The 30 Best Tax savings in New York City, New York

Welcome to the office of Merrill Lynch Financial Advisor Michael T. Lagnese, located at 450 Old Country Road, Riverhead, New York. We are dedicated to helping you navigate your financial journey with confidence and clarity. Our team, supported by the global resources of Merrill, is composed of talented and experienced professionals committed to building strong relationships based on trust and personalized service. At Merrill Lynch Wealth Management, we focus on what matters most to you—your family, goals, and priorities—as they evolve over the years. Our mission is to understand your unique financial situation, enabling us to design and implement a personalized plan to help you pursue your financial goals while managing investment risk.

Welcome to Daniel Valet - State Farm Insurance Agent, your trusted partner in Riverhead, New York, for comprehensive insurance solutions. Located at 177 Old Country Road, we are committed to helping you navigate the complexities of insurance with ease and confidence. At Daniel Valet - State Farm, we understand the importance of safeguarding what matters most to you. Whether you're looking for auto, home, life, or health insurance, our team is dedicated to providing personalized service tailored to your unique needs. We also offer guidance on financial products and services, including annuities and securities, through State Farm VP Management Corp.

Bethpage Federal Credit Union ATM - Riverhead, NY Welcome to the Bethpage Federal Credit Union ATM located at 1140 Old Country Road, Riverhead, New York 11901. As a trusted financial partner, we are dedicated to providing our members with convenient and innovative banking solutions. Whether you're managing everyday transactions or planning for the future, our services are designed to support your financial journey.

Welcome to Morgan Stanley Financial Advisors, your trusted partner in achieving financial success. Conveniently located at 611 East Main Street, Riverhead, New York, our team of experienced financial advisors is dedicated to providing personalized financial solutions tailored to meet your unique needs and goals. At Morgan Stanley Financial Advisors, we understand that navigating the financial landscape can be complex and overwhelming. That's why we offer a comprehensive range of services, including wealth management, retirement planning, investment strategies, and estate planning. Our commitment is to empower you with the knowledge and tools necessary to make informed financial decisions.

Welcome to East End Financial Group, your trusted partner in navigating the financial landscape. Conveniently located at 318 Roanoke Avenue in the heart of Riverhead, New York, we are committed to providing personalized financial solutions tailored to meet your unique needs. Our team of experienced professionals is dedicated to helping you achieve your financial goals through a comprehensive range of services, including investment management, retirement planning, tax strategies, and more. At East End Financial Group, we pride ourselves on our client-focused approach, ensuring that you receive the highest level of service and expertise. Whether you're planning for the future or managing your current finances, we are here to guide you every step of the way. Visit us today and discover how we can help you secure a brighter financial future.

Welcome to Lisa J Zarro - Morgan Stanley, your trusted partner in financial services located in the heart of Riverhead, New York. Situated at 611 East Main Street, our office is dedicated to providing personalized investment strategies and wealth management solutions tailored to meet your unique financial goals. With a commitment to excellence and a client-focused approach, Lisa J Zarro leverages extensive industry expertise to guide you through the complexities of financial planning. Whether you're planning for retirement, seeking investment advice, or looking to secure your financial future, our team is here to help you navigate every step of the way. Discover how Lisa J Zarro - Morgan Stanley can empower you to achieve your financial aspirations with confidence and clarity. Visit us today to learn more about our comprehensive suite of services designed to support your financial journey.

Welcome to Halcyon Financial Partners - Ameriprise Financial Services, LLC, your trusted partner in navigating the complex world of finance. Conveniently located at 50 Station Road, Water Mill, New York 11976, we are dedicated to helping you achieve your financial goals with confidence and clarity. At Halcyon Financial Partners, we understand that every financial journey is unique. Our experienced Ameriprise financial advisors are here to provide personalized guidance tailored to your specific needs. Please note that our advisors are individually registered to conduct business in specific U.S. states, and we encourage you to check their credentials on their personal websites or through FINRA’s BrokerCheck for additional information.

Welcome to Philip Andriola - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 50 Station Road, Water Mill, New York 11976. As a trusted partner in finance, we are dedicated to helping you achieve your financial goals with personalized strategies tailored to your unique needs. Our team is equipped with an array of prestigious certifications that demonstrate our commitment to excellence and ethical practices in financial advising. Our expertise spans a broad spectrum, including asset management, estate planning, retirement strategies, and investment opportunities tailored for retirees and small business owners. We are proud to hold advanced certifications such as the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), among others.

