Tax and financial advisory in White Plains, NY
91 results found
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Dess One Tax Services
● OpenDess One Tax Services is a reputable accounting and finance institution located at 90 Manhattan Avenue in White Plains, New York, United States. With a team of experienced professionals, we offer a wide range of tax services to individuals and businesses. Our goal is to provide accurate and efficient financial solutions to help our clients navigate the complexities of tax laws and regulations. Whether you need assistance with tax preparation, planning, or IRS representation, Dess One Tax Services is here to help. Contact us today to schedule a consultation and see how we can assist you with all your financial needs.
90 Manhattan Ave, White Plains, NY 10603, United States -
White Clover Consulting Inc.
● ClosedWhite Clover Consulting Inc. is a leading accounting and finance institution located at 44 South Broadway in White Plains, New York, United States. Our team of expert consultants provides top-notch financial services to businesses and individuals, specializing in tax planning, auditing, and financial analysis. With a commitment to excellence and a dedication to client satisfaction, White Clover Consulting Inc. is your trusted partner for all your accounting and finance needs. Contact us today to learn more about how we can help you achieve your financial goals.
44 S Broadway 1st Floor, White Plains, NY 10601, United States -
SOS Tax Solutions LLC
● OpenSOS Tax Solutions LLC is a leading accounting and finance institution located at 31 Lark Avenue in White Plains, New York, United States. Our team of experienced professionals specializes in providing expert tax solutions for individuals and businesses alike. Whether you need assistance with tax preparation, planning, or resolution, we are here to help guide you through the complexities of the tax system. Trust SOS Tax Solutions LLC to provide personalized and reliable financial services to meet your needs.
31 Lark Ave, White Plains, NY 10607, United States -
Marc Rienas - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenMarc Rienas is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 399 Knollwood Road in White Plains, New York, United States. Marc Rienas holds several 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Marc Rienas' expertise in asset management, retirement planning, estate planning, investment strategies, and more. With a commitment to ethical practices and ongoing education, Marc Rienas is dedicated to providing comprehensive financial advice and support to clients, including veterans and military personnel. Contact Marc Rienas at Ameriprise Financial Services, LLC for expert financial guidance tailored to your individual needs.
399 Knollwood Rd Ste 212, White Plains, NY 10603, United States -
TFG Accounting and Tax
● ClosedTFG Accounting and Tax, located at 120 White Plains Road in Tarrytown, New York, has been providing comprehensive accounting, audit, tax, and business consulting services since 1996. As part of The Fuoco Group, they offer a range of financial advisory services through their TFG Related Entities, including TFG Financial Advisors, TFG Risk Management, and TFG Business Advisors. Their team of Certified Public Accountants understands the unique financial needs of individuals, families, entrepreneurs, and business owners, offering innovative solutions to help them achieve their goals. From tax-saving strategies to comprehensive financial management, TFG Accounting and Tax provides customized options for growth and legacy building.
120 White Plains Rd #315, Tarrytown, NY 10591, United States -
Trivium Point Advisory
● ClosedTrivium Point Advisory, located at 41 Pinelawn Road in Melville, New York, is a finance institution that is excited to welcome Paradigm Financial Partners and Lyons & Lyons, CPAs to their team. They specialize in connecting people, processes, and finances to provide essential financial strategies through wealth management, tax and accounting, and business advisory services all under one roof. Dedicated to individuals seeking an experienced and central advisor for their financial needs, Trivium Point Advisory offers a specialized experience that combines wealth management, accounting, and business advisory services for those who value financial stewardship. Their goal is to help clients understand their numbers and create a personalized financial roadmap to work towards their financial goals.
41 Pinelawn Rd Suite 101, Melville, NY 11747, United States -
Marc Mirabella- Hudson Financial Group
● ClosedMarc Mirabella- Hudson Financial Group is a reputable finance institution located at 580 White Plains Road in Tarrytown, New York, United States. With a focus on providing top-notch financial services, they are 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 Marc Mirabella- Hudson Financial Group is here to assist you every step of the way. Trustworthy, reliable, and committed to excellence, they strive to deliver personalized solutions tailored to your specific needs. Visit them today and take the first step towards a secure financial future.
