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Top audit services in Albany, New York

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  • #1

    David Needham - Private Wealth Advisor, Ameriprise Financial Services, LLC

    ● Open

    David Needham - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 4 Atrium Drive, Albany, New York, United States, is a finance institution that offers a wide range of services to meet the individual needs of clients. David Needham holds various certifications, such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. Additionally, David Needham is a Certified Financial Planner™ (CFP®) and a Chartered Financial Analyst® (CFA), ensuring a high standard of excellence in personal financial planning and investment analysis. The institution also provides specialized services for clients with unique needs, such as those in domestic partnerships, seniors, and individuals with special needs. With a focus on ethical practices and continuous education, David Needham is dedicated to providing top-quality financial advice and support to clients in the Albany area.

    4 Atrium Dr # 200, Albany, NY 12205, United States
    518-380-2020
    ameripriseadvisors.com
    David Needham - Private Wealth Advisor, Ameriprise Financial Services, LLC David Needham - Private Wealth Advisor, Ameriprise Financial Services, LLC
    Details
  • 5 1
    #2

    Thomas F Wayne - Financial Advisor, Ameriprise Financial Services, LLC

    ● Open

    Thomas F Wayne is a Financial Advisor at Ameriprise Financial Services, LLC located at 5 Palisades Drive, Albany, New York, United States. Thomas F Wayne 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 Thomas F Wayne's expertise and commitment to providing comprehensive financial planning services to individuals and businesses. Whether you are looking for retirement planning, estate planning, investment management, or insurance advice, Thomas F Wayne has the knowledge and experience to help you achieve your financial goals.

    5 Palisades Dr # 320, Albany, NY 12205, United States
    518-458-7200
    ameripriseadvisors.com
    Thomas F Wayne - Financial Advisor, Ameriprise Financial Services, LLC Thomas F Wayne - Financial Advisor, Ameriprise Financial Services, LLC
    Details
  • 5 3
    #3

    Albany, NY Financial Planner - Nicotera Wealth Management, Leo R. Nicotera

    ● Open

    Nicotera Wealth Management, led by financial planner Leo R. Nicotera, is a trusted institution in Albany, NY. Located at 313 Ushers Road, Ballston Lake, New York, this finance and insurance agency offers expert financial planning services to help clients achieve their financial goals. With a focus on personalized strategies and tailored solutions, Nicotera Wealth Management is committed to providing top-notch financial advice and guidance. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Nicotera Wealth Management is dedicated to helping you secure your financial future.

    313 Ushers Rd, Ballston Lake, NY 12019, United States
    518-877-6600
    nicoterawealth.com
    Albany, NY Financial Planner - Nicotera Wealth Management, Leo R. Nicotera Albany, NY Financial Planner - Nicotera Wealth Management, Leo R. Nicotera Albany, NY Financial Planner - Nicotera Wealth Management, Leo R. Nicotera
    Details
  • #4

    AC Tax & Financial Services

    ● Open

    AC Tax & Financial Services is a reputable finance institution located at 118 Clermont Street in Albany, New York, United States. With years of experience in the industry, our team of experts is dedicated to providing top-notch tax and financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, we are here to assist you every step of the way. Trust AC Tax & Financial Services to help you navigate the complexities of finance and secure your financial future.

    118 Clermont St, Albany, NY 12203, United States
    518-438-5136
    Details
  • 4.5 32
    #5

    Jackson Hewitt Tax Service

    ● Open

    Jackson Hewitt Tax Service is a finance institution located at 261 Central Avenue in Albany, New York, United States. While their tax advance loans have ended for this year, their team of Tax Pros are still ready to assist you in getting your biggest refund. Whether you prefer in-person appointments, drop-off services, or need help with IRS letters, Jackson Hewitt is here to help. Their Refund Advance loans are a convenient option for those who need access to funds before their tax refund arrives. While Refund Advance is no longer available this year, Early Refund Advance and No Fee Refund Advance options were offered at select locations during specific time frames.

    261 Central Ave, Albany, NY 12206, United States
    518-434-0478
    office.jacksonhewitt.com
    Jackson Hewitt Tax Service Jackson Hewitt Tax Service
    Details
  • 5 9
    #6

    Lead One Tax & Business Services

    ● Open

    Lead One Tax & Business Services is a premier accounting and finance institution located in Albany, New York. Our team of experienced professionals provides a wide range of services to help individuals and businesses with their tax and financial needs. From tax preparation to business consulting, we are dedicated to providing top-notch service and expertise to our clients. Visit us at 303 Central Avenue to see how Lead One Tax & Business Services can help you achieve your financial goals.

