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TOP 30 Tax strategies in Batavia, NY
7 results found
Search for local businesses, places and services near you
EG Tax
EG Tax is a reputable accounting and finance institution located at 319 West Main Street in Batavia, New York, United States. With a team of experienced professionals, EG Tax offers a wide range of financial services including tax preparation, bookkeeping, payroll services, and financial consulting. Whether you are an individual or a business owner, EG Tax is dedicated to providing personalized and reliable financial solutions to help you achieve your financial goals. Contact EG Tax today to schedule a consultation and take control of your finances.
Getter Tax of Batavia
Getter Tax of Batavia is a reputable accounting and finance institution located at 340 West Main Street in Batavia, New York, United States. Our experienced team of professionals is dedicated to providing top-notch tax preparation, financial planning, and consulting services to individuals and businesses in the local community. With a commitment to excellence and personalized customer service, we strive to help our clients achieve their financial goals and maximize their tax savings. Trust Getter Tax of Batavia for all your accounting and finance needs.
The Financial Guys
The Financial Guys is an independent wealth management firm located at 319 West Main Street, Batavia, New York. They specialize in providing comprehensive financial solutions for individuals, families, and businesses. With a goal-based approach, they help clients develop investment strategies tailored to their risk tolerance and financial goals. The Financial Guys are dedicated to serving their clients' best interests and offer a wide range of financial products and services. They also support Western New York Veterans through donations. Securities are offered through Peak Brokerage Services, LLC and investment products and services are available to residents of select states. The firm regularly hosts workshops and events on various financial topics to educate and empower their clients. Visit their website for more information and to schedule a consultation.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 21 Masse Place in Batavia, New York, is a respected finance institution offering personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced financial advisors, Merrill Lynch can assist with retirement planning, concentrated stock positions, traditional investments, and estate planning. The branch is committed to client service and satisfaction, striving to understand each client's financial situation and create strategies to meet their long-term objectives. Through volunteerism and charitable outreach, Merrill Lynch supports the communities in which they operate. As a Merrill client, you have access to industry-skilled advisors, a disciplined wealth planning platform, and the technological resources of a leading global financial services firm. Merrill Lynch has been training financial advisors since 1946, providing them with the skills and knowledge needed to help clients pursue their financial goals. Whether you are a seasoned advisor or looking to become one, Merrill Lynch offers professional training, mentoring, and technology to support your career. It is important to consult with legal and tax advisors before making any financial decisions, as investing involves risk. Merrill Lynch offers a broad range of brokerage, investment advisory, and other services to help clients achieve their financial and life goals.
Dylan Joy - Financial Advisor, Ameriprise Financial Services, LLC
Dylan Joy is a Financial Advisor at Ameriprise Financial Services, LLC, located at 113 Main Street, Batavia, New York, United States. Dylan Joy holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise in asset management, retirement planning, estate planning, investment strategies, insurance products, and more. Dylan Joy is committed to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients.
Normand R Fluet Jr - Financial Advisor, Ameriprise Financial Services, LLC
Normand R Fluet Jr is a Financial Advisor at Ameriprise Financial Services, LLC located at 219 East Main Street, Batavia, New York, United States. Normand R Fluet Jr holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Normand R Fluet Jr is dedicated to providing comprehensive financial planning services to clients, specializing in asset management, estate planning, retirement planning, and investment strategies. Normand R Fluet Jr is committed to upholding the highest standards of professionalism and ethics in the financial industry.
Matteo & Mullen Cpas
Matteo & Mullen CPAs is a renowned accounting and finance institution located at 23 Jackson Street in Batavia, New York, United States. With a team of highly skilled and experienced professionals, we provide top-notch financial services to individuals and businesses in the area. From tax preparation to financial planning, our firm is dedicated to helping our clients achieve their financial goals. Contact us today to schedule a consultation and see how Matteo & Mullen CPAs can assist you with all your accounting and finance needs.
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