TOP 30 Tax planning strategy in Cheektowaga, New York

7 results found

Summar O'Connor Tax Service is a reputable accounting and finance institution located at 2511 Union Road in Cheektowaga, New York. With a team of experienced professionals, they offer a range of tax services to individuals and businesses in the United States. Whether you need help with tax preparation, planning, or resolution, Summar O'Connor Tax Service is dedicated to providing personalized and reliable financial solutions. Trust them to handle your financial needs with expertise and professionalism.

Merri Carol Hall - Wilmington Advisors @ M&T is a finance institution located at 900 Thruway Plaza Drive in Cheektowaga, New York, United States. Our team of experienced advisors at M&T Bank offers personalized financial services to help clients achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, we are here to provide expert guidance and support. Visit us today to learn more about how we can help you secure your financial future.

Richard Kubiak is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 2498 Union Road in Cheektowaga, New York, United States. Richard holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and Behavioral Financial Advisor, among others. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. Richard also specializes in working with domestic partners, seniors, and individuals planning for retirement. With a focus on comprehensive financial planning, Richard is dedicated to helping his clients achieve their financial goals and secure their financial future.

Kubiak Financial - Ameriprise Financial Services, LLC, located at 2498 Union Road in Cheektowaga, New York, is a finance institution that offers personalized investment and portfolio recommendations based on individual goals and risk tolerance. With regular reviews and updates, clients can track their progress towards retirement, education, or other financial objectives. The institution's advisors are registered in certain U.S. states and can provide insights on market trends and retirement challenges through tools like Retirement InteractiveSM. Clients can access their accounts and investments securely from any device. Ameriprise Financial Services, LLC also offers complimentary initial consultations to discuss financial planning concepts and help clients achieve their financial goals. The institution prioritizes privacy and security, adhering to website rules and regulations, and providing an Online Security Guarantee. With a focus on personalized financial solutions, Ameriprise Financial Services, LLC aims to help clients navigate the complexities of the financial landscape and plan for a secure future.

Ganci Michael A is a reputable accounting and finance institution located at 2475 Harlem Road in Cheektowaga, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, financial planning, or investment advice, Ganci Michael A is dedicated to providing top-notch expertise and personalized solutions to meet your financial needs. Contact them today to schedule a consultation and take control of your financial future.

Steven Sanders, CPA is a reputable accounting and finance institution located at 401 Maryvale Drive in Cheektowaga, New York. With a team of experienced Certified Public Accountants, we provide a wide range of financial services to individuals and businesses in the area. Our services include tax preparation, financial planning, bookkeeping, and more. Trust Steven Sanders, CPA for all your accounting and finance needs.

Welcome to Asset Management Group, LLC, your trusted partner in financial success, located at 1271 Harlem Road, Cheektowaga, New York. As a premier finance company, we specialize in delivering personalized asset management solutions tailored to meet the unique needs of each client. Our team of experienced professionals is dedicated to helping you navigate the complexities of the financial world with confidence and ease. At Asset Management Group, LLC, we understand that every client has distinct financial goals and challenges. Whether you're planning for retirement, looking to grow your investment portfolio, or seeking to safeguard your assets, we are here to provide expert guidance and innovative strategies. Our comprehensive range of services includes investment management, financial planning, risk assessment, and more.