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TOP 30 Tax agency in Garden City, NY
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Sean McCarthy - State Farm Insurance Agent
Sean McCarthy - State Farm Insurance Agent is an insurance agency located at 1100 Stewart Avenue, Garden City, New York, United States. As technology continues to evolve, they understand the importance of managing online accounts in the event of incapacity or passing away. They provide tips for safe rural road driving and information on reporting boating accidents as required by law. It is emphasized to not include sensitive personal information on their website for protection. For accessibility, individuals using screen readers can call (516) 832-9500 for assistance. State Farm Life Insurance Company issues life insurance and annuities, while U.S. Bank National Association offers deposit products and credit cards. State Farm VP Management Corp. provides investment services, but neither State Farm nor its agents offer tax or legal advice. It is recommended to consult a tax or legal advisor for personalized guidance.
Merrill Lynch Financial Advisor Richard C. Davalos
Merrill Lynch Financial Advisor Richard C. Davalos is a reputable finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and territories, clients are guided towards achieving their desired financial goals. Specializing in asset allocation, diversification, and rebalancing, the institution emphasizes the importance of risk management in investments. While offering a broad range of brokerage, investment advisory, and financial planning services, Merrill Lynch does not provide legal, tax, or accounting advice. Clients are encouraged to consult with their own advisors before making financial decisions. Additionally, Merrill Lynch is affiliated with Bank of America Corporation, offering insurance and annuity products through Merrill Lynch Life Agency Inc. and trust and fiduciary services through Bank of America Private Bank. The institution also provides banking products through Bank of America, N.A. and affiliated banks. With various certifications and affiliations, Merrill Lynch Financial Advisor Richard C. Davalos aims to provide clients with personalized financial solutions tailored to their needs.
Pearson Financial
Pearson Financial is a finance and insurance agency located at 1 Garden Street in Garden City, New York, United States. Led by Pam Pearson, our team is dedicated to providing each client with a personalized financial plan that is both solid and flexible. We work with individuals, families, and small business owners to create a plan that aligns with their goals and needs, helping to provide peace of mind for the future. Our services go beyond just saving for the future - we consider all aspects of your financial well-being, including education costs, retirement planning, and protection against unforeseen setbacks. We understand that life can be unpredictable, which is why we strive to help you create, protect, and pass on assets to your loved ones.
Craig Cody & Company, Inc. - Craig S Cody CPA
Craig Cody & Company, Inc. - Craig S Cody CPA is a leading accounting and finance institution located at 200 Garden City Plaza, Garden City, New York, United States. As a Certified Tax Coach™, Craig Cody is part of a select group of practitioners who undergo extensive training on tax planning techniques to provide the best strategies for clients. The practice offers traditional tax services as well as off-site CFO services, catering to a variety of clients including Medical Professionals, Clothing Sourcing Businesses, and Commercial Electrical Companies. With a dedicated and passionate team, Craig Cody & Company provides daily guidance and advice to business clients, helping them navigate the complexities of tax planning and financial management. The practice also offers strategic tax plans designed to minimize tax liabilities and maximize deductions for clients.
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