TOP 30 Tax planning strategy in setauket east setauket in New York, New York

13 results found

JLW Accounting and Tax Services LLC is a professional accounting and finance institution located at 690 Route 25A in Setauket- East Setauket, New York, United States. We offer a wide range of services including tax preparation, bookkeeping, payroll, and financial planning for individuals and businesses. Our team of experienced professionals is dedicated to providing personalized and reliable financial solutions to help our clients achieve their goals. With a commitment to excellence and customer satisfaction, JLW Accounting and Tax Services LLC is your trusted partner for all your accounting and financial needs.

Multi-State Tax & Accounting Inc. is a reputable accounting and finance institution located in Setauket-East Setauket, New York. With a convenient address at 764 Route 25A, this institution offers a wide range of services to individuals and businesses in need of expert tax and accounting assistance. Their team of professionals are dedicated to providing high-quality solutions tailored to meet the unique needs of each client. Whether you require tax preparation, financial planning, or accounting services, Multi-State Tax & Accounting Inc. is committed to helping you achieve your financial goals.

Welcome to Southard Estate Planning, your trusted partner in securing your family's future. Conveniently located at 175 Main Street, Setauket-East Setauket, New York, we specialize in providing comprehensive estate planning services tailored to meet your unique needs. Our experienced team is dedicated to guiding you through every step of the estate planning process, ensuring that your assets are protected and your wishes are honored. Whether you're looking to draft a will, establish a trust, or navigate the complexities of probate, Southard Estate Planning is here to offer expert advice and personalized solutions. Visit us today to learn how we can help you achieve peace of mind for you and your loved ones.

Obsidian Financial Consultants Inc. is a leading financial institution located at 100 South Jersey Avenue in Setauket- East Setauket, New York. With a team of experienced and knowledgeable financial experts, we offer a wide range of services including investment planning, retirement planning, tax planning, and wealth management. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how we can help you make the most of your finances.

Lippencott Financial Group is a leading finance institution located at 4 Technology Drive in Setauket- East Setauket, New York. With a strong reputation for providing top-notch financial services, Lippencott Financial Group offers a wide range of investment and wealth management solutions tailored to meet the unique needs of their clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through sound advice and strategic planning. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Lippencott Financial Group is committed to providing expert guidance and personalized service every step of the way.

Branch Financial Services, Inc is a finance institution located at 21 Bennetts Road in Setauket- East Setauket, New York, United States. We offer a range of financial services including securities and advisory services through Cetera Advisor Networks LLC, a member of FINRA and SIPC. Additionally, we are a Registered Investment Advisor offering advisory services. Our team of licensed professionals can provide brokerage services, investment advisory services, or a combination of both. We are licensed to sell insurance products in multiple states and registered to sell securities in various states as well. Visit our website to watch interesting videos and learn more about our services.

Girard Wealth Management Group of Raymond James, located at 376 Mark Tree Road in Setauket- East Setauket, New York, offers sophisticated wealth management services tailored to meet your individual needs. With a focus on delivering value to clients, our team of experts is dedicated to helping you achieve your financial goals. As a part of the Raymond James network, we have access to a wide range of resources and tools to help you make the most of every investment opportunity. Established in 1962, Raymond James is one of the largest and most respected independent financial services companies in the United States. Girard Wealth Management Group is committed to providing personalized investment advisory services to help you navigate the complexities of the financial world.

David J. Lorber & Assoc., PLLC is a reputable law firm located at 100 North Country Road in Setauket- East Setauket, New York. Specializing in various areas of law, including personal injury, real estate, and estate planning, the dedicated team of lawyers at this institution provides expert legal services to clients in need. With a commitment to professionalism and client satisfaction, David J. Lorber & Assoc., PLLC is a trusted name in the legal community.

Legakis & Vetere is a reputable law firm located in Setauket-East Setauket, New York. With a team of experienced and dedicated lawyers, they provide a wide range of legal services to individuals and businesses in the area. Whether you are facing a personal injury case, need assistance with real estate transactions, or require help with estate planning, Legakis & Vetere is committed to providing top-notch legal representation. Their attention to detail, personalized approach, and commitment to achieving the best possible outcome for their clients set them apart from other law firms in the area. Contact Legakis & Vetere today for all your legal needs.

Lori Raynoha CPA is a reputable accounting and finance institution located at 20 Watson Lane in Setauket- East Setauket, New York, United States. With years of experience and expertise in the field, Lori Raynoha CPA offers a wide range of services to individuals and businesses, including tax preparation, financial planning, and bookkeeping. Their team of professional accountants is dedicated to providing personalized and high-quality financial solutions to meet the unique needs of each client. Whether you are looking for assistance with your personal finances or need help managing your business accounts, Lori Raynoha CPA is committed to helping you achieve your financial goals.

Welcome to La Vita Ronald J, your trusted legal partner located in the heart of Setauket-East Setauket, New York. Situated at 194 Main Street, our law firm is dedicated to providing exceptional legal services to the community and beyond. With a focus on personalized attention and expert guidance, La Vita Ronald J specializes in a wide range of legal areas to meet your individual needs. Whether you are seeking assistance with family law, real estate transactions, estate planning, or any other legal matter, our experienced team is here to help you navigate the complexities of the legal system with confidence and ease. We pride ourselves on building strong relationships with our clients, ensuring that each case is handled with the utmost care and professionalism.

Welcome to Rehn George CPA, your trusted partner in accounting and finance. Conveniently located at 286 Main Street, Setauket-East Setauket, New York, we are dedicated to providing top-notch financial services to individuals and businesses in our community. With years of experience and a commitment to excellence, our team of certified professionals is here to help you navigate the complexities of financial management. At Rehn George CPA, we offer a comprehensive range of services tailored to meet your unique needs. Whether you require assistance with tax preparation, bookkeeping, financial planning, or business consulting, our experts are ready to provide personalized solutions that drive success. We pride ourselves on our attention to detail, integrity, and the ability to deliver results that exceed expectations.

Welcome to Finance Manager, your trusted partner in financial planning and management, conveniently located at 45 Research Way, Setauket-East Setauket, New York. At Finance Manager, we are dedicated to helping individuals and businesses achieve their financial goals with confidence and clarity. Our experienced team of financial experts offers a comprehensive range of services, including personalized financial planning, investment strategies, tax preparation, and retirement planning. We pride ourselves on delivering tailored solutions that are designed to meet the unique needs of each client, ensuring a secure and prosperous financial future. Visit us today and discover how Finance Manager can guide you on your path to financial success.