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TOP 30 Tax strategies in Merrick, NY
21 results found
Search for local businesses, places and services near you
Continental Tax Planners
Continental Tax Planners is a reputable accounting and finance institution located at 337 Merrick Road in Lynbrook, New York, United States. With a team of experienced professionals, they specialize in providing expert tax planning services to individuals and businesses. Whether you need assistance with tax preparation, financial planning, or investment strategies, Continental Tax Planners is dedicated to helping you achieve your financial goals. Trustworthy and reliable, they are committed to providing top-notch services to their clients.
Lighthouse Strategies LLC
Lighthouse Strategies LLC is a finance institution located at 1485 Sycamore Avenue in Merrick, New York, United States. Specializing in providing strategic financial solutions, Lighthouse Strategies LLC offers a range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, clients can trust Lighthouse Strategies LLC to provide expert advice and personalized financial planning. Whether you are looking to invest, save for the future, or manage your finances more effectively, Lighthouse Strategies LLC is dedicated to helping you navigate the complexities of the financial world with confidence and clarity.
National Tax Consultants Richard J.Grebimger Cpa Pllc
National Tax Consultants Richard J. Grebinger CPA PLLC is a reputable accounting and finance institution located at 3665 Merrick Road in Seaford, New York, United States. With a team of experienced professionals led by Richard J. Grebinger, a certified public accountant, this institution provides expert tax consulting services to individuals and businesses. Whether you need assistance with tax planning, preparation, or representation before the IRS, National Tax Consultants is dedicated to helping you navigate the complex world of taxation with ease and accuracy. Trustworthy, reliable, and knowledgeable, National Tax Consultants Richard J. Grebinger CPA PLLC is your go-to source for all your tax and financial needs.
Catherine May Co & Associates, PC
Catherine May Co & Associates, PC is a reputable law firm located at 479 Merrick Road in Lynbrook, New York. Specializing in various areas of law, their team of experienced attorneys provides expert legal representation and counsel to clients in need. With a commitment to professionalism and client satisfaction, Catherine May Co & Associates, PC is dedicated to achieving the best possible outcomes for their clients. Contact them today for all your legal needs.
Merrill Lynch Financial Advisor Jeffrey Schoenfeld
Merrill Lynch Financial Advisor Jeffrey Schoenfeld is a reputable finance institution located at 266 Merrick Road in Lynbrook, New York, United States. With years of experience and expertise in the financial industry, Jeffrey Schoenfeld provides personalized financial advice and services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Jeffrey Schoenfeld is dedicated to helping you make informed decisions and secure your financial future.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management is a finance institution located at 266 Merrick Road, Lynbrook, New York. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. We take the time to understand your priorities, retirement goals, education funding, business issues, cash management, and credit strategies. Our branch offers access to Merrill's investing resources and Bank of America's banking convenience to create a framework for addressing financial challenges. We are committed to transparency, trust, and openness, and our advisor teams strive to develop intimate relationships with clients to discuss a wide range of financial needs. Through volunteerism and charitable outreach, we support the communities where we live and work. Our culture is dedicated to providing training, mentoring, and technology for new and experienced advisors. We offer individually customized investment approaches and wealth management advice to help clients pursue their financial goals. Merrill Lynch Wealth Management has been training financial advisors since 1946, offering the skills and knowledge needed to assist individuals in pursuing their unique financial goals. Please consult legal and tax advisors before making any financial decisions. We offer a broad range of brokerage, investment advisory, and other services. Remember that investing involves risk, and past performance does not guarantee future results.
John P Spinelli, CPA, CFP, P.C.
John P Spinelli, CPA, CFP, P.C. is a reputable accounting and finance institution located at 100 Merrick Road in Rockville Centre, New York. With a team of experienced and knowledgeable professionals, they provide a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual or a business owner, they are dedicated to helping you achieve your financial goals. Trust John P Spinelli, CPA, CFP, P.C. for all your accounting and finance needs.
