Tax and finance consulting in Schenectady, NY
76 results found
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RLP Financial Management
● ClosedRLP Financial Management is a well-established institution located at 34 North Jay Street in Schenectady, New York. Specializing in accounting and finance, our team of experts provides comprehensive financial management services to individuals and businesses alike. With a commitment to excellence and personalized attention, we strive to help our clients achieve their financial goals and secure their financial future. Whether you need help with tax planning, investment management, or retirement planning, RLP Financial Management is here to provide trusted guidance and support every step of the way.
34 N Jay St #2, Schenectady, NY 12305, United States -
Herweyer Financial
● ClosedHerweyer Financial is a reputable finance institution located at 242 Union Street in Schenectady, New York, United States. With a team of experienced professionals, Herweyer Financial offers a wide range of financial services including investment planning, retirement planning, wealth management, and more. Whether you are an individual looking to secure your financial future or a business in need of financial guidance, Herweyer Financial is dedicated to providing personalized solutions to help you achieve your financial goals. Visit us today to learn more about how we can help you navigate the complexities of the financial world.
242 Union St, Schenectady, NY 12305, United States -
Del-Sette Capital Management LLC
● ClosedDel-Sette Capital Management LLC, located at 1332 Union Street in Schenectady, New York, is an accounting, finance, and insurance agency dedicated to helping individuals plan for a happy retirement. The institution offers the unique HAPPINESS IN RETIREMENT™ Program, created by founder Bill Del-Sette who has over 26 years of experience in tax, investment management, and retirement planning. This comprehensive program aims to help clients achieve their retirement goals, maximize their income streams, and enjoy their wealth while they are healthy. Del-Sette Capital Management LLC believes that everyone should have a written life plan, and that retirement planning should be based on this plan. Clients of the institution are part of a community of interesting individuals with work-optional lifestyles. With a focus on maximizing retirement happiness, Del-Sette Capital Management LLC provides a personalized approach to help clients make the most of their wealth and enjoy a fulfilling retirement.
1332 Union St, Schenectady, NY 12308, United States -
Steven R. Jones, CPA, PC
● ClosedSteven R. Jones, CPA, PC is a reputable accounting and finance institution located at 133 Saratoga Road in Schenectady, New York, United States. With a team of experienced and qualified professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Clients can trust Steven R. Jones, CPA, PC to provide expert advice and assistance with their financial needs.
133 Saratoga Rd, Schenectady, NY 12302, United States -
Watson Peterson & Co. CPA PLLC
● ClosedWatson Peterson & Co. CPA PLLC is a reputable accounting and finance institution located on Front Street in Schenectady, New York, United States. Our team of certified public accountants provides a wide range of professional services to help individuals and businesses manage their financial affairs effectively. With a commitment to excellence and personalized service, we strive to exceed our clients' expectations and help them achieve their financial goals. Trust Watson Peterson & Co. CPA PLLC for all your accounting and finance needs.
Google Maps shows, 1473 Erie Blvd., Details say Erie Blvd...which??, Front St, Schenectady, NY 12305, United States -
beth kissinger, cpa
● OpenBeth Kissinger, CPA is a reputable accounting and finance institution located at 275 Saratoga Road in Schenectady, New York. With a team of experienced professionals, they offer a wide range of services including tax preparation, auditing, financial planning, and more. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted choice for individuals and businesses alike. Whether you are looking for help with your taxes or need assistance with financial planning, Beth Kissinger, CPA is dedicated to providing top-notch service to meet your needs.
275 Saratoga Rd, Schenectady, NY 12302, United States -
Mark D Witecki CPA CFP CFE EA CCPS CDFA
● OpenMark D Witecki CPA CFP CFE EA CCPS CDFA is a reputable accounting and finance institution located at 3701 State Street in Schenectady, New York, United States. With a team of highly qualified professionals holding various certifications such as Certified Public Accountant (CPA), Certified Financial Planner (CFP), Certified Fraud Examiner (CFE), Enrolled Agent (EA), Certified College Planning Specialist (CCPS), and Certified Divorce Financial Analyst (CDFA), the institution offers a wide range of financial services to individuals and businesses. Whether you need help with tax planning, financial planning, fraud examination, college planning, or divorce financial analysis, Mark D Witecki CPA CFP CFE EA CCPS CDFA is dedicated to providing expert guidance and personalized solutions to help you achieve your financial goals.
