Tax and business strategy in New City, New York
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Royal Retrieve Solutions
● ClosedWelcome to Royal Retrieve Solutions, your trusted partner in financial success, conveniently located at 620 Wilson Avenue, Brooklyn, New York. At Royal Retrieve Solutions, we specialize in providing top-tier financial services tailored to meet the unique needs of individuals and businesses alike. Our team of experienced professionals is dedicated to helping you navigate the complexities of financial planning, investment strategies, and wealth management with confidence and ease. Our comprehensive suite of services includes personalized financial consulting, risk management, tax planning, and retirement solutions, all designed to empower you to achieve your financial goals. Whether you're an entrepreneur looking to optimize your business finances or an individual seeking to secure your financial future, Royal Retrieve Solutions is here to guide you every step of the way.
620 Wilson Avenue, Brooklyn, New York 11221, United States -
Brooklyn Financial Group
● OpenWelcome to Brooklyn Financial Group (BFG), your trusted insurance agency located at 300 Penn Street, Brooklyn, New York 11211. At BFG, we believe that financial strategy and performance freedom begin with us. Our mission is to foster greatness through guidance, empowering thousands of families with the protection and knowledge they need to thrive. For decades, BFG has been a cornerstone in the New York Tristate Region, nurturing some of the finest talent in the financial services sector. Whether you're looking to start or advance your financial career, BFG offers the tools, support, and insights you need to succeed. Our associates have access to a broad range of financial products, enabling them to build lasting legacies for themselves and their clients.
300 Penn Street, Brooklyn, New York 11211, United States -
Divine Financial Services
● ClosedWelcome to Divine Financial Services, your trusted partner for comprehensive accounting and financial solutions in Brooklyn, New York. Conveniently located at 1007 Rutland Road, our dedicated team of experienced professionals is committed to helping individuals and businesses achieve their financial goals with precision and integrity. At Divine Financial Services, we specialize in a wide range of services including bookkeeping, tax preparation, financial planning, and business consulting. Our personalized approach ensures that each client receives tailored advice and strategies that align with their unique financial needs and objectives.
1007 Rutland Road, Brooklyn, New York 11212, United States -
Paxton Martin Finance
● ClosedWelcome to Paxton Martin Finance, your trusted partner in navigating the financial landscape. Conveniently located at 253 36th Street, Brooklyn, New York, our firm is dedicated to providing personalized financial solutions tailored to meet the unique needs of our clients. Whether you're an individual seeking to manage personal finances or a business aiming to optimize financial strategies, our experienced team is here to guide you every step of the way. At Paxton Martin Finance, we offer a comprehensive range of services, including financial planning, investment management, tax advisory, and retirement planning. Our commitment to excellence and integrity ensures that we prioritize your financial well-being, helping you achieve your goals with confidence.
253 36th Street, Brooklyn, New York 11232, United States -
Brooklynfunds
● OpenWelcome to Brooklynfunds, your trusted partner in navigating the world of finance. Conveniently located in the heart of Brooklyn, New York, our firm is dedicated to providing exceptional financial services to individuals, families, and businesses in the 11219 area and beyond. At Brooklynfunds, we understand that each client's financial journey is unique. That's why we offer personalized solutions tailored to meet your specific needs and goals. Our team of experienced professionals is committed to helping you achieve financial success through a comprehensive range of services, including investment management, retirement planning, tax strategies, and more. We pride ourselves on our client-centric approach, ensuring transparency, integrity, and excellence in everything we do. Whether you're planning for the future, managing assets, or seeking expert advice, Brooklynfunds is here to guide you every step of the way. Visit us today and discover how we can help you build a secure and prosperous financial future.
Brooklyn, New York 11219, United States -
Sapphire Advisory Group
● ClosedWelcome to Sapphire Advisory Group Located in the heart of Brooklyn, New York, at 4510 16th Avenue, Sapphire Advisory Group is your trusted partner in navigating the complex world of finance. Our commitment is to empower individuals and businesses with expert financial guidance tailored to meet your unique needs and aspirations.
