Tax preparation for families in New York, NY
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Brighton Securities
● OpenBrighton Securities, located at 1703 Monroe Avenue in Rochester, New York, is a highly reputable financial management firm offering a wide range of services for individuals, families, and businesses in the Western NY area. Our team of experienced financial planners and investment strategists is dedicated to providing expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for a major purchase, or grow your investments, Brighton Securities is here to help every step of the way. Schedule a meeting with us today to learn more about how we can support your financial future.
1703 Monroe Ave, Rochester, NY 14618, United States -
Erb Financial
● OpenErb Financial is a reputable accounting and finance institution located at 2243 Lyell Avenue in Rochester, New York, United States. With a team of experienced professionals, Erb Financial offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Whether you are an individual looking for personal financial advice or a business in need of accounting services, Erb Financial is dedicated to providing top-notch expertise and personalized solutions to help you achieve your financial goals. Contact them today to schedule a consultation and see how they can assist you with your financial needs.
2243 Lyell Ave, Rochester, NY 14606, United States -
Allworth Financial
● OpenAllworth Financial is a finance institution located at 202 Main Street in Dansville, New York, United States. Our team of experienced financial advisors provides personalized financial planning services to help our clients achieve their financial goals. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, we are here to help. With a focus on transparency, integrity, and client satisfaction, Allworth Financial is committed to providing top-notch financial guidance to individuals and families in the Dansville area. Contact us today to schedule a consultation and take the first step towards securing your financial future.
202 Main St, Dansville, NY 14437, United States -
Fairpoint Wealth Partners, Inc.
● OpenFairpoint Wealth Partners, Inc. is a finance institution located at 1882 South Winton Road in Rochester, New York, United States. Our team is dedicated to translating your resources into lasting financial security for you and your family. We work closely with individuals and families in our local community and beyond, taking a proactive approach to help you achieve your goals, maintain your lifestyle in retirement, and prepare for a lifetime of financial health. We understand that financial stress often stems from uncertainty, which is why we believe in partnership. We collaborate with you to design a strategy tailored to your specific goals, and then work with you on an ongoing basis to ensure you stay on track. Our goal is to oversee your investments and financial plan so you can live your life with confidence.
1882 S Winton Rd Suite 7, Rochester, NY 14618, United States -
Allied Financial Partners
● OpenAllied Financial Partners is a leading accounting and finance institution located at 150 State Street in Rochester, New York, United States. With a team of experienced professionals, we offer a wide range of financial services including tax planning, accounting, auditing, and financial consulting. Our goal is to help individuals and businesses achieve their financial goals through personalized and strategic financial solutions. Contact us today to learn more about how we can help you navigate the complex world of finance.
150 State St Suite 301A, Rochester, NY 14614, United States -
Alex Neri, CERTIFIED FINANCIAL PLANNER
● OpenAlex Neri, CERTIFIED FINANCIAL PLANNER is a reputable financial institution located at 1169 Pittsford Victor Road in Pittsford, New York, United States. Specializing in providing expert financial planning services, the institution offers personalized advice and strategies to help clients achieve their financial goals. With a focus on professionalism and integrity, Alex Neri and his team are dedicated to helping individuals and families navigate the complexities of financial planning and investment management. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Alex Neri, CERTIFIED FINANCIAL PLANNER is committed to providing you with the guidance and support you need to secure your financial future.
1169 Pittsford Victor Rd Suite 120, Pittsford, NY 14534, United States -
Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management, located at 151 Stockade Drive in Kingston, New York, is a leading finance institution offering personalized wealth planning services to individuals, families, business owners, executives, and institutions. Our experienced advisors provide financial strategies tailored to each client's unique goals, drawing on years of combined knowledge and expertise in wealth management. In addition to wealth planning advice, our advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. We prioritize client service and satisfaction, working closely with clients to understand their personal and professional goals, lifestyle preferences, and multi-generational needs.
Parking lot, 151 Stockade Dr 2nd Floor, Kingston, NY 12401, United States -
D'Arcangelo Financial Advisors, LLC
● OpenD'Arcangelo Financial Advisors, LLC is a private wealth management firm located at 510 West Haight Avenue in Poughkeepsie, New York. Our team of experienced CPA's specialize in helping individuals and families create sophisticated retirement and financial plans to preserve, grow, and transfer assets to the next generation. We use academic-based research to provide practical investment and retirement solutions since 1999. Our goal is to help retired individuals and those approaching retirement plan for their future and focus on their goals. We understand the ever-changing dynamics of tax laws and their impact on estate and retirement planning, and we monitor client portfolios to ensure they are on track to meet their financial objectives.
