TOP 10 Tax optimized investments in New York

Welcome to Earmark Legacy Partners, where our commitment to your financial future is paramount. Founded by Nicholas Ruggirello, our firm is located at 5700 Main Street, Williamsville, New York, and is dedicated to providing exceptional financial services tailored to meet your unique needs. With a deep understanding of the complexities of today's financial landscape, we offer personalized strategies to help you achieve your long-term financial goals. Whether you're planning for retirement, managing investments, or seeking advice on wealth preservation, our team is here to guide you every step of the way. At Earmark Legacy Partners, we pride ourselves on building lasting relationships with our clients, grounded in trust, transparency, and integrity. Discover how we can help you secure your financial legacy today.

Welcome to Timothy Lilley - Financial Advisor, Ameriprise Financial Services, LLC Located at 6622 Main Street, Williamsville, New York 14221, Timothy Lilley is your trusted partner in navigating the complex world of finance. As a dedicated financial advisor with Ameriprise Financial Services, LLC, Timothy is committed to helping you achieve your financial goals with confidence.

Welcome to Armin O'Conner & Boch LLC, your trusted partner in financial services located in the heart of Buffalo, New York. Situated at 4950 Genesee Street, our firm is dedicated to providing comprehensive financial solutions tailored to meet the unique needs of our clients. With a deep commitment to excellence and integrity, we specialize in a wide range of services including financial planning, investment management, tax advisory, and retirement solutions. Our team of experienced professionals is here to guide you through the complexities of the financial landscape with personalized strategies designed to help you achieve your financial goals. At Armin O'Conner & Boch LLC, we understand that every client is different, and we pride ourselves on delivering customized advice and exceptional service.

Welcome to Integris Financial Group, your trusted partner in financial success. Located in the heart of Lockport, New York, at 5860 Snyder Drive, we are committed to providing personalized financial solutions tailored to meet your unique needs. Our team of experienced professionals offers a comprehensive range of services, including financial planning, investment management, retirement strategies, and tax planning. At Integris Financial Group, we pride ourselves on our integrity, dedication, and client-focused approach. Whether you are planning for your future, managing your assets, or navigating complex financial landscapes, we are here to guide you every step of the way. Visit us today to discover how we can help you achieve your financial goals.

Welcome to Diverse Advanced Portfolios LLC, your trusted partner in financial growth and stability, located conveniently at 29 West Main Street, Lockport, New York. We specialize in crafting tailored financial solutions that meet the unique needs of each of our clients. Our team of experienced financial advisors is dedicated to helping you achieve your financial goals, whether you are looking to invest, save for the future, or manage your wealth effectively. At Diverse Advanced Portfolios LLC, we pride ourselves on our comprehensive approach to financial planning. We offer a wide range of services, including investment management, retirement planning, tax optimization, and risk management. Our commitment to excellence and personalized service ensures that you receive the best strategies and insights to navigate the complex financial landscape.

Welcome to Szczur Financial, LLC At Szczur Financial, LLC, located at 6400 Sheridan Drive in the heart of Williamsville, New York, we are dedicated to providing top-notch accounting and financial services tailored to meet the diverse needs of our clients. With a commitment to excellence and a personalized approach, we strive to help individuals and businesses navigate the complexities of financial management with confidence and clarity.

Welcome to Monarch Wealth Management, LLC, your trusted partner in financial planning and investment management, located at 8340 Main Street, Williamsville, New York. We believe that a plan is only as good as the actions it inspires. Our mission is to transform your financial goals into reality through a dynamic and adaptive investment strategy tailored to your unique needs. At Monarch Wealth Management, our investment philosophy is designed to evolve with you. We employ a proprietary process for investment selection and due diligence, ensuring that your portfolio is robust and responsive to changing market conditions. Through ongoing investment rebalancing, analysis, oversight, and tax-loss harvesting, we handle all trading, rebalancing, and stock sales, so you can focus on what matters most to you.

