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TOP 30 Tax benefits for families in New York, NY
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Army Finance
Army Finance is a financial institution located at Fort Drum, New York, United States. It provides financial services and support to military personnel, veterans, and their families. Services offered include budgeting assistance, financial planning, and processing of pay and benefits. The institution is dedicated to ensuring the financial well-being of those who serve in the Army and their loved ones.
Capital Management Group
Capital Management Group is a finance and insurance agency located at 6928 Williams Road in Niagara Falls, New York, United States. For over twenty five years, we have been helping families, businesses, and municipalities in the Buffalo-Niagara and Erie, PA region with their insurance, investment, and employee benefit needs. Our mission is to maximize wealth, manage risk, and minimize costs for our clients. Whether you are a recent college graduate, a growing family, a baby boomer, a retiree, or an employer, we are here to assist you in reaching your financial goals. We will work with you every step of the way to ensure that your financial potential is fully realized.
Vincent Paone
Vincent Paone is a finance institution located at 565 Taxter Road in Elmsford, New York, United States. Our dedicated team is committed to your financial well-being and helping you achieve your financial goals. We have a strong leadership team that is dedicated to achieving our mission and creating a culture of belonging, respect, and opportunity for all. We are actively involved in making a difference in the communities where we work and live. Our financial representatives at Barnum Financial Group are committed to providing personalized financial advice tailored to your specific needs and goals. We offer services in financial planning, investment management, asset protection, education funding, retirement planning, and estate planning. Whether you are just starting out in your career or planning for retirement, we can help you manage all aspects of your finances in a thoughtful, goal-focused manner.
Merrill Lynch Financial Advisor Kevin Condon
Merrill Lynch Financial Advisor Kevin Condon, located at 805 Northern Boulevard in Great Neck, New York, is a Senior Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management. With a background in finance and experience at top financial institutions, Kevin provides personalized wealth management guidance and tailored financial strategies for affluent individuals, families, and businesses. He focuses on risk management and asset diversification to help clients preserve and grow their assets. Kevin holds a Bachelor of Science from Mount St. Mary’s University and is a CFA Charterholder. His team, FCMH Wealth Management & Associates, offers comprehensive financial solutions including cash and lending options, wealth structuring, and tax efficient portfolio management. Kevin's approach is centered on understanding each client's unique goals and priorities, and designing a personalized plan to help them achieve financial success. Whether planning for retirement, education expenses, or wealth transfer, Kevin works with clients to develop a customized investment approach that reflects their personality and life priorities. As a Merrill Lynch Wealth Management Advisor, Kevin is dedicated to helping clients navigate the complexities of their financial lives and pursue their goals.
Vasilios Ageletopoulos - Financial Advisor, Ameriprise Financial Services, LLC
Vasilios Ageletopoulos - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 500 North Broadway, Jericho, New York, United States. Vasilios Ageletopoulos holds various certifications such as 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®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications showcase his expertise in various aspects of financial planning and management, ensuring that clients receive comprehensive and specialized advice tailored to their individual needs. Whether you are a retiree, small business owner, or someone planning for the future, Vasilios Ageletopoulos has the knowledge and skills to help you achieve your financial goals.
Gordon Financial Group LLC David N. Gordon Investment Advisor
Gordon Financial Group LLC David N. Gordon Investment Advisor is a reputable finance and insurance agency located at 445 Broadhollow Road in Melville, New York, United States. Led by experienced investment advisor David N. Gordon, the institution offers a wide range of financial services to help clients achieve their financial goals. With a focus on personalized financial planning and investment strategies, Gordon Financial Group LLC is dedicated to providing top-notch service and guidance to individuals and businesses seeking to secure their financial futures.
Silver Bridge Financial Services
Silver Bridge Financial Services is a finance, health, and insurance agency located at 219 36th Street in New York, United States. We understand the importance of offering the right employee benefits plan to support your business growth. Our team is dedicated to helping you achieve your dreams by providing reliable, consistent, and informative financial services tailored to your personal and business needs. Testimonials from satisfied customers like Nicholas Duers and Michelle Wang highlight the quality of service we provide. Whether you need assistance with HR professional roles or medical insurance coverage for your family, we are here to support you every step of the way.
Bill Geraghty - Financial Advisor, Ameriprise Financial Services, LLC
Bill Geraghty is a Financial Advisor at Ameriprise Financial Services, LLC located at 530 5th Avenue in New York, New York, United States. Bill holds multiple 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, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Bill's expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment management, and insurance products. Bill is committed to providing comprehensive and personalized financial advice to his clients, helping them make informed decisions to achieve their financial goals. Contact Bill Geraghty today for expert financial guidance and support.