Welcome to Nicholas Galletta - Prudential Financial, your trusted partner in financial planning and insurance solutions, conveniently located at 20 West Main Street, Riverhead, New York. We are dedicated to helping individuals, families, and businesses achieve their financial goals with confidence and peace of mind. As a leading finance and insurance agency, we offer a comprehensive range of services, including retirement planning, investment management, life insurance, and more. Our experienced team is committed to providing personalized advice tailored to your unique needs, ensuring you make informed decisions for a secure financial future. Visit us today to discover how we can assist you in building and protecting your wealth.

Welcome to Electronic Payments, your trusted partner in cutting-edge financial technology, located at 1161 Scott Avenue, Calverton, New York. As a leading provider in the finance industry, we specialize in offering advanced point of sale and payment processing solutions tailored to meet the diverse needs of your business. Our innovative in-house processing platform, Cygma®, combined with our versatile Exatouch® Point of Sale system, empowers businesses across various sectors, including restaurants, retail, and service industries, to optimize operations, enhance customer experiences, and boost profitability. We pride ourselves on providing seamless integration with the latest payment methods, ensuring your business can accept all the payment types your customers prefer.

Welcome to Merrill Lynch Financial Advisor Mary C. Barty Scheurer, located at 57 Hampton Road, Southampton, New York 11968. As a dedicated financial advisor, Mary C. Barty Scheurer is committed to helping you navigate the complexities of finance and investment. With access to a wide range of investment solutions from Merrill and banking products from Bank of America, we provide the tools and insights you need to pursue your financial goals. At our Southampton office, we understand that every client is unique. Whether you have a clear financial strategy or are just beginning to plan for the future, we tailor our services to meet your individual needs. Our approach is about more than just managing money; it’s about understanding your plans, hopes, dreams, and goals. We work closely with you to adapt to changing goals, evolving family situations, and new commitments.

Welcome to Merrill Lynch Financial Advisor Harry L Hackett, your trusted partner in financial planning and wealth management located at 57 Hampton Road, Southampton, New York. Our mission is to be your primary source for financial advice and guidance, offering personalized strategies to help you navigate the complexities of the financial world. At the Hackett Group, we believe in building strong relationships through teamwork and client involvement. Our dedicated team of advisors and wealth management client associates work closely with you to understand your unique financial situation, goals, and priorities. With access to the global investment capabilities of Merrill and the banking convenience of Bank of America, we provide comprehensive solutions tailored to your needs.

Welcome to Merrill Lynch Financial Advisor Lisa Saladino, your trusted partner in navigating the complex world of finance. Located at 57 Hampton Road, Southampton, New York, our mission is to provide personalized financial strategies tailored to your unique goals and aspirations. With access to a wide array of investment solutions from Merrill and banking products from Bank of America, we offer a comprehensive approach to managing your wealth. Understanding your complete financial picture is our priority. We begin by listening to what matters most to you, allowing us to design flexible strategies that adapt to today's ever-changing market conditions. Our commitment is to help you pursue your financial goals while effectively managing investment risks.

Welcome to Wells Fargo Advisors, your trusted partner in financial planning and investment management, located in the heart of Southampton at 67 Hampton Road, New York. As a distinguished financial advisory firm, we are dedicated to helping you achieve your financial goals with personalized strategies and expert guidance. Our team of experienced advisors offers a comprehensive range of services, including retirement planning, wealth management, investment strategies, and more. At Wells Fargo Advisors, we prioritize your financial well-being, providing tailored solutions to meet your unique needs. Visit us today and discover how we can help you secure a prosperous financial future.

Welcome to Joseph M. Faller - Wilmington Advisors @ M&T, your trusted partner in financial planning and wealth management, conveniently located at 295 North Sea Road, Southampton, New York. As a premier financial advisory firm, we are dedicated to helping individuals, families, and businesses achieve their financial goals with personalized and strategic solutions. Our team of experienced advisors is committed to providing expert guidance in investment management, retirement planning, estate planning, and more. We understand the unique financial landscape of the Southampton community and strive to deliver tailored advice that aligns with your specific needs and aspirations.