4510 16th Avenue, Brooklyn, New York 11204, United States -
Phillip Financial
● OpenWelcome to Phillip Financial, your trusted partner in navigating the complex world of finance. Located in the heart of Brooklyn, New York, we pride ourselves on offering personalized financial solutions tailored to meet the unique needs of our clients. At Phillip Financial, we specialize in a wide range of services including investment management, retirement planning, tax strategy, and more. Our team of experienced professionals is dedicated to providing expert guidance and innovative strategies to help you achieve your financial goals. Whether you are an individual looking to secure your future or a business aiming to optimize your financial performance, we are here to support you every step of the way. Visit us at our Brooklyn office to discover how Phillip Financial can empower your financial journey.
Brooklyn, New York 11210, United States -
Tree of Life Financial
● OpenWelcome to Tree of Life Financial Located in the heart of Brooklyn at 1600 Avenue M, Tree of Life Financial is your trusted partner in navigating the complex world of personal and business finance. Our mission is to provide comprehensive financial solutions that empower individuals and businesses to achieve their financial goals and secure their future.
1600 Avenue M, Brooklyn, New York 11230, United States -
MASOUD FINANCIAL
● OpenWelcome to Masoud Financial, your trusted partner in navigating the complex world of finance. Conveniently located at 7124 5th Avenue in the heart of Brooklyn, New York, we are committed to providing personalized financial solutions tailored to meet your unique needs. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals with confidence and clarity. At Masoud Financial, we offer a comprehensive range of services designed to support your financial well-being. Whether you're seeking expert advice on investments, retirement planning, tax strategies, or business financial management, our knowledgeable advisors are here to guide you every step of the way. We pride ourselves on our client-focused approach, ensuring that you receive the highest level of service and attention.
7124 5th Avenue, Brooklyn, New York 11209, United States -
Lezo Finance
● OpenWelcome to Lezo Finance, your trusted financial partner located on New York Avenue in the heart of Staten Island, New York. At Lezo Finance, we specialize in providing comprehensive financial services tailored to meet the unique needs of our community. Whether you're seeking personal financial advice, business consulting, or investment strategies, our team of experienced professionals is dedicated to helping you achieve your financial goals. Our commitment to excellence and personalized service sets us apart in the finance industry. We take pride in building long-lasting relationships with our clients, offering tailored solutions that are both strategic and practical. From financial planning and asset management to tax preparation and retirement solutions, Lezo Finance is here to guide you every step of the way.
New York Avenue, Staten Island, New York 10306, United States -
John Calabrese Financial An Office of MetLife
● OpenWelcome to John Calabrese Financial, an Office of MetLife, located at 2 Teleport Drive, Staten Island, New York. We are dedicated to helping you achieve your financial goals, whether planning for retirement, funding education, or making a major purchase like a second home. Our personalized approach begins with understanding what matters most to you. We provide tailored investment, asset allocation, and portfolio recommendations based on your unique goals and risk tolerance. We document your objectives, regularly review your progress, and adapt your plan as life changes, ensuring you stay on track toward your financial aspirations.
2 Teleport Drive, Staten Island, New York 10311, United States -
Leo Wealth Management
● ClosedWelcome to Leo Wealth Management, your trusted partner in achieving financial success. Conveniently located at 1110 South Avenue, Staten Island, New York, our firm is dedicated to providing personalized financial planning and investment management services to individuals, families, and businesses. At Leo Wealth Management, we understand that each client has unique financial goals and challenges. Our team of experienced financial advisors is committed to delivering tailored strategies that align with your specific needs. Whether you're planning for retirement, managing investments, or seeking guidance on wealth preservation, we are here to help you navigate the complexities of the financial world with confidence.
1110 South Avenue, Staten Island, New York 10314, United States -
Finance Manager
● OpenWelcome to Finance Manager, your trusted partner in financial planning and management, conveniently located at 45 Research Way, Setauket-East Setauket, New York. At Finance Manager, we are dedicated to helping individuals and businesses achieve their financial goals with confidence and clarity. Our experienced team of financial experts offers a comprehensive range of services, including personalized financial planning, investment strategies, tax preparation, and retirement planning. We pride ourselves on delivering tailored solutions that are designed to meet the unique needs of each client, ensuring a secure and prosperous financial future. Visit us today and discover how Finance Manager can guide you on your path to financial success.