Welcome to Met Life Resources, your trusted partner in financial planning and investment management, conveniently located at 6265 Sheridan Drive, Buffalo, New York. At Met Life Resources, we are dedicated to helping individuals and businesses achieve their financial goals through personalized and comprehensive financial solutions. Our team of experienced professionals offers a wide range of services, including retirement planning, wealth management, insurance solutions, and investment strategies tailored to meet your unique needs. We pride ourselves on our commitment to excellence, integrity, and customer satisfaction. Whether you are planning for retirement, securing your family's future, or growing your investments, Met Life Resources is here to guide you every step of the way. Visit us today to discover how we can help you create a secure and prosperous financial future.

Welcome to Elaine Services Dream LLC, your trusted partner in financial and travel solutions, conveniently located in the heart of Manhattan at 521 West 168th Street, New York. We are dedicated to providing exceptional services tailored to meet your unique financial and travel needs. At Elaine Services Dream LLC, we understand the importance of sound financial planning and unforgettable travel experiences. Our team of experienced professionals is committed to offering personalized financial advice and innovative travel planning that aligns with your dreams and goals. Whether you're looking to manage your investments, plan a dream vacation, or both, we have the expertise and resources to make it happen.

Welcome to NYC CPA Office by DGM CPA PC, your trusted partner in accounting, finance, and real estate services. Conveniently located at 73-23 179th Street in the vibrant borough of Queens, New York, we are committed to providing exceptional service to meet all your financial and real estate needs. Our team of experienced professionals is dedicated to delivering personalized solutions tailored to your unique circumstances. Whether you're an individual seeking expert tax advice, a business in need of comprehensive accounting services, or looking to navigate the complexities of the real estate market, we are here to guide you every step of the way.

Welcome to Persaud Ballwant, your trusted partner in accounting and finance located in the heart of Queens, New York. Situated at 12613 Liberty Avenue, we are dedicated to providing comprehensive financial solutions tailored to meet the unique needs of individuals and businesses in our community. At Persaud Ballwant, we understand that navigating the world of finance can be complex and challenging. That's why our team of experienced professionals is committed to delivering personalized services that simplify the process, ensuring your financial health and success. From tax preparation and bookkeeping to financial planning and advisory services, we offer a wide range of solutions designed to help you achieve your financial goals.

Welcome to TW Accounting Group Inc., your trusted partner in navigating the complex world of finance and taxation. Conveniently located at 144-02 105th Avenue, Queens, New York, we are committed to delivering personalized and comprehensive accounting solutions to individuals and businesses of all sizes. With over 15 years of experience, our founder, Terri Anne Williams, brings a wealth of expertise from her BBA in Finance and Investments from Bernard M. Baruch College and Advanced Studies in Accounting from Brooklyn College. Her extensive experience in both the private and public sectors ensures that you receive knowledgeable and empathetic guidance, whether you're facing a tax audit or seeking to optimize your financial strategies.

Welcome to Aizenberg Accounting, your trusted partner in financial success, conveniently located at 6717 4th Avenue, Brooklyn, New York 11220. With a commitment to excellence and personalized service, we specialize in providing comprehensive accounting and financial solutions tailored to meet the unique needs of individuals and businesses in the heart of Brooklyn. At Aizenberg Accounting, our team of experienced professionals is dedicated to helping you navigate the complexities of accounting and finance with ease. Whether you need assistance with tax preparation, bookkeeping, financial planning, or business consulting, we offer a wide range of services designed to optimize your financial health and ensure compliance with the latest regulations.

Welcome to Mas Accounting Service Inc., your trusted partner for all your accounting and financial needs in Brooklyn, New York. Conveniently located at 758 58th Street, Brooklyn, NY 11220, our firm is dedicated to providing personalized and professional services to individuals and businesses alike. At Mas Accounting Service Inc., we understand that managing finances can be complex and time-consuming. Our team of experienced accountants is here to simplify the process and offer tailored solutions that meet your unique requirements. Whether you need assistance with tax preparation, bookkeeping, payroll services, or financial planning, we are committed to helping you achieve your financial goals with precision and integrity.

Welcome to Business Equity Solutions, LLC Located in the heart of Port Jefferson, New York, Business Equity Solutions, LLC is your trusted partner in accounting and finance. Situated at 646 Main Street, our firm is dedicated to providing exceptional financial services tailored to meet the unique needs of our diverse clientele.