Welcome to George Kreuscher - Financial Advisor, Ameriprise Financial Services, LLC, located at 1673 County Road 39, Southampton, New York. We are your trusted partner in financial planning and investment management, dedicated to helping you achieve your financial goals with personalized strategies and expert advice. George Kreuscher brings a wealth of knowledge and expertise to the table, holding numerous prestigious certifications and designations that highlight his commitment to excellence and professional growth in the financial services industry. As an Accredited Asset Management Specialist (AAMS™), George adheres to a strict code of ethics and applies investment concepts to real-world situations, ensuring your assets are managed effectively.

Welcome to Bryan Durso - Financial Advisor, Ameriprise Financial Services, LLC, located at 1673 County Road 39, Southampton, New York. As a dedicated financial advisor, I am committed to helping you achieve your financial goals, whether they involve planning for retirement, funding education, or making significant purchases like a second home. At our initial complimentary consultation, we will discuss what's most important to you and outline how we can work together to meet your objectives. I provide personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Together, we'll document your goals, regularly review and analyze your progress, and adjust your approach as your life evolves. You can access your investments and track your progress anytime, from any device, securely.

Welcome to James Grossi - State Farm Insurance Agent, your trusted insurance agency located at 801 County Road 39, Southampton, New York 11968. As summer approaches, it's the perfect time to revisit your financial goals and insurance plans. Have you reviewed them lately? Our dedicated team is here to help you get on the right track for the season ahead! Call or stop by today to learn more. At James Grossi State Farm, we proudly serve the Southampton community and surrounding areas, including East Hampton, Bridgehampton, Watermill, West Hampton Beach, Hampton Bays, Riverhead, East Moriches, Center Moriches, and Manorville. Our experienced and knowledgeable team is committed to providing excellent service to every customer.

Welcome to Helen Minieri Stacy CFP® - UBS Financial Services Inc., your trusted partner in achieving financial success. Conveniently located at 8 Main Street, Southampton, New York, our firm is dedicated to providing personalized financial advice and solutions tailored to meet your unique needs. With a wealth of experience in the finance industry, Helen Minieri Stacy, a Certified Financial Planner®, leads our team in offering services that include investment management, retirement planning, estate planning, and wealth preservation strategies. Our commitment to excellence and client-focused approach ensures that you receive the highest level of service and guidance. Whether you are planning for your future, managing your investments, or seeking to protect your assets, we are here to help you navigate your financial journey with confidence. Visit us today to discover how we can assist you in reaching your financial goals.

Welcome to UBS Financial Services Inc., your trusted partner in financial excellence, located at the heart of Southampton, New York. Situated at 8 Main Street, our office is dedicated to providing personalized financial solutions to meet your unique needs. As a leading provider in the finance industry, UBS Financial Services Inc. offers a comprehensive suite of services, including wealth management, investment advisory, retirement planning, and more. Our team of experienced professionals is committed to helping you achieve your financial goals with tailored strategies and expert guidance. Visit us today and discover how UBS Financial Services Inc. can help you secure a prosperous financial future.

Welcome to The Luss Group, Inc., your trusted partner for comprehensive insurance and financial services located at 45 Main Street, Southampton, New York. Serving the Hamptons and beyond, we specialize in financial planning and insurance solutions tailored to meet your unique needs. Led by Kevin A. Luss, CFP, ChFC, our team is committed to providing expert guidance and personalized strategies to help you achieve your financial goals. As a registered representative, Kevin offers securities, investment advisory, and financial planning services through MML Investors Services, LLC, a member of SIPC.

Welcome to Rosemarie Dios, CFP - UBS Financial Services Inc., your trusted partner in financial planning and wealth management located in the heart of Southampton, New York. With a prime location at 8 Main Street, we are dedicated to serving the financial needs of individuals, families, and businesses in our community and beyond. Rosemarie Dios, a Certified Financial Planner (CFP), brings a wealth of expertise and a personalized approach to help you achieve your financial goals. Whether you are planning for retirement, managing investments, or seeking guidance on estate planning, Rosemarie is committed to providing tailored strategies that align with your unique financial aspirations.

