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Showing 1–130 of 130 results for

Financial Planning Everywhere

Walker Capital Management Corp

3930 East Jones Bridge Road, Suite150
Norcross, GA 30092

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The Investment Coach TM 1994, Walker Capital Management Corp. Lewis Walker is President of Walker Capital Management Corp and Walker Capital Advisory Services, Inc., a Registered Investment (R.I.A) Securities and certain advisory services offered through The Strategic Financial Alliance, Inc. (SFA). Lewis Walker and Mike Hostetler are registered representatives of SFA which otherwise is unaffiliated with the Walker Capital Companies.

Specializing In:

  • In-Depth Financial Planning
  • Retirement Income Strategies
  • Special Needs
  • Eldercare Planning


Keats Tax and Financial Service

64 Roydon Drive East
North Merrick, NY 11566

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We Have The Solution 

Taxes Are Our Specialty 

  • Accounting
  • Bookkeeping/Write-up
  • Business Consulting
  • Business Entity Selection
  • Buying or Selling a Business
  • Estate & Trust Tax Preparation
  • Financial Statements
  • IRS Representation
  • Management Advisory Services
  • Payroll Services
  • Retirement Planning
  • Tax Preparation & Planning
  • Sale Tax Services & More

BEW Financial Solutions

201 Wanaque Avenue
Pompton Lakes, NJ 07442

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BEW Financial Services

Bruce E. Weiner - President

Specialize in:

  • Life Insurance
  • Annuities
  • Individual & Group Health Insurance
  • Disability Insurance
  • Business Continuation Insurance
  • Long-Term Care Insurance
  • Medicare Insurance
  • Retirement Planning
  • College Planning 

Wexler & Wexler, CPA'S, P.A.

P.O.Box 190
Montvale, NJ 07645

201-838-9688 / 201-930-0590
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Specializing In:

  • Preparation and E-Filing of All Federal & State Income, Payroll, Sales, Estate & Exempt Organization Tax Returns
  • Accounting Services To Small & Mid-Sized Business Entities
  • Court Appointed In NJ For Matrimonial & Valuation Purposes
  • Licensed Securities & Life/ Health Insurance

MGO Certified Public Accounting

2029 Century Park East Suite 1500
Los Angeles, CA 90067

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Beige is the new black.

Founded in 1987, Macias Gini & O’Connell LLP (MGO) is a statewide certified public accounting and business management firm with offices in Sacramento, Walnut Creek, Oakland, Century City, Newport Beach and San Diego and a staff of over 230 professionals who are proud to be boring.

The firm offers a diverse array of assurance, tax and business management services to clients ranging from startup companies to middle-market public and private companies, Hollywood celebrities, the world’s largest public pension system and California’s largest local governments. MGO is an independent member of the BDO Seidman Alliance and is consistently ranked among the fastest growing CPA firms in the nation.


We offer ironclad results through unexciting public accounting services including accounting and auditing, taxation, merger and acquisition services, assistance in SEC registrations and filings, financial and business management, and internal audit services.

We engage the most qualified and responsive resources to best address our clients' complex needs and issues. To serve clients throughout California and beyond, the firm's Business Line Leaders operate through an integrated statewide network of offices with global support from our strategic alliance with BDO, the world’s 5th largest professional services firm.

✔ Assurance

✔ Tax and Advisory

✔ Business Management

✔ Business Improvement and Support

✔ Outsourcing

✔ MGO Mensch

Charles L. Lewis & Associates, CPA, PC

4323 Mundy Mill Road, Suite 100, P.O. Box 1287
Oakwood, GA 30566

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Tax Services:

  • Tax Return Preparation for Individuals & Proprietorships
  • Tax Planning and Consulting
  • IRS Representation & Negotiations

Business Services:

  • New Business Start-ups
  • Business Plans
  • Business Valuations
  • Computer Systems & Software Consulting
  • Business Structure Planning
  • Business Loan Assistance
  • Incorporations
  • Account Services
  • Payroll Processing & Reporting
  • Monthly Bookkeeping
  • Financial Statement Compilation
  • Budgeting
  • Training in Peachtree & Quick Books



Anthony V. Ricci, CPA, Inc.