580 White Plains Rd #205, Tarrytown, NY 10591, United States -
Merrill Lynch Financial Advisor Laura A Jimenez
● ClosedMerrill Lynch Financial Advisor Laura A Jimenez is a finance institution located at 360 Hamilton Avenue, White Plains, New York, United States. The BME Group, where Laura A Jimenez is a Senior Wealth Management Client Associate, believes in the power of relationships and personalized service. With over 100 years of combined wealth advisory experience, the team at The BME Group specializes in retirement planning, estate planning, wealth transfer, and business transition services. They use cutting-edge technology and tailored investment strategies to assist affluent families, executives, and businesses in building, preserving, and transferring wealth while minimizing taxes. The team at The BME Group understands that no two clients are alike, which is why they prioritize getting to know each individual, their goals, risk tolerance, and priorities. They offer personalized financial strategies based on each client's unique needs and preferences. Through conversations and the Investment Personality Assessment, they aim to customize financial approaches to help clients pursue their most meaningful goals.
360 Hamilton Ave 8th Floor, White Plains, NY 10601, United States -
Mitchell WealthCare - UBS Financial Services Inc.
● OpenMitchell WealthCare - UBS Financial Services Inc. is a renowned finance institution located at 709 Westchester Avenue in White Plains, New York, United States. With a commitment to providing top-notch financial services, they specialize in wealth management, investment planning, and financial advisory services. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest wisely, Mitchell WealthCare - UBS Financial Services Inc. is the trusted partner you need.
709 Westchester Ave Suite 400, White Plains, NY 10604, United States -
Kevin Bertoncin, CFP® - UBS Financial Services Inc.
● OpenKevin Bertoncin, CFP® - UBS Financial Services Inc. is a reputable finance institution located at 709 Westchester Avenue in White Plains, New York, United States. Specializing in financial planning and wealth management services, our team of experts is dedicated to helping clients achieve their financial goals. With a focus on personalized solutions and exceptional customer service, we strive to provide our clients with the guidance and support they need to secure their financial future. Trust Kevin Bertoncin, CFP® - UBS Financial Services Inc. for all your financial needs.
709 Westchester Ave Suite 400, White Plains, NY 10604, United States -
Money Tax Tax Services
● ClosedMoney Tax Tax Services is a reputable accounting and finance institution located at 3509 White Plains Road in New York, United States. Our dedicated team of professionals specializes in providing top-notch tax services to individuals and businesses. Whether you need help with tax preparation, filing, planning, or any other financial services, we are here to assist you every step of the way. Trust Money Tax Tax Services to handle all of your accounting and finance needs with precision and expertise.
3509 White Plains Rd, Bronx, NY 10467, United States -
Wealth Enhancement Group
● ClosedWealth Enhancement Group is a leading financial institution located at 120 White Plains Road in Tarrytown, New York, United States. Specializing in wealth management and financial planning, our team of expert advisors is dedicated to helping individuals and families achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to enhance our clients' wealth and secure their financial future. Contact us today to learn more about how Wealth Enhancement Group can help you reach your financial objectives.
120 White Plains Rd Suite 405, Tarrytown, NY 10591, United States -
CMC Wealth Management
● ClosedCMC Wealth Management, located at 113 Nethermont Avenue in White Plains, New York, is an institution specializing in accounting and finance. With a focus on helping clients secure their financial future, CMC Wealth Management offers personalized services to address individual circumstances and goals. The founder, Catherine M. Censullo, CPA, PFS, is dedicated to guiding clients through the process of financial planning and investment. At CMC Wealth Management, clients can expect regular reviews of their financial concerns and adjustments to ensure their financial health aligns with their personal, professional, and family situations. The institution emphasizes the importance of proactive financial planning to uncover opportunities and potential rewards for long-term success. Whether clients are seeking brokerage services, investment advisory services, or both, the team at CMC Wealth Management is equipped to assist with a range of financial needs.
113 Nethermont Ave, White Plains, NY 10603, United States -
NYC Advisors, LLC
● ClosedNYC Advisors, LLC is a finance institution located at 445 Hamilton Avenue in White Plains, New York, United States. Our team of experienced financial advisors offers a wide range of services to help clients achieve their financial goals. From investment management to retirement planning, we provide personalized solutions to meet the unique needs of each individual or business. With a commitment to excellence and a focus on client satisfaction, NYC Advisors, LLC is dedicated to helping our clients navigate the complexities of the financial world with confidence and peace of mind.
