The 30 Best Us taxes in Great Neck, New York

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Old Bridge Private Wealth, a financial advisory practice of Ameriprise Financial Services, LLC, is located at 111 Great Neck Road, Great Neck, New York, United States. As the overall winner in the wealth manager category in Kiplinger Readers’ Choice Awards 2023, we offer thoughtful advice and guidance to our clients throughout their financial lives. With 60 years of combined experience, our founding advisors pride themselves on being the “family” financial advisor, serving multiple generations within a family. We create personalized financial strategies that resonate with the varied aspirations of each family member, emphasizing financial literacy and empowering informed decision-making. Our mission is to walk side by side with our clients through the many stages of life, creating a bridge to connect their vision to reality. We are grateful for the trust and confidence our clients have placed in us, allowing “our Family to Serve Yours”. Contact us for a complimentary initial consultation to discuss your financial goals and aspirations. We look forward to helping you achieve financial wellness for your entire family.

Michael Schwartz is a Financial Advisor at Ameriprise Financial Services, LLC located at 98 Cuttermill Road, Great Neck, New York, United States. He 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, financial planning, retirement planning, estate planning, investment management, and more. Whether you are a retiree, small business owner, high net worth individual, or in need of specialized financial advice, Michael Schwartz is equipped to provide you with comprehensive and tailored financial solutions.

Peter Sanoulis is a Financial Advisor at Ameriprise Financial Services, LLC located at 111 Great Neck Road, Great Neck, New York, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. Peter specializes in providing financial advice to individuals, retirees, small business owners, and high net worth clients. With a commitment to ethics and continuous education, Peter Sanoulis is dedicated to helping his clients achieve their financial goals.

Larry Jay Schwartz - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 98 Cuttermill Road, Great Neck, New York, United States. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch. The institution provides investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Regular meetings are held to review progress, update strategies as life changes, and track your financial journey. You can access your investments and accounts from any device securely. Larry Jay Schwartz may only conduct securities business with residents of states in which he is properly registered. The institution offers an initial consultation on financial planning concepts, with no written analysis or recommendations provided. Ameriprise Financial cannot guarantee future financial results. Members of this institution agree to abide by the terms of the Ameriprise Financial Website Rules and Regulations. Referrals are appreciated, and the institution will reach out to them soon. Privacy and security are a top priority at Ameriprise Financial Services, LLC.

Hyer, Douglas- Financial Planner is a reputable finance institution located at 233 East Shore Road in Great Neck, New York, United States. Specializing in financial planning services, the institution offers expert advice and guidance to help individuals and businesses achieve their financial goals. With a dedicated team of professionals, Hyer, Douglas- Financial Planner is committed to providing personalized solutions tailored to each client's unique needs. Whether you are looking to invest, save for retirement, or plan for the future, you can trust Hyer, Douglas- Financial Planner to provide comprehensive financial services that will help you secure a stable financial future.

Merrill Lynch Financial Advisor Mark V Alberti is a reputable financial institution located at 805 Northern Boulevard in Great Neck, New York, United States. As a finance institution, Merrill Lynch provides expert financial advice and services to help clients manage their investments and achieve their financial goals. With Mark V Alberti at the helm, clients can trust in his expertise and experience to guide them towards making informed financial decisions. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Merrill Lynch Financial Advisor Mark V Alberti is dedicated to helping you navigate the complexities of the financial world.

Merrill Lynch Financial Advisor Frank Falco, located at 805 Northern Boulevard, Great Neck, New York, United States, is a finance institution dedicated to managing your wealth through a personalized approach. With a deep understanding of your financial goals and priorities, Frank Falco can create a flexible strategy tailored to today's market conditions. As part of the Merrill tradition, Frank is actively involved in the community through volunteer work. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered on your goals, supported by the global resources of Merrill. Frank's team consists of experienced individuals committed to building strong client relationships based on trust and personalized service.

Merrill Lynch Financial Advisor Camillo D'Angelo, located at 805 Northern Boulevard, Great Neck, New York, offers personalized wealth management strategies tailored to your financial goals. With access to investment insights from Merrill and banking solutions from Bank of America, Camillo D'Angelo can help you navigate the ever-changing market conditions and create a flexible financial strategy. As a part of the Merrill tradition of community involvement, Camillo volunteers with local organizations to give back to the community. By utilizing the Merrill Personal Wealth Analysis, a personalized plan can be developed centered on your aspirations and focused on achieving your desired outcomes. With a focus on understanding your priorities, family, and goals, Camillo D'Angelo works to create a financial approach that reflects your unique needs and situation. By utilizing the Investment Personality Assessment and ongoing conversations, Camillo can help you make informed investment decisions and adjust your financial approach as your life evolves. The goal is to help you manage, grow, and preserve your wealth while pursuing your financial objectives.

