TOP 30 Tax and insurance strategies in New York, New York

811 results found

Chris Larkin - GrandView Insurance & Financial Services is a renowned LPL Financial Advisor located at 444 Bedford Road in Pleasantville, New York. As a leading finance and insurance agency, we provide expert guidance and personalized solutions to help clients achieve their financial goals. With a focus on integrity and professionalism, our team is dedicated to providing top-notch service and comprehensive financial planning. Contact us today to start securing your financial future with confidence.

Hardy Financial Strategies is a finance and insurance agency located at 303 South Broadway in Tarrytown, New York, United States. Our institution is dedicated to helping clients take a proactive approach to their personal financial situation. We offer services in investing, insurance, retirement planning, estate planning, and wealth preservation. Our website is designed to provide valuable information on financial concepts and educate you on the services we offer. We are committed to providing personalized service and attention to each client. We encourage you to explore our site regularly for updated information and to refer those who could benefit from our services.

Lombardi and Associates - Ameriprise Financial Services, LLC is a reputable finance institution located at 800 Westchester Avenue in Rye Brook, New York, United States. They offer a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Lombardi and Associates is dedicated to providing personalized financial planning and investment strategies tailored to each client's specific needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Lombardi and Associates can help you navigate the complex world of finance with confidence.

Strategic Financial & Tax Planning Services is a comprehensive financial institution located at 150 Motor Parkway in Hauppauge, New York. Our team of expert accountants, financial advisors, and insurance agents are dedicated to providing personalized and strategic financial planning services to help individuals and businesses achieve their financial goals. Whether you need assistance with tax planning, investment strategies, or insurance coverage, our professionals are here to help you navigate the complexities of the financial world. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Batista Income Tax & Services is a trusted accounting, finance, and insurance agency located at 53 Gray Avenue in Medford, New York. With years of experience, our team of professionals is dedicated to providing top-notch services to individuals and businesses in need of tax preparation, financial planning, and insurance solutions. Whether you are looking to file your taxes, manage your finances, or protect your assets, our experts are here to help. Visit us today to experience personalized and reliable services that cater to your specific needs.

The Five Pillars Tax & Insurance Services is a reputable accounting and finance institution located at 509 72nd Street in New York, United States. With a team of experienced professionals, they provide expert tax preparation, financial planning, insurance services, and more. Their commitment to excellence and dedication to their clients sets them apart as a trusted partner in managing financial matters. Visit The Five Pillars Tax & Insurance Services for personalized and reliable financial solutions.

Doonan Tax Services is a reputable accounting, finance, and insurance agency located at 2027 Williamsbridge Road in New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and insurance solutions. Whether you are an individual or a business owner, Doonan Tax Services can help you navigate the complexities of taxes and finances to ensure your financial well-being. Contact them today to schedule a consultation and take control of your financial future.

Stanley Hunter, New York Life is a reputable health insurance agency located at 777 Westchester Avenue in White Plains, New York. With a focus on providing top-quality insurance products and services, this institution is dedicated to helping individuals and families protect their health and financial well-being. The experienced team at Stanley Hunter, New York Life is committed to offering personalized solutions and exceptional customer service to meet the unique needs of each client. Trust Stanley Hunter, New York Life for all your health insurance needs in the United States.

Vanderzee Financial & Insurance is a reputable finance and insurance agency located at 1023 New York 146 in New York, United States. With a team of experienced professionals, we provide a wide range of financial services and insurance products to meet the diverse needs of our clients. Whether you are looking for investment advice, retirement planning, or insurance coverage, our knowledgeable staff is here to help you navigate the complex world of finance. Trust Vanderzee Financial & Insurance to provide you with personalized solutions tailored to your specific goals and objectives. Visit us today to secure your financial future with confidence.

Gleason Tax Advisory, located at 1848 Buffalo Street Extension in Jamestown, New York, offers a range of services including tax preparation, insurance, payroll, Medicare, and business advisement. Booking is now open for post-tax season appointments, with extensions available and pre-payments if needed. You can schedule a 1-on-1 meeting with Bruce for tax planning, payroll, business advising, or Medicare, either in person or virtually. Bruce is a licensed insurance agent and broker who can help you select the right insurance plan for your needs and budget. Our offices are open year-round, and we also offer assistance with navigating New York State sales tax laws for small businesses. With advanced online technology and attentive professionals, you can trust us to handle your payroll needs. Tax meetings are by appointment only, and you can book online or by phone. Let Gleason Tax Advisory help you with all your financial needs in Jamestown, NY.