45 Research Way, Setauket- East Setauket, New York 11733, United States -
ATM (Bank of America)
● OpenWelcome to the Bank of America ATM located at 670 Fort Salonga Road, Northport, New York 11768. Conveniently situated for all your financial needs, this ATM provides a range of services designed to make banking easy and efficient. At Bank of America, we strive to offer comprehensive financial solutions tailored to your lifestyle. Whether you're managing everyday finances or planning long-term investments, our tools and resources can help you achieve your goals. Take advantage of our Better Money Habits® financial education program to enhance your financial literacy and strengthen your community.
670 Fort Salonga Road, Northport, New York 11768, United States -
Setauket Financial Center
● ClosedWelcome to Setauket Financial Center, your trusted partner in financial planning and management, conveniently located at 30 Brookfield Lane, Centereach, New York. As a premier financial services provider, we are committed to helping individuals, families, and businesses navigate their financial journeys with confidence and clarity. At Setauket Financial Center, we offer a comprehensive range of services tailored to meet your unique financial needs. Whether you're looking for investment advice, retirement planning, tax strategies, or wealth management, our team of experienced professionals is here to guide you every step of the way. We pride ourselves on delivering personalized solutions that align with your goals and aspirations, ensuring your financial future is secure and prosperous.
30 Brookfield Lane, Centereach, New York 11720, United States -
Rob Piscatelli - Branch Manager, Ameriprise Financial Services, LLC
● OpenWelcome to the official website of Rob Piscatelli, Branch Manager at Ameriprise Financial Services, LLC, located at 1174 Veterans Memorial Highway, Hauppauge, New York. Specializing in comprehensive financial planning and advisory services, Rob Piscatelli and his team are committed to helping you achieve your financial goals through personalized strategies and expert guidance. At Ameriprise Financial, we understand the importance of aligning financial plans with your unique goals and values. Each advisor brings a wealth of experience and specialized knowledge to the table. Whether you're planning for retirement, managing investments, or seeking advice on estate planning, our team is equipped with the credentials and expertise to guide you every step of the way.
1174 Veterans Memorial Highway, Hauppauge, New York 11788, United States -
Mark Peterson - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Mark Peterson - Financial Advisor, Ameriprise Financial Services, LLC Located at 800 Veterans Memorial Highway in Hauppauge, New York, Mark Peterson is your trusted partner in navigating the complexities of financial planning. As a dedicated financial advisor, Mark offers personalized services tailored to meet the unique financial needs of individuals, retirees, and small business owners in the community.
800 Veterans Memorial Highway, Hauppauge, New York 11788, United States -
North Shore Financial Group
● OpenWelcome to North Shore Financial Group, your trusted partner in financial success, conveniently located at 2929 Express Drive North, Islandia, New York. We specialize in providing personalized financial solutions tailored to meet the unique needs of individuals, families, and businesses in our community. Our team of experienced professionals is dedicated to helping you achieve your financial goals with a comprehensive range of services, including financial planning, investment management, retirement planning, and tax strategies. At North Shore Financial Group, we prioritize building lasting relationships with our clients, ensuring transparency, integrity, and exceptional service. Whether you're planning for the future or managing current finances, trust us to guide you every step of the way. Visit us today and discover how we can help secure your financial future.
2929 Express Drive North, Islandia, New York 11749, United States -
Wealth Advisory Group, LLC
● OpenWelcome to Wealth Advisory Group, LLC, your trusted partner in financial planning and wealth management, located in the heart of Hauppauge, New York. Situated at 150 Motor Parkway, we are committed to providing personalized financial solutions tailored to meet the unique needs of each client. Our expert team of financial advisors brings years of experience and a deep understanding of the ever-changing financial landscape to help you achieve your financial goals. At Wealth Advisory Group, LLC, we offer a comprehensive range of services, including retirement planning, investment management, estate planning, and tax strategies. Our client-centric approach ensures that we take the time to understand your individual circumstances and aspirations, allowing us to create a customized financial plan that aligns with your objectives.
