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TOP 30 Trusted tax advice in Latham, NY
32 results found
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Black Ink Tax & Accounting
Black Ink Tax & Accounting is a leading institution located at 3 Grapevine Place, Latham, New York, United States. Specializing in accounting and finance, we offer outsourced accounting services and bookkeeping services online for small businesses throughout the USA. Our qualified accountants provide top-notch quality services including payroll processing, financial reporting, invoice handling, and credit card management. We understand the importance of affordable accounting fees for small businesses, which is why we offer pocket-friendly pricing packages. With over 20 years of experience in the industry, Black Ink is a trusted name in the United States. Contact us for a free analysis of your current state and let us help you with our expert bookkeeping services in NY, New York, USA.
Empire Financial Advisors, Inc.
Empire Financial Advisors, Inc. is a reputable finance institution located at 3 Lear Jet Lane in Latham, New York, United States. Our team of experienced financial advisors is dedicated to providing personalized, comprehensive financial planning and investment strategies to help clients achieve their financial goals. With a commitment to transparency, integrity, and client satisfaction, Empire Financial Advisors, Inc. is a trusted partner in navigating the complexities of the financial world. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Thoroughbred Advisors - Financial Advisors
Thoroughbred Advisors is a reputable financial advisory firm located at 421 Troy-Schenectady Road in Latham, New York. Specializing in finance and insurance services, our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their future. With a personalized approach and a commitment to excellence, Thoroughbred Advisors is the trusted partner you need for all your financial planning needs. Contact us today to schedule a consultation and take the first step towards financial security.
Merrill Lynch Financial Advisor John M Daniels
Merrill Lynch Financial Advisor John M Daniels is a finance institution located at 26 Century Hill Drive, Latham, New York, United States. As a Certified Financial Planner (CFP®) professional, John is dedicated to protecting family wealth through a tailored wealth management process. His team specializes in Investment Management, Trust & Estate Planning services, Tax Advantaged Strategies, and Retirement Consulting. John holds the CIMA® and CPFA® designations to ensure he is up to date on best practices. He is actively involved in the community and aims to be a trusted source of financial guidance for his clients. The institution offers the Merrill Personal Wealth Analysis™ to create personalized plans centered on clients' goals. The team at Merrill Lynch Wealth Management prioritizes understanding clients' aspirations and changing priorities to develop customized financial approaches. They provide insights and resources through tools like the Investment Personality Assessment to refine investing preferences. The institution's mission is to help clients pursue their financial objectives by managing, growing, and preserving their wealth, while considering long-term impacts. With access to Merrill's investment insights and Bank of America's banking solutions, John works with clients to address their financial needs. The institution aims to keep clients on track towards their goals by regularly reviewing progress and making adjustments to financial approaches. John Daniels is registered to do business in several states and holds certifications from CFP Board and the Investments & Wealth Institute®. Investing involves risk, and past performance does not guarantee future results. Merrill, its affiliates, and advisors do not provide legal, tax, or accounting advice.
Merrill Lynch Financial Advisor Nicole Leonard
Merrill Lynch Financial Advisor Nicole Leonard, located at 26 Century Hill Drive in Latham, New York, is part of The Moloney - Leonard Group, dedicated to helping clients achieve their financial goals. With 85 years of combined financial services experience, the team at Merrill Lynch focuses on developing a customized financial approach for each client, placing them at the center of the wealth management process. The team at Merrill Lynch understands that each client's situation is unique and ever-changing. By getting to know clients personally and understanding their goals and priorities, they can provide thoughtful investment guidance aligned with what matters most to each individual. Through tools like the Investment Personality Assessment, they tailor financial strategies to suit each client's needs and preferences.
Merrill Lynch Financial Advisor Becky M Sciortino
Merrill Lynch Financial Advisor Becky M Sciortino is a trusted institution located at 26 Century Hill Drive in Latham, New York, United States. With over 20 years of experience, Becky focuses on the wealth and health of her clients, viewing them as individuals with unique situations and aspirations rather than just portfolios. She assists a diverse range of clients, including successful business owners, corporate executives, retired individuals, and families. Becky's personal experiences have shaped her approach to financial planning, as she understands the importance of helping clients achieve their life dreams and navigate challenges such as illness, divorce, or job loss. Becky's expertise lies in retirement planning, income generation, wealth preservation, and growth strategies. She educates clients on important topics such as health, saving vs. spending, Social Security, and insurance. By coordinating with clients' CPAs and attorneys, Becky ensures that tax minimization and estate planning strategies are aligned. She also offers access to Bank of America for lending and banking services.
Laferriere Financial
Laferriere Financial is a trusted financial institution located at 22 Century Hill Drive in Latham, New York. Specializing in finance, Laferriere Financial provides a wide range of services to help individuals and businesses manage their finances effectively. With a team of experienced professionals, Laferriere Financial offers personalized solutions to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or assistance with budgeting and saving, Laferriere Financial is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.
Merrill Lynch Financial Advisor Christopher M. Ingemie
Merrill Lynch Financial Advisor Christopher M. Ingemie is a finance institution located at 26 Century Hill Drive, Latham, New York, United States. Moynihan, Reilly, Ingemie & Associates believes in building strong relationships through teamwork and involvement, offering access to the global investment capabilities of Merrill Lynch and the banking convenience of Bank of America. They aim to be your primary source for financial advice and guidance, valuing dedication and diligence at every step of the financial planning process. Their personalized approach begins with getting to know you and your goals, utilizing the Investment Personality Assessment to understand your investing preferences. They offer tools to track changes in your life and goals, ensuring your financial approach reflects these changes. With access to investment insights and banking solutions, they work with you to develop a plan tailored to your financial needs.
Merrill Lynch Financial Advisor Michael Spiros Lanides
Merrill Lynch Financial Advisor Michael Spiros Lanides, located at 26 Century Hill Drive, Latham, New York, United States, offers access to a wide range of investment solutions from Merrill and banking products from Bank of America. With timely insights on market trends and the global economy, clients can stay on track with their financial goals. By answering a few questions, clients can be matched with advisors best suited to their needs. The institution focuses on understanding each client's unique financial situation and goals to create personalized wealth management strategies. By combining the investment insights of Merrill with the banking solutions of Bank of America, clients can develop flexible strategies to navigate changing market conditions. The team aims to help clients pursue their financial goals while managing investment risk effectively.
H&R Block
H&R Block is a trusted institution located at 579 Troy-Schenectady Road in Latham, New York, United States. Specializing in accounting and finance services, H&R Block offers expert tax preparation, financial planning, and consulting services to individuals and businesses. With a team of knowledgeable professionals, H&R Block is committed to helping clients navigate the complexities of tax laws and financial regulations to maximize their financial well-being. Visit H&R Block in Latham for reliable and personalized financial services.
BST & Co. CPAs, LLP
BST & Co. CPAs, LLP is a renowned accounting and finance institution located at 10 British American Boulevard in Latham, New York, United States. With a team of experienced and knowledgeable professionals, BST & Co. offers a wide range of services including tax preparation, auditing, financial planning, and consulting. Clients can trust BST & Co. to provide accurate and reliable financial guidance to help them achieve their goals. Whether you are an individual looking for personal financial advice or a business in need of comprehensive accounting services, BST & Co. CPAs, LLP is dedicated to meeting your needs with excellence and professionalism.
Robert Hahn - TIAA Wealth Management Advisor
Robert Hahn - TIAA Wealth Management Advisor is a trusted financial institution located at 30 Century Hill Drive in Latham, New York, United States. As a Wealth Management Advisor, Robert Hahn provides expert financial advice and services to help clients achieve their financial goals and secure their future. With a focus on personalized wealth management strategies, Robert Hahn is dedicated to helping clients make informed decisions and build a solid financial foundation. Whether you are planning for retirement, investing for the future, or seeking financial guidance, Robert Hahn - TIAA Wealth Management Advisor is here to help you navigate the complexities of the financial world and achieve financial success.
André Turman - Morgan Stanley Financial Advisor
André Turman - Morgan Stanley Financial Advisor is a reputable finance institution located at 1212 Troy-Schenectady Road in Latham, New York, United States. As a trusted financial advisor, André Turman provides expert guidance and personalized financial planning services to help clients achieve their financial goals. With a strong background in finance and a commitment to client satisfaction, André Turman is dedicated to providing top-notch financial advice and investment strategies. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, André Turman - Morgan Stanley Financial Advisor is here to help you navigate the complexities of the financial world.
Fazio / Schmitz / Sheehan Group - Morgan Stanley
The Fazio / Schmitz / Sheehan Group at Morgan Stanley is a leading finance institution located at 1212 Troy-Schenectady Road in Latham, New York. With a focus on providing exceptional financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management solutions, our experienced professionals are here to assist you every step of the way. Trust in the Fazio / Schmitz / Sheehan Group at Morgan Stanley for all your financial needs.
William F. Friske CPA
William F. Friske CPA is a reputable accounting and finance institution located at 284 Troy-Schenectady Road in Latham, New York, United States. With years of experience and expertise in the field, they offer a wide range of services to help individuals and businesses with their financial needs. Whether you need help with tax preparation, financial planning, or bookkeeping, the team at William F. Friske CPA is dedicated to providing top-notch service and personalized solutions to meet your specific needs. Contact them today to see how they can assist you with your accounting and finance needs.
Robert A. Southworth CPA PC
Robert A. Southworth CPA PC is a reputable accounting and finance institution located at 9 Herbert Drive in Latham, New York, United States. With years of experience in the industry, they offer a wide range of services to meet the financial needs of individuals and businesses alike. Their team of certified public accountants is dedicated to providing accurate and reliable financial guidance to help clients achieve their goals. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Robert A. Southworth CPA PC is committed to delivering exceptional service with a personal touch. Contact them today to schedule a consultation and take the first step towards financial success.
Luibrand Law Firm, PLLC
Luibrand Law Firm, PLLC is a trusted legal institution located at 950 Loudon Road in Latham, New York. Specializing in various areas of law, their team of experienced lawyers provide expert advice and representation to clients in need. With a commitment to excellence and personalized service, Luibrand Law Firm, PLLC is dedicated to helping individuals navigate the complexities of the legal system. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business dispute, their skilled attorneys are here to assist you every step of the way. Contact Luibrand Law Firm, PLLC today for reliable legal counsel you can count on.
McGarry Law Firm PLLC
McGarry Law Firm PLLC is a reputable legal institution located at 10 Utica Avenue in Latham, New York, United States. Specializing in various areas of law, their team of experienced lawyers is dedicated to providing high-quality legal services to their clients. Whether you are in need of representation for a personal injury case, assistance with estate planning, or guidance through a complex business transaction, McGarry Law Firm PLLC is committed to helping you navigate the legal system with expertise and professionalism. Contact them today to schedule a consultation and discuss your legal needs.
Pierro, Connor & Strauss, LLC
Pierro, Connor & Strauss, LLC is a trusted institution located at 43 British American Boulevard in Latham, New York. Specializing in accounting, finance, and legal services, our team of experienced attorneys, paralegals, and staff are dedicated to providing personalized counsel for families, individuals, and businesses. From estate and trust planning to elder law, business planning, and tax planning, we are here to guide you through life's challenges with professionalism and compassion. With over 40 years of experience, our firm has successfully met the legal needs of clients across New York, New Jersey, Massachusetts, Connecticut, and Florida. Our flagship locations in Manhattan and the Capital Region allow us to serve a wide range of clients with sophisticated estate and trust planning, estate administration, special needs planning, and long-term care planning.
Barbaruolo Law Firm
Barbaruolo Law Firm is a reputable legal institution located at 12 Cornell Road in Latham, New York. Specializing in various areas of law, their team of experienced lawyers provide exceptional legal services to clients in the United States. With a commitment to professionalism, integrity, and personalized attention, Barbaruolo Law Firm is dedicated to achieving the best possible outcomes for their clients. Whether you are in need of legal advice, representation, or guidance, you can trust the experts at Barbaruolo Law Firm to handle your case with skill and expertise.
