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State DirectoryFinancial Planning Consultants in New York, NY
SuperPagesSM - helps you find the right local businesses to meet your specific needs. Search results are sorted by a combination of factors to give you a set of choices in response to your search criteria. These factors are similar to those you might use to determine which business to select from a local SuperPages directory, including proximity to where you are searching, expertise in the specific services or products you need, and comprehensive business information to help evaluate a business's suitability for you. SuperPages advertisers receive higher placement in the default ordering of search results and may appear in sponsored listings on the top, side, or bottom of the search results page.
1. Legacy Planning Partners
518-798-6688
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From Business: We have 30 years of experience and the expertise to guide you through the financial management process, to manage your investments, to work toward your…
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2. Vahanian & Assoc Financial
From Business: Nationally Recognized but close to home. As a mainstay in Saratoga since 1986, Vahanian & Associates offers investment management, retirement and financial…
3. Purshe Kaplan Sterling Investments
From Business: PKS was founded in 1993 as a privately held company with a vision of providing investment executives with superior service, cutting edge technology and…
4. Lincoln Investment - Smart Capital Management
From Business: Smart Capital Management, LLC is a company providing you with confidence. We have over 24 years of experience working with and being referred by a client list of…
5. Alexander W Cruden & Co - Alexander Cruden CPA
From Business: Alexander W Cruden - Our firm serves a variety of clients, private and not-for-profit. Our partners and professionals are ready to assist you with many areas of…
6. Spagnola and Spagnola Accounting Firm LLC
From Business: For over 50 Years Spagnola & Spagnola Accounting Firm LLC has been the premier Financial Planning consultants, Payroll Service providers, Accounts and…
7. Chestnut Investment Group Inc
From Business: CIG, Inc., founded in 1989, is an independent, comprehensive financial planning and asset management firm serving individuals, business, school systems, trusts,…
8. D.B. McKenna & Co., Inc.
Serving theNY Area
From Business: As with your physician or attorney, the relationship between you and your financial adviser is a personal one, based on professionalism and trust. At D.B.…
9. Del Negro Paul F EA
From Business: IRS problems resolved, Tax Audits & Appeals, Release & Prevention, Payment plans, Tax specialist, Accounting, Bookkeeping, Payroll, Tax returns
10. Park Avenue Securities
From Business: Since our intrepid beginning, over 80 years ago, Strategies for Wealth has boldly risen to transform the conversation around money and planning. Were committed…
11. Rochester Investments
From Business: Rochester Investments, Inc is a SEC Registered Investment Advisor (RIA), an investment management, financial advisor and financial planner firm located in…
12. Winkler & Company CPAs PC
From Business: Fred H Winkler & Co PC has been serving the Rotterdam, Schenectady, Clifton Springs area for generations. We handle all of your personal and professional…
13. Sage Rutty & Co., Inc.
From Business: As Rochester's oldest, locally owned financial services firm, we are proud to count a number of second and even third generation clients among those we serve.…
From Business: Adirondack Bank is a locally owned and operated full service community bank that serves Upstate New York from the historic Mohawk Valley to the Canadian Border.…
15. Faith Sigler & Associate
From Business: Being a leader in the insurance and financial services industry means continually striving for improvement. To keep pace with clients' needs, Faith Sigler &…
16. Gibson Kevin L
From Business: Gibson Kevin L has been in business since 1998. Our mission is to provide our clients with the best and personnel services when handling their finance. We offer…
17. Zalucki & Halstead LLP
From Business: Zalucki & Halstead LLP, CPAs is a full-service accounting firm serving clients throughout the Schenectady, New York area, dedicated to providing our clients with…
18. Thomas S. Gallo, CPA
From Business: We use the same financial philosophy for individuals as we would for a business. We go beyond just preparing your personal tax returns by evaluating your current…
19. TVT Capital
20. Accent Financial Group
I just switchd auto and homeowners to these guys. They are great! Nice guys with many companies to chose from. they worked hard forme...
21. Dream Mutual
From Business: Do you think youll have enough money saved when you retire? You may be surprised at how much you might need and how little you can expect from Social Security.…
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Contact Us22. Planned Futures Financial Group
23. Gough Geralyn Certified Financial Planner
24. R & R Financial Planners Inc
25. Kevin Dougherty Financial Planner
26. E C Tax and Financial Planning
27. Brewster Financial Planning
28. Manhattan Income Tax & Financial Planning Inc.
29. Best Times Financial Planning
30. Steven Kane Certified Financial Planner
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