Shlomo Bassalian, Financial Professional at New York Life, located in Great Neck, New York, offers holistic financial planning for affluent families and successful businesses. Their goal is to provide a straightforward and comprehensive perspective on your financial future, helping you identify uncertainties and concerns in a broader context to find the right solutions. Whether you need assistance with executive benefit plans, retirement planning, or organizing your entire financial picture, they are here to help. Salim Shlomo Bassalian is licensed to sell insurance through New York Life and offers securities products and services through NYLIFE Securities LLC. With a focus on bringing clarity and balance to your financial world, they aim to help you achieve your financial goals and live the life you've always wanted without the burden of financial worry.

Merrill Lynch Financial Advisor John Huber is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. At FCMH Wealth Management & Associates, clients can expect an uncommon level of wealth management, especially during critical financial junctures. The institution serves a diverse clientele from various backgrounds and industries, including senior-level corporate executives, physicians, attorneys, entrepreneurs, athletes, entertainers, and financial sponsor principals.

Merrill Lynch Financial Advisor Victoria Z Smallberg is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. Victoria Smallberg, along with her partner Sharon Zeleznik, offers a comprehensive approach to managing wealth by listening to clients' needs and helping them achieve their financial goals. With access to the investment insights of Bank of America, they address various aspects of clients' financial lives. The team is committed to building strong client relationships based on trust and personalized service. They offer personalized wealth management strategies and financial planning to help clients pursue their goals without unnecessary investment risk. By understanding clients' priorities and aspirations, they design customized financial approaches to help turn goals into reality. The team at Merrill Lynch Wealth Management focuses on understanding clients' families, goals, and priorities, and helps them stay on track to achieve what matters most to them. They provide personalized investment strategies and comprehensive financial solutions to address clients' needs and pursue their goals. The institution offers investment insights, tips, and strategies to help clients live their best financial lives. Victoria Smallberg is registered to do business in multiple states and is dedicated to helping clients navigate the complexities of their financial lives. Investing involves risk, and it is essential to consult legal and tax advisors before making any financial decisions. Merrill Lynch does not provide legal, tax, or accounting advice, and clients should carefully consider the differences between brokerage and investment advisory services when selecting financial services. For more information about the services offered, clients can speak with their Merrill financial advisor.

Merrill Lynch Financial Advisor Neal D. O'Sullivan is a reputable finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. With years of experience and expertise in the financial industry, Neal D. O'Sullivan provides personalized financial advice and guidance to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Neal D. O'Sullivan is dedicated to providing top-notch financial services tailored to your individual needs. Contact them today to schedule a consultation and take the first step towards securing your financial future.

Merrill Lynch Financial Advisor Kevin Condon, located at 805 Northern Boulevard in Great Neck, New York, is a Senior Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management. With a background in finance and experience at top financial institutions, Kevin provides personalized wealth management guidance and tailored financial strategies for affluent individuals, families, and businesses. He focuses on risk management and asset diversification to help clients preserve and grow their assets. Kevin holds a Bachelor of Science from Mount St. Mary’s University and is a CFA Charterholder. His team, FCMH Wealth Management & Associates, offers comprehensive financial solutions including cash and lending options, wealth structuring, and tax efficient portfolio management. Kevin's approach is centered on understanding each client's unique goals and priorities, and designing a personalized plan to help them achieve financial success. Whether planning for retirement, education expenses, or wealth transfer, Kevin works with clients to develop a customized investment approach that reflects their personality and life priorities. As a Merrill Lynch Wealth Management Advisor, Kevin is dedicated to helping clients navigate the complexities of their financial lives and pursue their goals.

Merrill Lynch Financial Advisor Richard A DiLeonardo is a trusted finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. Every relationship with this institution starts with a conversation to help identify and prioritize your goals. Whether you are planning for retirement, saving for a home, or funding education, the team at Merrill Lynch will listen to your needs and provide personalized advice and guidance. Through their Investment Personality Assessment, they gain a deeper understanding of your investing preferences to customize a financial approach that aligns with your goals. The institution offers tools to help you track changes in your life and goals, ensuring that your financial approach remains reflective of your needs. The team at Merrill Lynch believes in putting you first, focusing on what matters most to you and helping you create a financial approach that suits your personality and priorities. They offer a range of services, including personalized investment strategies and comprehensive financial solutions from Bank of America. With experienced advisors, global resources, and a commitment to building strong client relationships, Merrill Lynch Financial Advisor Richard A DiLeonardo is dedicated to helping you achieve your financial goals.

