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Financial Advisory Services in New York

Liberty Tax Service photos
Liberty Tax Service, Troy
Troy / New York / United States
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Liberty Tax is a full service income tax preparation company. Visit your local Lansingburg NY Liberty Tax office for professional & friendly tax preparation help & tax classes to help maximize your refund!. Offering expert tax preparation & superior customer service. Office hours vary by location.
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USA Lawsuit Loans photos
USA Lawsuit Loans, New York
New York / New York / United States
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USA Lawsuit Loans provides cost effective lawsuit cash advances and fast litigation loans to plaintiffs with pending or settled lawsuits. We also offer commercial litigation funding, attorney funding, and structured settlement funding.
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Edward Jones - Financial Advisor: Guy W Porter photos
Edward Jones - Financial Advisor: Guy W Porter, Lancaster
Lancaster / New York / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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DeLorenzo Financial Group, LLC photos
DeLorenzo Financial Group, LLC, Huntington
Huntington / New York / United States
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Gary J. DeLorenzo, CFP, MSFS and President of DeLorenzo Financial Group, LLC in Huntington, NY, offers financial services for individuals, families and corporations in the metropolitan area of all ages and income ranges. Since 1982, he has provided estate planning and financial strategies using insurance, investments, annuities and retirement plans. Before receiving his Certified Financial Planner designation, he completed his studies at the College for Financial Planning. Also, he received from The American College a Masters of Science in Financial Services with graduate-level Certificates in Pensions and Executive Compensation, Estate Planning & Taxation and Financial Asset Management.
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Balog & Associate, CPAs, PLLC photos
Balog & Associate, CPAs, PLLC, Melville
Melville / New York / United States
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You are different. So are we. WHAT MAKES US DIFFERENT FROM TRADITIONAL ACCOUNTING FIRMS? Rather than just recording financial history and filling out government forms we are in the business of applying our intellectual capital, business experience, and resources in a partnering relationship with select clients with the express purpose of impacting their income and quality of life. Balog & Associate, CPAs & Profitability Consultants approach is not right for everyone... But for the right clients... We get results! However, if you are even a bit unsure if we might not be right... Do not hesitate to call us with your questions. After learning about your needs, we will be happy to point you to the right solutions. We want to be your go to resource for all of your accounting and business growth needs!
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CEIS Review Inc - New York photos
CEIS Review Inc - New York
New York / New York / United States
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We are an independently owned consulting firm serving the needs of the commercial and savings bank communities as well as those of other commercial lending institutions. Our services include commercial loan review, international (off-shore) loan review, portfolio acquisition review, specialty/structured finance loan review, loan loss reserve methodology validation or refinement, loan portfolio stress testing, credit risk management process review, credit loan policy maintenance, loan and credit seminars, and SBA portfolio review. Banks and other lending organizations with an excellent portfolio quality often engage CEIS as a means to maintain the credit standards of their organization. Banks looking to improve the quality of their portfolios will retain CEIS to assist in determining an accurate reading of their risk profile, as well as to provide practical recommendations for its improvement.
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Master Planners & Associates LLC photos
Master Planners & Associates LLC, New Hartford
New Hartford / New York / United States
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Master Planners & Associates was formed to provide comprehensive financial planning to help clients attain their goals and objectives. Our services are provided by taking the clients interest first and foremost with objectivity and integrity.
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Julia Gazzio: Allstate Insurance photos
Julia Gazzio: Allstate Insurance, Rockville Centre
Rockville Centre / New York / United States
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As an Allstate Agent in Rockville Ctr, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service. I look forward to helping families like yours protect the things that are important - your family, home, car, boat, and more. Im proud to work with a company whos been serving satisfied customers for over 70 years. Customers count on outstanding financial strength and superior claims service to help protect what they value most. Allstate delivers on their promise. In fact, their outstanding financial strength and superior claims service received an A+ (Superior) rating by AM Best. Quality service, strength and satisfaction - thats something Im glad to be a part of.
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M.A. Neal Financial Services photos
M.A. Neal Financial Services, Horseheads
Horseheads / New York / United States
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Long-time licensed Stockbroker/Investment Advisory Representative and licensed Life Insurance Agent Mike Neal leads a talented team of individuals who comprise M. A. NEAL Financial Services, a financial services and wealth management firm that has built a reputation for providing outstanding service to Upstate New York and the Northern Tier of Pennsylvania area individuals seeking responsive, responsible financial guidance.