3701 State St, Schenectady, NY 12304, United States -
DiCocco & Associates, Inc
● ClosedDiCocco & Associates, Inc is a leading accounting and finance firm located in Schenectady, New York. With a commitment to providing top-notch financial services to individuals and businesses, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, financial planning, or any other accounting services, DiCocco & Associates, Inc is here to help. Visit us at 1598 Union Street to learn more about how we can assist you with your financial needs.
1598 Union St, Schenectady, NY 12309, United States -
Jason J. Getman CPA, PLLC
● ClosedJason J. Getman CPA, PLLC is a reputable accounting and finance institution located at 1509 Union Street in Schenectady, New York, United States. With a team of experienced professionals, they provide a wide range of accounting services to individuals and businesses in the area. From tax preparation to financial planning, Jason J. Getman CPA, PLLC is dedicated to helping their clients achieve their financial goals. Trustworthy and reliable, they are committed to providing top-notch service to all of their clients.
1509 Union St, Schenectady, NY 12309, United States -
Next Financial Group
● OpenNext Financial Group is a leading finance institution located at 650 Franklin Street in Schenectady, New York, United States. We offer a wide range of financial services including investment planning, retirement planning, insurance, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to see how we can help you navigate the complexities of the financial world and make informed decisions about your money.
650 Franklin St Suite 304, Schenectady, NY 12305, United States -
David Hawley - Thrivent
● ClosedDavid Hawley - Thrivent is a finance institution located at 3418 Carman Road, Schenectady, New York, United States. Our team is dedicated to helping you achieve your financial goals through personalized and holistic advice. With a focus on protecting what matters most to you, retaining assets, and efficiently transferring wealth, we strive to provide comprehensive financial strategies that are in your best interest. Our experienced professionals at Mengel Morse and Associates, backed by a well-rounded team, offer a complete financial experience to clients across 32 states, including New York, Pennsylvania, Delaware, and Connecticut. Whether you are looking for guidance on managing wealth or have specific financial goals in mind, we tailor our advice to create a personalized blueprint that evolves with your needs and objectives.
3418 Carman Rd, Schenectady, NY 12303, United States -
Grant Mengel - Thrivent
● ClosedGrant Mengel - Thrivent is a finance institution located at 3418 Carman Road, Schenectady, New York, United States. Licensing for services is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional for such guidance. Thrivent provides advice and guidance through its Financial Planning Framework, which includes a thorough review and analysis of a client's financial situation. Clients have the option to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
3418 Carman Rd, Schenectady, NY 12303, United States -
Simon Blattstein - Thrivent
● ClosedSimon Blattstein - Thrivent is a finance institution located at 3418 Carman Road in Schenectady, New York, United States. They are licensed in multiple states, including CT, DE, FL, ID, MD, NY, OR, PA, and WA. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to engage further with Thrivent through their Dedicated Planning Services, which provides written recommendations for a fee. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients should consult with their attorney or tax professional for these matters. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC.
3418 Carman Rd, Schenectady, NY 12303, United States -
Greg Mengel - Thrivent
● ClosedGreg Mengel - Thrivent is a finance institution located at 3418 Carman Road, Schenectady, New York, United States. We are dedicated to helping clients achieve their financial goals through personalized and holistic advice. Founded in 2017 by Greg Mengel and Bob Morse, with over 20 years of experience in successful practices at Thrivent, we offer comprehensive financial strategies across 32 states. Our commitment is to provide informed and educated guidance at every step of your financial journey, ensuring your assets are protected, retained, and efficiently transferred. Whether you are managing accumulated wealth or have specific financial goals in mind, our advice is tailored to your individual needs and goals.