1119 Reservoir Avenue
Cranston, RI 02910

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  •  Accounting
  •  Bookkeeping
  •  Audit Representation
  •  Collection Issues
  •  Financial Planning
  •  Quickbooks
  •  Tax

Proven Results

Fort Lauderdale, FL 33308

954-684-6618 / 800-732-7704

Proven Results is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.

Discover innovative solutions to your financial puzzles

Be sure you do not own stocks in comapnies involved in abortion, pornagraphy, non-marrie lifestyles, etc.

Carlos Rangel, CPA PC

405 Lexington Ave., Suite 2600
New York , NY 10174

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Specializing In: 

  • Tax Services
  • Business Services
  • Accounting
  • Bookkeeping 
  • Payroll
  • Tax Problems Resolution 
  • Financial Advisory Services
  • Business Consulting & More

Bergen Financial & Advisory Services, LLC

361 Golf Avenue
Maywood , NJ 07607

201-712-0404 / 201-320-0914
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  • Financial Statement Preparation
  • Merge Companies
  • Due Diligence
  • General Accounting Management
  • Account Analysis
  • Reconciliation
  • Medical Centers
  • Hospitals
  • Private Practices
  • Outpatient Centers

Bruce Edward Brabec, CPA

407 Madison Avenue S.,
Edina , MN 55343

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  • Tax and Financial Planning 
  • Individual and Business Tax Preparation 
  • Trust & Estate Taxes
  • Non-Profit Taxes
  • Bookkeeping 
  • Pension & Retirement 
  • Business Planning & Much More.....

Northwestern Mutual

115 W. Century Road, Suite 125
Paramus, NJ 07652

201-639-0635 / 201-835-6946
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Who's Helping You Build Your Financial Future?

  • Asset and Income Protection
  • Investment Strategies
  • Personal Need Analysis
  • Education Funding
  • Business Planning
  • Estate Planning
  • Retirement Planning
  • Trust Services
  • Insurances
  • Investments and Much More...


Michael J. Porro and Company

180 Old Tappan Rd
Old Tappan , NJ 07675

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Michael J. Porro & Co. LLC is a fee only financial advisory and planning firm. While incorporated in 2002, our employees and principals have been working in the financial services field since 1977. Over these years we have developed a straightforward break-through-the-clutter means of assisting our clients in their financial decisions. In addition to our team of experienced planners we have
developed a network of individuals outside of our firm so that we can bring to the table expertise in all matters that concern one's finances. Our team approach means that clients receive more than a one-time, one-answer solution to problems. We deliver a comprehensive response to all matters before us. No financial question should be answered out of the context of our clients' complete situation.

We work to assist you in making your financial decisions. We don't look to usurp your role in managing your financial matters unless you wish us to do so. You can rely on us because we have practical experience, knowledge and work only for you. No one pays for our expertise but you. We sell no financial product. We sell only our expertise. We are a member of following professional financial service organization.

Our employees adhere to the ethical standards of the Institute of Certified Financial Planners Board of Standards and of The National Association of Enrolled Agents. You may find more information about these professional organizations by visiting and (Certified Financial Planner - To help you with your financial planning needs) (National Association of Enrolled Agent - Tax matters)

You get both services at Michael J. Porro & Co.

Our Services:-

Over the years we developed a range of services to address all matters that have
anything to do with the day-to-day and long-range financial survival of an individual, family or business. These now include: retirement planning, investment management, estate planning, business services, taxes, insurance planning, employee benefits and debt management, amongst others.

We developed a means to deliver a series of standard services throughout the year to our clients so that we may, at all times, be prepared to answer any question that may arise. These include: our annual comprehensive review, retirement cash flow analysis, estate tax projections and review of estate plan, insurance review and needs analysis, income tax projections and preparation, qualified plans review, investment performance review and liability and debt service review. We have determined that when these services are rendered on a continual basis we are able to stay on top of pertinent issues and changes in the financial landscape for the benefit of our clients.