New York Life Insurance
New York Life Insurance is a reputable finance and insurance agency located at 26 Century Hill Drive in Latham, New York. With a strong presence in the United States, this institution offers a wide range of insurance products and financial services to meet the diverse needs of its clients. Known for its reliability and customer-centric approach, New York Life Insurance is committed to providing quality coverage and personalized solutions to help individuals and families protect their assets and achieve their financial goals. Whether you are looking for life insurance, retirement planning, or investment options, you can trust New York Life Insurance to provide expert guidance and support every step of the way.
Blitman & King LLP
Blitman & King LLP, located at 800 Troy-Schenectady Road in Latham, New York, is a trusted institution in the field of workplace law. Established in 1933, the firm specializes in four key practice areas. The Individual Employment practice area focuses on providing tailored solutions for a range of employment issues, from advice to dispute resolution, ensuring fair treatment in the workplace.
Charted Wealth
Charted Wealth is a leading finance institution located at 8 Airport Park Boulevard in Latham, New York. Our dedicated team of financial experts is committed to helping individuals and businesses achieve their financial goals through personalized wealth management services. With a focus on investment strategies, retirement planning, and asset protection, we strive to provide our clients with the tools and guidance needed to secure their financial future. Trust Charted Wealth to navigate the complexities of the financial world and help you chart a course towards financial success.
The Belles Rollins Group - Morgan Stanley
The Belles Rollins Group at Morgan Stanley is a leading financial institution located at 1212 Troy-Schenectady Road in Latham, New York. With a strong reputation for 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, retirement planning, or wealth management services, we are here to help you navigate the complex world of finance. Trust in The Belles Rollins Group at Morgan Stanley for all your financial needs.
Norvest Financial Services Inc
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.
David Bushman - Morgan Stanley
David Bushman - Morgan Stanley is a reputable finance institution located at 1212 Troy-Schenectady Road in Latham, New York, United States. With a focus on providing top-notch financial services and investment advice, the team at David Bushman - Morgan Stanley is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, the experts at this institution are here to guide you every step of the way. Trust in David Bushman - Morgan Stanley for all your financial needs.
HBW Financial Services
HBW Financial Services is a reputable finance institution located at 7 Herbert Drive in Latham, New York, United States. With a team of experienced professionals, HBW Financial Services offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, tax services, or insurance solutions, HBW Financial Services is dedicated to providing personalized and comprehensive financial solutions tailored to your specific needs. Trust HBW Financial Services to guide you towards a secure and prosperous financial future.
Christopher Bonitatibus - TIAA Wealth Management Advisor
Christopher Bonitatibus - TIAA Wealth Management Advisor is a finance institution located at 30 Century Hill Drive in Latham, New York, United States. As a trusted advisor, Christopher Bonitatibus provides personalized wealth management services to help clients achieve their financial goals. With a focus on financial planning, investment management, and retirement planning, clients can rely on his expertise to navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Christopher Bonitatibus is dedicated to providing tailored solutions to meet your individual needs. Contact him today to start your journey towards financial success.
Merrill Lynch Financial Advisor David Patrick Reilly
Merrill Lynch Financial Advisor David Patrick Reilly, located at 26 Century Hill Drive, Latham, New York, United States, is a finance institution committed to building strong client relationships through teamwork and involvement. Moynihan, Reilly, Ingemie & Associates believes in delivering personalized financial advice and guidance to help clients achieve their goals. By offering access to the global investment capabilities of Merrill and the banking convenience of Bank of America, the institution aims to be the primary source for financial planning. The institution utilizes the Investment Personality Assessment to gain a deeper understanding of each client's investing preferences and goals. Through personalized financial approaches, the team at Merrill Lynch works with clients to manage, grow, and preserve their wealth while considering long-term impacts. With a focus on building trust and personalized service, the team at Merrill Lynch is dedicated to helping clients achieve their financial aspirations.
Thomas W. Donovan, CPA
Thomas W. Donovan, CPA is a renowned accounting and finance institution located at 11 British American Boulevard in Latham, New York, United States. With a team of highly skilled and experienced professionals, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Clients can trust Thomas W. Donovan, CPA for accurate and reliable financial advice and assistance. Whether you are an individual or a business owner, their dedicated team is committed to helping you achieve your financial goals.
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