3418 Carman Rd, Schenectady, NY 12303, United States -
Steve Warren - Thrivent
● ClosedSteve Warren - Thrivent is a finance institution located at 3418 Carman Road in Schenectady, New York, United States. Licensing for their services can be obtained through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which involves reviewing and analyzing a client's financial situation. Clients can also opt for Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
3418 Carman Rd, Schenectady, NY 12303, United States -
Three Buckets Wealth Management - Ameriprise Financial Services, LLC
● ClosedThree Buckets Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 1205 Troy-Schenectady Road, Latham, New York, United States. The team at Three Buckets Wealth Management is dedicated to helping families plan and achieve their financial dreams. They offer personalized strategies to empower individuals with confidence and control over their finances, whether the goal is retirement, investment growth, or leaving a legacy for loved ones. The team invites individuals to start their financial journey with a complimentary initial consultation to celebrate milestones and work towards turning dreams into realities. The institution prioritizes the financial well-being of each client's family and is committed to walking the path together. Ameriprise financial advisors are registered in certain U.S. states and provide an overview of financial planning concepts during the initial consultation. While Ameriprise Financial cannot guarantee future financial results, they are dedicated to helping clients achieve their goals. Clients can expect to hear from the team soon after a referral is made. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring privacy and security for all clients.
1205 Troy-Schenectady Rd Ste 103, Latham, NY 12110, United States -
Michael Triolo - Morgan Stanley
● OpenMichael Triolo - Morgan Stanley is a leading finance institution located at 1212 Troy-Schenectady Road in Latham, New York, United States. With a strong reputation for excellence in financial services, Michael Triolo - Morgan Stanley offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. The dedicated team of professionals at this institution is committed to providing personalized service and expert advice to help clients make informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Michael Triolo - Morgan Stanley is here to help you every step of the way.
1212 Troy-Schenectady Rd, Latham, NY 12110, United States -
David Bushman - Morgan Stanley
● OpenDavid Bushman - Morgan Stanley is a reputable finance institution located at 1212 Troy-Schenectady Road in Latham, New York, United States. With a focus on providing top-notch financial services and investment advice, the team at David Bushman - Morgan Stanley is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, the experts at this institution are here to guide you every step of the way. Trust in David Bushman - Morgan Stanley for all your financial needs.
1212 Troy-Schenectady Rd, Latham, NY 12110, United States -
The Sunway Team - Morgan Stanley
● OpenThe Sunway Team at Morgan Stanley is a leading finance institution located at 1212 Troy-Schenectady Road in Latham, New York, United States. With a strong focus on providing top-notch financial services, our team of experts offers personalized wealth management solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, The Sunway Team is dedicated to providing you with the guidance and support you need to make informed decisions and secure your financial future. Contact us today to learn more about how we can help you navigate the complexities of the financial world.
1212 Troy-Schenectady Rd, Latham, NY 12110, United States -
H&R Block
● OpenH&R Block is a renowned accounting and finance institution located at 1400 Altamont Avenue in Schenectady, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking to maximize your tax refund or a business seeking expert financial guidance, H&R Block is dedicated to providing top-notch services tailored to your specific needs. Trust H&R Block for all your accounting and finance needs.
1400 Altamont Ave, Schenectady, NY 12303, United States -
RAO Accounting Solutions Inc
● ClosedRAO Accounting Solutions Inc is a leading accounting and finance institution located at 2950 Hamburg Street in Schenectady, New York, United States. Our team of experienced professionals provides a wide range of services including tax preparation, bookkeeping, financial planning, and consulting. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and navigate the complexities of the financial world. Contact us today to learn how we can assist you with all of your accounting and finance needs.