    Central Mall, 303 Central Ave Ste 3, Albany, NY 12206, United States
    718-679-7091
    Lead One Tax & Business Services Lead One Tax & Business Services Lead One Tax & Business Services
    Details
  • 5 2
    #7

    Electronic Tax & Services

    ● Open

    Electronic Tax & Services is a leading accounting and finance institution located at 187 Second Avenue in Albany, New York. Our team of experienced professionals specializes in providing electronic tax filing services, financial planning, and consulting to individuals and businesses. We are committed to helping our clients navigate the complexities of tax laws and regulations, ensuring they maximize their financial resources and minimize their tax liabilities. Whether you need assistance with tax preparation, bookkeeping, payroll services, or financial advice, Electronic Tax & Services is here to help. Contact us today to schedule a consultation and see how we can assist you with your accounting and finance needs.

    187 Second Ave, Albany, NY 12202, United States
    518-433-1068
    Details
  • 1 1
    #8

    MSK Tax & Accounting Services

    ● Open

    MSK Tax & Accounting Services is a reputable institution located at 184 Central Avenue in Albany, New York, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and financial regulations with ease. Whether you need assistance with tax preparation, bookkeeping, or financial planning, MSK Tax & Accounting Services is here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can assist you in managing your finances effectively.

    184 Central Ave, Albany, NY 12206, United States
    518-427-6393
    Details
  • 4.2 20
    #9

    Albany Accounting

    ● Open

    Albany Accounting is a leading institution located at 1 Pinnacle Place in Albany, New York, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a commitment to accuracy, integrity, and excellence, Albany Accounting is the trusted choice for all your accounting needs. Contact us today to learn more about how we can help you achieve your financial goals.

    1 Pinnacle Pl Suite 109, Albany, NY 12203, United States
    518-895-4150
    albanyaccounting.com
    Albany Accounting Albany Accounting Albany Accounting
    Details
  • 5 2
    #10

    James A Hicks: Primerica - Financial Services

    ● Open

    James A Hicks: Primerica - Financial Services is a reputable finance and insurance agency located at 3 Pine West Plaza in Albany, New York, United States. With a focus on providing top-notch financial services to individuals and families, James A Hicks: Primerica is dedicated to helping clients achieve their financial goals and secure their future. Whether it's retirement planning, investment strategies, or insurance coverage, the experienced team at this institution is committed to providing personalized and comprehensive solutions to meet the unique needs of each client. Trust James A Hicks: Primerica for expert financial advice and reliable insurance options.

    3 Pine West Plaza STE 307, Albany, NY 12205, United States
    518-250-5886
    reps.primerica.com
    Details
  • 4.3 7
    #11

    Capitol Hill Management Services, Inc.

    ● Open

    Capitol Hill Management Services, Inc. is a leading management consulting firm located at 230 Washington Avenue Extension in Albany, New York. With a strong focus on providing top-notch services to clients, the institution offers a wide range of management solutions to help businesses achieve their goals and maximize their potential. From strategic planning to operational efficiency, Capitol Hill Management Services, Inc. is dedicated to helping clients navigate the complexities of today's business landscape. With a team of experienced professionals and a commitment to excellence, this institution is a trusted partner for businesses looking to achieve success.

    230 Washington Ave Ext Suite 101, Albany, NY 12203, United States
    518-463-8644
    caphill.com
    Capitol Hill Management Services, Inc. Capitol Hill Management Services, Inc. Capitol Hill Management Services, Inc.
    Details
  • #12

    Maurice Tessier - UBS Financial Services Inc.

    ● Open

    Maurice Tessier - UBS Financial Services Inc. is a reputable finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. With a strong focus on providing top-notch financial services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, wealth management, or retirement planning, Maurice Tessier - UBS Financial Services Inc. is committed to providing personalized solutions tailored to your individual needs. Contact us today to learn more about how we can help you secure your financial future.