445 Hamilton Ave #1102, White Plains, NY 10601, United States -
Yoshida Wealth Management, Inc.
● ClosedYoshida Wealth Management, Inc. is a leading finance institution located at 50 Main Street in White Plains, New York, United States. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. With a focus on financial planning, investment management, and retirement planning, we strive to create customized strategies tailored to each client's unique needs. Contact us today to learn more about how we can help you secure your financial future.
50 Main St Apartment 1000, White Plains, NY 10606, United States -
The Portfolio Strategy Group
● ClosedThe Portfolio Strategy Group is a leading finance institution located at 50 Main Street in White Plains, New York, United States. Our team of experts specializes in creating customized investment portfolios tailored to meet the unique financial goals and risk tolerances of our clients. With a focus on strategic asset allocation and risk management, we strive to maximize returns while minimizing volatility. Whether you are an individual investor looking to grow your wealth or a business seeking to optimize your financial resources, The Portfolio Strategy Group is here to help you achieve your financial objectives. Contact us today to schedule a consultation and learn more about how we can assist you in reaching your financial goals.
50 Main St #1280, White Plains, NY 10606, United States -
Meridian Global Services
● ClosedMeridian Global Services is a leading finance institution located at 50 Main Street in White Plains, New York, United States. With a strong reputation for providing top-notch financial services, Meridian Global Services offers a wide range of 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 navigate the complexities of the financial world. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, Meridian Global Services is committed to providing personalized solutions tailored to your unique needs. Visit them today to see how they can help you secure a brighter financial future.
50 Main St #274, White Plains, NY 10606, United States -
EisnerAmper LLP
● ClosedEisnerAmper LLP is a leading accounting and finance institution located at 1 Gannet Drive, White Plains, New York, United States. They offer a wide range of services including accounting, audit, tax, advisory, and outsourcing services to help businesses, government organizations, and individuals navigate through challenges and opportunities. With industry-specific expertise and cutting-edge technologies, EisnerAmper helps clients position themselves for growth, profitability, and success. They provide insights, analysis, and perspectives to keep clients informed and prepared for the future. Additionally, EisnerAmper offers downloadable guides on topics such as cybersecurity and tax planning, as well as hosts events like the Women in Alternative Investment Industry Cinco De Mayo Soiree. Clients value EisnerAmper for their talent, knowledge, reasonable rates, and commitment to solving problems.
1 Gannet Dr, White Plains, NY 10604, United States -
Steven M Kaplan, CPA/ABV, MBA
● ClosedSteven M Kaplan, CPA/ABV, MBA is a reputable accounting and finance institution located at 333 Westchester Avenue in White Plains, New York, United States. With a team of experienced professionals, including Certified Public Accountants and Accredited in Business Valuation experts, the institution offers a wide range of financial services to individuals and businesses. From tax preparation and planning to business valuation and financial consulting, Steven M Kaplan, CPA/ABV, MBA is dedicated to providing high-quality, personalized services to meet the unique needs of each client. Whether you are looking for assistance with your personal finances or seeking expert advice for your business, this institution is committed to helping you achieve your financial goals.
333 Westchester Ave s302, White Plains, NY 10604, United States -
Tortoise Investment Management, LLC
● OpenTortoise Investment Management, LLC is a finance institution located at 2 Westchester Park Drive in White Plains, New York, United States. Specializing in investment management, Tortoise offers personalized financial solutions to help clients achieve their financial goals. With a team of experienced professionals, Tortoise Investment Management, LLC provides expert advice and strategic investment planning to help clients navigate the complexities of the financial markets. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Tortoise Investment Management, LLC is committed to providing top-notch financial services tailored to your individual needs.
2 Westchester Park Dr #215, White Plains, NY 10604, United States -
Raymond J Passero, CPA., PC
● OpenRaymond J Passero, CPA., PC is a finance institution located at 520 White Plains Road in Tarrytown, New York, United States. With a team of experienced Certified Public Accountants, they provide a wide range of financial services including tax preparation, audit assistance, bookkeeping, and financial planning. Their commitment to client satisfaction and attention to detail sets them apart in the industry, making them a trusted partner for individuals and businesses seeking expert financial guidance.
520 White Plains Rd # 500, Tarrytown, NY 10591, United States -
Boyer 2 Accountants Inc.
● ClosedBoyer 2 Accountants Inc. is a reputable accounting and finance institution located at 399 Knollwood Road in White Plains, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Boyer 2 Accountants Inc. is dedicated to helping their clients achieve their financial goals. Trustworthy and reliable, they strive to provide top-notch service and expertise in all aspects of accounting and finance.
399 Knollwood Rd Suite 116, White Plains, NY 10603, United States -
Hara Yoshida Accounting
● ClosedHara Yoshida Accounting, located at 50 Main Street in White Plains, New York, offers retirement and financial solutions specifically tailored for Japanese Americans. Specializing in cross-border tax solutions for Japanese nationals, the institution provides services for expatriates, dual-citizens, or Japanese nationals living and working in the United States. Yoshida Wealth Management takes a personalized approach to uncovering clients' unique values and priorities in order to develop a harmonious framework between financial plans and life goals. As independent fiduciaries, they aim to be true financial partners, listening to clients, clarifying goals, and developing long-term financial plans and investment strategies for sustained success.
50 Main St #1000, White Plains, NY 10606, United States -
Phil Leib, CPA
● ClosedPhil Leib, CPA is a trusted accounting and finance institution located in White Plains, New York. With a commitment to providing top-notch financial services, Phil Leib, CPA offers expert advice and assistance to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, the experienced professionals at Phil Leib, CPA are here to help. Conveniently located at 117 Hillair Circle, Phil Leib, CPA is dedicated to helping clients achieve their financial goals and secure their financial future.
117 Hillair Cir, White Plains, NY 10605, United States -
The Creative Planners Group, Ltd
● ClosedThe Creative Planners Group, Ltd is a leading accounting and finance institution located at 660 White Plains Road in Tarrytown, New York. Our team of experienced professionals specializes in providing innovative financial planning and advisory services to individuals and businesses. With a commitment to excellence and a creative approach to financial management, we help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you reach your financial objectives.
660 White Plains Rd #445, Tarrytown, NY 10591, United States -
The Wilmot Group LLC
● OpenThe Wilmot Group LLC is a leading accounting and finance institution located at 203 East Post Road in White Plains, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, and financial planning. Their commitment to excellence and personalized service sets them apart as a trusted partner in achieving financial success.
203 E Post Rd, White Plains, NY 10601, United States -
Robert Rimberg & Associates LLC
● ClosedRobert Rimberg & Associates LLC is a reputable accounting and finance institution located at 1025 Westchester Avenue in White Plains, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation to financial planning, they strive to provide their clients with top-notch services and expert advice to help them achieve their financial goals. Whether you need assistance with bookkeeping, budgeting, or investment strategies, Robert Rimberg & Associates LLC is dedicated to providing personalized solutions tailored to meet your specific needs. Trustworthy, reliable, and committed to excellence, this institution is a trusted partner for all your accounting and finance needs.
1025 Westchester Ave, White Plains, NY 10604, United States -
Mandy Wang, CPA
● ClosedMandy Wang, CPA is a reputable accounting and finance institution located at 707 Westchester Avenue in White Plains, New York, United States. With a team of experienced and knowledgeable Certified Public Accountants, we offer a wide range of accounting and financial services to individuals and businesses. Our services include tax preparation, auditing, financial planning, and consulting. Trust Mandy Wang, CPA to provide accurate and reliable financial solutions tailored to meet your specific needs.
707 Westchester Ave, West Harrison, NY 10604, United States -
Grant Mccarthy Group LLC
● OpenGrant McCarthy Group LLC is a finance institution located at 777 Westchester Avenue in White Plains, New York. With a strong focus on providing expert financial services and solutions, Grant McCarthy Group LLC is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, the experienced team at Grant McCarthy Group LLC is committed to providing personalized and professional service. Trust in Grant McCarthy Group LLC to help you navigate the complexities of the financial world and secure your financial future.
777 Westchester Ave, West Harrison, NY 10604, United States -
Herman & Company CPA's, PC
● ClosedHerman & Company CPA's, PC is a reputable accounting and finance institution located at 13 Westfield Lane in White Plains, New York, United States. With a team of experienced certified public accountants, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and consulting. Their dedication to excellence and personalized approach to client service sets them apart in the industry. Whether you are an individual or a business in need of financial guidance, Herman & Company CPA's, PC is here to help you achieve your financial goals.
13 Westfield Ln, White Plains, NY 10605, United States
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