Merrill Lynch Financial Advisor Juan Pablo Sanz Rojas
Merrill Lynch Financial Advisor Juan Pablo Sanz Rojas, located at 225 Liberty Street in New York, is a finance institution committed to understanding your values and helping you achieve your financial goals. With over 11 years of experience in Private Wealth Management, Juan Pablo specializes in developing strategies for High Net Worth families and businesses globally. Fluent in English, Spanish, and French, Juan holds a Certified Investment Management Analyst® (CIMA®) certification and focuses on long-term relationships tailored to each client's unique priorities. At Merrill Lynch Wealth Management, Juan Pablo believes in personalized financial planning centered around your goals and aspirations. By listening to your needs and priorities, he can help you create a customized approach to managing, growing, and preserving your wealth. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, he can provide insights and resources to help you pursue what matters most to you.
Merrill Lynch Financial Advisor Francis Collins
Merrill Lynch Financial Advisor Francis Collins, located at 75 Rockefeller Plaza in New York, United States, is a trusted institution in the finance industry. With a commitment to building strong relationships with clients, Francis focuses on a personalized, goals-oriented approach to help individuals and families make important financial decisions. Specializing in assisting corporate executives with complex financial challenges, such as concentrated stock positions and estate planning, Francis aims to meet the specific needs of each client by developing customized strategies to help them achieve their financial goals. As an alumni of Rutgers University and Pace University, Francis brings a wealth of knowledge and experience to his role. With a focus on understanding each client's unique priorities and goals, he works to design and implement personalized financial plans to manage investment risk and pursue long-term financial success. By offering access to the investment insights of Merrill and banking solutions from Bank of America, Francis collaborates with clients to address their financial needs and help them reach their goals.
Deborah Amilowski - TIAA Wealth Management Advisor
Deborah Amilowski - TIAA Wealth Management Advisor is a finance institution located at 58 South Service Road in Melville, New York. As a trusted advisor, Deborah Amilowski specializes in providing personalized wealth management services through TIAA. With a focus on helping clients achieve their financial goals, she offers expert guidance and tailored solutions to help individuals and families navigate the complexities of investing and planning for the future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Deborah Amilowski is dedicated to providing top-notch financial advice and support.
Network Agency
Network Agency, located at 834 Rogers Avenue in New York, United States, is a leading institution in the fields of accounting and finance. With a focus on putting clients' needs first, our team of highly trained professionals offers sound advice and guidance to help protect what you value most. Whether you are in need of insurance, tax assistance, accounting services, or financial planning, Network Agency has you covered. Our experienced executives are dedicated to helping you achieve your goals, no matter where you are in life. From coverage for your vehicles to protection for your property and employees, we offer a wide variety of individual and family plans to suit your needs. Trust Network Agency to provide you with the perfect plan for your financial security.
SHG Planning
SHG Planning is a finance and insurance agency located at 400 Broadhollow Road in Melville, New York, United States. Our team is compassionate and dedicated to helping you protect your assets and legacy for your family. We understand the challenges that come with building a successful business, and we are here to help ensure that your hard work is preserved for generations to come. At SHG Planning, our ultimate goal is to design and implement effective estate plans that include significant tax reduction strategies while also taking care of your family's well-being. Our founder, Steve Goodman, is known as a trusted advisor who takes the time to truly understand each client's needs and family dynamics before making professional recommendations.
J T Shulman & Co
J T Shulman & Co is an accounting and finance institution located at 1400 Old Country Road in Westbury, New York, United States. At JTS Associates, their commitment extends beyond just financial services - they also prioritize supporting their community through compassionate outreach. Their philosophy of compassion and generosity not only benefits those around them but also enhances their workplace environment. Organizing teams for charitable initiatives is a major focus in their annual calendar, with a strong emphasis on giving back to charities close to their hearts, families, clients, and friends. Over the past 6 years, they have raised over $100,000 for various charities and continue to make a positive impact in their community. JTS Associates truly cares about making a difference.
Insero & Co. CPAs, LLP
Insero & Co. CPAs, LLP is a renowned accounting and finance institution located at 300 Clinton Square in Rochester, New York, United States. From privately-held family businesses to multi-national corporations, they offer expertise with a service model that clients love. For nonprofit organizations, foundations, colleges, universities, government agencies, municipalities, and school districts, Insero provides audit services and expertise beyond their own staff. Their dedicated team of auditors versed in GASB standards can assist with compliance and internal audit services.
