Personal tax preparation in New Wilmington, Pennsylvania
19 results found
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H&R Block
H&R Block is a well-known accounting and finance institution located at 129 West Neshannock Avenue in New Wilmington, Pennsylvania, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking to file your taxes or a business owner in need of financial guidance, H&R Block is dedicated to providing expert advice and personalized solutions to help you achieve your financial goals.
Taylor & Associates - Ameriprise Financial Services, LLC
Taylor & Associates - Ameriprise Financial Services, LLC is a finance institution located at 3438 Pennsylvania 208, New Wilmington, Pennsylvania, United States. They offer investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards goals securely from any device. The institution is committed to diversity, inclusion, and creating a better future for all. Ameriprise has been honored for their support of veterans and their families through robust recruiting and development programs. They are also recognized for their efforts in disability inclusion and equality. Ameriprise financial advisors are registered to do business in certain U.S. states. The initial consultation provides an overview of financial planning concepts. Ameriprise Financial cannot guarantee future financial results. Clients can refer friends or family members to help them achieve their financial goals. The institution is a member of FINRA and SIPC.
Brian L Taylor - Private Wealth Advisor, Ameriprise Financial Services, LLC
Brian L Taylor is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 3438 Pennsylvania 208, New Wilmington, Pennsylvania, United States. Brian L Taylor holds various certifications such as 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 Brian L Taylor's expertise in asset management, wealth transfers, retirement planning, estate planning, fiduciary practices, portfolio management, investment strategies, and more. Whether you are a retiree, small business owner, high net worth client, or in need of specialized financial planning for unique circumstances, Brian L Taylor is equipped to provide comprehensive and tailored financial advice to help you achieve your financial goals.
Joseph D Dostilio CPA LLC
Joseph D Dostilio CPA LLC is a reputable accounting and finance institution located at 2305 Wilmington Avenue in New Castle, Pennsylvania, United States. With a team of experienced and knowledgeable professionals, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Their dedication to excellence and commitment to client satisfaction make them a trusted partner for individuals and businesses alike. Whether you need help with your personal finances or are looking to grow your business, Joseph D Dostilio CPA LLC is the institution to turn to for expert guidance and support.
Corey S. Kendall, CPA
Corey S. Kendall, CPA is a reputable accounting and finance institution located at 146 South New Castle Street in New Wilmington, Pennsylvania, United States. With years of experience and expertise in the field, Corey S. Kendall, CPA provides a wide range of services including tax preparation, financial planning, auditing, and consulting. Clients can trust in the professionalism and dedication of the team at Corey S. Kendall, CPA to provide accurate and reliable financial solutions tailored to their specific needs.
Dennis J Miller Accounting
Dennis J Miller Accounting is a reputable accounting and finance institution located at 128 South Market Street in New Wilmington, Pennsylvania, United States. With a team of experienced professionals, they provide a wide range of accounting services including tax preparation, bookkeeping, financial planning, and more. Clients can trust Dennis J Miller Accounting for accurate and reliable financial advice and assistance.
Cegelka Accounting
Cegelka Accounting is a reputable accounting and finance institution located at 901 Wilmington Avenue in New Castle, Pennsylvania, United States. With a team of experienced professionals, we provide a wide range of accounting services to individuals and businesses. Our services include tax preparation, bookkeeping, financial planning, and more. We are committed to helping our clients achieve financial success and stability. Visit us today to see how we can assist you with your accounting needs.
Brian L Taylor - Private Wealth Advisor, Ameriprise Financial Services, LLC
Brian L Taylor - Private Wealth Advisor, Ameriprise Financial Services, LLC, is a distinguished financial advisory business located at 3438 PA-208 Ste 2, New Wilmington, PA 16142, United States. Specializing in a wide array of financial services, Brian L Taylor offers expert guidance tailored to meet the unique needs of individuals, retirees, and small business owners. With a strong commitment to ethical practices and continuing education, Brian L Taylor holds multiple certifications that underscore his expertise in various financial domains. The AAMS™ certification signifies proficiency in asset management, investment strategies, and estate planning, ensuring clients receive informed advice on asset allocation and investment opportunities. As an Accredited Domestic Partnership Advisor™ (ADPA™), Brian is well-versed in wealth transfers, federal taxation, and financial planning for domestic partners, addressing complex financial and medical needs.
Clark & Clark Law PC - Attorney Robert D. Clark
Clark & Clark Law PC, led by Attorney Robert D. Clark, is a reputable law firm located at 201 North Market Street in New Wilmington, Pennsylvania. Specializing in various legal matters, including personal injury, criminal defense, family law, and estate planning, Attorney Clark and his team provide top-notch legal services to clients in need of expert representation. With a commitment to professionalism, integrity, and personalized attention, Clark & Clark Law PC is dedicated to achieving the best possible outcomes for their clients. Contact them today for experienced and reliable legal assistance.
Chad Brzezinski, CPA, PLLC
Chad Brzezinski, CPA, PLLC is a professional accounting and finance firm located at 3100 Wilmington Road in New Castle, Pennsylvania, United States. Our team of certified public accountants provides a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. With years of experience and expertise, we are dedicated to helping individuals and businesses achieve their financial goals. Contact us today to schedule a consultation and see how we can assist you with all your accounting and financial needs.