Our Services Include:-

Financial Planning

Tax Services

Estate Planning

Retirement Planning

Insurance Planning

Investment Management

Cash Flow Management and Bookkeeping

Business Management and Accounting

Tax Tranz

652 B Newark Avenue
Jersey City, NJ 07306

718-979-5988 / 908-307-9328
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A Member of TBC - Trade Business Center, A Diversified Group

  • Individual & Business Tax Services, IRS Problems
  • Financial Personal & Business Advising
  • Bookkeeping & Quickbooks Pro Adviser for 15 years
  • and Much More...

Eagle Valley Financial Services, Inc

5708 Upper 147th St. W., Suite #103
Apple Valley , MN 55124

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Let Us Help You Plan For The Future 

"We Are Committed To Maintaining The Highest Standards Of Integrity & Professionalism In Our Relationship With You, Our Client." 

We Offer A Wide Range Of Financial Products & Services To Individuals & Business Owners.

  • Tax Management 
  • Investment Management
  • Retirement Strategies 
  • Estate Conservation 
  • Insurance/ Annuity Products 



Evergreen Financial Group

708 N. 1st Street, Suite 342
Minneapolis, MN 55401

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Providing Quality Financial Service 

Selecting The Right Advisor Can Increase Your Confidence When It Comes To Your Financial Future. We Believe Each Investor Is Unique.

  • Traditional Investments 
  • Non-Traditional Investments 


Doloboff, Nadler & Upbin LLP

600 Old Country Road, Ste. 338
Garden City, NY 11530

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Certified Public Accountants

  • Accounting & Auditing Services
  • Preparation Of Corporate And Individual Tax Returns
  • Meticulous Financial Statement Preparation
  • Comprehensive Cash Flow And Profit Projections
  • Experts In International Taxation
  • Banking Relationships
  • Payroll Service
  • Personal Financial Planning
  • Bookkeeping
  • Estate Planning
  • Consultations

Joseph R. Emmett CPA

283 Commack Road,
Commack, NY 11725

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Joseph R. Emmett, CPA is a full-service accounting firm serving clients throughout the Commack and New York metropolitan area, dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs.

Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. Joseph R. Emmett, CPA is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of Commack's business community for years, and pride ourselves on the level of esteem we have earned.

Our Services Include:-

Tax Management Services
Accounting Services
Assurance and Advisory Services
Reviews and Compilation
Estate and Trust Planning and Tax Preparation
Financial and Retirement Planning
Litigation Support and Forensic Accounting
IRS Representation
Entity Selection and Restructuring
QuickBooks Accounting Help and Assistance
Computer Consulting
Payroll Services
Employee Benefits, Pension, and Profit-Sharing Plans
Cash Flow and Budgeting Analysis
Financial Projections and Forecasts
Business Valuation
Mergers, Acquisitions, and Sales
Debt and Finance Advising
International Taxation

Visit Our Website For More Information.



Westbridge Financial and Insurance Services, Inc

21800 Burbank Blvd, Suite 140
Woodland Hills, CA 91364

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LIC: #0638564

Financial & Insurance Services, Inc.

  • Life
  • Health
  • Long Term Care
  • Retirement Plans
  • Disability
  • Medicare
  • And More....


Lipsky Tax Services - CPA

67-07 Myrtle Avenue
Glendale, NY 11385

718-497-2883 / 516-287-6474
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Robert L. Lipsky, CPA

  • Tax Services
  • Payroll
  • Bookkeeping Services
  • Audits
  • and Much More...

With more than four decades of experience, our accountants ensure the best possible accounting services at affordable rates.

Additional Location:

75 Briar Lane, Jericho NY 11753

The Accounting Offices Of L.K. Reisman

39 Court Street
Freehold, NJ 07728

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Firm Profile:-

Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness, and quality


Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.

Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm.

Our Services:-

  • Personal Financial Planning
  • Estate Planning
  • Elder Care
  • Small Business Accounting
  • Quickbook Services
  • Payroll
  • New Business Formation
  • Part-Time CFO Services
  • Audits
  • Reviews
  • Compilations
  • Cash Flow Management
  • Bank Financing
  • Business Valuation
  • Strategic Business Planning
  • Succession Planning
  • Non-Profit Organizations
  • Internal Controls
  • Tax Problems
  • Preparation and Planning



John E. Bennett, CPA

25001 The Old Road
Stevenson Ranch, CA 91381

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CA Insurance Lic. #OE87957

  • Individual & Business Tax Preparation and Planning 
  • Payroll Tax Services 
  • IRS & State Tax Representation 
  • Individual & Business Accounting & Financial Reporting 
  • Personal Financial Planning 
  • Fee- Based Investment Management 
  • Mutual Funds 
  • Retirement & College Planning 
  • Life, Disability & Long-Term Care Insurance 

AXA Advisors

Two Datran Center: 9130 S. Dadeland Blvd., Suite 1400
Miami, NY 33156

305-670-4400 / 305-338-0036
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Our mission is simple: to provide innovative and practical financial programs for our valued clients.

Our company and its affiliates are established leaders in financial services industry. With our experience and knowledge, we offer customized guidance and strategies to our clients. Our firm's reputation for professional excellence and reliability gives our clients a high-level of confidence in the programs and products we recommend and help implement.

  • Fee-Based Financial Planning
  • Asset Management Accounts
  • Retirement Planning
  • Non-Fee Financial Needs Analysis
  • Mutual Funds
  • Wrap Fee Accounts
  • Estate Conversation Strategies
  • Variable Life Insurance
  • Buy-Sell Plans
  • Life, Disability, Income And Other Insurance
  • Life Insurance on a Key Person
  • 403(b) Plans
  • Asset Allocation Strategies
  • 401(k) and other Company Sponsored Plans


Lamers & Lamers, Ltd Certified Public Accountants

5701 Shingle Creek Pkwy., Suite 661
Brooklyn Center, MN 54430

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  • Tax Management 
  • Accounting 
  • Financial Statements 
  • Financial Planning 
  • Bookkeeping/ Write-Up 
  • IRS Representation 
  • Payroll Services & More.... 

Niraj Mohin, CPA, PFS, CGMA

111 Kinderkamack Road, Suite 303
River Edge, NJ 07661

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LOTUS WEALTH MANAGEMENT is a CPA/strategic business advisory firm founded to provide customized financial and operational solutions to increase economic values of Institutions and Individuals. OUR FOCUS is to continuously ENHANCE and DEVELOP resources for our client. We strive to build effective long-term relationships based on ACCOMPLISHMENTS and TRUST.

  • Business and Personal Tax Planning & Preparation
  • IRS and State/ Local Tax Problem Resolution
  • Estate and Trust Tax Preparation
  • New Business Entity Formation
  • Bookkeeping & Payroll Services
  • Outsourced CFO/ Controller Services
  • Board Representation
  • Litigation Services

Aviance Capital Partners

2180 Immokalee Road, Suite 301
Naples , FL 34110

866-942-1686 / 239-598-4747
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Aviance Capital Partners is a private, owner-managed investment advisory firm based in Naples, FL. Our primary focus is building customized equity and fixed income portfolios for high net- worth individuals with a competitive edge in proprietary portfolio management and advice.

  • Estate Planning
  • Financial Planning
  • Investing

Taxpert One

10 Esquire Road, Suite 11-A
New City, NY 10956

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You Can Depend On Our Expertise!