510 W Haight Ave #201, Poughkeepsie, NY 12603, United States -
Louis J Gizzarelli PC
● OpenLouis J Gizzarelli PC is a reputable accounting and finance institution located in Newburgh, New York. With a focus on providing high-quality financial services to individuals and businesses, the firm is dedicated to helping clients achieve their financial goals. Whether you need assistance with tax planning, bookkeeping, or financial consulting, the experienced team at Louis J Gizzarelli PC is here to help. Conveniently located at 1658 New York 300, this institution is a trusted partner for all your accounting and finance needs.
1658 NY-300, Newburgh, NY 12550, United States -
Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management, located at 474 Fulton Street in New York, United States, is a finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. The branch is dedicated to supporting the economic, social, and cultural life of the communities it serves through volunteerism and charitable outreach. With a team of experienced advisors, Merrill Lynch Wealth Management provides financial strategies tailored to meet the unique goals and needs of each client. These strategies go beyond wealth planning advice to include retirement income planning, guidance on concentrated stock positions, and access to estate planning services.
474 Fulton St, Brooklyn, NY 11201, United States -
Merrill Lynch Financial Advisor Gregory Ferdinand
● OpenMerrill Lynch Financial Advisor Gregory Ferdinand, located at 1325 Franklin Avenue in Garden City, New York, offers insights, observations, and ideas to help clients achieve their financial goals. With a passion for working with high net worth individuals, families, and businesses, Gregory believes in collaborating with clients to define what matters most to them as they prepare for the future. Along with a team of specialists, he provides goals-based wealth management to affluent families, professionals, and business owners. Gregory Ferdinand started his financial services career in 1991 and is dedicated to cultivating long-lasting relationships by providing exceptional service, customized advice, and a disciplined approach to investing. With Merrill Personal Wealth Analysis™, Gregory can build and document personalized plans centered on clients' goals and priorities.
1325 Franklin Ave 3rd Floor, Garden City, NY 11530, United States -
Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management, located at 1241 Pittsford Victor Road in Pittsford, New York, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. The experienced advisors at this branch are dedicated to helping clients address their wealth planning challenges and opportunities in both rising and turbulent markets. They provide personalized financial strategies based on years of combined knowledge and expertise in wealth management. In addition to wealth planning advice, the advisors at Merrill Lynch Wealth Management can assist with retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. They work closely with clients' outside professionals, such as accountants and tax attorneys, to ensure comprehensive financial strategies are in place.
1241 Pittsford Victor Rd, Pittsford, NY 14534, United States -
Sixt Gerhard & Associates CPA's, PLLC
● OpenSixt Gerhard & Associates CPA's, PLLC is a trusted accounting and finance institution located at 1075 Davis Road in West Falls, New York, United States. With over four decades of experience, our second-generation family business is dedicated to getting to know our clients on a personal level to tailor our recommendations and achieve the best results possible. We are committed to providing year-round support at every stage of your business or life, combining time-tested values with modern technology to make the process straightforward, convenient, and transparent. As full-time accounting and tax professionals, we are here to assist with your complex, ever-changing financial needs. Our small size allows us to offer individualized attention and decades of experience to each client. Visit our resource library for free tools, calculators, and information that can be useful for individuals and small businesses. Trust Sixt Gerhard & Associates to answer your questions and provide trusted guidance, because that's what helpers do.
1075 Davis Rd, West Falls, NY 14170, United States -
The Feaser and Eisenbraun Group - Ameriprise Financial Services, LLC
● OpenThe Feaser and Eisenbraun Group - Ameriprise Financial Services, LLC is a finance institution located at 1441 South Avenue in New York, United States. They offer complimentary initial consultations and provide investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular progress reviews and updates are conducted to adapt to life changes. Clients can access their investments and accounts securely from any device. The institution also offers insurance solutions to prepare for the unexpected and protect assets. Ameriprise financial advisors are registered in certain U.S. states. The institution emphasizes the importance of meeting to discuss financial goals and offers an initial consultation to provide an overview of financial planning concepts. Ameriprise Financial cannot guarantee future financial results. The institution is a member of FINRA and SIPC. Users of the site agree to abide by the rules and regulations. Referrals are appreciated, and the institution will reach out to them soon. Privacy and security are a top priority, with an Online Security Guarantee and information about email fraud available on the website.