Merrill Lynch Financial Advisor Brian Christopher O'Leary is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. Brian O'Leary can help create a flexible strategy tailored to your needs, with access to Merrill's investment insights and Bank of America's banking solutions. He is dedicated to helping you pursue your goals through personalized wealth management strategies. Brian follows the Merrill tradition of community involvement and volunteers with local organizations. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered on your goals. By understanding your investment personality, Brian can customize a financial approach to help you achieve what matters most to you. Regular check-ins ensure your financial approach reflects any changes in your life or goals. Brian's mission is to understand your priorities and design a personalized plan to help you reach your financial goals. With access to Merrill's investment insights and Bank of America's banking solutions, he can develop an approach to address your financial needs. Brian believes in focusing on solutions that can turn your goals into reality and is committed to helping you stay on track even as life and the markets change. By working together, Brian can help you achieve your financial goals and create a plan that reflects your personality and priorities. As a Merrill Lynch Wealth Management Advisor, Brian can help you navigate the complexities of your financial life and build a customized investment approach to pursue your goals. Get personalized investment strategies from Merrill and comprehensive financial solutions from Bank of America by working with Brian.

Merrill Lynch Financial Advisor Judith Ringel is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The financial advisors at Merrill Lynch focus on your family, goals, and priorities, adapting as they change over time. By working closely with you to identify and define your goals, they create a financial strategy that reflects your investment style and life plan. Using the Investment Personality Assessment, the team at Merrill aims to understand you better as an investor and customize a financial approach that aligns with your goals and priorities. With the Merrill Personal Wealth Analysis™, they can document a personalized plan centered on your goals and what you want to achieve. As your life and goals evolve, the team is dedicated to helping you stay on track and make adjustments to your financial approach as needed.

Merrill Lynch Financial Advisor Kevin O'Neill is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. Kevin O'Neill specializes in managing your wealth by creating personalized strategies tailored to your financial goals. With access to investment insights from Merrill and banking solutions from Bank of America, Kevin O'Neill can help you pursue your aspirations through personalized wealth management strategies. Kevin O'Neill follows the Merrill tradition of community involvement by volunteering with local organizations. Through Merrill Personal Wealth Analysis™, Kevin O'Neill can build a personalized plan focused on your goals and aspirations. By understanding your unique financial situation and priorities, Kevin O'Neill can design an approach that reflects your needs and helps you navigate the complexities of the financial markets. With a focus on personalized investment strategies and comprehensive financial solutions, Kevin O'Neill is dedicated to helping you achieve your financial goals.

The WealthPlan LLC, located at 60 Cuttermill Road in Great Neck, New York, is a finance institution that offers personalized wealth strategies designed exclusively for your needs. Led by Certified Financial Planner David Warshaw, who has over 20 years of experience, the institution follows a unique Four Seasons Approach to Financial Planning. This approach provides a fully customizable framework to help clients reach their retirement goals by guiding them through each quarter of the year with tailored strategies. At The WealthPlan LLC, the focus is on optimizing clients' finances for both the present and the future. By helping clients understand their monthly expenses, savings rate, and future income, the institution aims to ensure that clients can retire with confidence. Proactive tax planning is also a key aspect, with a thorough review of prior year's tax returns and strategies to lower taxes using tools like Holistiplan.

Mid-Atlantic Securities, Inc. is a leading finance institution located at 98 Cuttermill Road in Great Neck, New York. With a strong presence in the financial industry, Mid-Atlantic Securities, Inc. offers a wide range of services including investment management, financial planning, and wealth management. Their team of experienced professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are an individual investor or a corporate entity, Mid-Atlantic Securities, Inc. is committed to providing top-notch financial services to meet your needs.

Dak Financial is a reputable finance institution located at 99 Clent Road in Great Neck, New York, United States. With a strong commitment to providing top-notch financial services, Dak Financial offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, wealth management, or assistance with financial planning, Dak Financial is here to help you every step of the way. Contact them today to learn more about how they can assist you with your financial needs.

Sharestates is an online marketplace lending and investing platform located at 45 North Station Plaza, Great Neck, New York, United States. As a finance institution, we offer developers access to real estate capital and provide investors with high returns on asset-backed real estate investments. Whether you are looking to lend, invest, or network in the real estate sector, Sharestates can help you start your journey today. Our platform offers competitive private loans for various phases of real estate projects nationwide, including bridge, fix & flip, new construction, and long-term rental loans. Accredited individuals can invest in real estate loans alongside institutional investors with as little as $5,000. Sharestates is founded by real estate veterans with a relationship-focused lending strategy, and we stay up to date on industry trends to provide the necessary resources for funding and investing opportunities. We maintain SOC-2 data standards to ensure proper controls over security, availability, processing integrity, confidentiality, and privacy. Please note that we do not conduct business in certain states and our services are intended for accredited investors. It is important to consult with tax and legal advisers before making any purchases, as private placement investments involve risks and are not guaranteed by Sharestates. Our platform does not constitute crowdfunding as described in the JOBS Act, and historical returns may not reflect actual future performance. Sharestates Investments, LLC, a subsidiary of Sharestates, Inc., serves as the originating entity for all loans made or arranged under a California Finance Lenders Law license. NMLS# 1538766 | AZ Mortgage License Number: BK – 1009613 | CA Mortgage License Number: 60DBO-63030.

Cooperative Financial, LLC is a leading finance institution located at 69 Cumberland Avenue in Great Neck, New York, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you're looking for investment opportunities, loans, or financial planning advice, Cooperative Financial, LLC is here to help you achieve your financial goals. Trust us to provide you with personalized and reliable financial solutions to meet your needs.

Merrill Lynch Wealth Management is a prestigious finance institution located at 805 Northern Boulevard in Great Neck, New York, United States. With a reputation for excellence in financial services, Merrill Lynch offers a wide range of wealth management solutions to help individuals and businesses achieve their financial goals. Their team of experienced financial advisors provide personalized advice and guidance to clients, helping them navigate the complexities of the financial world and make informed decisions. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Merrill Lynch Wealth Management is dedicated to helping you build a secure financial future.

Taylan Tantoglu - Prudential Financial is a leading finance institution located at 505 Northern Boulevard in Great Neck, New York. With a strong presence in the financial industry, they offer a wide range of services to help clients achieve their financial goals. Whether it's retirement planning, investment management, or insurance solutions, Taylan Tantoglu - Prudential Financial is dedicated to providing top-notch financial advice and support. Their team of experienced professionals is committed to helping clients navigate the complexities of the financial world and make informed decisions for their future. Visit their office in Great Neck, New York, to learn more about how they can help you secure your financial future.

Jasper Yang CPA Firm is a reputable accounting and finance institution located at 1 Barstow Road, Great Neck Plaza, New York, United States. With a team of experienced and highly skilled professionals, we provide a wide range of accounting services to individuals and businesses. Our firm is committed to delivering personalized and efficient solutions to help our clients achieve their financial goals. Whether you need tax preparation, bookkeeping, or financial planning services, Jasper Yang CPA Firm is here to assist you every step of the way. Contact us today to learn more about how we can help you manage your finances effectively.

Laurence Rothblatt is a reputable accounting and finance institution located at 175 Great Neck Road in Great Neck, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need assistance with tax preparation, financial planning, or investment management, Laurence Rothblatt is dedicated to helping clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.

M. Sanatar is a renowned institution located at 1010 Northern Boulevard in Great Neck, New York, United States. Specializing in accounting and finance, M. Sanatar offers top-notch education and training in financial management, auditing, tax preparation, and more. With experienced faculty and state-of-the-art facilities, students at M. Sanatar receive the skills and knowledge needed to excel in the competitive world of finance. Join us at M. Sanatar and take the first step towards a successful career in accounting and finance.

Barry J. Kay & Company, CPAs is a reputable accounting and finance institution located at 98 Cuttermill Road in Great Neck Plaza, New York, United States. With a team of experienced CPAs, the institution provides a wide range of financial services including tax preparation, auditing, consulting, and financial planning. Clients can rely on Barry J. Kay & Company for professional and reliable financial advice to help them navigate the complexities of the financial world.

Kutz & Company is a reputable accounting and finance institution located at 475 Northern Boulevard in Great Neck, New York. With a team of skilled professionals, they offer a wide range of financial services to individuals and businesses. Their expertise includes tax preparation, auditing, financial planning, and more. Clients can trust Kutz & Company to provide reliable and personalized financial solutions to help them achieve their goals.

Sungdoh Accounting is a reputable institution located at 445 Northern Boulevard in Great Neck, New York, United States. Specializing in accounting and finance services, Sungdoh Accounting is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a team of experienced professionals, clients can trust Sungdoh Accounting to handle their financial needs with precision and expertise. Whether it's tax preparation, financial planning, or bookkeeping services, Sungdoh Accounting is committed to delivering exceptional results and helping clients achieve their financial goals.