  • IRS Enrolled Agents
  • Accredited Retirement Advisor
  • Fellow OF the National Tax Practice Institute
  • Certifying IRS Accepting Agents for ITIN
  • Tax Problem Resolution Specialists
  • Non Filers
  • Late Filers
  • Individual and Business Tax Preparation and Planning
  • Estate and Gift Tax Preparation and Planning
  • Payroll and Sales Tax
  • Retirement and Estate Planning
  • General Accounting and Bookkeeping
  • Clients Accepted from all 50 States

Accounting Matrix LLC

419 Lafayette St.
New York, NY 10003

212-624-5848 / 631-226-7456 / 631-450-4224
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  • Accounting Software Selection and Implementation
  • Bookkeeping/Write-Up
  • Business Consulting
  • Business Entity Selection
  • Buying or Selling a Business
  • Estate and Trust Tax Preparation
  • Financial Analysis
  • Financial Statements
  • IRS Representation
  • Management Advisory Services
  • Notary Public
  • Payroll Services
  • Tax Preparation and Planning
  • Retirement Planning
  • Sales Tax Services and More...

Concepcion S. Peralta, CPA

9945 67th Rd., #219
Forest Hills, NY 11375

718-275-0875 / 917-868-5618
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Certified Public Accountant Specializes in:

  • Bookkeeping
  • Accounting
  • Quickbooks
  • Individual & Corporate Tax Preparation
  • Financial Planning
  • Audit Representation
  • Estate Planning
  • Start-Up Business Consulting
  • Partnerships And Much More...

Office Visits Available By Appointments Only

G.A. Clahar, CPA/ Accountant, Tax Preparer, Notary

1188 Village Ave.,
Baldwin , NY 11510

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Accounting & Tax Services/ Serving Long Island - New York metro area since 1984. 

  • Accounting 
  • Tax Preparation and Filing 
  • Financial Planning and Banking 
  • Bookkeeping 
  • Payroll
  • Business Consulting, Budgeting and Forecasting 
  • Notary Public 
  • Not-for-profit Accounting and Tax Filings 

LTC Financial Partners

213 Indian Hills Trail
Marietta, GA 30068

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Long Term Care Specialist!

We Provide Unbiased, Side-by-Side Comparisons Of the Leading Carriers in Your State!

  • Receive Care Services in the Comfort Of Your Home
  • Protect Your Savings and Other Family Assets
  • Choose Who Provides Your Care and Where

The Tarnol Advisory Group

16133 Ventura Blvd Ste 1140
Encino, CA 91436

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The Tarnol Advisory Group

The Tarnol Advisory Group, in Encino California, has been helping individuals and familes with wealth enhancement and preservation for almost 40 years. From basic insurance needs, to very sophisticated estate planning.

Enhancing and preserving wealth has grown exponentially over the past decade, and it’s important to work with those who keep up with these advancements.

We Specialize In:

  • Long Term Care
  • Annuities
  • Life Insurance
  • Disability Insurance
  • Individual/Group Health Insurance
  • Estate Tax Planning
  • Life Settlement
  • Strategic Trust and Tax Planning


Mordfin Group Accountants & Advisors

150 Great Neck Road , Ste. 201
Great Neck , NY 11021

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  • Accounting 
  • Financial Services 
  • Tax Preparation 
  • Real Estate Services 
  • Estate Planning 
  • Payroll Services 
  • Bookkeeping & Much More 

Stuart M. Mordfin, CPA 

Todres & Company, LLP

400 Post Avenue,
Westbury, NY 11590

516-997-3232 / 212-968-0202
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Certified Public Accountants & Consultants 

Full Service CPA Firm Providing Accounting & Tax Services To Corporations, Individuals, Not For Profits & Trusts For Over 30 Years.