Welcome to Astre Planning Associates, your trusted partner in financial planning and management located in the heart of Shoreham, New York. Situated at 64 New York 25A, our dedicated team of financial experts is committed to guiding you towards a secure and prosperous financial future. With years of experience in the finance industry, we specialize in providing personalized financial solutions tailored to meet the unique needs of individuals, families, and businesses. At Astre Planning Associates, we understand that financial planning is not a one-size-fits-all process. Whether you are looking to plan for retirement, manage investments, or navigate the complexities of estate planning, our knowledgeable advisors are here to offer you comprehensive and customized strategies. Our client-centric approach ensures that your financial goals are our top priority, and we work diligently to help you achieve them with confidence.

Welcome to Risotto Financial Services, LLC, your trusted partner in accounting and financial solutions. Conveniently located at 373 Old Town Road, Port Jefferson Station, New York, our firm is dedicated to serving the financial needs of individuals and businesses in the community and beyond. At Risotto Financial Services, LLC, we specialize in providing comprehensive accounting services, tailored financial planning, and insightful consultancy to help you navigate the complexities of financial management. Our team of experienced professionals is committed to delivering personalized service, ensuring that each client receives the attention and expertise they deserve.

Welcome to Joseph M. Schwan CPA, PC Located in the heart of Lake Ronkonkoma, New York, Joseph M. Schwan CPA, PC is your trusted partner for all your accounting and financial needs. Situated at 329 Hawkins Avenue, our firm is dedicated to providing exceptional services to individuals and businesses in the community and beyond.

Welcome to S G Marsala CPA, your trusted partner in accounting and financial services located in the heart of Central Islip, New York. Situated at 75 Glenmore Avenue, we are dedicated to providing personalized and professional financial solutions to meet the diverse needs of individuals and businesses in our community. At S G Marsala CPA, we pride ourselves on our commitment to excellence, integrity, and client satisfaction. Our team of experienced professionals offers a comprehensive range of services, including tax preparation and planning, bookkeeping, financial consulting, and business advisory. We understand the complexities of the financial landscape and are here to help you navigate it with confidence.

Welcome to Mannino Joseph a CPA, your trusted partner in accounting and finance located at 144 Lake Avenue, Deer Park, New York. With a commitment to delivering personalized and professional financial services, we cater to both individuals and businesses in the community and beyond. Our experienced team specializes in a wide range of services, including tax preparation, bookkeeping, financial planning, and business consulting. We pride ourselves on our attention to detail, integrity, and dedication to helping our clients achieve their financial goals. Whether you're looking to optimize your personal finances or streamline your business operations, Mannino Joseph a CPA is here to provide expert guidance and support every step of the way. Visit us today and experience the difference of working with a reliable and knowledgeable accounting firm.

Welcome to Kevin C. Donovan, EA – Your Trusted Partner in Accounting and Finance Located at 7 Clemens Court, Blue Point, New York, Kevin C. Donovan, EA, is your go-to expert for all your accounting and financial needs. With a steadfast commitment to delivering personalized and professional services, we cater to individuals, small businesses, and entrepreneurs in the Blue Point community and beyond.

Welcome to Sheehan & Company, CPA, PC – Your Trusted Partner in Accounting and Financial Advisory Services Located at 165 Orinoco Drive, Brightwaters, New York, Sheehan & Company is a full-service accounting firm dedicated to providing organizations of all sizes with the financial insights and tools necessary to navigate today’s dynamic, fast-paced economy. In a world where new threats and opportunities constantly emerge, we prioritize accuracy, timeliness, and innovation to help you make strategic decisions, capture opportunities, and reallocate resources efficiently.

Welcome to RG Wealth Management Group, your trusted partner in financial success, located at 331 East Main Street, Riverhead, New York. At RG Wealth Management Group, we are committed to providing personalized financial solutions tailored to meet your unique needs and goals. As a leading finance business in the heart of Riverhead, our team of experienced professionals is dedicated to guiding you through every phase of your financial journey. We offer a comprehensive range of services, including investment management, retirement planning, estate planning, and tax strategies, all designed to help you build, manage, and preserve your wealth. Our client-centric approach ensures that you receive the highest level of service and expert advice, empowering you to make informed financial decisions with confidence.