Merrill Lynch Financial Advisor Jody P Sacks
Merrill Lynch Financial Advisor Jody P Sacks is a finance institution located at 266 Merrick Road, Lynbrook, New York, United States. The AlexanderSacks Group is committed to helping clients pursue their goals by developing personalized financial approaches tailored to their specific needs. They prioritize client needs and oversee their progress over time, focusing on Goals Based Wealth Management and understanding the human side of finance. The institution offers access to Bank of America's products and services, as well as Merrill analytics, to individual and business clients. The team at The AlexanderSacks Group believes in earning the trust of clients by creating a transparent and responsive atmosphere. They work as a team, respecting each individual, and demonstrating integrity at all times. The institution believes in helping clients achieve their goals by providing personalized investment strategies and comprehensive financial solutions. With a focus on understanding clients' aspirations and priorities, The AlexanderSacks Group aims to create a financial approach that reflects their unique needs and financial situation. They offer ongoing support to help clients stay on track, regardless of market fluctuations. The team provides the latest investment insights, tips, and strategies to help clients live their best financial life. Investing involves risk, and clients are encouraged to consult with legal and tax advisors before making any financial decisions. The institution offers a broad range of brokerage, investment advisory, and financial planning services.
Joseph Ossandon - TD Wealth Financial Advisor
Joseph Ossandon - TD Wealth Financial Advisor is a trusted financial institution located at 290 Merrick Road in Rockville Centre, New York, United States. Specializing in providing expert financial advice and services, Joseph Ossandon is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized solutions and top-notch customer service, Joseph Ossandon - TD Wealth Financial Advisor is committed to helping individuals and businesses navigate the complex world of finance with confidence. Contact them today to learn how they can help you reach your financial objectives.
Merrill Lynch Financial Advisor Mark A Gutner
Merrill Lynch Financial Advisor Mark A Gutner is a renowned financial institution located at 266 Merrick Road, Lynbrook, New York, United States. With over 30 years of experience in the financial services industry, Mark has dedicated over 20 years to Merrill. His passion lies in helping clients manage their wealth effectively to meet their needs. Mark specializes in providing a comprehensive approach to wealth management for individuals and families. As a qualified Senior Portfolio Manager, he can assist clients in pursuing their objectives by managing personalized or defined strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Mark, a father of two living in Manhattan, currently resides in Rockville Centre, New York with his wife, Allison. At Merrill Lynch Wealth Management, Mark focuses on building personalized financial plans centered around the client's goals and priorities. He believes in understanding each client's unique needs and designing a tailored plan to help them pursue their financial objectives while managing investment risk. Mark's approach is to provide potential solutions that can turn aspirations into reality.
Merrill Lynch Financial Advisor David Rubin
Merrill Lynch Financial Advisor David Rubin is a finance institution located at 266 Merrick Road, Lynbrook, New York, United States. David Rubin is a dedicated Financial Advisor at Merrill Lynch Wealth Management, focusing on providing personalized portfolio management to affluent families, accomplished professionals, and successful business owners. He believes in building long-term relationships with his clients and educating them on their financial situation to help them achieve their financial goals. In his leisure time, David enjoys travelling, cycling, cooking, and being an active member of his community. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™, focusing on your goals and priorities. By understanding your investment personality and goals, David can help you create a financial approach that reflects your unique needs. With access to the investment insights of Merrill and banking solutions from Bank of America, he can assist you in managing, growing, and preserving your wealth. David is registered to do business in multiple states and offers investment insights, tips, and strategies to help you achieve your financial goals.
Belva Barned - Associate Financial Advisor, Ameriprise Financial Services, LLC
Belva Barned, an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 90 Merrick Avenue, East Meadow, New York, United States, specializes in providing comprehensive financial planning services. Belva holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products. Belva is committed to upholding a high standard of ethics and continuously seeks to enhance her knowledge and skills to better serve her clients. Whether you are a retiree, small business owner, or high net worth individual, Belva's diverse expertise and personalized approach can help you achieve your financial goals. Contact Belva Barned today to discuss your financial needs and create a customized plan for your financial future.
Edward Jones - Financial Advisor: Steven Katz
Edward Jones - Financial Advisor: Steven Katz is a reputable finance institution located on Merrick Road in Seaford, New York, United States. As a trusted financial advisor, Steven Katz provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored investment strategies, clients can feel confident in their financial future with the guidance of Steven Katz at Edward Jones.
