TOP 30 Tax planning strategy in Albany, New York

142 results found

Kathryne A Kostamo is a reputable health institution located at 391 Myrtle Avenue in Albany, New York, United States. Specializing in providing top-notch medical care and services, this institution is led by skilled doctors and healthcare professionals dedicated to improving the health and well-being of their patients. With a focus on personalized care and a commitment to excellence, Kathryne A Kostamo is a trusted healthcare provider in the Albany community.

David Powers CPA, P.C. is a reputable accounting and finance institution located at 1392 Albany Post Road in Croton-on-Hudson, New York. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Clients can trust in their expertise and dedication to helping individuals and businesses achieve their financial goals. Whether you need assistance with tax planning or financial analysis, David Powers CPA, P.C. is committed to providing top-notch service and personalized solutions to meet your needs.

Santella Business Solutions is a reputable accounting and finance institution located at 2131 Albany Post Road in Montrose, New York. Our team of experienced professionals offers a wide range of services to help individuals and businesses manage their financial needs effectively. From tax preparation and bookkeeping to financial planning and consulting, we are dedicated to providing top-notch solutions tailored to meet our clients' specific goals and objectives. Contact us today to learn more about how we can help you achieve financial success.

Accumera LLC is a leading financial institution located at 10 Colvin Avenue in Albany, New York, United States. Specializing in wealth management, investment advisory services, and financial planning, Accumera LLC is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, Accumera LLC offers a comprehensive range of financial solutions tailored to meet the unique needs of each client. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Accumera LLC is here to provide expert guidance and support every step of the way. Contact us today to learn more about how we can help you secure your financial future.

O'Connor First is a prestigious law firm located at 20 Corporate Woods Boulevard in Albany, New York. Our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. With a focus on professionalism and integrity, we strive to achieve the best possible outcomes for our clients in a wide range of legal matters. Whether you are in need of representation in a personal injury case, business law issue, or estate planning, O'Connor First is here to help. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Razzano Law, PLLC is a law firm located at 215 Washington Avenue Extension in Albany, New York. Specializing in estate planning, the dedicated team at Razzano Law understands the emotional and stressful nature of planning for the future or handling the estate of a loved one. They take the time to listen to each client's unique situation and provide personalized legal advice and planning to ensure their wishes are reflected in their estate plan. With a focus on serving the needs of each individual and family, Razzano Law is committed to guiding clients through the process with care and expertise. Contact them at info@razzanolaw.com or (518) 478-8956 for more information.

Phelan, Phelan & Danek LLP is a prestigious law firm located at 300 Great Oaks Boulevard in Albany, New York. With a team of experienced and dedicated lawyers, they specialize in providing high-quality legal services to their clients. Whether you are in need of legal representation for personal injury, business law, estate planning, or any other legal matter, Phelan, Phelan & Danek LLP is committed to providing top-notch legal advice and representation. Their reputation for excellence and commitment to client satisfaction make them a trusted choice for individuals and businesses in need of legal assistance.

Burke & Casserly, PC is a reputable law firm located at 255 Washington Avenue Extension in Albany, New York. With a team of experienced attorneys, they provide a wide range of legal services to clients in the United States. Specializing in areas such as estate planning, elder law, and real estate transactions, Burke & Casserly, PC is dedicated to providing personalized and effective legal representation to meet the unique needs of each client. With a commitment to professionalism and integrity, they strive to achieve the best possible outcomes for their clients.

Stockli Slevin & Peters is a prestigious law firm located at 1826 Western Avenue in Albany, New York. With a team of experienced attorneys, they provide top-notch legal services in various practice areas including business law, real estate law, estate planning, and more. Clients can expect personalized attention and expert guidance in navigating complex legal matters. Stockli Slevin & Peters is dedicated to achieving the best possible outcome for their clients and upholding the highest standards of professionalism and integrity.

Hinman, Howard & Kattell, LLP is a prestigious law firm located at 10 Airline Drive in Albany, New York. With a team of experienced attorneys, they provide a wide range of legal services to clients in the United States. Specializing in various practice areas including corporate law, real estate, litigation, and more, Hinman, Howard & Kattell, LLP is dedicated to providing top-notch legal representation and personalized service to meet the unique needs of each client. With a commitment to excellence and a track record of success, this firm is a trusted choice for individuals and businesses seeking legal assistance in the Albany area.

