TOP 30 Tax planning strategy in Clinton, New York

26 results found

JS Business & Tax Services Inc is a leading accounting and finance institution located at 63 Clinton Street in East Hampton, New York. Our team of experienced professionals is dedicated to providing high-quality services to individuals and businesses in need of tax preparation, bookkeeping, financial planning, and more. With a commitment to excellence and personalized attention, we strive to help our clients achieve their financial goals and maximize their success. Contact us today to learn more about how we can assist you with your accounting and finance needs.

Clinton Brown Company Architecture PC, located at 403 Main Street in Buffalo, New York, is a premier full-service historic preservation architecture firm. With over 30 years of experience, we specialize in working on culturally and historically significant buildings, places, and communities. Our dedicated team of professionals is well-qualified to provide innovative design assistance for upgrades and capital improvement projects, focusing on renewing existing and historic structures. As one of western New York's most accomplished preservation firms, we are committed to revitalizing and preserving the rich history of our communities. Additionally, our founder Clinton Brown's book, Olmsted's Elmwood: The Rise, Decline and Renewal of Buffalo's Parkway Neighborhood, A Model for America's Cities, is now available for purchase, offering a glimpse into the transformation of Elmwood into one of America's top neighborhoods. Experience the expertise and passion of CBCA in preserving our past for a sustainable future.

Williams & Lombardi is a renowned accounting and finance institution located in the heart of Albany, New York. With a prime location at 3 Clinton Square, this institution offers top-notch financial services to individuals and businesses alike. Their team of experienced professionals is dedicated to providing expert advice and guidance on a wide range of financial matters. Whether you need help with tax preparation, investment planning, or financial consulting, Williams & Lombardi is the go-to institution for all your accounting and finance needs. Visit them today to see how they can help you achieve your financial goals.

Ruchelman & Cruikshank PC: Cruikshank Jr Allan B is a reputable law firm located at 49 Clinton Street in Plattsburgh, New York. Specializing in various legal matters, Allan B. Cruikshank Jr. and his team provide expert legal counsel and representation to clients in the United States. With a strong dedication to their clients and a wealth of experience in the field, Ruchelman & Cruikshank PC is a trusted institution for all legal needs.

Lewis Forest is a premier health institution located at 1815 South Clinton Avenue in Rochester, New York. We are dedicated to providing top-quality healthcare services to our community. Our team of experienced professionals is committed to promoting wellness and improving the overall health of our patients. With state-of-the-art facilities and a patient-centered approach, Lewis Forest is the go-to destination for all your health needs. Visit us today and experience the difference in care that sets us apart from the rest.

TIAA Financial Services is a leading financial institution located at 250 South Clinton Street in Syracuse, New York. As a trusted bank, finance, and insurance agency, TIAA offers a wide range of services to help individuals and businesses achieve their financial goals. With a strong reputation for excellence and customer service, TIAA is committed to providing innovative solutions and personalized guidance to help clients secure their financial future. Visit TIAA Financial Services today to experience the difference in financial planning and management.

The Brown - Moore Group at Morgan Stanley is a leading financial institution located at 250 South Clinton Street in Syracuse, New York. Our team of dedicated professionals provides personalized wealth management services to help clients achieve their financial goals. With a focus on investment strategies, retirement planning, and risk management, we strive to deliver comprehensive solutions tailored to each individual's unique needs. Trust in The Brown - Moore Group at Morgan Stanley for expert guidance and support in navigating the complexities of the financial world.

Murphy Financial Group, located at 503 Clinton Street in Fayetteville, New York, is a finance institution dedicated to helping families and businesses manage and protect their wealth. With three generations of experience, the Murphy Financial Group works with professionals in various industries to prepare for their current and future financial needs. They believe in building long-term relationships with clients and their families, providing comprehensive financial planning services that align with their core values and risk tolerance. Led by financial advisors Michael P. Murphy and Andrew M. Murphy, the team at Murphy Financial Group is committed to serving the needs of their clients with unmatched stability, innovation, and strength in the industry. They are licensed to sell insurance through New York Life Insurance Company and offer securities products and services through NYLIFE Securities LLC. Additionally, Michael P. Murphy is registered as an investment adviser representative with Eagle Strategies LLC, providing investment advisory and financial planning services.

Robert B Good - Financial Advisor at Ameriprise Financial Services, LLC, located at 7800 New York 5, Clinton, New York, United States, offers a range of financial services to meet the diverse needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Robert B Good is equipped to provide expert advice on asset management, retirement planning, estate planning, investment strategies, and more. The institution also offers specialized certifications in areas such as Behavioral Financial Advisor, Chartered Advisor in Philanthropy® (CAP®), Certified Divorce Financial Analyst, and Certified Estate Planner™, demonstrating their commitment to providing comprehensive financial planning services. Whether you are looking to plan for retirement, manage your investments, or navigate complex financial situations, Robert B Good - Financial Advisor is dedicated to helping you achieve your financial goals.