Investment & Retirement Strategies is a leading finance and insurance agency located at 301 Royal Street in Vestal, New York. Our experienced team of professionals specializes in helping clients plan for a secure financial future through strategic investment and retirement planning. Whether you are just starting to build your wealth or are preparing for retirement, we offer personalized solutions to meet your unique financial goals. Contact us today to learn more about how we can help you achieve financial security and peace of mind.

Jon L Myers and Associates - Ameriprise Financial Services, LLC is a finance institution located at 1550 Vestal Parkway East, Vestal, New York, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams for 2024, we offer personalized financial services tailored to your individual goals and risk tolerance. Our team works with you to create investment strategies, asset allocations, and portfolio recommendations to help you achieve your financial objectives, whether it's retirement planning, education savings, or major purchases like a second home. We prioritize regular meetings to review and analyze your progress, update your approach as life changes, and track your progress towards your goals. Our secure online platform allows you to access your investments and accounts from any device, providing you with real-time updates and information sharing capabilities with us.

Akamai Financial Services and Consultants Ltd is a leading finance institution located at 202 Grid Blvd in Roscoe, New York, United States. With a team of experienced professionals, we provide a wide range of financial services and consulting solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, tax strategies, or any other financial matter, our experts are here to guide you every step of the way. Trust Akamai Financial Services and Consultants Ltd for all your financial needs.

New York Life is an insurance agency located at 35 East Main Street, Westfield, New York, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, as well as long-term coverage that is customizable to fit your needs and budget. Their policies also allow you to invest your cash value in the market, providing potential market gains. New York Life can help pay for everyday tasks, replace lost income due to illness or injury, and offer professionally managed investments with low fees. They offer a variety of insurance options for individuals, employees, executives, and business owners, as well as guidance on creating an estate plan. With over 12,000 agents nationwide, New York Life is committed to helping you protect your family and plan for the future. Their mission is to make the world a better place through responsible investing, community engagement, and charitable giving. Visit their website for articles, guides, and financial calculators to help clarify your financial goals.

Greenpoint Insurance Brokerage is a reputable insurance agency located in Warwick, New York, United States. We specialize in providing a wide range of insurance services, including General Liability, Workers Compensation, Auto Insurance, Property Insurance, Umbrella Insurance, Homeowners Insurance, and more. Our team of licensed professionals is dedicated to helping you find the right insurance coverage for your specific needs. In addition to our insurance services, we also offer a New York Defensive Driving Course approved by the NYS DMV for point and insurance reduction. Our tax preparation services can help you maximize deductions and credits, while our notary public services make document notarization and copying simple and convenient.

Jacob J Katz And Company is a reputable insurance agency located at 455 New York 304 in Bardonia, New York, United States. With years of experience in the industry, they provide a wide range of insurance products and services to meet the needs of their clients. Whether you are looking for auto, home, life, or business insurance, their team of knowledgeable agents is dedicated to helping you find the right coverage at the best possible price. Trust Jacob J Katz And Company to protect what matters most to you.

Deya Travel & Taxes is a reputable travel agency located in the bustling city of New York. Situated at 601 West 190th Street, this agency offers a wide range of travel services including booking flights, hotels, and vacation packages. In addition, they also provide tax preparation services for individuals and businesses. With a team of experienced professionals, Deya Travel & Taxes is dedicated to providing top-notch customer service and ensuring a seamless travel experience for all clients. Whether you're planning a relaxing getaway or need help with your taxes, Deya Travel & Taxes is here to assist you every step of the way.

B. Riley Wealth Tax Services is a reputable institution located at 484 Temple Hill Road in New Windsor, New York, United States. Specializing in accounting and finance, our team of tax professionals can assist individuals and businesses in implementing effective financial strategies to minimize tax liabilities. With expertise in the latest tax law changes for the 2023 tax year, our professionals are dedicated to helping clients navigate tax season and beyond. At B. Riley Wealth Tax Services, we provide comprehensive tax and wealth management services to help clients keep more of what they earn and grow their net worth over time. Our experienced professionals can assist with tax returns as well as develop total tax management plans that integrate tax expertise with financial advice. We are committed to keeping up with qualified designations to ensure our clients receive the expertise needed to address ever-changing federal and state tax laws.

Wamba Brokerage and Financial Inc. is a comprehensive institution offering accounting, finance, and insurance services. Located at 2825 Third Avenue in New York, United States, we specialize in providing our clients with the right insurance products tailored to their specific needs. With a team of experienced professionals who have worked with top tax companies such as HR BLOCK and INTUIT, we are well-equipped to assist you with all your tax requirements. In addition to our accounting and insurance services, we also offer shipping services nationally and internationally in partnership with major logistics companies. Our goal is to ensure that your belongings reach their destination safely and efficiently.