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Edward Jones - Financial Advisor: Ryken G Ruuspakka photos
Edward Jones - Financial Advisor: Ryken G Ruuspakka, Elmira
Elmira / New York / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Tompkins Bank of Castile photos
Tompkins Bank of Castile
Castile / New York / United States
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Bank of Castile offers a wide variety of noninterest-bearing checking accounts with low balance requirements. It offers credit cards to its clients. It provides a personal loan program and mortgage loans to the customers. Bank of Castile also offers deposit accounts, business loans, and agricultural banking and equipment leasing services. It offers trust services through investments, charitable gift funds, estate settlements and standby trusts. It offers personal banking products, including checking, savings and money market accounts, ATM and debit cards, safe deposit boxes and order savings bonds. Its online banking services include transferring money between accounts; viewing current balances and transactions; and downloading account information into software programs.
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Edward Jones - Financial Advisor: Charles Pettit photos
Edward Jones - Financial Advisor: Charles Pettit, Rochester
Rochester / New York / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Liberty Tax Service photos
Liberty Tax Service, Uniondale
Uniondale / New York / United States
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Liberty Tax is a full service income tax preparation company. Visit your local Uniondale NY Liberty Tax office for professional & friendly tax preparation help & tax classes to help maximize your refund!. Offering expert tax preparation & superior customer service. Office hours vary by location.
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Gary Winnick - Ameriprise Financial Services, Inc. photos
Gary Winnick - Ameriprise Financial Services, Inc., Saratoga Springs
Saratoga Springs / New York / United States
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I care about whats important to youYour financial goals are unique, and I can help you achieve them. I take the time to understand whats truly important to you ” whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Retirement Aspirations photos
Retirement Aspirations, New York
New York / New York / United States
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Retirement Aspirations is run by a team of specialists who are experienced in working with Fortune 500 clients. Our consultants instruct businesses and their employees on Employer Sponsored Plans, working to educate and empower them to make critical decisions for retirement and the future with confidence. We are here, because we’ve heard your concerns. Many people are in the dark when it comes to making well-informed decisions about their health and their future. These important life decisions are made all the more frustrating when corporate policies on customer talk time stifle the ability to communicate with financial professionals. Misinformation and lack of information are the greatest problems when it comes to financial decisions. Up until now, no single resource has broken down the complex information and terminology surrounding retirement plans. Retirement Aspirations was founded to meet this need. We take the complex information and terminology regarding Employer Sponsored Plans and simplify them, presenting them in a thorough and cohesive manner. By dissolving the burden of deciphering financial industry language, we not only provide answers to frequent questions; we prepare and deliver the knowledge necessary for you to take control and be in charge of your investments.
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Edward Jones - Financial Advisor: John O Price photos
Edward Jones - Financial Advisor: John O Price, Honeoye Falls
Honeoye Falls / New York / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Edward Jones - Financial Advisor: Justin Myers, AAMS® photos
Edward Jones - Financial Advisor: Justin Myers, AAMS®, Pittsford
Pittsford / New York / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Ameriprise Financial Services Inc photos
Ameriprise Financial Services Inc, Rochester
Rochester / New York / United States
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Fortunately, even the most complex financial issues can be handled successfully with the help a dedicated advisor who is experienced and knowledgeable about the realities of wealth. Investment Strategist Certificate, IMCA, Wharton School of Business 2007; Certified Investment Management Analyst, IMCA, Wharton School of Business 2005; Chartered Financial Consultant, American College, 1993; Certified Financial Planner, College of Financial Planning, 1989; Cornell University, BS 1982
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Darryl Teal - Ameriprise Financial Services, Inc. photos
Darryl Teal - Ameriprise Financial Services, Inc., Saratoga Springs
Saratoga Springs / New York / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Liberty Tax Service photos
Liberty Tax Service, Jamaica
Jamaica / New York / United States
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Liberty Tax is a full service income tax preparation company. Visit your local Queens Village NY Liberty Tax office for professional & friendly tax preparation help & tax classes to help maximize your refund!. Offering expert tax preparation & superior customer service. Office hours vary by location.
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