Savicki Capital, LLC, located at 23 Oxford Road in New Hartford, New York, offers financial advisory services under the leadership of Randy Savicki. Specializing in wealth management for individuals, businesses, and not-for-profits, Savicki Capital prides itself on providing exceptional financial solutions and building lifelong relationships based on trust and respect. Their team of experienced financial advisors offers services such as investing in Exchange-traded funds (ETFs), stocks, bonds, and mutual funds. With a focus on personalized service and a commitment to client satisfaction, Savicki Capital is dedicated to serving the communities of New Hartford, Utica, Rome, Clinton, Whitesboro, and beyond in Central New York. Trust Savicki Capital for all your investment advisory needs.

Fieldstone Private Wealth - Ameriprise Financial Services, LLC is a finance institution located at 29 Clinton Street in Brockport, New York, United States. Ameriprise financial advisors are registered to do business in certain U.S. states and offer consultations to discuss your financial priorities. While the initial consultation provides an overview of financial planning concepts, written analysis and recommendations are not guaranteed. The institution cannot guarantee future financial results and users of the website agree to be bound by Ameriprise Financial Website Rules and Regulations. With a focus on privacy and security, Ameriprise Financial Services, LLC is a member of FINRA and SIPC. Referrals are appreciated and will be contacted soon to help achieve their financial goals. Feel free to inform them in advance that Ameriprise Financial Services, LLC will be reaching out.

Sandra Bennett - TIAA Wealth Management Advisor is a leading financial institution located at 250 South Clinton Street in Syracuse, New York. As a trusted advisor, Sandra Bennett offers personalized wealth management services to help clients achieve their financial goals. With years of experience and expertise in finance, Sandra Bennett provides comprehensive financial planning, investment strategies, and retirement solutions to individuals and families. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Sandra Bennett is dedicated to helping you navigate the complexities of the financial world and secure your financial future. Contact Sandra Bennett - TIAA Wealth Management Advisor today to schedule a consultation and start building a solid financial plan tailored to your needs.

Bank of America Private Client Advisor John M Pitton, located at 75 South Clinton Avenue in Rochester, New York, is a finance institution that offers wealth management and private banking services to business owners, high-net-worth families, private foundations, and nonprofit organizations. John Pitton, as the Managing Director and Market Director, leads a team of professionals who provide strategic guidance and services including investment management, trust and estate planning, real estate finance, lending, and philanthropic services. With over 35 years of experience with Bank of America, John has a strong background in corporate and commercial banking, overseeing large banking relationships and driving business integration activities. The team at Bank of America Private Client Advisor is dedicated to building strong client relationships based on trust and personalized experiences, with a focus on creating strategies that meet the unique needs and goals of each client. With a history of over 200 years, Bank of America Private Bank combines personalized service with the resources of Bank of America to help clients achieve their financial objectives. The institution values innovation and strives to anticipate and respond to changing markets and financial landscapes. It is important to note that while the institution provides information about products and services, clients should consult legal and tax advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with all products or services, and clients should review the institution's privacy policies and practices.

Fiscal Advisors & Marketing is a reputable finance institution located at 250 South Clinton Street in Syracuse, New York, United States. Our team of experienced financial advisors provides expert guidance and support to help individuals and businesses achieve their financial goals. From tax planning and investment strategies to marketing solutions, we offer a comprehensive range of services to meet our clients' needs. Trust Fiscal Advisors & Marketing to provide sound financial advice and innovative marketing solutions to help you succeed.

Robert Polak - TIAA Wealth Management Advisor is a finance institution located at 250 South Clinton Street in Syracuse, New York, United States. As a trusted advisor, Robert Polak offers personalized wealth management services to help clients achieve their financial goals. With a focus on long-term financial planning and investment strategies, Robert Polak provides expert guidance and tailored solutions to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for education, or building wealth, Robert Polak is dedicated to helping you navigate the complexities of the financial world and make informed decisions. Contact Robert Polak - TIAA Wealth Management Advisor today to start planning for a more secure financial future.

Jim Harris - Morgan Stanley is a renowned financial institution located at 250 South Clinton Street in Syracuse, New York, United States. With a focus on providing top-notch financial services, the team at Jim Harris - Morgan Stanley is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, you can trust the experts at Jim Harris - Morgan Stanley to provide you with personalized solutions tailored to your specific needs. Contact them today to schedule a consultation and take the first step towards securing your financial future.

Ronald Kelly - TIAA Wealth Management Advisor is a finance institution located at 250 South Clinton Street in Syracuse, New York, United States. As a trusted advisor, Ronald Kelly offers personalized wealth management services to help clients achieve their financial goals. With a focus on providing expert guidance and tailored solutions, Ronald Kelly helps individuals and families navigate the complexities of investing, retirement planning, and wealth preservation. Whether you are looking to grow your assets, protect your wealth, or plan for the future, Ronald Kelly is dedicated to helping you secure a strong financial foundation.

Voce & Iles is a reputable accounting and finance institution located at 24 College Street in Clinton, New York, United States. With a team of skilled professionals, they provide expert financial services to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or investment strategies, Voce & Iles is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in managing your finances effectively.