Baker Tilly US, LLP
Baker Tilly US, LLP is a leading accounting and finance institution located at 125 Baylis Road, Melville, New York, United States. We offer a range of services including vulnerability management, audit planning for small capital projects, fair pay analysis, compliance solutions for prevailing wage and apprenticeship requirements, cybersecurity and data governance risk management, and strategic solutions for IRA, ESG, and cybersecurity. As a member of Baker Tilly International, the world’s 10th largest accountancy and advisory network, we are dedicated to providing exceptional client service, regional expertise, and community impact. Our team of experts is committed to guiding clients towards their goals and destinations they thought were beyond reach.
Rivas Travel
Rivas Travel is a complete travel agency and professional services provider since 1979, located at 2532 Marion Avenue, New York, United States. Whether you are traveling for pleasure or business, Rivas Travel offers the best deals on airfares, vacation packages, resorts, spas, villas, and cruises with exciting itineraries in the Caribbean, Europe, Asia, and Alaska. They can also help you connect with your loved ones in the Caribbean, Mexico, Central and South America, and around the world. Specializing in organizing group trips for weddings, honeymoons, family celebrations, sports events, cultural and religious tours. Benefit from the best prices that only Rivas Travel can offer. Complete the online E-TICKET form for entering and exiting the country, and enjoy transfers, tours, and shows. All-inclusive hotels are also available. With destinations like Bermuda, Bahamas, Dominican Republic, Puerto Rico, Aruba, France, Italy, Greece, Canada, Chile, and more, Rivas Travel has a wide range of options to choose from.
Burlington
Welcome to Burlington, your go-to destination for unbeatable deals on fashion, home décor, and more in Patchogue, New York! Located at Patchogue, NY 11772, our store offers an incredible selection of clothing and accessories for the whole family, from kids and teens to juniors and young men. Whether you're shopping for the latest trends or classic styles, you'll find it all at prices that can't be beat. At Burlington, we make it easy to save on everything from stylish handbags and shoes to essential school supplies and home décor. Our layaway option lets you reserve your favorite items now and pay later, so you never miss out on a great deal. Plus, with our Burlington Credit Card, you earn 1 point for every $1 spent, making your shopping experience even more rewarding.
SKECHERS Factory Outlet
Welcome to the SKECHERS Factory Outlet in Riverhead, New York, your ultimate destination for stylish and comfortable footwear for the whole family. Conveniently located in the heart of Riverhead, our store offers an extensive selection of shoes to suit every occasion, from casual outings to athletic adventures. Explore our wide range of casual shoes for men and women, designed for both work and leisure, as well as sturdy and stylish options for kids that they'll love to wear. Our athletic sneakers are perfect for your weekend adventures, ensuring you stay both fashionable and comfortable.
Budget Truck Rental
Welcome to Budget Truck Rental, your go-to solution for convenient and affordable moving truck rentals in Camillus, New York. Located at 104 Bennett Road, we are committed to providing reliable and cost-effective rental services to meet your moving needs. At Budget Truck Rental, we understand that moving can be a stressful experience, which is why we offer a variety of truck sizes to accommodate any size move. Whether you're relocating a small apartment or a large family home, we have the right truck for you. Our fleet is well-maintained and ready to help you get your belongings to their new destination safely.
Budget Car Rental
Welcome to Budget Car Rental, located at 1031 Genesee Street, Syracuse, New York 13204. We are your go-to destination for convenient and affordable car rentals in the Syracuse area. Whether you're a local resident or a visitor, our extensive selection of vehicles ensures that you'll find the perfect car to suit your needs. Special Offer: Enjoy one day free of the daily time and mileage charges on eligible rentals of intermediate (group C) to full-size four-door (group E) cars. Please note that taxes, concession recovery fees, customer facility charges, and fuel charges are additional. Optional items such as Loss Damage Waiver (LDW) and other surcharges may apply. This offer is valid for a minimum three-day rental and cannot be used for one-way rentals. Please ensure to make an advance reservation and provide the profile number associated with the coupon.
Avis Car Rental
Welcome to Avis Car Rental in Syracuse, NY! Located conveniently at 1031 West Genesee Street, Syracuse, New York 13204, Avis Car Rental is your go-to solution for reliable and affordable car rentals in the heart of Syracuse. Whether you're visiting Syracuse University, exploring the city's rich cultural attractions, or traveling for business, we have a wide selection of vehicles to fit your needs and budget.
Budget Truck Rental
Welcome to Budget Truck Rental, your trusted partner for affordable and reliable truck rental services in Central Square, New York. Conveniently located at 342 U.S. 11, our facility is part of the well-known Marks Service Center, making it easy for you to find us and get on the road quickly. At Budget Truck Rental, we understand the importance of flexibility and convenience. That's why we offer after-hours drop-off options and provide LiftGates for your ease of use. Whether you're moving across town or transporting goods for your business, we have a range of trucks to suit your needs.
Avis Car Rental
Welcome to Avis Car Rental, your trusted partner for quality car rentals in Cicero, New York. Conveniently located at 7808 Brewerton Road, our branch offers a wide selection of vehicles to meet your travel needs, whether for business or leisure. Special Offer: Enjoy one day free of daily time and mileage charges on rentals ranging from intermediate (group C) to full-size four-door (group E) cars. This offer is valid for rentals of three days or more. Please note that taxes, concession recovery fees, customer facility charges, and fuel charges are additional. Optional items such as LDW and other surcharges may also apply. This offer is not valid for one-way rentals and cannot be combined with other promotions. Reservations must be made in advance, and the offer is subject to vehicle availability at the time of reservation. The rental must begin on or before December 31, 2024.
Avis Car Rental
Welcome to Avis Car Rental at Syracuse Hancock International Airport, your premier destination for convenient and reliable car rentals in Syracuse, New York. Located at 1000 Col Eileen Collins Boulevard, our friendly and professional team is ready to assist you with your travel needs from the moment you arrive. Why Choose Avis Car Rental in Syracuse?
Avis Car Rental
Welcome to Avis Car Rental at Greater Binghamton Airport, your premier choice for convenient and reliable car rentals in Johnson City, New York. Located at 2534 Airport Road, our car rental counter is conveniently situated in the baggage claim area, making it easy for you to pick up your keys and start your journey right away. At Avis, we offer a diverse fleet of vehicles to cater to all your travel needs, whether you're exploring the scenic landscapes of Upstate New York, attending business meetings, or embarking on a family adventure. Choose from a wide selection of rental cars, including economy vehicles, luxury sedans, SUVs, and even 12- and 15-passenger vans for larger groups.
Budget Truck Rental
Welcome to Budget Truck Rental, your go-to destination for affordable and reliable truck rental services in Niagara Falls, New York. Conveniently located at 3301 Military Road, our facility is dedicated to providing you with a seamless and hassle-free rental experience. At Budget Truck Rental, we understand the diverse needs of our customers, whether you're moving to a new home, transporting goods, or tackling a big project. Our fleet of well-maintained trucks is designed to accommodate a variety of requirements, ensuring you find the perfect vehicle for your needs. From tow dollies to car carriers, we also offer a range of towing equipment to assist with your transportation tasks.
Avis Car Rental
Welcome to Avis Car Rental in Buffalo, New York, conveniently located at 1477 Main St, near Woodlawn Avenue. We are proud to offer a wide range of vehicles to suit your travel needs, whether you're visiting for business or leisure. Our location provides easy access to the city and surrounding areas, ensuring a seamless rental experience. Special Offer: Enjoy one day free of the daily time and mileage charges on intermediate (group C) through full-size four-door (group E) cars. This offer is valid on a minimum three-day rental and excludes taxes, concession recovery fees, customer facility charges, and fuel charges. Optional items such as LDW and other surcharges may apply. Please note that this offer cannot be used for one-way rentals and is valid only at Avis locations in the contiguous U.S., excluding the New York Metro area. An advance reservation is required, and blackout periods may apply.
Budget Truck Rental
Welcome to Budget Truck Rental Buffalo! Located conveniently at 1477 Main Street, Buffalo, New York 14209, Budget Truck Rental is your go-to solution for all your moving and transportation needs. Whether you're moving across town or relocating to a new city, we offer a diverse range of truck sizes to make your move as smooth and efficient as possible.
Budget Truck Rental
Welcome to Budget Truck Rental, your trusted partner for affordable and reliable truck rental services in Buffalo, New York. Conveniently located at 2408 Bailey Avenue, we are dedicated to providing you with top-notch service and a wide range of vehicles to meet your moving needs. At Budget Truck Rental, we understand the importance of a smooth and hassle-free moving experience. Whether you're relocating across town or transporting goods for your business, our diverse fleet of well-maintained trucks ensures you'll find the perfect fit for your requirements. From small cargo vans to large moving trucks, we have the right vehicle to accommodate any load size.
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