Laager Law Firm is a reputable legal institution located at 125 Wolf Road in Albany, New York, United States. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business dispute, Laager Law Firm is here to help. With a commitment to excellence and a track record of success, you can trust us to handle your legal matters with professionalism and expertise. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Hodgson Russ LLP is a renowned accounting, finance, and legal institution located in Albany, New York, United States. With a prime location at 677 Broadway, Hodgson Russ LLP offers top-notch services in the fields of accounting, finance, and law. Their team of experienced professionals is dedicated to providing expert advice and guidance to clients, ensuring their financial and legal needs are met with precision and care. Whether you require assistance with tax planning, investment strategies, or legal representation, Hodgson Russ LLP is a trusted partner you can rely on.

Meltzer & Hill Wealth Advisory is a finance institution located at 63 Hurley Avenue in Kingston, New York, United States. We are dedicated to providing investment planning and wealth management services to the Greater Hudson Valley area, as well as New York City and the Albany-Capital Region. With the use of technology, we are able to serve clients in over 25 states across the country. Our team believes that communication is essential for a successful relationship and financial success. We prioritize building trust through asking the right questions and understanding that there can be multiple correct answers. With decades of experience in developing and executing financial strategies for individuals, families, and corporations, we are here to help and answer any questions you may have.

Bell Financial is a finance institution located at 2 Pine West Plaza in Albany, New York, United States. We specialize in designing, implementing, and maintaining customized financial plans to help individuals, families, and business owners achieve their financial goals. Our team thoroughly assesses and analyzes your complete financial situation to ensure our strategy aligns with your values, needs, and long-term aspirations. Whether you are a client of our firm or a visitor, we are delighted to have you here on the Bell Financial website. We invite you to explore the opportunities and potential rewards that come with taking a proactive approach to your personal financial situation. Our website serves as a valuable resource and tool for all your financial needs.

AllSquare Wealth Management, LLC is a premier finance institution located at 200 Great Oaks Boulevard in Albany, 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. From investment planning to retirement strategies, we offer comprehensive solutions tailored to each individual's unique needs. Trust AllSquare Wealth Management, LLC to guide you towards a secure financial future.

George Brown - Raymond James is a leading financial institution located at 100 Great Oaks Boulevard in Albany, New York. With a strong presence in the United States, this institution offers a wide range of financial services and expertise to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management solutions, George Brown - Raymond James has a team of experienced professionals ready to assist you. Trust in their expertise and commitment to providing top-notch financial services to clients across the country.

Edward Jones is a reputable finance institution located at 2022 Western Avenue in Albany, New York, United States. With a strong focus on personalized financial planning and investment strategies, Edward Jones is dedicated to helping individuals and families achieve their long-term financial goals. Their team of experienced financial advisors provide expert guidance and tailored solutions to help clients navigate the complexities of the financial market and make informed decisions. Whether you are planning for retirement, saving for education, or building wealth, Edward Jones is committed to providing top-notch financial services with a personal touch.

Moroukian Wealth Management Group is a premier financial institution located at 5 Computer Drive West in Albany, New York. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investment portfolio, Moroukian Wealth Management Group is here to provide expert guidance and support. Trust us to navigate the complex world of finance and help you secure a prosperous financial future.

ThielGroup, LLC is a finance institution located at 125 Wolf Road in Albany, New York, United States. Our team of experienced professionals provides a wide range of financial services including investment management, retirement planning, and wealth management. We are dedicated to helping our clients achieve their financial goals through personalized strategies and expert guidance. Contact us today to learn more about how ThielGroup, LLC can help you secure your financial future.

Halliday Financial Group is a finance and legal institution located at 14 Corporate Woods Boulevard in Albany, New York. With a team of experienced professionals, they provide a wide range of financial services including investment planning, retirement planning, and wealth management. In addition, they offer legal services such as estate planning and tax law. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses seeking sound financial advice. Visit Halliday Financial Group today to secure your financial future.

CFO for Hire is a leading accounting and finance institution located in Albany, New York. Our team of experienced CFOs are available to provide expert financial guidance and support to businesses of all sizes. Whether you need help with financial planning, budgeting, or strategic decision-making, our professionals are here to help. Visit us at 26 Computer Drive West to learn more about how CFO for Hire can benefit your business.

Hudson Valley Financial Services is a reputable finance institution located at 325 Albany Avenue in Kingston, New York, United States. With a focus on providing personalized financial solutions to individuals and businesses in the Hudson Valley region, their team of experienced professionals offer a wide range of services including financial planning, investment management, retirement planning, and insurance. Whether you are looking to grow your wealth, plan for the future, or protect your assets, Hudson Valley Financial Services is dedicated to helping you achieve your financial goals.

Edward Jones - Financial Advisor: Gini Iarusso is a trusted finance institution located at 1971 Western Avenue in Albany, New York, United States. Gini Iarusso is a dedicated financial advisor who provides personalized investment strategies and financial planning services to help clients achieve their long-term goals. With a commitment to building strong relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Gini Iarusso is a go-to destination for individuals and families looking to secure their financial future.

The Di Bella Financial Group, LLC is a finance institution located at 5 Washington Square, Albany, New York, United States. Since 1976, they have been dedicated to serving professional advisors and helping individuals effectively manage, protect, and distribute wealth according to personal goals. The team at The Di Bella Financial Group takes pride in educating clients on their financial options to make wise decisions for themselves, their families, and their businesses. They provide personalized recommendations tailored to individual needs and goals, offering practical education and step-by-step guidance to ensure clients have clarity about their finances. The team at The Di Bella Financial Group is committed to building personal relationships based on trust and knowledge, and they provide hands-on support throughout every phase of a client's financial journey. They offer insight, answer questions, and help clients stay on track as their lives evolve. The team includes Joseph F. Di Bella, Joseph L. Di Bella, and Elizabeth Bauer, who are licensed to sell insurance through New York Life Insurance Company and offer securities products and services through NYLIFE Securities LLC. They also provide investment advisory and financial planning services through Eagle Strategies LLC.

Ryan Dudzic is a Financial Advisor at Ameriprise Financial Services, LLC, located at 80 Wolf Road, Albany, New York, United States. Ryan 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, estate planning, retirement planning, and investment strategies, Ryan provides comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. Accredited and experienced, Ryan Dudzic is dedicated to helping clients make informed financial decisions and achieve their financial goals.

Sasa Mirkovic - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 80 Wolf Road, Albany, New York, United States, is a finance institution offering a wide range of services to meet the financial needs of individuals. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Sasa Mirkovic is equipped to provide expert advice on asset management, investment strategies, estate planning, retirement planning, and more. Whether you are a retiree, small business owner, high net worth individual, or someone looking for guidance on financial decision-making, Sasa Mirkovic has the expertise to help you navigate the complexities of financial planning. Contact them today to learn more about how they can assist you in achieving your financial goals.

Mark Keeling is a Financial Advisor at Ameriprise Financial Services, LLC located at 80 Wolf Road in Albany, New York, United States. Mark holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and more. Mark is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. With his extensive knowledge and commitment to ethical standards, Mark Keeling is a trusted advisor in the finance industry.

Slattery & Associates is a reputable finance institution located at 1843 Western Avenue in Albany, New York. Our team of experienced professionals offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate management, our dedicated team is here to provide personalized solutions tailored to your unique needs. Trust Slattery & Associates to provide expert financial guidance and support to help you navigate the complexities of the financial world.

Joseph L Di Bella, President of The Di Bella Financial Group, LLC, located at 5 Washington Square in Albany, New York, is a finance institution dedicated to serving professional advisors. Since 1976, we have been helping individuals nationwide effectively manage, protect, and distribute wealth in alignment with their personal goals. Our team takes pride in educating clients on their financial options, empowering them to make informed decisions for themselves, their families, and their businesses. We provide practical education and personalized guidance to help clients better understand their financial situation and options. By tailoring our recommendations to each individual's unique needs and goals, we aim to help prepare them for a secure and rewarding future. Our team offers hands-on support throughout every phase of our clients' financial journey, assisting with custom strategies and staying by their side as their lives evolve.

Tucker-Haskins and Associates is a reputable finance institution located at 421 New Karner Road in Albany, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need assistance with investments, retirement planning, or estate planning, Tucker-Haskins and Associates can help you achieve your financial goals. Their dedication to providing personalized and comprehensive financial solutions sets them apart in the industry. Visit their office in Albany today to learn more about how they can assist you with your financial needs.