  • Personal & Timely Service From Experienced Partners & Staff
  • Long Term Client Relationships
  • Audits & Tax Preparation For Middle Market Companies
  • Personal Income Taxes & Effective Tax Planning 
  • Representation For IRS, State & Local Tax Audits Including State Residency Issues
  • Forming New Businesses & Entity Selection
  • Assistance In Buying Or Selling A Business 
  • Assistance In Business Bank Debt Restructuring
  • 401K & ERISA Audits

Michael Todres CPA 

Steve Cooperberg CPA

Has another location:

200 West 57th Street, Suite 802, New York NY 10019

Dot Yandle Financial Services, LLC

8037 Corporate Center Dr., Suite 300
Charlotte, NC 28226

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I offer comprehensive investment planning. I can help develop a plan that takes into account your personal financial circumstances and needs, tax status, risk tolerance level and which considers your college, retirement and estate planning goals.

Our Services:

  • Retirement Planning
  • Mutual Funds
  • IRA/SEPs
  • Tax Planning
  • Life Insurance
  • Variable Annuities
  • Brokerage Accounts

Greenwald and Glauser, PA

2625 Sandy Plains Road, Suite 106
Marietta, GA 30066

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The firm of Greenwald and Glauser, PA specializes in:

  • Audits
  • Compilation and Reviews of Financial Statements
  • Controller Functions
  • Corporate Tax Returns
  • Estate and Trust Planning
  • Financial Planning
  • Individual Tax Returns
  • IRS Representation
  • Offer in Compromise
  • Quickbooks Services
  • Small Business Accounting


Trilogy Financial Services Inc.

26635 W. Agoura Road, #101
Calabasas, CA 91302

310-756-0600 Ext. 7205 / 818-444-7880 Ext. 3608
310-756-0321 / 818-444-7899
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Trilogy Financial Services Inc. specializes in:

  • Financial Planning
  • Financial Solutions For Your Business
  • Estate Planning
  • Tax Planning

Please check out my website @

Pieper Whitaker & Bjork

3140 Harbor Lane, Ste 100
Plymouth, MN 55447

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  • Tax Preparation
  • Tax Planning
  • IRS Representation
  • Estate Planning
  • Retirement Planning
  • College Planning
  • Mergers & Acquisitions
  • Due Diligence
  • State And Local Tax
  • International Tax
  • Strategic Business Planning
  • Equity Transactions
  • Audits
  • Reviews
  • Compilations
  • Internal Controls
  • Personal Financial Planning
  • Accounting Solutions
  • New Business Formation
  • Forecastiing & More ...

And also have another location at :

7900 International Drive, Suite 510, Bloomington, MN 55425

Margaret M. Benson LLC

3470 Washington Drive, Suite 209
Eagan, MN 55122

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Certified Public Accountant 

  • Individual & Corporate Tax Services 
  • Business Services
  • Tax Planning 
  • Accounting 
  • Payroll 
  • Bookkeeping 
  • Quickbooks 
  • Financial Statements 
  • Estate Planning and More...

Joseph Behrman Tax Preparation Services

1808 Pettit Ave.,
Merrick , NY 11566

516-223-5944 / 516-318-3432
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Partnering With You For Your Success 

  • Tax Preparation & Planning 
  • Financial Planning 
  • Estate & Trust Tax Preparation
  • IRS Representation 
  • Small Business Startup
  • Bookkeeping/ Write-Up
  • Business Entity Selection 
  • Audits, Reviews and Compliations
  • Financial Statements
  • Management Advisory Services
  • Payroll Services
  • Sales Tax Services 
  • Notary Public 
  • Financial Analysis 

See Movement

415 W. Foothill Blvd., PH1
Claremont, CA 91711

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See Movement
Leatrice Lynne Latts, JD, CPA, Founder

Subtle energy is the energy that everyone feels- the feeling, the sense, the emotion of everything you think about, observe, remember or imagine. 

It is what makes people do what they do- whether they want to or not.

See Movement uses subtle energy, words, and your own higher powers to empower you to know and to create what you want. 

And to change the Patterns preventing what you want.

MassMutual Financial Group

1271 60th St.
Brooklyn, NY

718-879-1713 / 917-771-7406

Specializing In:

  • Annuities
  • Disability Income Insurance
  • Individual Retirement Account
  • Investments
  • Life Insurance
  • Mutual Funds
  • