TOP 30 Tax efficient strategies in New York, New York

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Welcome to FSS Group, Inc. Located at 258 Genesee Street in the heart of Utica, New York, FSS Group, Inc. is your trusted partner in accounting and finance. Our firm is dedicated to providing top-notch financial services tailored to meet the unique needs of both individuals and businesses. With years of experience and a team of highly skilled professionals, we are committed to delivering accurate, timely, and reliable financial solutions.

Welcome to Daniel Nava - TD Wealth Financial Advisor, your trusted partner in financial planning and wealth management, located in the heart of Manhattan at 1995 Broadway, New York. Specializing in personalized financial strategies, we are committed to helping you achieve your financial goals with confidence and clarity. At Daniel Nava - TD Wealth, we understand that each client's financial journey is unique. Our tailored approach ensures that your investment portfolio, retirement planning, and wealth preservation strategies align with your individual aspirations and risk tolerance. Whether you're planning for retirement, saving for a major purchase, or looking to secure your family's financial future, we provide expert guidance every step of the way.

Welcome to Sconset Capital Management, LLC, your trusted partner in financial insights and investment strategies. Conveniently located at 84-31 Van Wyck Expressway in Queens, New York, we specialize in providing expert financial guidance and management services tailored to meet the unique needs of our clients. At Sconset Capital Management, we understand the complexities of the financial market and are dedicated to helping our clients navigate their investment opportunities with confidence. Our team is well-versed in the dynamics of various sectors, including the commodities market, and offers in-depth analysis and strategic advice to optimize your portfolio.

Welcome 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.

Welcome 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.

Welcome 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.

Welcome 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.

Welcome 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.

Welcome 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.

Welcome 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.

Welcome to Bob Sutton - Financial Advisor, Ameriprise Financial Services, LLC, located at 50 Station Road, Water Mill, New York 11976. Our firm is dedicated to providing expert financial guidance tailored to your unique needs. With a robust suite of qualifications, Bob Sutton is equipped to help you navigate the complexities of financial planning, investment strategies, and wealth management. Our advisor holds prestigious certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, each reflecting a deep commitment to ethical standards and comprehensive financial expertise. These designations cover a wide range of financial disciplines, from asset allocation and estate planning to retirement strategies and investment opportunities for retirees and small business owners.

Welcome to "Michael Laliberte - Financial Advisor, Ameriprise Financial Services, LLC," where we are dedicated to guiding you through the complexities of financial planning. Situated at 50 Station Road, Water Mill, New York, our firm is committed to providing personalized financial advice tailored to your unique needs and goals. Michael Laliberte, a seasoned financial advisor, brings a wealth of expertise and a wide array of professional designations that underscore his commitment to excellence and ethical practice in the field of finance. With certifications such as the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), Michael is equipped to address a diverse range of financial scenarios, from asset management and estate planning to retirement strategies and wealth transfers.

Welcome to Philip Andriola - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 50 Station Road, Water Mill, New York 11976. As a trusted partner in finance, we are dedicated to helping you achieve your financial goals with personalized strategies tailored to your unique needs. Our team is equipped with an array of prestigious certifications that demonstrate our commitment to excellence and ethical practices in financial advising. Our expertise spans a broad spectrum, including asset management, estate planning, retirement strategies, and investment opportunities tailored for retirees and small business owners. We are proud to hold advanced certifications such as the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), among others.

Welcome to Edgar Betancourt - Ameriprise Financial Services, LLC, your trusted partner in navigating the complexities of financial planning and investment management. Conveniently located at 1673 County Road 39 in Southampton, New York, we specialize in providing personalized financial advice tailored to meet your unique goals and aspirations. At Edgar Betancourt - Ameriprise Financial Services, LLC, we understand that each client has distinct financial needs and objectives. That's why we offer a comprehensive approach to financial planning, ensuring that your strategy aligns perfectly with your personal goals. Our advisors possess a wide array of professional certifications and designations, underscoring their commitment to excellence and expertise in areas such as asset management, estate planning, retirement solutions, and investment strategies.