Buckingham Strategic Wealth
Buckingham Strategic Wealth is a finance institution located at 2599 Wilmington Road in New Castle, Pennsylvania, United States. Our focus is on helping clients control their investments by minimizing costs, diversifying, and considering tax efficiency. Wealth Advisor Corey Altman works with specialists nationwide to create strategies that address all aspects of our clients' financial lives. Becoming a Buckingham client means experiencing top-notch service and personalized financial planning. As the election season approaches, we provide insights on how to navigate potential market shifts. We also offer guidance on maximizing benefits from restricted stock units (RSUs) and aligning your financial plan with your values. Download our "Experience Is Everything" brochure to learn more about what it's like to work with us.
Refined Retirement
Refined Retirement is a finance institution located at 3009 Wilmington Road in New Castle, Pennsylvania. We specialize in helping individuals plan and manage their finances for a comfortable and secure retirement. Our team of experienced financial advisors offers personalized services to help clients achieve their retirement goals. Whether you are looking to invest for the future, create a retirement income plan, or optimize your savings, Refined Retirement is here to guide you every step of the way. Contact us today to schedule a consultation and start planning for a refined retirement.
Packer Thomas
Packer Thomas, located at 2815 Wilmington Road, New Castle, Pennsylvania, United States, is a renowned institution specializing in accounting, finance, and information technology services. With over 100 years of experience, we have assisted business owners, families, and individuals with tax preparation, auditing, accounting, and IT solutions. Our team of over 65 professionals is dedicated to helping clients navigate complex financial landscapes and achieve their optimal financial positions. From comprehensive accounting and attestation services to business valuation, client accounting, forensic accounting, and internal audit outsourcing services, we offer a wide range of solutions to meet diverse needs. Additionally, our information technology consulting services, SOC reports, and cutting-edge software service are designed to streamline operations and maximize digital functionality. Trust Packer Thomas with all your tax-related concerns, as our experienced team of tax consultants takes a customized approach to ensure a seamless tax season experience. With a focus on trust, loyalty, and mutual success, Packer Thomas is here to help you succeed in all your financial endeavors.
El Fraschetti E.A.
El Fraschetti E.A. is a reputable finance institution located at 117 Pennsylvania 18 in New Castle, Pennsylvania, United States. With a strong focus on providing top-notch financial services, El Fraschetti E.A. is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with investments, tax planning, or retirement planning, the experienced professionals at El Fraschetti E.A. are here to help. Trustworthy and reliable, this institution is committed to providing personalized solutions tailored to each client's unique needs. Contact El Fraschetti E.A. today to see how they can help you secure a brighter financial future.
Gettings Financial Group
Gettings Financial Group is a leading finance institution located at 1410 Wilmington Road in New Castle, Pennsylvania, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, we are here to help. With a focus on personalized service and tailored solutions, Gettings Financial Group is committed to helping you achieve your financial goals. Contact us today to learn more about how we can assist you in securing your financial future.
Perod Financial
Perod Financial is a leading finance institution located at 3423 Wilmington Road in New Castle, Pennsylvania. We offer a wide range of financial services including investment management, financial planning, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Perod Financial is here to provide personalized solutions tailored to your individual needs. Contact us today to learn more about how we can help you achieve financial success.
Victoria Whelan - Associate Financial Advisor, Ameriprise Financial Services, LLC
Victoria Whelan - Associate Financial Advisor, Ameriprise Financial Services, LLC Located at 3438 Pennsylvania 208, New Wilmington, Pennsylvania 16142, United States, Victoria Whelan operates as an Associate Financial Advisor under the umbrella of Ameriprise Financial Services, LLC. Specializing in a broad spectrum of financial advisory services, Victoria Whelan is committed to providing personalized financial solutions tailored to meet the diverse needs of her clients.
Victoria Whelan - Associate Financial Advisor, Ameriprise Financial Services, LLC
Victoria Whelan - Associate Financial Advisor, Ameriprise Financial Services, LLC Located at 313 N Market St, New Wilmington, PA 16142, Victoria Whelan serves as an Associate Financial Advisor at Ameriprise Financial Services, LLC. Specializing in a wide range of financial services, Victoria is dedicated to helping clients achieve their financial goals through personalized financial planning and investment strategies.
Victoria Whelan - Associate Financial Advisor, Ameriprise Financial Services, LLC
Victoria Whelan is an esteemed Associate Financial Advisor affiliated with Ameriprise Financial Services, LLC. Located in the heart of New Wilmington, PA, Victoria offers a comprehensive suite of financial advisory services designed to address the unique needs of individuals and small business owners. Her expertise spans a wide range of financial planning and investment strategies, backed by several prestigious certifications and designations.Certifications and Expertise:1. Accredited Asset Management Specialist℠ (AAMS™): - Victoria adheres to a strict code of ethics and has successfully completed coursework focused on applying investment concepts to real-world scenarios, including asset allocation, estate planning, and insurance products.2. Accredited Domestic Partnership Advisor™ (ADPA™): - Specializes in wealth transfers, federal taxation, retirement planning, and end-of-life financial needs for domestic partners. Victoria has passed a rigorous examination that evaluates her ability to synthesize complex financial concepts.3. Accredited Estate Planner® (AEP®):
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