1441 South Ave Ste 204, Staten Island, NY 10314, United States -
Joseph L Di Bella, President - The Di Bella Financial Group, Llc
● OpenJoseph 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.
5 Washington Square Suite 1, Albany, NY 12205, United States -
A Verderosa & Company
● OpenA Verderosa & Company is a reputable accounting firm located at 375 Commack Road in Deer Park, New York. Specializing in accounting and finance services, we cater to businesses and individuals in Deer Park, Long Island, New York City, the Tri-State area, and beyond. Our dedicated team prioritizes understanding the unique needs of each client, ensuring professional and precise returns delivered in a timely manner. With stress-free consultations that accommodate your schedule, we take a proactive and personalized approach to tax and accounting services. Our knowledgeable staff stays up-to-date on federal, state, and local tax regulations to provide innovative solutions tailored to your specific requirements.
375 Commack Rd # 202, Deer Park, NY 11729, United States -
Coscia & Amsterdam
● OpenCoscia & Amsterdam, located at 8714 3rd Avenue in New York, is a trusted institution specializing in accounting and finance services. With over 40 years of experience, we are dedicated to helping our clients save money and time by providing top-notch payroll and bookkeeping services. Our team of experts is committed to maximizing tax refunds, organizing business and personal files, preparing taxes, ensuring family security, and planning for the future. We pride ourselves on our strong relationships with the community and our ability to provide stability and reliability. Contact us today at (718) 238-0050 to schedule an appointment or speak to a representative.
8714 3rd Ave #1, Brooklyn, NY 11209, United States -
Salmo Business Services
● OpenSalmo Business Services, located at 637 East 59th Street in New York, is a family-owned institution dedicated to providing personalized tax solutions for individuals and families. With over 40 years of experience in the accounting and finance industry, our team of experts is committed to exceeding our clients' expectations through integrity, excellence, and professionalism. Our mission is to help clients navigate the complex tax landscape while maximizing savings and minimizing liabilities. We offer a wide range of tax services, including preparation, planning, and representation, to ensure compliance with all relevant laws and regulations. Trust Salmo Business Services to provide high-quality, reliable, and affordable tax solutions to help you achieve your financial goals.
637 E 59th St, Brooklyn, NY 11234, United States -
Celia & Allen
● OpenCelia & Allen is a reputable accounting and finance institution located at 102 Business Park Drive in Utica, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, financial planning, and consulting. Clients can trust Celia & Allen for accurate and reliable financial advice to help them achieve their financial goals.
102 Business Park Dr, Utica, NY 13413, United States -
Ellyn A Schaefer CPA
● OpenEllyn A. Schaefer CPA is a dedicated accounting and finance institution located at 1425 Jefferson Road in Rochester, New York. Specializing in small business and individual tax preparation services, Ellyn A. Schaefer and her team serve clients throughout Rochester NY and the surrounding areas including Pittsford, Penfield, and Fairport. With a focus on providing fast, thorough results at competitive prices, Ellyn A. Schaefer, CPA offers a range of services including accounting, bookkeeping, financial statement preparation, tax preparation, compliance issues, and consultations. Ellyn A. Schaefer, a Certified Public Accountant, has over 30 years of experience in the field. Graduating from St. John Fisher College in 1984, she received her CPA in 1987 and launched her own accounting firm in 1994. Specializing in tax, small business, and non-profit organizations, Ellyn is committed to staying up-to-date with new rules and regulations to ensure quality service for her clients. She has successfully undergone Peer Quality Reviews and is a member of the New York State Society of Certified Public Accountants.
1425 Jefferson Rd, Rochester, NY 14623, United States -
Moscato CPA
● OpenMoscato CPA is a family-owned and operated accounting and finance firm located at 360 Delaware Avenue in Buffalo, New York. Our dedicated team is committed to providing personalized attention to our clients, drawing on years of advanced training, technical expertise, and financial knowledge. We continually invest in professional education, cutting-edge technology, and strong business relationships to ensure excellence in our services. As members of the New York State Society of Certified Public Accountants (NYSSCPA) and the American Institute of Certified Public Accountants (AICPA), Moscato CPA upholds the highest standards of professionalism. Our certified public accountants are experts in QuickBooks and can provide tailored support for your accounting needs. Whether you're new to QuickBooks or require assistance with an existing company file, our team is here to assist you.