150 Motor Parkway, Hauppauge, New York 11788, United States -
Ameriprise Financial: Matarazzo Jr Arthur
● OpenWelcome to Ameriprise Financial: Matarazzo Jr Arthur, your trusted partner in achieving financial success. Located at 1377 Motor Parkway, Islandia, New York, our firm is dedicated to providing personalized financial advice tailored to your unique needs and goals. At Ameriprise Financial, we understand that each client's financial journey is distinct. Our advisors possess a diverse range of expertise, allowing us to offer specialized services that align with your financial objectives. Whether you're planning for retirement, managing investments, or navigating complex financial situations, our team is equipped to guide you every step of the way.
1377 Motor Parkway, Islandia, New York 11749, United States -
Liberty Partners Financial Services LLC
● ClosedWelcome to Liberty Partners Financial Services LLC, your trusted partner in financial and health planning, located at 321 Dante Court, Holbrook, New York. At Liberty Partners, we are committed to empowering individuals and businesses in achieving their financial goals while promoting overall well-being. Our dedicated team of experts offers personalized financial services, including investment management, retirement planning, tax strategies, and insurance solutions tailored to meet your unique needs. We also emphasize the importance of financial health and wellness, providing guidance and resources to help you make informed decisions for a secure future. Discover the Liberty Partners difference today, where your financial health is our top priority. Visit us in Holbrook and let us help you pave the way to a prosperous and healthy future.
321 Dante Court, Holbrook, New York 11741, United States -
American Heritage Financial
● OpenWelcome to American Heritage Financial, your trusted partner in navigating the complexities of personal and business finance. Conveniently located at 2061 Deer Park Road, Deer Park, New York, we are committed to providing exceptional financial services tailored to meet your unique needs. With a deep understanding of the financial landscape, our team of experienced professionals offers personalized solutions in areas such as wealth management, retirement planning, investment strategies, and tax optimization. At American Heritage Financial, we pride ourselves on building long-lasting relationships with our clients, grounded in trust, transparency, and a commitment to your financial success. Whether you're planning for the future, managing your current finances, or seeking expert advice, we're here to guide you every step of the way. Visit us today and discover how we can help you achieve your financial goals with confidence and peace of mind.
2061 Deer Park Road, Deer Park, New York 11729, United States -
ABG Services, Inc.
● ClosedWelcome to ABG Services, Inc., your trusted partner in financial solutions, located at 50 Terry Street, Patchogue, New York. At ABG Services, we specialize in delivering comprehensive financial services tailored to meet the unique needs of individuals and businesses alike. Our team of experienced professionals is dedicated to helping you navigate the complexities of finance with ease and confidence. Whether you are seeking personalized financial planning, investment strategies, tax preparation, or business consulting, ABG Services is here to guide you every step of the way. We pride ourselves on our commitment to excellence, integrity, and client satisfaction. Our goal is to empower you with the knowledge and tools necessary to achieve financial success and peace of mind.
50 Terry Street, Patchogue, New York 11772, United States -
Osaic Wealth Inc
● OpenWelcome to Osaic Wealth Inc., your trusted partner in financial success, located at 868 Church Street, Bohemia, New York. As a premier financial services firm, Osaic Wealth Inc. is dedicated to helping individuals and businesses achieve their financial goals through personalized and comprehensive wealth management solutions. Our team of experienced financial advisors is committed to providing expert guidance and tailored strategies that align with your unique needs and aspirations. At Osaic Wealth Inc., we understand that financial planning is a lifelong journey. Whether you are planning for retirement, managing investments, or securing your family's financial future, we are here to support you every step of the way. Our services include investment management, retirement planning, tax-efficient strategies, estate planning, and more. We pride ourselves on building long-term relationships with our clients based on trust, integrity, and excellence.
868 Church Street, Bohemia, New York 11716, United States -
Robert Gargiulo - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedWelcome to Robert Gargiulo - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner in financial planning and asset management. Located at 175 South Wellwood Avenue, Lindenhurst, New York, our practice is dedicated to helping you achieve your financial goals with personalized strategies and expert guidance. Robert Gargiulo is a highly qualified financial advisor, holding numerous certifications that reflect a deep commitment to excellence and ethical standards in the finance industry. With credentials such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Robert is equipped to address a wide range of financial planning needs, from investment strategies and asset allocation to estate planning and risk management.