2950 Hamburg St, Schenectady, NY 12303, United States -
Donald R Wilock Jr Accounting
● OpenDonald R Wilock Jr Accounting is a reputable institution located at 1581 Union Street in Schenectady, New York, United States. Specializing in accounting and finance services, this institution offers top-notch financial solutions for individuals and businesses alike. With a team of experienced professionals, Donald R Wilock Jr Accounting provides expert advice and assistance in managing finances, preparing taxes, and ensuring financial success. Trustworthy and reliable, this institution is dedicated to helping clients achieve their financial goals.
1581 Union St, Schenectady, NY 12309, United States -
Joseph J Montone & Co
● OpenJoseph J Montone & Co is a reputable accounting and finance institution located at 1502 State Street in Schenectady, New York. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Joseph J Montone & Co is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in managing your finances.
1502 State St, Schenectady, NY 12304, United States -
H&R Block
● OpenH&R Block is a renowned accounting and finance institution located at 133 Wall St in Schenectady, New York, United States. With a team of highly skilled professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing top-notch service and expertise to help you achieve your financial goals.
133 Wall St Ste 3, Schenectady, NY 12305, United States -
Sicilia & Associates - Joseph E Bogaard CPA
● OpenSicilia & Associates - Joseph E Bogaard CPA is a reputable accounting and finance institution located at 2312 Broadway in Schenectady, New York, United States. With a team of experienced professionals, they provide a wide range of accounting services to individuals and businesses, including tax preparation, financial planning, and consulting. Clients can expect personalized attention and expert advice to help them achieve their financial goals.
2312 Broadway, Schenectady, NY 12306, United States -
Joseph J Mazzone & Son Public
● OpenJoseph J Mazzone & Son Public is a reputable accounting and finance institution located at 2933 Hamburg Street in Schenectady, New York. With a long-standing history of providing top-notch financial services, the institution is known for its expertise in tax preparation, auditing, bookkeeping, and financial planning. The team at Joseph J Mazzone & Son Public is dedicated to helping individuals and businesses navigate the complexities of financial management with professionalism and precision. Whether you need assistance with your personal finances or require comprehensive accounting services for your business, Joseph J Mazzone & Son Public is here to help you achieve your financial goals.
2933 Hamburg St, Schenectady, NY 12303, United States -
Steven M Sargent & Co
● ClosedSteven M Sargent & Co is a reputable accounting and finance institution located at 20 South Church Street in Schenectady, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Whether you are an individual looking for personal financial advice or a business in need of accounting solutions, Steven M Sargent & Co is dedicated to providing top-notch service and expertise to help you achieve your financial goals.
20 S Church St, Schenectady, NY 12305, United States -
Empire Accounting Solutions
● OpenEmpire Accounting Solutions is a leading accounting and finance institution located at 6256 Empire Avenue in Schenectady, New York, United States. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses. Our services include tax preparation, bookkeeping, payroll processing, and financial consulting. At Empire Accounting Solutions, we are dedicated to providing our clients with personalized and accurate financial solutions to help them achieve their goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
6256 Empire Ave, Schenectady, NY 12306, United States -
Business Management Group Inc
● ClosedBusiness Management Group Inc is a reputable institution located at 2933 Hamburg Street, Schenectady, New York, United States. Specializing in accounting and finance, this institution offers top-notch services to help businesses manage their financial resources effectively. With a team of experienced professionals, Business Management Group Inc is dedicated to providing expert advice and solutions to help businesses thrive in today's competitive market. Whether you need assistance with budgeting, financial planning, or tax preparation, this institution has the expertise to meet your needs. Contact Business Management Group Inc today to learn more about how they can help your business succeed.
2933 Hamburg St Suite 3, Schenectady, NY 12303, United States -
Bianchi & McDonald
● ClosedBianchi & McDonald is a reputable finance institution located at 3140 Carman Road in Schenectady, New York, United States. With a strong commitment to providing top-notch financial services, Bianchi & McDonald offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Bianchi & McDonald is here to help. Visit their office today to learn more about how they can assist you with your financial needs.
3140 Carman Rd, Schenectady, NY 12303, United States
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