    8 Southwoods Blvd Suite 207, Albany, NY 12211, United States
    518-445-1673
    advisors.ubs.com
    Details
  • #13

    Raymond James Financial Services

    ● Open

    Raymond James Financial Services is a renowned finance institution located at 100 Great Oaks Boulevard in Albany, New York, United States. With a strong reputation for providing top-notch financial services, Raymond James offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Whether you are looking for retirement planning, investment advice, or estate planning, the experienced professionals at Raymond James are dedicated to providing personalized solutions tailored to your individual needs. Trust in Raymond James Financial Services for expert guidance and support in navigating the complexities of the financial world.

    100 Great Oaks Blvd #111, Albany, NY 12203, United States
    518-869-0300
    browninvestmentstrategies.com
    Details
  • #14

    Raymond James Financial Services

    ● Open

    Raymond James Financial Services is a renowned finance institution located at 1705 Central Avenue in Albany, New York, United States. With a strong reputation for providing top-notch financial services, Raymond James offers a wide range of investment and wealth management solutions tailored to meet the unique needs of its clients. Whether you are looking for retirement planning, asset management, or financial advice, the experienced professionals at Raymond James Financial Services are dedicated to helping you achieve your financial goals.

    1705 Central Ave, Albany, NY 12205, United States
    518-869-3169
    raymondjames.com
    Details
  • #15

    Jeffrey Miller - Financial Advisor, Ameriprise Financial Services, LLC

    ● Open

    Jeffrey Miller is a financial advisor at Ameriprise Financial Services, LLC located at 4 Atrium Drive in Albany, New York, United States. With a focus on helping clients achieve their financial goals and preserve their assets, Jeffrey offers solutions and coverage options for various insurance needs such as health, life, disability, income, and long-term care. By preparing for the unexpected, clients can feel confident in protecting themselves and their loved ones. Potential clients can schedule a complimentary initial consultation to discuss financial planning concepts and learn more about how the team at S.M. Miller & Associates can help them reach their goals. Investment products and services are available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities are offered by Ameriprise Financial Services, LLC, member FINRA and SIPC.

    4 Atrium Dr # 200, Albany, NY 12205, United States
    518-949-2039
    ameripriseadvisors.com
    Jeffrey Miller - Financial Advisor, Ameriprise Financial Services, LLC Jeffrey Miller - Financial Advisor, Ameriprise Financial Services, LLC
    Details
  • #16

    Ralph Lemme - UBS Financial Services Inc.

    ● Open

    Ralph Lemme - UBS Financial Services Inc. is a reputable finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. With a strong commitment to providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, wealth management, or retirement planning, Ralph Lemme - UBS Financial Services Inc. is here to assist you every step of the way. Trust us to provide personalized solutions tailored to your specific needs and financial objectives.

    8 Southwoods Blvd Suite 207, Albany, NY 12211, United States
    518-445-1667
    advisors.ubs.com
    Details
  • #17

    Karen Tarvin - Ameriprise Financial Services, LLC

    ● Open

    Karen Tarvin - Ameriprise Financial Services, LLC is a finance institution located at 4 Atrium Drive in Albany, New York, United States. Each Ameriprise advisor at this institution has "Top areas of focus" to help you achieve your financial goals. You can review their backgrounds, credentials, and experience to find the advisor that aligns best with your needs. To schedule a complimentary initial consultation, simply fill out the "Request consultation" form and your desired advisor will reach out to you. Let Karen Tarvin - Ameriprise Financial Services, LLC help you navigate your financial future.

    4 Atrium Dr # 200, Albany, NY 12205, United States
    518-438-5500
    ameripriseadvisors.com
    Karen Tarvin - Ameriprise Financial Services, LLC Karen Tarvin - Ameriprise Financial Services, LLC
    Details
  • #18

    Robert Wright - UBS Financial Services Inc.

    ● Open

    Robert Wright - UBS Financial Services Inc. is a finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. With a strong focus on providing personalized financial solutions to clients, Robert Wright - UBS Financial Services Inc. offers a wide range of services including wealth management, investment advisory, and financial planning. The team of experienced professionals at this institution is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Robert Wright - UBS Financial Services Inc. is committed to providing top-notch financial advice and support.

    8 Southwoods Blvd Suite 207, Albany, NY 12211, United States
    518-445-1648
    advisors.ubs.com
    Details
  • #19

    Norvest Financial Services Inc

    ● Open

    Norvest Financial Services Inc is a leading finance institution located at 930 Albany Shaker Road in Latham, New York, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, Norvest Financial Services Inc offers a wide range of services including investment management, retirement planning, and wealth management. With a team of experienced and knowledgeable financial advisors, clients can trust Norvest Financial Services Inc to help them achieve their financial goals and secure their financial future.

    930 Albany Shaker Rd # 101, Latham, NY 12110, United States
    518-782-9334
    Details
  • #20

    Olivia Casale - Associate Financial Advisor, Ameriprise Financial Services, LLC

    ● Open

    Olivia Casale is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 80 Wolf Road in Albany, New York, United States. The office closes at 4 pm on Fridays from Memorial Day to Labor Day. Ameriprise financial advisors are registered to do business in certain U.S. states. The initial consultation provides an overview of financial planning concepts, with no written analysis or recommendations provided. Ameriprise Financial cannot guarantee future financial results. The institution is a member of FINRA and SIPC. Clients can expect personalized financial advice tailored to their specific needs. The institution values referrals and strives to help friends and family members achieve their financial goals. The privacy and security of clients' information is a top priority, with strict rules and regulations in place to protect their data. Contact Ameriprise Financial Services, LLC to schedule a meeting and discuss what's most important to you.

    80 Wolf Rd First Floor, Albany, NY 12205, United States
    ameripriseadvisors.com
    Olivia Casale - Associate Financial Advisor, Ameriprise Financial Services, LLC Olivia Casale - Associate Financial Advisor, Ameriprise Financial Services, LLC
    Details
  • #21

    Paul R Loucks - Financial Advisor, Ameriprise Financial Services, LLC

    ● Open

    Paul R Loucks is a financial advisor at Ameriprise Financial Services, LLC located at 125 Wolf Road in Albany, New York, United States. He is registered to conduct securities business in certain states. The institution offers consultations to discuss financial planning concepts, although written analysis and recommendations are not provided during the initial meeting. Ameriprise Financial cannot guarantee future financial results. Clients can refer friends and family members to Paul R Loucks for assistance in achieving their financial goals. The institution is a member of FINRA and SIPC, and users of the website are bound by the Ameriprise Financial Website Rules and Regulations. Privacy and security are a top priority, with information available on the Privacy and Security Center regarding online security guarantees and email fraud.

    125 Wolf Rd #118, Albany, NY 12205, United States
    518-689-0428
    ameripriseadvisors.com
    Paul R Loucks - Financial Advisor, Ameriprise Financial Services, LLC Paul R Loucks - Financial Advisor, Ameriprise Financial Services, LLC
    Details
  • #22

    Wayne, Sperazzo & Associates - Ameriprise Financial Services, LLC

    ● Open

    Wayne, Sperazzo & Associates - Ameriprise Financial Services, LLC is a finance institution located at 5 Palisades Drive, Albany, New York, United States. They offer investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can track their progress towards financial goals securely from any device. The institution provides a complimentary initial consultation to discuss retirement, education, major purchases, and more. Ameriprise financial advisors are registered to do business in certain U.S. states and cannot guarantee future financial results. Clients can expect regular meetings to review progress and adjust strategies as life changes. Privacy and security are a top priority, with detailed information available on their website. The institution values referrals and strives to help friends and family achieve their financial goals.

    5 Palisades Dr # 320, Albany, NY 12205, United States
    518-458-7200
    ameripriseadvisors.com
    Wayne, Sperazzo & Associates - Ameriprise Financial Services, LLC Wayne, Sperazzo & Associates - Ameriprise Financial Services, LLC
    Details
  • #23

    Alissa Quinn - UBS Financial Services Inc.

    ● Open

    Alissa Quinn - UBS Financial Services Inc. is a reputable finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. With a focus on providing top-notch financial services, Alissa Quinn - UBS Financial Services Inc. offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized advice and guidance to assist clients in making informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial situations, Alissa Quinn - UBS Financial Services Inc. is committed to helping you secure a stable financial future.

    8 Southwoods Blvd Suite 207, Albany, NY 12211, United States
    518-447-3913
    advisors.ubs.com
    Details
  • #24

    Robert E. Lane, CPWA - UBS Financial Services Inc.

