The 30 Best Usa investment firm in New York
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E & I TAX SERVICES LLC
E & I TAX SERVICES LLC is a top-notch accounting and finance institution located at 7 Marcus Garvey Boulevard in New York, United States. We specialize in making tax filing easy and effortless for our clients, allowing them to spend less time worrying about their finances and more time enjoying life. Our experienced financial experts ensure that everything is done correctly the first time, giving our clients peace of mind. We understand the importance of maximizing your income and getting the most out of your hard work. Our team of financial experts are not only efficient and effective, but they also have the expertise to save you more money than you ever thought possible. Whether you need capital for business investments, want to start saving for your future, or simply want to treat yourself to a vacation, we can help you achieve your financial goals.
Quant Solutions, LLC
Quant Solutions, LLC is a full-service financial and business solutions provider located at 900 3rd Avenue in New York City. Specializing in accounting and finance, we offer strategic financial guidance for small businesses in various creative industries. Our services include accounting, bookkeeping, cash management, budgeting, and strategic planning to help you manage your day-to-day finances and focus on growing your business. Our team, led by Jeanine, is dedicated to providing personalized attention and expertise to meet your specific needs and goals. Whether you need help with classifying expenses, communicating with your tax preparer, or creating a financial roadmap, we are here to assist you every step of the way. By outsourcing your financial responsibilities to us, you can rest assured that your finances are in good hands.
KSL Capital
KSL Capital is a finance institution located at 287 Bowman Drive in Greenwich, New York, United States. Specializing in investment and asset management, KSL Capital offers a range of financial services to individuals and businesses seeking to grow their wealth and achieve their financial goals. With a team of experienced professionals and a commitment to providing personalized solutions, KSL Capital is dedicated to helping clients navigate the complexities of the financial world and make sound investment decisions.
Financial Advisory Network
Financial Advisory Network is a finance institution located at 6 Old Lane in Scarsdale, New York, United States. Known as "The Firm Engineers Rely On For Their Retirement Planning Needs", our Certified Financial Planner specializes in helping clients smoothly transition from work to retirement. With over 30 years of experience, Robert Leitner, CFP®, RIA, provides expert advice to guide clients towards their financial goals. Services include optimizing Social Security benefits, developing income plans for life, managing retirement distributions, and anticipating healthcare costs. Please consult with a qualified financial adviser and/or tax professional before implementing any strategy, as investments involve risk and are not guaranteed. Visit our website for more information and to learn more about our services.
Wells Fargo Advisors
Wells Fargo Advisors is a prominent financial institution located at 70 North Country Road in, Port Jefferson, New York, United States. They offer a wide range of financial services including investment advice, wealth management, retirement planning, and more. With a team of experienced financial advisors, Wells Fargo Advisors 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 navigate complex financial decisions, Wells Fargo Advisors is there to provide expert guidance and personalized solutions.
Afm Advisor Group
Afm Advisor Group is a reputable accounting and finance institution located at 700 Post Road in Scarsdale, New York, United States. With a team of experienced professionals, Afm Advisor Group provides expert financial advice and services to individuals and businesses. Whether you need help with tax planning, investment management, or retirement planning, Afm Advisor Group is dedicated to helping you achieve your financial goals. Trust in their expertise and personalized approach to secure your financial future.
Dilapi & Co
Dilapi & Co is a reputable accounting and finance institution located at 399 Knollwood Road in White Plains, New York. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and auditing. Their commitment to excellence and personalized approach sets them apart from other firms in the industry. Whether you are an individual or a business in need of financial guidance, Dilapi & Co is the trusted partner you can rely on.
George T Rhein, CPA PC
George T Rhein, CPA PC is a reputable accounting and finance institution located at 2695 Middle Country Road in Lake Grove, New York. With years of experience in the industry, they provide a wide range of professional services to individuals and businesses, including tax preparation, financial planning, and auditing. Their team of skilled CPAs is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial world. Whether you need assistance with taxes, investments, or budgeting, George T Rhein, CPA PC is committed to providing personalized and reliable services to meet your needs.
Long Island Tax and Planning Inc.
Long Island Tax and Planning Inc. is a finance institution located at 95 Smithtown Boulevard in Smithtown, New York, United States. Our firm is dedicated to handling all of your financial needs so you can focus on what truly matters. Our experienced team of accountants works with you year-round to implement tax-saving strategies and avoid last-minute tax planning. We also offer comprehensive bookkeeping services to keep your business running smoothly. At Long Island Tax and Planning Inc., you will work with a certified CPA to assess your financial situation and ensure you are paying the right amount of taxes. We also provide business valuations for mergers, acquisitions, and equity offerings. Our goal is to help you achieve your ideal lifestyle through strategic financial planning.
