients build and preserve their wealth for the future.
a&f capital group
A&F Capital Group, located at 200 Broadhollow Road in Melville, New York, is an independent financial services and insurance company. We specialize in providing objective solutions for small and mid-sized businesses, as well as high net worth individuals, without the sale of any proprietary products. Our team prides itself on building personal client relationships and providing unparalleled service. We believe in frequent communication with our clients to keep them fully informed about their accounts and to help them achieve their financial goals while minimizing unnecessary risk. Our focus is on creating custom investment and insurance portfolios that offer consistent tax-efficient returns.
The Four Corners Group - Morgan Stanley
The Four Corners Group - Morgan Stanley is a finance institution located at 300 Linden Oaks in Rochester, New York, United States. As part of the prestigious Morgan Stanley brand, this institution offers a wide range of financial services and expertise to help clients manage their wealth and investments effectively. With a focus on personalized financial planning and investment strategies, The Four Corners Group aims to provide top-notch financial solutions to individuals and businesses in the Rochester area.
John C. Saunders, CPA P.C.
John C. Saunders, CPA P.C. is a reputable accounting and finance institution located at 99 Park Avenue in Rochester, New York. With a team of highly skilled and experienced Certified Public Accountants, they provide a wide range of financial services to individuals and businesses. From tax preparation and planning to auditing and consulting, John C. Saunders, CPA P.C. is dedicated to helping their clients achieve financial success. Their commitment to excellence and personalized service sets them apart from other accounting firms in the area. Visit their office today to see how they can help you with all your accounting and financial needs.
Weller Group LLC
Weller Group LLC is a finance institution located at 6206 Slocum Road in Ontario, New York, United States. Our office will be closing early on Monday, 4/8 at 1:00 PM. We specialize in providing financial and retirement planning services to individuals, families, and corporations in the Ontario area for over 25 years. As a member of Commonwealth Financial Network®, we offer a comprehensive and personalized approach to financial planning. Please note that past performance of investments does not guarantee future results, and it is important to read prospectuses before investing. Our advisory services are offered through Commonwealth Financial Network®, a Registered Investment Adviser. This communication is intended for individuals residing in the United States. Contact us for information on the availability and retrieval of 2023 tax forms.
Bouchard Financial Group
Bouchard Financial Group is a finance institution located at 20 North Main Street in Pittsford, New York, United States. This institution offers securities-related services to residents of specific states, including California, Florida, Georgia, Massachusetts, Maine, Michigan, North Carolina, New Hampshire, New Jersey, Nevada, New York, Pennsylvania, Rhode Island, South Carolina, Texas, and Virginia. Please consult with the financial advisor for information on registration in other states. For parties residing outside of the U.S., this information is provided for informational purposes only and should not be construed as an offer to participate in any investment or to buy or sell securities. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), with Wells Fargo Advisors as the trade name used by Wells Fargo Clearing Services, LLC and WFAFN. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company.
Bell Financial
Bell Financial is a finance institution located at 2 Pine West Plaza in Albany, New York, United States. We specialize in designing, implementing, and maintaining customized financial plans to help individuals, families, and business owners achieve their financial goals. Our team thoroughly assesses and analyzes your complete financial situation to ensure our strategy aligns with your values, needs, and long-term aspirations. Whether you are a client of our firm or a visitor, we are delighted to have you here on the Bell Financial website. We invite you to explore the opportunities and potential rewards that come with taking a proactive approach to your personal financial situation. Our website serves as a valuable resource and tool for all your financial needs.
Charted Wealth
Charted Wealth is a leading finance institution located at 8 Airport Park Boulevard in Latham, New York. Our dedicated team of financial experts is committed to helping individuals and businesses achieve their financial goals through personalized wealth management services. With a focus on investment strategies, retirement planning, and asset protection, we strive to provide our clients with the tools and guidance needed to secure their financial future. Trust Charted Wealth to navigate the complexities of the financial world and help you chart a course towards financial success.
The Okby Group - Morgan Stanley
The Okby Group - Morgan Stanley is a leading financial institution located at 340 Broadway in Saratoga Springs, New York, United States. Specializing in finance, they provide a wide range of services including wealth management, investment banking, and financial advisory. With a team of experienced professionals, they strive to help clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest in the stock market, The Okby Group - Morgan Stanley is dedicated to providing top-notch financial solutions tailored to your individual needs.
