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TOP 30 Tailored risk management plans in New York, NY
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Search for local businesses, places and services near you
Fuller's Financial Services
Fuller's Financial Services is a reputable accounting and finance institution located at 693 Wildwood Avenue in Salamanca, New York, United States. With a team of experienced professionals, Fuller's Financial Services offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment advice. Clients can trust Fuller's Financial Services to provide personalized and reliable financial solutions to help them achieve their financial goals.
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.
Newton Sankey & Co.
Newton Sankey & Co. is a reputable accounting and finance institution located at 6 Roosevelt Avenue in Port Jefferson Station, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, and financial planning. Clients can trust Newton Sankey & Co. to deliver accurate and reliable financial advice to help them achieve their goals. Whether you are an individual or a business, this institution is dedicated to providing top-notch financial solutions tailored to your specific needs.
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.
Adore Tax & Insurance Brokerage Corp.
Adore Tax & Insurance Brokerage Corp. is a leading finance institution located at 1684 Gleason Avenue in New York, United States. With a team of experienced professionals, we provide expert tax and insurance brokerage services to individuals and businesses alike. Our personalized approach ensures that each client receives tailored solutions to meet their unique financial needs. Trust Adore Tax & Insurance Brokerage Corp. to help you navigate the complexities of taxes and insurance with ease and confidence.
Tommy Davis & Associates
Tommy Davis & Associates is a reputable accounting and finance institution located at 180-19 Linden Boulevard in New York, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, and financial planning. Clients can trust Tommy Davis & Associates to provide accurate and reliable financial guidance to help them achieve their financial goals.
Warren Associates
Warren Associates is a reputable accounting and finance institution located at 24607 Francis Lewis Boulevard in New York, United States. With a team of experienced professionals, Warren Associates offers a wide range of financial services including tax preparation, bookkeeping, auditing, and financial planning. Clients can trust in the expertise and dedication of Warren Associates to help them achieve their financial goals and ensure compliance with all regulatory requirements.
Trinity Accounting & Insurance
Trinity Accounting & Insurance is a reputable institution located at 120 East Hoffman Avenue in Lindenhurst, New York, United States. Specializing in accounting, finance, and insurance services, Trinity provides expert guidance and support to individuals and businesses alike. With a team of experienced professionals, Trinity Accounting & Insurance is dedicated to helping clients navigate the complexities of financial management and risk mitigation. Whether you need assistance with tax preparation, investment planning, or finding the right insurance coverage, Trinity is here to provide personalized solutions tailored to your specific needs. Trust Trinity Accounting & Insurance for all your financial and insurance needs.
Safebuddy LLC
Safebuddy LLC, located at 6623 Ridge Boulevard in New York, is your go-to general contractor and store for all your window and glass needs. Specializing in professional window repair, glass replacement, and window installation, Safebuddy LLC serves both residential and commercial clients with quality services at affordable prices. With over 7 years of experience in the industry, Safebuddy LLC has become a trusted name in NYC for expertly replacing and repairing window problems. As a locally owned and operated company, customer satisfaction is our top priority. We offer fast and reliable window repair and replacement services, and we are fully insured to protect you and your property. Partnering with Wisetack, we provide flexible financing options for your convenience. Our 4-step process ensures a seamless experience from booking your appointment to completing the job with our expert technicians. Don't wait to fix your window issues - contact Safebuddy LLC today and be the first to know about our special deals on window services.
Maria Cheung
Maria Cheung is a reputable health institution located at 646 Wantagh Avenue in Levittown, New York. This establishment offers a wide range of health services, including pharmacy and store facilities. With a commitment to providing top-quality care and products, Maria Cheung is a trusted destination for all your health needs. Whether you're looking for medication, medical supplies, or wellness products, you can count on Maria Cheung to deliver exceptional service and support. Visit us today to experience the difference firsthand.
ConnectOne Bank
ConnectOne Bank, located at 48 South Service Road in Melville, New York, is a trusted financial institution offering a range of banking solutions for both personal and business needs. Did you know that writing checks could put you at risk of check fraud? That's why ConnectOne Bank hosts annual Shred Events where you can securely shred your documents on-site with Legal Shred paper shredding service. With your ConnectOne Bank Visa® Debit Card, you can conveniently use Mobile Wallet for easy transactions. The bank offers banking blueprints tailored to meet the needs of entrepreneurs, as well as access to over 55,000 surcharge-free ATMs worldwide through their partnership with AllPoint®.
Flagstar Commerical & Private Banking
Flagstar Commercial & Private Banking is a trusted financial institution located at 68 South Service Road in Melville, New York. Specializing in ATM services, banking, and finance, Flagstar offers a wide range of commercial and private banking solutions to meet the needs of businesses and individuals. With a commitment to providing personalized service and innovative financial products, Flagstar is dedicated to helping clients achieve their financial goals. Visit us today to experience the convenience and expertise of Flagstar Commercial & Private Banking.
City National Bank
City National Bank, located at 425 Broadhollow Road in Melville, New York, is a trusted institution offering a range of banking and finance services. Our experienced Relationship Managers are ready to assist you with all your business banking needs. As a subsidiary of the Royal Bank of Canada, we provide the financial resources of a global bank with the personalized service of a community bank. Our private banking office in Melville is dedicated to helping you achieve your financial goals and live a rich life. Our wealth advisors will work with you to create a comprehensive plan tailored to your needs, from risk management to estate planning. We are committed to preserving your family's wealth for generations to come.
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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