Michael Sands, CPA, PC
Michael Sands, CPA, PC is a trusted accounting and finance institution located at 260 Main Street in Northport, New York, United States. With years of experience and expertise in the field, Michael Sands and his team provide top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, they offer a wide range of services tailored to meet the specific needs of their clients. Whether you are looking for assistance with bookkeeping, budgeting, or investment strategies, Michael Sands, CPA, PC is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and see how they can help you secure a stable financial future.
Taxmaster of Melville, Inc.
Taxmaster of Melville, Inc. is a reputable accounting and finance institution located at 608 Walt Whitman Road in Melville, New York. With a team of experienced professionals, Taxmaster specializes in providing expert tax preparation, financial planning, and accounting services to individuals and businesses in the local community. Whether you need assistance with filing your taxes, managing your investments, or analyzing your financial statements, Taxmaster of Melville, Inc. is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can assist you with your accounting and finance needs.
S Hartmann & Co Inc
S Hartmann & Co Inc is a reputable accounting and finance institution located at 821 West Jericho Turnpike in Smithtown, New York. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, S Hartmann & Co Inc is dedicated to helping you achieve your financial goals. Their personalized approach and attention to detail set them apart from other firms, making them a trusted partner for all your financial needs.
Katz Samuel
Katz Samuel is a reputable accounting and finance institution located at 111 Brook Street in Scarsdale, New York, United States. With a team of experienced professionals, Katz Samuel offers a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Katz Samuel is dedicated to providing top-notch expertise and personalized attention to meet your specific needs. Trust Katz Samuel to help you navigate the complex world of finance with confidence and peace of mind.
Deodat S Singh PC
Deodat S Singh PC is a reputable finance institution located at 222 Bloomingdale Road in White Plains, New York, United States. With a strong focus on providing top-notch financial services, they offer a range of financial solutions to meet the diverse needs of their clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced team at Deodat S Singh PC is dedicated to helping you achieve your financial goals. Trustworthy, reliable, and committed to excellence, Deodat S Singh PC is a trusted partner in navigating the complex world of finance.
The Bagnato Group - Morgan Stanley
The Bagnato Group - Morgan Stanley is a finance institution located at 2000 Westchester Avenue in Harrison, New York, United States. As a part of Morgan Stanley, one of the world's leading financial services firms, The Bagnato Group offers a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, they provide personalized financial solutions to help clients achieve their financial goals. Visit The Bagnato Group - Morgan Stanley for expert advice and exceptional service in the world of finance.
fund accountant
A fund accountant is a financial professional who is responsible for managing and reporting on the financial activities of investment funds. Located at 315 Madison Avenue in New York City, this institution specializes in accounting and finance services for various investment funds. Fund accountants handle tasks such as reconciling accounts, preparing financial statements, and ensuring compliance with regulations. With their expertise in financial analysis and reporting, fund accountants play a crucial role in helping investment funds make sound financial decisions.
Rothman Michael J
Rothman Michael J is a reputable accounting and finance institution located at 54180 New York 25, Southold, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, financial planning, and more. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Whether you need assistance with tax filings or investment strategies, Rothman Michael J is dedicated to helping you achieve your financial goals.
Tangent Point LLC
Tangent Point LLC is a finance institution located at 150 East Post Road in White Plains, New York, United States. Specializing in investment management and financial advisory services, Tangent Point LLC offers personalized solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Tangent Point LLC is dedicated to providing top-notch financial services to individuals and businesses alike.
Adornetto & Company, LLC
Adornetto & Company, LLC is a reputable finance institution located at 19 Primrose Street in Katonah, New York. With a strong focus on providing top-notch financial services, they offer expert advice and tailored solutions to meet the unique needs of their clients. Whether you are looking for investment guidance, retirement planning, or wealth management services, Adornetto & Company, LLC has a team of experienced professionals ready to assist you. Trustworthy and dependable, they are dedicated to helping you achieve your financial goals and secure your future.
Bender & Associates CPA CFP
Bender & Associates CPA CFP is a leading accounting and finance institution located at 118 North Bedford Road in Mount Kisco, New York, United States. Our team of certified public accountants and certified financial planners are dedicated to providing expert financial services to individuals and businesses. With a focus on personalized attention and tailored solutions, we strive to help our clients achieve their financial goals and secure their future. Trust Bender & Associates CPA CFP for all your accounting and finance needs.