Massaroni Wealth Management
Massaroni Wealth Management, located at 22 Century Hill Drive in Latham, New York, is a finance institution dedicated to helping clients achieve their financial goals through personalized service and care. Our team utilizes extensive resources to prioritize your needs in the Wealth Management process, creating a goals-based financial strategy tailored to your aspirations. Our process begins by exploring your goals, aspirations, and dreams to define your vision, values, priorities, and goals. We then craft and manage a personalized financial plan, providing continuous support at every stage. We handle all necessary steps, including coordinating with professionals like CPAs or Attorneys, to ensure a smooth execution of your plan.
UBS Financial Services Inc.
UBS Financial Services Inc. is a finance institution located at 215 Washington Street, Watertown, New York, United States. At UBS, we believe in optimizing tech exposure, seeking durable income, and diversifying across asset classes, regions, and sectors. We are committed to understanding what wealth means for each individual, offering finely crafted financial advice tailored to your specific needs. Our expertise and heritage allow us to turn your financial vision into a reality, helping you stay ahead of the curve with our current thinking and market insights. Whether you're pursuing your financial goals today, tomorrow, or for future generations, we can create a wealth strategy that supports you at every stage of life. For prominent individuals and families, we offer access to experts, insights, and thought leaders within our firm and around the world. Our services include investment advisory and brokerage services, providing a comprehensive approach to wealth management. Join us for our virtual events, webinars, and weekly video series to stay informed on the latest market trends and investment opportunities. Let us help you pursue what's important to you and your financial future.
James C Theodore - Morgan Stanley
James C Theodore - Morgan Stanley is a reputable finance institution located at 65 Market Street in Potsdam, New York, United States. With a strong focus on providing top-notch financial services, they offer a wide range of investment options and wealth management solutions to help their clients achieve their financial goals. With a team of experienced professionals, James C Theodore - Morgan Stanley is dedicated to providing personalized and comprehensive financial advice to individuals and businesses. Whether you are looking to grow your wealth or plan for the future, this institution is committed to helping you navigate the complex world of finance with confidence and peace of mind.
Gerhardt Clemans Wealth Management, Inc.
Gerhardt Clemans Wealth Management, Inc. is a reputable finance institution located at 203 Woodcraft Road in Old Forge, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their future. We offer personalized wealth management services tailored to each client's unique needs and objectives. With a focus on financial planning, investment management, and retirement planning, we strive to provide our clients with sound financial advice and guidance. Trust Gerhardt Clemans Wealth Management, Inc. to help you navigate the complexities of the financial world and build a secure financial future.
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC is a reputable finance institution located at 5784 Widewaters Parkway in Syracuse, New York, United States. With a strong presence in the financial industry, Janney Montgomery Scott LLC offers a wide range of services including investment management, financial planning, and wealth management. Their team of experienced professionals provide personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your portfolio or plan for retirement, Janney Montgomery Scott LLC is dedicated to providing top-notch service and expert advice.
RBC Wealth Management Branch - Syracuse
RBC Wealth Management Branch in Syracuse is a leading financial institution located at 5786 Widewaters Parkway in Syracuse, New York. As a part of RBC Wealth Management, our branch offers a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced financial advisors provides personalized investment strategies, retirement planning, wealth management, and more. We are dedicated to providing exceptional service and expertise to our clients in Syracuse and beyond. Visit us today to start planning for a secure financial future.
John Tyczynski - Financial Advisor, Ameriprise Financial Services, LLC
John Tyczynski - Financial Advisor at Ameriprise Financial Services, LLC, located at 4476 Main Street, Amherst, New York, United States, is dedicated to helping clients achieve their financial goals. With a focus on retirement, education, and major purchases, John provides personalized investment recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress and adjust strategies as life changes. Clients can easily access their investments and track progress towards goals from any device. Those interested can schedule a complimentary initial consultation to learn more about John's services. Securities offered through Ameriprise Financial Services, LLC, and investment advisory services are available through the registered investment adviser. John Tyczynski is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Privacy and security are a top priority, with strict adherence to website rules and regulations. Clients can feel confident in working towards a more secure financial future with Ameriprise Financial Services, LLC.
Legacy Financial Group Inc
Legacy Financial Group Inc is a reputable finance institution located at 220 Redtail in Orchard Park, New York, United States. With a strong focus on providing top-notch financial services, Legacy Financial Group Inc is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, the experienced team at Legacy Financial Group Inc is here to assist you every step of the way. Trust in Legacy Financial Group Inc for all your financial needs.
Merri Carol Hall - Wilmington Advisors @ M&T
Merri Carol Hall - Wilmington Advisors @ M&T is a finance institution located at 900 Thruway Plaza Drive in Cheektowaga, New York, United States. Our team of experienced advisors at M&T Bank offers personalized financial services to help clients achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, we are here to provide expert guidance and support. Visit us today to learn more about how we can help you secure your financial future.
Amanda Marshall - UBS Financial Services Inc.