175 South Wellwood Avenue, Lindenhurst, New York 11757, United States -
Elnora Inc
● OpenWelcome to Elnora Inc., your trusted partner in financial excellence, conveniently located at 82 Hempstead Street, Sag Harbor, New York. At Elnora Inc., we are committed to providing personalized financial services that cater to the unique needs of individuals and businesses alike. Our team of experienced professionals brings a wealth of knowledge and expertise to help you navigate the complex world of finance with confidence. Whether you're seeking investment advice, retirement planning, tax strategies, or business consulting, Elnora Inc. offers a comprehensive range of services designed to empower you in achieving your financial goals. We pride ourselves on building lasting relationships with our clients, grounded in trust, transparency, and a deep understanding of your financial aspirations.
82 Hempstead Street, Sag Harbor, New York 11963, United States -
Paul Pucilowski
● ClosedWelcome to Paul Pucilowski Financial Services, your trusted partner in navigating the complex world of finance. Conveniently located at 434 Sound Shore Road in Riverhead, New York, we are dedicated to providing personalized financial solutions tailored to meet your unique needs. With years of expertise and a commitment to excellence, Paul Pucilowski and his team offer a comprehensive range of services including financial planning, investment management, tax strategies, and retirement planning. Whether you are an individual seeking to secure your financial future or a business aiming to optimize your financial performance, we are here to guide you every step of the way. At Paul Pucilowski Financial Services, your financial well-being is our top priority. Visit us today to discover how we can help you achieve your financial goals with confidence and clarity.
434 Sound Shore Road, Riverhead, New York 11931, United States -
Beacon Pointe Advisors
● ClosedWelcome to Beacon Pointe Advisors, your trusted partner in financial planning and investment advisory services, located at 2488 Montauk Highway, Bridgehampton, New York. As one of the nation's largest Registered Investment Advisor firms, we are dedicated to serving the New York area with a comprehensive range of services, including investment advisory, financial planning, wealth management, and retirement plan services. At Beacon Pointe Advisors, we pride ourselves on our fiduciary responsibility to our clients, ensuring that your financial well-being is at the forefront of everything we do. Our holistic allWEALTH® approach covers all aspects of financial planning, from wealth and retirement strategies to estate and tax planning, insurance reviews, and risk assessments. We also specialize in values-based investing, life transition support, and multi-generational wealth and legacy planning.
2488 Montauk Highway, Bridgehampton, New York 11932, United States -
Merrill Lynch Financial Advisor Scott Neuberger
● ClosedWelcome to Merrill Lynch Financial Advisor Scott Neuberger, where your financial future is our priority. Located at 450 Old Country Road, Riverhead, New York, our mission is to understand your unique financial goals and help you achieve them through personalized planning and strategic investment. With access to Merrill's extensive range of investment solutions and Bank of America's banking products, we provide you with timely market insights and global economic updates to keep you on track. At the heart of our approach is a commitment to listen and understand what matters most to you. Whether you're planning for future healthcare expenses, preparing for college, considering a major purchase, or aiming to pass on wealth to the next generation, we work with you to create a comprehensive plan that aims to manage, grow, and preserve your wealth for years to come.
450 Old Country Road, Riverhead, New York 11901, United States -
Merrill Lynch Financial Advisor Michael T Lagnese
● ClosedWelcome to the office of Merrill Lynch Financial Advisor Michael T. Lagnese, located at 450 Old Country Road, Riverhead, New York. We are dedicated to helping you navigate your financial journey with confidence and clarity. Our team, supported by the global resources of Merrill, is composed of talented and experienced professionals committed to building strong relationships based on trust and personalized service. At Merrill Lynch Wealth Management, we focus on what matters most to you—your family, goals, and priorities—as they evolve over the years. Our mission is to understand your unique financial situation, enabling us to design and implement a personalized plan to help you pursue your financial goals while managing investment risk.
450 Old Country Road, Riverhead, New York 11901, United States
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