Charles J Benway CPA CFP
Charles J Benway CPA CFP is a reputable accounting and finance institution located at 359 Main Street in Mount Kisco, New York. With a team of highly qualified professionals, including certified public accountants and certified financial planners, this institution offers a wide range of financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, Charles J Benway CPA CFP is dedicated to providing expert guidance and personalized solutions to help you achieve your financial goals. Visit us today to learn more about how we can help you secure a strong financial future.
The Scarsdale Group Inc
The Scarsdale Group Inc is a trusted accounting and finance institution located at 10 Old Mamaroneck Road in White Plains, New York. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, and financial planning. Their commitment to excellence and attention to detail sets them apart as a top choice for individuals and businesses looking for reliable financial advice and support. Contact them today to learn more about how they can help you achieve your financial goals.
TKS Solutions / Penny - It Works
TKS Solutions / Penny - It Works is a leading institution in accounting and finance located at 100 South Bedford Road, Mount Kisco, New York, United States. With over 25 years of experience, we specialize in redefining enterprise investment technology ecosystems and providing modern solutions to meet the needs of today and the challenges of tomorrow. Our award-winning OMS technology helps you get trades to market faster, while our highly configurable software and services from SS&C Eze optimize operational and investment alpha across the entire investment process. From small start-ups to the largest investment institutions, over 1900 buy-side firms worldwide trust us to streamline workflows, centralize data flow, and eliminate manual processes.
Shulman Jones
Shulman Jones is a prestigious accounting and finance institution located at 287 Bowman Avenue in Harrison, New York, United States. With a team of experienced professionals, Shulman Jones offers a wide range of financial services to individuals and businesses. Whether you need assistance with tax preparation, financial planning, or investment management, Shulman Jones is dedicated to providing top-notch expertise and personalized solutions to help you achieve your financial goals. Visit us today to learn more about how we can help you secure a stable financial future.
Jacob Lichter & Associates
Jacob Lichter & Associates is a reputable accounting and finance institution located at 317 South Little Tor Road in New City, New York. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses in the United States. From tax preparation and bookkeeping to financial planning and investment advice, our experts are dedicated to helping our clients achieve their financial goals. Trust Jacob Lichter & Associates for all your accounting and finance needs.
Madsen Associate
Madsen Associate is a reputable accounting and finance institution located at 145 Commack Road in Commack, New York. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, and financial consulting. Whether you are an individual or a business owner, Madsen Associate is dedicated to providing top-notch financial solutions tailored to your specific needs. Contact them today to schedule a consultation and take control of your finances.
Mystic Isle Realty
Mystic Isle Realty is a reputable real estate agency located at 1318 Central Avenue, Fishers Island, New York. Specializing in luxury properties and waterfront estates, their team of experienced agents are dedicated to helping clients find their dream home or investment property. With a strong focus on customer service and local market knowledge, Mystic Isle Realty is committed to providing personalized and professional assistance throughout the buying or selling process. Whether you are looking for a vacation home, a waterfront retreat, or a permanent residence, Mystic Isle Realty is the go-to agency for all your real estate needs on Fishers Island.
Town & Country Real Estate - Greenport
Town & Country Real Estate in Greenport is a premier real estate agency located at 120 Front Street in the charming town of Greenport, New York. Our dedicated team of experienced agents are experts in the local real estate market, helping clients buy, sell, and rent properties in this beautiful coastal community. In addition to our real estate services, we also offer travel agency services to assist clients with booking accommodations and activities in the area. Whether you are looking to find your dream home or plan a relaxing getaway, Town & Country Real Estate in Greenport is here to help you every step of the way.
PMI Gold Coast Properties
PMI Gold Coast Properties is a well-known real estate and travel agency located at 409 Lake Avenue in Saint James, New York. With a prime location in the prestigious Gold Coast region, this institution offers top-notch services for buying, selling, and renting properties in the area. Additionally, their travel agency services provide personalized and luxury travel experiences for clients looking to explore the beautiful Gold Coast region and beyond. Trust PMI Gold Coast Properties for all your real estate and travel needs in this upscale area of the United States.
Damico Group Real Estate
Damico Group Real Estate is a premier real estate agency located at 22 Second Street in Yonkers, New York. Our team of experienced and knowledgeable real estate agents are dedicated to helping clients buy, sell, and rent properties in the greater Yonkers area. Whether you are looking for your dream home, an investment property, or commercial space, Damico Group Real Estate is here to guide you through every step of the process. With a focus on personalized service and attention to detail, we strive to make your real estate experience as smooth and successful as possible. Contact us today to see how we can help you achieve your real estate goals.
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