Amanda Marshall - UBS Financial Services Inc. is a reputable financial institution located at 250 Delaware Avenue in Buffalo, New York, United States. Specializing in finance, this institution offers a wide range of services to help individuals and businesses manage their wealth and investments. With a team of experienced professionals, Amanda Marshall - UBS Financial Services Inc. is dedicated to providing personalized financial solutions and expert advice to help clients achieve their financial goals.
John G Miskey III - Private Wealth Advisor, Ameriprise Financial Services, LLC
John G Miskey III is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 6622 Main Street, Williamsville, New York, United States. Specializing in finance, John G Miskey III holds multiple 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 expertise in various areas of financial planning, including asset management, retirement planning, estate planning, investment management, and more. John G Miskey III is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.
Joseph P. Loschiavo - Wilmington Advisors @ M&T
Joseph P. Loschiavo - Wilmington Advisors @ M&T is a renowned finance institution located at 10 Slade Avenue in West Seneca, New York, United States. With a team of experienced financial advisors, they provide personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Joseph P. Loschiavo - Wilmington Advisors @ M&T is dedicated to providing expert guidance and support every step of the way. Visit their office today to start planning for a brighter financial future.
Custom Wealth Strategies
Custom Wealth Strategies is a finance institution located at 4990 Transit Road in Depew, New York, United States. Our team of experienced financial professionals is dedicated to providing personalized wealth management solutions tailored to meet the unique needs and goals of our clients. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investment portfolio, we are here to help you achieve financial success. Contact us today to schedule a consultation and start building a customized wealth strategy that works for you.
Mihelbergel Financial Services
Mihelbergel Financial Services is a reputable finance institution located at 5214 Main Street in Williamsville, New York, United States. Our dedicated team of professionals is committed to providing top-notch financial services to our clients, including investment advice, retirement planning, and wealth management. With a focus on personalized solutions and exceptional customer service, Mihelbergel Financial Services is your trusted partner in achieving your financial goals. Contact us today to learn more about how we can help you secure your financial future.
Raymond James Financial Services
Raymond James Financial Services is a renowned finance institution located in Williamsville, New York, United States. With a strong reputation for providing top-notch financial services, Raymond James offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Raymond James Financial Services has the expertise and resources to assist you every step of the way. Trust in Raymond James for all your financial needs.
John W. Wagner - Wilmington Advisors @ M&T
John W. Wagner - Wilmington Advisors @ M&T is a finance institution located at 1282 Long Pond Road in Rochester, New York, United States. Specializing in financial advisory services, the team at John W. Wagner - Wilmington Advisors @ M&T provides expert guidance and personalized solutions to help clients achieve their financial goals. With a strong focus on building long-term relationships and delivering top-notch service, this institution is dedicated to helping individuals and businesses navigate the complexities of the financial world with confidence and peace of mind.
David Kleeman - TIAA Wealth Management Advisor
David Kleeman - TIAA Wealth Management Advisor is a reputable financial institution located at 35 Celebration Drive in Rochester, New York. As a trusted wealth management advisor, David Kleeman provides personalized financial planning services to help clients achieve their financial goals and secure their future. With a focus on building long-term relationships based on trust and integrity, David Kleeman offers comprehensive wealth management solutions tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for a major purchase, or seeking investment advice, David Kleeman is committed to helping you make informed financial decisions and navigate the complexities of the financial market. Contact David Kleeman - TIAA Wealth Management Advisor today to start your journey towards financial success.
Benjamin Forte - TIAA Wealth Management Advisor
Benjamin Forte - TIAA Wealth Management Advisor is a reputable finance institution located at 35 Celebration Drive in Rochester, New York, United States. As a trusted advisor, Benjamin Forte provides personalized wealth management services to help clients achieve their financial goals and secure their financial future. With a focus on integrity and professionalism, Benjamin Forte offers expert advice and guidance on investments, retirement planning, estate planning, and more. Clients can rely on Benjamin Forte to provide tailored solutions to meet their individual needs and objectives. Trust Benjamin Forte - TIAA Wealth Management Advisor to help you navigate the complexities of financial planning and secure a prosperous future.
Anthony G. Nick - Wilmington Advisors @ M&T
Anthony G. Nick - Wilmington Advisors @ M&T is a finance institution located at 3290 Monroe Avenue in Rochester, New York, United States. Specializing in providing expert financial advice and services, they offer personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Anthony G. Nick - Wilmington Advisors @ M&T is dedicated to helping clients navigate the complexities of the financial world and make informed decisions for their future. Whether you are looking for investment advice, retirement planning, or wealth management services, this institution is committed to providing top-notch financial guidance tailored to your unique needs.
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