    ● Open

    Robert E. Lane, CPWA - UBS Financial Services Inc. is a finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. Specializing in wealth management, Robert E. Lane and his team offer personalized financial services to help clients achieve their financial goals. With a focus on comprehensive planning and investment strategies, they strive to provide top-notch financial guidance and expertise to individuals and families. Whether you are planning for retirement, saving for college, or looking to grow your investments, Robert E. Lane, CPWA - UBS Financial Services Inc. is dedicated to helping you navigate the complexities of the financial world with confidence.

    8 Southwoods Blvd Suite 207, Albany, NY 12211, United States
    518-445-1615
    advisors.ubs.com
    Details
  • #25

    Kenneth White - UBS Financial Services Inc.

    ● Open

    Kenneth White - UBS Financial Services Inc. is a reputable finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. With a focus on providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, wealth management, or retirement planning, our institution offers personalized solutions tailored to your individual needs. Trust Kenneth White - UBS Financial Services Inc. to provide you with the expertise and guidance needed to secure a stable financial future.

    8 Southwoods Blvd Suite 207, Albany, NY 12211, United States
    518-447-3910
    advisors.ubs.com
    Details
  • #26

    John G. Walsh - UBS Financial Services Inc.

    ● Open

    John G. Walsh - UBS Financial Services Inc. is a renowned finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. With a strong reputation for providing top-notch financial services, the institution offers a wide range of investment options and wealth management solutions to its clients. The team of experienced professionals at John G. Walsh - UBS Financial Services Inc. is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, this institution is committed to providing personalized financial advice and guidance tailored to your specific needs.

    8 Southwoods Blvd Suite 207, Albany, NY 12211, United States
    518-445-1613
    advisors.ubs.com
    Details
  • #27

    The Quinn Wealth Management Group - UBS Financial Services Inc.

    ● Open

    The Quinn Wealth Management Group - UBS Financial Services Inc. is a renowned finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. With a team of experienced financial advisors, they provide comprehensive wealth management services to help clients achieve their financial goals. Whether it's investment planning, retirement planning, or estate planning, the institution offers personalized solutions tailored to each client's unique needs. Trustworthy and reliable, The Quinn Wealth Management Group - UBS Financial Services Inc. is committed to delivering top-notch financial advice and guidance to help clients secure their financial future.

    8 Southwoods Blvd Suite 207, Albany, NY 12211, United States
    518-447-3913
    advisors.ubs.com
    Details
  • 5 1
    #28

    Sommers & Magilton Inc. Tax Services

    ● Open

    Sommers & Magilton Inc. Tax Services is a reputable accounting and finance institution located at 1971 Western Avenue in Albany, New York, United States. With a team of experienced professionals, they specialize in providing top-notch tax services to individuals and businesses. Whether you need help with tax preparation, planning, or filing, Sommers & Magilton Inc. Tax Services is dedicated to helping you navigate the complexities of the tax system and maximize your financial success. Trustworthy, efficient, and reliable, they are committed to delivering personalized solutions tailored to your specific needs. Contact them today to schedule a consultation and take the stress out of tax season.

    1971 Western Ave, Albany, NY 12203, United States
    518-869-2112
    smtaxes.com
    Sommers & Magilton Inc. Tax Services Sommers & Magilton Inc. Tax Services Sommers & Magilton Inc. Tax Services
    Details
  • 1 1
    #29

    Reid Quality Tax Services

    ● Open

    Reid Quality Tax Services is a reputable accounting and finance institution located at 600 Central Avenue in Albany, New York, United States. With a team of experienced professionals, we offer top-quality tax services to individuals and businesses alike. Our services include tax preparation, planning, and consulting to ensure our clients maximize their financial potential. Trust Reid Quality Tax Services for all your accounting and finance needs.

    600 Central Ave, Albany, NY 12206, United States
    518-590-9453
    Details
  • #30

    Better Bookkeeping Services

    ● Open

    Better Bookkeeping Services is a reputable accounting and finance institution located at 206 Lancaster Street in Albany, New York, United States. With a team of experienced professionals, we offer top-notch bookkeeping services to help businesses maintain accurate financial records and make informed decisions. Our services are tailored to meet the specific needs of each client, ensuring efficiency and accuracy in all financial matters. Whether you are a small business owner or a large corporation, Better Bookkeeping Services is committed to providing reliable and personalized solutions to help you achieve your financial goals.

    206 Lancaster St #1132, Albany, NY 12210, United States
    518-894-5677
    readycfo.com
    Details
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