Welcome to Charles Schwab, your trusted partner in navigating the world of finance, conveniently located at 16 Hill Street, Southampton, New York. At Charles Schwab, we are committed to providing personalized financial solutions tailored to meet your unique needs and goals. Our team of experienced professionals is dedicated to helping you achieve financial success through a comprehensive range of services, including investment management, retirement planning, and wealth advisory. Whether you're an individual investor seeking guidance or a business owner looking for strategic financial advice, we are here to support you every step of the way. Our client-centric approach ensures that you receive the attention and expertise necessary to make informed decisions and secure your financial future.

Welcome to Harbor Financial Partners Located in the heart of Southampton at 11 Main Street, Harbor Financial Partners is your trusted local provider for comprehensive financial and insurance services. Our team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of financial planning and risk management with confidence and ease.

Welcome to Sean Hattrick - UBS Financial Services Inc., your trusted partner in financial success, located at 8 Main Street, Southampton, New York. Our firm is dedicated to providing personalized financial services to help you achieve your financial goals. With a comprehensive range of solutions, including wealth management, investment advice, and retirement planning, we tailor our strategies to meet your unique needs and aspirations. Our experienced team of financial advisors is committed to delivering exceptional service with integrity and professionalism. Whether you're planning for the future, managing current finances, or looking to grow your wealth, Sean Hattrick - UBS Financial Services Inc. is here to guide you every step of the way. Visit us today to discover how we can help you secure a prosperous financial future.

Welcome to Jay Diesing - UBS Financial Services Inc., your trusted partner in financial planning and wealth management, located in the heart of Southampton, New York. Situated at 8 Main Street, our office is dedicated to providing personalized financial services tailored to meet the unique needs of each client. With a commitment to excellence and a deep understanding of the financial landscape, Jay Diesing and his team offer a comprehensive suite of services including investment management, retirement planning, estate planning, and more. Our goal is to help you navigate the complexities of the financial world with confidence and ease. Whether you're planning for a secure retirement, managing your family's wealth, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Visit us today to discover how we can help you achieve your financial aspirations.

Welcome to Erik DeGroot - UBS Financial Services Inc., your trusted partner in financial success, located in the heart of Southampton, New York. Situated at 8 Main Street, our office is dedicated to providing personalized financial solutions that cater to your unique needs and aspirations. With a commitment to excellence and a deep understanding of the financial landscape, Erik DeGroot and his team offer a comprehensive range of services, including wealth management, investment strategies, retirement planning, and more. We pride ourselves on building long-term relationships with our clients, ensuring that your financial goals are met with precision and care. Visit us today and discover how we can help you achieve financial peace of mind.

Welcome to Roy Cashion III - UBS Financial Services Inc., your trusted partner in navigating the financial landscape. Conveniently located at 8 Main Street, Southampton, New York, we specialize in providing personalized financial solutions tailored to meet the unique needs of each client. With a commitment to excellence and a focus on building long-term relationships, our team of experienced professionals offers a comprehensive range of services, including investment management, retirement planning, estate planning, and wealth management. Whether you're an individual investor or a business looking to secure your financial future, we are here to guide you every step of the way. Visit us today and discover how we can help you achieve your financial goals with confidence and peace of mind.

Welcome to ATM (Bethpage) located at 111 Main Street, Southampton, New York 11968. As a leading financial services provider, we are committed to helping you achieve your financial goals with a suite of products tailored to meet your needs. Whether you're looking to save, invest, or manage your finances, we offer competitive rates and expert guidance. Exclusive Offers: - 9-Month Certificate: Earn a remarkable 5.40% APY with a minimum balance of just $50. Enjoy the benefits of saving with high returns, though be mindful of early withdrawal penalties which may affect your earnings.

Welcome to Citizens, your trusted local partner in banking and finance, conveniently located at 248 Montauk Highway, Hampton Bays, New York. At Citizens, we are committed to providing our community with a wide range of financial services designed to meet your unique needs. Whether you're looking to open a new account, apply for a loan, or simply need access to our ATM services, our dedicated team is here to assist you every step of the way. We pride ourselves on delivering exceptional customer service and personalized financial solutions to help you achieve your financial goals. Visit us today and experience the friendly, professional service that sets Citizens apart. Your financial well-being is our priority.