TOP 30 Tax preparation services for individuals in Sag Harbor, New York

2 results found

Welcome to Anderson & Corcoran Consulting Inc. Located in the charming village of Sag Harbor, New York, Anderson & Corcoran Consulting Inc. is your trusted partner in accounting and finance. Situated at 21 Long Island Avenue, our firm is dedicated to providing top-notch financial services tailored to meet the unique needs of individuals and businesses in our community and beyond.

Welcome to Beacon Pointe Advisors, your trusted partner in financial planning and investment advisory services, located at 2488 Montauk Highway, Bridgehampton, New York. As one of the nation's largest Registered Investment Advisor firms, we are dedicated to serving the New York area with a comprehensive range of services, including investment advisory, financial planning, wealth management, and retirement plan services. At Beacon Pointe Advisors, we pride ourselves on our fiduciary responsibility to our clients, ensuring that your financial well-being is at the forefront of everything we do. Our holistic allWEALTH® approach covers all aspects of financial planning, from wealth and retirement strategies to estate and tax planning, insurance reviews, and risk assessments. We also specialize in values-based investing, life transition support, and multi-generational wealth and legacy planning.