Klerer Financial Services, Inc.
Klerer Financial Services, Inc. is a reputable finance institution located at 3272 Merrick Road in Wantagh, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, Klerer Financial Services, Inc. is dedicated to providing personalized solutions tailored to your specific needs. Visit them today to see how they can help you secure your financial future.
Marino John J
Marino John J is a reputable accounting and finance institution located at 607 Merrick Road in Rockville Centre, New York, United States. With a team of experienced professionals, Marino John J provides top-notch financial services to individuals and businesses in the area. Whether you need assistance with tax preparation, financial planning, or investment strategies, Marino John J is dedicated to helping you achieve your financial goals. Trustworthy and reliable, Marino John J is a go-to institution for all your accounting and finance needs.
Marcus & Weidenburner, CPAs PLLC
Marcus & Weidenburner, CPAs PLLC is a reputable accounting and finance institution located at 100 Merrick Road in Rockville Centre, New York, United States. With a team of experienced certified public accountants, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to excellence and personalized service sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Whether you need help with your taxes or want to improve your financial strategy, Marcus & Weidenburner, CPAs PLLC is the place to turn to for expert advice and guidance.
Bright Success Group Inc.
Bright Success Group Inc. is a leading institution in the field of accounting and finance located at 217-06 Merrick Boulevard in New York, United States. With a strong focus on providing top-notch education and training in the financial industry, Bright Success Group Inc. offers a wide range of courses and programs designed to help individuals succeed in the world of finance. Our expert faculty and state-of-the-art facilities ensure that students receive the highest quality education and hands-on experience to prepare them for successful careers in accounting and finance. Join us at Bright Success Group Inc. and take the first step towards a bright and prosperous future in the financial industry.
Creative Business Alternatives, Inc.
Creative Business Alternatives, Inc. is a leading accounting and finance institution located at 2631 Merrick Road in Bellmore, New York, United States. Our team of experienced professionals offers innovative solutions for businesses looking to optimize their financial strategies and improve their bottom line. Whether you need assistance with tax planning, budgeting, or financial analysis, our experts are here to help. With a commitment to creativity and excellence, Creative Business Alternatives, Inc. is your go-to resource for all your accounting and finance needs.
Flum Stuart J CPA
Flum Stuart J CPA is a reputable accounting and finance institution located at 2209 Merrick Road in Merrick, New York, United States. With years of experience and expertise in the field, they offer a wide range of services including tax preparation, financial planning, and consulting. Their team of certified public accountants is dedicated to providing top-notch financial solutions to individuals and businesses alike. Whether you need help with bookkeeping or investment strategies, Flum Stuart J CPA is here to assist you every step of the way. Contact them today to schedule a consultation and take control of your financial future.
Yatkowitz David
Yatkowitz David is an established accounting and finance institution located at 2983 Hewlett Avenue in Merrick, New York. With a reputation for excellence and expertise in financial matters, Yatkowitz David offers a wide range of services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment strategies, the team at Yatkowitz David is dedicated to providing top-notch service and guidance. Trust in their knowledge and experience to help you navigate the complexities of the financial world with confidence and ease.
Raich Ende Malter & Co. LLP
Raich Ende Malter & Co. LLP is a leading accounting and finance institution located at 90 Merrick Avenue, East Meadow, New York, United States. They offer a wide range of services including accounting, audit, tax, advisory, and outsourcing to help businesses, government organizations, and individuals navigate the complexities of today's evolving world. Their team of professionals provides industry-specific expertise and cutting-edge technologies to help clients respond to challenges and position themselves for growth and success. From tax planning ideas to cybersecurity strategies, Raich Ende Malter & Co. LLP is dedicated to helping clients minimize risks and maximize opportunities. Whether you're a large enterprise, privately owned company, governmental entity, or high-net-worth individual, Raich Ende Malter & Co. LLP is committed to being part of the solution, helping you transform, build, innovate, and connect. With a focus on talent, knowledge, reasonable rates, and a commitment to problem-solving, Raich Ende Malter & Co. LLP is the trusted partner you need for all your accounting and finance needs.
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