Welcome to Rocco A Carriero - Private Wealth Advisor, Ameriprise Financial Services, LLC, where we are committed to providing exceptional financial advisory services tailored to your unique needs. Located at 1673 County Road 39, Southampton, New York, our team is dedicated to helping you achieve your financial goals with confidence and clarity. Our expertise is backed by a range of prestigious certifications, ensuring that we deliver the highest standard of financial planning and advice. Our advisor holds the AAMS™ (Accredited Asset Management Specialist™) certification, which emphasizes a strong ethical foundation and proficiency in asset management, investment strategies, estate planning, and more. We also offer specialized services for domestic partners, retirees, and small business owners, thanks to our ADPA™ (Accredited Domestic Partnership Advisor™) and AWMA℠ (Accredited Wealth Management Advisor℠) designations.

Welcome to George Kreuscher - Financial Advisor, Ameriprise Financial Services, LLC, located at 1673 County Road 39, Southampton, New York. We are your trusted partner in financial planning and investment management, dedicated to helping you achieve your financial goals with personalized strategies and expert advice. George Kreuscher brings a wealth of knowledge and expertise to the table, holding numerous prestigious certifications and designations that highlight his commitment to excellence and professional growth in the financial services industry. As an Accredited Asset Management Specialist (AAMS™), George adheres to a strict code of ethics and applies investment concepts to real-world situations, ensuring your assets are managed effectively.

Meredith Diamond - Financial Advisor, Ameriprise Financial Services, LLC Welcome to Meredith Diamond - Financial Advisor, located at 1673 County Road 39, Southampton, New York. With a commitment to providing exceptional financial guidance, our firm is dedicated to helping you achieve your financial goals through personalized strategies and expert advice.

Welcome to Robert W Urban - Financial Consultant, a trusted partner of Ameriprise Financial Services, LLC, located at 12 Mitchell Road, Westhampton Beach, New York. We are committed to helping you achieve your financial goals through personalized and expert financial planning services. At Robert W Urban, we understand that each client's financial journey is unique. Our Ameriprise advisors possess a wide range of expertise and credentials to ensure that we align our approach with your specific needs and aspirations. Our team is equipped with diverse specializations that include, but are not limited to, investment strategies, estate planning, retirement planning, and risk management.

Probate Kings County: Your Trusted Partner in Estate Management Welcome to Probate Kings County, a dedicated local government office located at 1110 Pennsylvania Avenue, Brooklyn, New York 11207. We specialize in providing comprehensive probate law services to the residents of Kings County, New York. With extensive experience in handling estates, whether testate or intestate, our team is committed to delivering practical advice and solutions tailored to meet your legal and business objectives efficiently and cost-effectively.

Welcome to Kelly Wu at Remax Edge, your trusted real estate agency located at 1812 Bath Avenue, Brooklyn, New York. Specializing in New York residential and commercial sales and rentals, we are committed to providing exceptional service tailored to your real estate needs. With no obligations attached to our consultation service, you can explore your options freely and make informed decisions. Our expert team offers a complimentary market analysis, delivering premium marketing strategies to ensure your home receives maximum exposure. Our goal is to sell your home at the best price in the shortest time possible.

Welcome to Legacy Home Development Group, your trusted partner for seamless and stress-free home sales in Dix Hills, New York. Located at 15 Mona Lane, we specialize as a general contractor and real estate agency dedicated to simplifying the often complex process of selling homes. At Legacy Home Development Group, we understand that selling a home can be overwhelming. That's why we offer a straightforward and hassle-free solution tailored to your needs. As professional cash home buyers, we eliminate the need for realtor fees, commissions, and bank approvals, ensuring a quick and efficient closing process. Whether your home is in pristine condition or requires repairs, we are interested in providing you with a fair cash offer.

Welcome to Prestige Home Buyers, your trusted partner in selling your home quickly and hassle-free! Located at 198 Charter Oaks Avenue, Brentwood, New York, we specialize in providing homeowners across Long Island with a seamless and stress-free way to sell their properties for cash. At Prestige Home Buyers, we believe in empowering you to sell on your terms. Our process is designed to eliminate the traditional headaches associated with selling a home. We buy houses in any condition, and you don’t even need to clean or make repairs. Say goodbye to commissions, fees, and lengthy waiting periods. With us, you can get a no-obligation cash offer and close the deal in as little as five days!