360 Delaware Ave # 102, Buffalo, NY 14202, United States -
WZ Accountants * Rose Woodworth, CPA
● OpenWZ Accountants * Rose Woodworth, CPA is a highly reputable accounting and finance institution located at 8 Pearl Street in Kingston, New York, United States. Our team is dedicated to providing personalized and comprehensive financial services to our clients. At WZ Accountants, we pride ourselves on our ability to build strong relationships with our clients, allowing us to truly understand their businesses and families. By anticipating their needs, we can help them achieve success in their financial endeavors.
8 Pearl St, Kingston, NY 12401, United States -
Colasanti & Iurato
● OpenColasanti & Iurato is a trusted accounting and finance institution located at 854 U.S. 6 in Mahopac, New York. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Whether you are an individual or a business owner, Colasanti & Iurato offers personalized solutions to help you achieve your financial goals. Their commitment to excellence and attention to detail make them a top choice for all your accounting and finance needs in the United States.
854 US-6, Mahopac, NY 10541, United States -
Mensah Klu & Associates
● OpenMensah Klu & Associates is a reputable accounting and finance institution located at 1200 Waters Place in New York, United States. Our team of experienced professionals provides a wide range of financial services including tax preparation, auditing, and financial planning. With a commitment to excellence and client satisfaction, we strive to help individuals and businesses achieve their financial goals. Trust Mensah Klu & Associates for all your accounting and finance needs.
1200 Waters Pl Suite 105, Bronx, NY 10461, United States -
Vreeland William W
● OpenVreeland William W is a reputable accounting and finance institution located at 359 5th Avenue in New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, and financial planning. Clients can trust Vreeland William W for accurate and reliable financial advice to help them achieve their financial goals.
359 5th Ave, Brooklyn, NY 11215, United States -
Liberta & Milo LLP
● OpenLiberta & Milo LLP is a renowned accounting and finance institution located at 1044 Northern Boulevard in Roslyn, New York, United States. With a team of highly skilled professionals, we provide top-notch financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation, auditing, or financial planning, our experts are here to guide you every step of the way. Trust Liberta & Milo LLP to handle all your accounting and finance needs with precision and expertise.
1044 Northern Blvd # 307, Roslyn, NY 11576, United States -
Kahn Stephen H
● OpenKahn Stephen H is an established accounting and finance institution located at 602 Merrick Avenue in East Meadow, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and investment management. Whether you are an individual or a business owner, Kahn Stephen H is committed to providing personalized and reliable financial solutions to help you achieve your goals. Contact them today to schedule a consultation and see how they can assist you with your financial needs.
602 Merrick Ave, East Meadow, NY 11554, United States -
JTH Planning
● OpenJTH Planning is a reputable accounting and finance institution located at 2941 Avenue S in New York, United States. With a team of experienced professionals, JTH Planning offers a wide range of financial services including tax preparation, investment planning, and retirement strategies. Their commitment to providing personalized and efficient financial solutions sets them apart from other institutions in the industry. Whether you are an individual or a business looking to secure your financial future, JTH Planning is dedicated to helping you achieve your goals.
2941 Ave. S, Brooklyn, NY 11229, United States -
MPP Associates
● OpenMPP Associates, located at 78 Horton Drive in Huntington Station, New York, is a financial management institution run by industry experts. They offer services such as tax preparation, internal controls, Mergers and Acquisitions Due Diligence, and restructuring. With over 30 years of experience across various industries, MPP Associates focuses on creating efficiencies in operations to increase profitability and staff utilization. They cater to a wide range of clients including private, public, family-owned, and not-for-profit organizations. The President, Marc P. Palker, leads the team in successfully completing projects within budget and on time while upholding the highest industry and ethical standards. MPP Associates is known for their personalized approach to financial management and has gained the respect of industry professionals. Contact them at (631) 425-6374 for more information.
78 Horton Dr, Huntington Station, NY 11746, United States -
Allers & Dawson Accountants Pc
● OpenAllers & Dawson Accountants Pc is a reputable accounting and finance institution located at 544 South Wellwood Avenue in Lindenhurst, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Whether you are an individual or a business owner, Allers & Dawson Accountants Pc is dedicated to providing top-notch financial solutions tailored to your specific needs. Trustworthy, reliable, and committed to excellence, they are the go-to choice for all your accounting and finance needs in the Lindenhurst area.
544 S Wellwood Ave, Lindenhurst, NY 11757, United States
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