Wealth planning experts in Saint James, New York

Edward Jones - Financial Advisor: Scott R Posner, CFP® is a reputable financial institution located at 542 North Country Road in Saint James, New York. As a Certified Financial Planner, Scott R Posner provides expert financial advice and guidance to clients looking to secure their financial futures. With a focus on personalized service and tailored financial solutions, Edward Jones is dedicated to helping individuals and families achieve their financial goals. Whether you are planning for retirement, saving for education, or investing for the future, Scott R Posner and the team at Edward Jones are committed to providing the highest level of professionalism and expertise in the finance industry.

Cristian Foronda is a reputable finance institution located at 621 Lake Avenue in Saint James, New York, United States. With a focus on providing expert financial services and guidance, Cristian Foronda is dedicated to assisting clients with their financial needs and goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Cristian Foronda offers personalized solutions to help you achieve financial success. Trust in the expertise and professionalism of Cristian Foronda for all your financial needs.

Welcome to O'Hara & Company, your trusted partner in accounting and finance, conveniently located at 275 Lake Avenue in the heart of Saint James, New York. At O'Hara & Company, we are committed to providing personalized and comprehensive financial solutions to meet the unique needs of individuals and businesses in our community. With years of experience and a team of dedicated professionals, we offer a wide range of services including bookkeeping, tax planning and preparation, financial consulting, and business advisory services. Our mission is to help you achieve your financial goals by delivering expert advice and tailored strategies that ensure compliance and maximize efficiency.