Welcome to International Financial Group, LTD, your trusted partner in financial success. Conveniently located at 127 East Main Street in the heart of Riverhead, New York, we are committed to providing exceptional financial services to individuals and businesses alike. With years of experience in the finance industry, our team of dedicated professionals offers personalized solutions to meet your unique financial needs. At International Financial Group, LTD, we specialize in a wide range of services, including investment management, financial planning, risk assessment, and more. Our goal is to help you achieve financial stability and growth through strategic planning and informed decision-making. We pride ourselves on building lasting relationships with our clients, grounded in trust, integrity, and transparency.

Welcome to Anthony John Cappiello - UBS Financial Services Inc., your trusted partner in financial planning and investment management, located in the heart of Southampton, New York. Situated at 8 Main Street, we pride ourselves on offering personalized financial services tailored to meet the unique needs and goals of each client. With a deep commitment to excellence and a wealth of industry experience, our team is dedicated to helping you navigate the complexities of financial markets and achieve long-term financial success. Whether you are seeking investment advice, retirement planning, or wealth management solutions, we are here to provide expert guidance and support every step of the way. Discover the difference a personalized approach can make in securing your financial future with Anthony John Cappiello - UBS Financial Services Inc. Visit us in Southampton or contact us today to schedule a consultation.

Welcome to JGK Associates, your trusted partner in Utica, New York, for all your financial and business consulting needs. Conveniently located at 2128 New York 5, we specialize in providing expert guidance to help you navigate the complexities of finance and business management. Our dedicated team of professionals is committed to delivering personalized solutions tailored to meet the unique needs of each client. Whether you are a small business owner seeking strategic advice or an individual in need of financial planning, JGK Associates is here to support your journey towards success. Visit us today and discover how we can help you achieve your financial and business goals with confidence and clarity.

Welcome to M & M Trading of New York Inc., your trusted partner in financial solutions. Located conveniently at 9 Pleasant Ridge Road, Spring Valley, New York, we are committed to providing exceptional financial services tailored to meet the diverse needs of our clients. With a deep understanding of the financial landscape, M & M Trading offers expert guidance and innovative strategies to help you navigate your financial journey with confidence. Our team of experienced professionals is dedicated to delivering personalized service and comprehensive support, ensuring that your financial goals are not just met but exceeded. Whether you are looking for investment advice, financial planning, or asset management, M & M Trading of New York Inc. is here to assist you every step of the way.

Welcome to DW Sales USA Inc., your trusted partner in finance located in the heart of Spring Valley, New York. Situated at 20 Herrick Avenue, we specialize in providing comprehensive financial solutions tailored to meet the diverse needs of our clients. Our team of experienced professionals is dedicated to delivering exceptional service and innovative strategies that empower individuals and businesses to achieve their financial goals. Whether you're seeking investment advice, financial planning, or risk management services, DW Sales USA Inc. is committed to guiding you every step of the way. Discover the difference our expertise can make in your financial journey. Visit us today and experience personalized service that prioritizes your financial well-being.

Welcome to RCX Capital, LLC, your trusted partner in financial excellence located in the heart of Suffern, New York. Situated at 400 Rella Boulevard, our firm is dedicated to providing top-tier financial services tailored to meet the unique needs of our clients. At RCX Capital, we specialize in a wide range of financial solutions, including investment management, financial planning, and advisory services. Our team of experienced professionals is committed to helping individuals and businesses achieve their financial goals with confidence and precision. Whether you're looking to grow your wealth, plan for retirement, or navigate complex financial landscapes, RCX Capital is here to guide you every step of the way. Discover the difference of personalized financial expertise at RCX Capital, LLC.

Welcome to Clapsaddle & Co., your trusted partner in financial services, conveniently located at 245 Saw Mill River Road, Hawthorne, New York. At Clapsaddle & Co., we are dedicated to providing tailored financial solutions to meet the unique needs of individuals and businesses in our community. Our team of experienced professionals is committed to delivering personalized service and expert advice, ensuring that your financial goals are not only met but exceeded. Whether you are seeking investment guidance, retirement planning, tax strategies, or business financial consulting, Clapsaddle & Co. offers a comprehensive range of services designed to help you navigate the complexities of the financial world with confidence. Our client-centric approach emphasizes transparency, integrity, and a deep understanding of your financial aspirations.