Bufalo & Conti Insurance and Financial Services - Northwestern Mutual is a reputable finance and insurance agency located at 301 Main Street in Goshen, New York, United States. With a strong focus on providing personalized financial planning and insurance solutions, their team of professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Bufalo & Conti Insurance and Financial Services - Northwestern Mutual is committed to providing top-notch services tailored to your individual needs. Contact them today to start securing your financial future.

New York City Financial Advisor-Financial Planners is a leading finance and insurance agency located at 60 East 42nd Street in the heart of New York City. Our team of expert advisors and planners are dedicated to helping individuals and businesses achieve their financial goals through personalized strategies tailored to their unique needs. Whether you are looking to plan for retirement, invest in the stock market, or protect your assets with insurance, our experienced professionals are here to guide you every step of the way. Trust New York City Financial Advisor-Financial Planners to provide you with the expertise and resources needed to secure your financial future.

ITI Strategies, Inc. is a leading accounting, finance, and insurance agency located at 994 Main Street in Peekskill, New York. With a team of experienced professionals, we provide a wide range of services to help individuals and businesses manage their financial needs. Whether you need assistance with tax preparation, investment planning, or insurance coverage, our experts are here to help. Contact us today to learn more about how ITI Strategies, Inc. can help you achieve your financial goals.

Joseph L Soricelli Insurance and Financial Services is a trusted institution located at 4419 White Plains Road in New York, United States. As a finance institution, they offer a wide range of insurance and financial services to help individuals and businesses secure their future. With a team of experienced professionals, they provide personalized solutions to meet the unique needs of each client. Whether you are looking for insurance coverage or financial planning assistance, Joseph L Soricelli Insurance and Financial Services is dedicated to helping you achieve your goals and protect what matters most to you.

Welcome to W.C. Tax and Consulting Service Inc., located at 1884 86th Street in New York, United States. W.C. Tax has been providing accounting and tax services to the large Chinese community in New York for several years. Many Chinese individuals believe that browsing various financial and tax websites and books can solve their tax issues, but this process consumes a lot of time. W.C. Tax can provide efficient and trustworthy services to help clients navigate through government rules and requirements based on their unique situations. Thank you for visiting! W.C. Tax specializes in various types of corporate taxes, sales taxes, payroll taxes, household taxes, individual taxes, overseas taxes, taxes for overseas students, as well as individual tax identification number application and updates.

BB Tax & Advisory Inc is an accounting and finance institution located at 3636 33rd Street in New York, United States. We specialize in catering to the complex needs of small business owners and middle-class families who are looking to improve their financial situation. Taxes can be a significant expense in our lives, and our team is dedicated to helping clients resolve outstanding tax issues, minimize future tax bills, and plan for their financial future. Unlike working with separate financial professionals, our team takes a comprehensive, team-based approach to financial planning. We develop strategies that integrate bookkeeping, tax accounting, and financial advising to provide a cohesive plan for our clients. Our services were previously only accessible to the wealthy, but we focus on serving the middle-class market because we believe they are most in need of our expertise.

TAX HUB is a comprehensive financial services institution located in the heart of New York City at 2314 Broadway. Specializing in accounting, finance, and insurance services, TAX HUB is dedicated to providing expert guidance and support to individuals and businesses alike. Our team of experienced professionals is committed to helping clients navigate the complexities of taxes, investments, and insurance to achieve their financial goals. Whether you need help with tax planning, investment strategies, or insurance coverage, TAX HUB is here to provide personalized solutions tailored to your unique needs. Visit us today to experience the difference our expertise can make in your financial future.

Omega Tax Services Solutions is a leading accounting, finance, and insurance agency located at 8705 Atlantic Avenue in New York, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, financial planning, and insurance solutions. Our goal is to provide our clients with personalized and efficient services to help them navigate the complexities of the financial world. Whether you are an individual or a business owner, Omega Tax Services Solutions is here to help you achieve your financial goals.

All American Financial Service & Insurance is a trusted insurance agency located at 500 Wayne Street in Olean, New York. Our dedicated team of professionals is committed to providing top-notch insurance services to our clients. Whether you're looking for auto, home, life, or business insurance, we have you covered. With personalized service and competitive rates, we strive to meet all of your insurance needs. Contact us today to learn more about how we can help protect you and your assets.

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.

DCAP Insurance is a reputable insurance agency located at 133-59 242nd Street in New York, United States. Specializing in accounting, finance, and insurance services, DCAP Insurance is dedicated to providing top-notch coverage and financial solutions to its clients. With a team of experienced professionals, DCAP Insurance offers personalized assistance and tailored insurance plans to meet the individual needs of each customer. Whether you are looking for auto, home, health, or business insurance, DCAP Insurance has you covered. Visit their office today to learn more about their comprehensive insurance options and financial services.