Sean Drakes CPA is a reputable accounting and finance institution located at 365 Clinton Avenue in New York, United States. Specializing in working with non-profit organizations in the New York City metro area, Sean Drakes CPA offers a range of full-service CPA firm services. With over a decade of experience in the field, Sean Drakes himself is a native of Brooklyn, NY, and has a strong background working for public accounting firms and as an accounting manager in various industries. His expertise includes sales tax issues, reconciliations, and audit support, making Sean Drakes CPA a trusted partner for small to mid-size nonprofits in need of financial guidance.

Milhim George E is a reputable accounting and finance institution located at 240 Clinton Street in Hempstead, New York, United States. With a strong focus on providing top-notch financial services, they offer expert advice and assistance to individuals and businesses alike. Whether you need help with tax planning, bookkeeping, or investment strategies, Milhim George E is dedicated to helping you achieve your financial goals. Their team of experienced professionals is committed to providing personalized solutions tailored to meet your specific needs. Trust Milhim George E to help you navigate the complex world of accounting and finance with confidence and ease.

Welcome to the Lackawanna Development Department! Located at 714 Ridge Road, Lackawanna, New York 14218, we serve as the local government office dedicated to fostering economic growth and community development within the City of Lackawanna. Our department is committed to revitalizing the city and enhancing the quality of life for our residents through strategic planning, collaboration, and sustainable development initiatives. We are thrilled to announce several exciting projects that highlight our commitment to economic development and community enhancement. Recently, the City of Lackawanna has partnered with Empire Building Diagnostics (EBD) and IT FITZ Concrete to transform over 4.7 acres of long-vacant industrial property on Alliance Drive in the First Ward. These projects are set to create new jobs and stimulate economic activity in the area. EBD will expand its operations, adding 20-30 new jobs, while IT FITZ Concrete plans to build a new office and warehouse facility.

Welcome to John Baringer - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 25 Clinton Avenue, Cortland, New York 13045. As a dedicated financial professional, John Baringer offers personalized wealth management services tailored to meet the unique needs of each client. With a robust array of certifications and designations, John is exceptionally qualified to guide you through the complexities of financial planning and investment management. Our services encompass a wide range of financial solutions, including asset allocation, investment strategies, estate planning, and retirement planning. John is an Accredited Asset Management Specialist™ (AAMS™), ensuring adherence to a stringent code of ethics and expertise in applying investment concepts to real-world situations. Additionally, John holds the Accredited Domestic Partnership Advisor™ (ADPA™) designation, enabling him to address the financial needs of domestic partners with precision and care.

Welcome to Wealth Resources Network, your trusted partner in financial success located in the heart of Syracuse, New York. Situated at 706 North Clinton Street, we are dedicated to providing comprehensive financial solutions tailored to meet your unique needs. Our expert team specializes in a range of services, including financial planning, investment management, and wealth advisory, designed to help you achieve your financial goals with confidence. At Wealth Resources Network, we understand that navigating the financial landscape can be complex and overwhelming. That's why we are committed to offering personalized guidance and innovative strategies that empower you to make informed decisions. Whether you're planning for retirement, managing investments, or seeking advice on wealth preservation, our experienced professionals are here to support you every step of the way.

Welcome to Michael Murphy, Financial Advisor - Murphy Financial Group, where our mission is to help you manage and protect your wealth with confidence and ease. Located in the heart of Fayetteville, New York, at 503 Clinton Street, our family-owned business has been a trusted partner for three generations, offering personalized financial solutions tailored to meet the unique needs of our clients. At Murphy Financial Group, we understand that wealth management is a collaborative effort. Our team, led by Michael P. Murphy and Andrew M. Murphy, brings a wealth of experience and expertise, ensuring that you have the right professionals guiding your financial journey. We proudly represent New York Life Insurance Company, offering unmatched stability and innovation in the industry.

Welcome to H&R Block, your trusted partner in accounting and finance solutions located at 160 Clinton Avenue, Cortland, New York. With a commitment to providing exceptional service, we specialize in a wide range of financial services tailored to meet the needs of individuals and businesses in the Cortland area. At H&R Block, our team of experienced professionals is dedicated to helping you navigate the complexities of tax preparation, bookkeeping, payroll, and financial planning. We pride ourselves on delivering personalized solutions that ensure accuracy, compliance, and peace of mind. Whether you're seeking assistance with personal tax returns or require comprehensive financial strategies for your business, we are here to support you every step of the way.

Welcome to N Braun and Company, your trusted partner in accounting and finance solutions located in the heart of Spring Valley, New York. Situated at 144 Clinton Lane, our firm is dedicated to providing personalized and professional financial services to individuals and businesses in the community and beyond. At N Braun and Company, we understand the complexities of the financial world and are committed to helping our clients navigate their financial journeys with confidence and clarity. Our team of experienced accountants and financial experts offers a comprehensive range of services, including tax preparation and planning, bookkeeping, financial consulting, and business advisory services, tailored to meet the unique needs of each client.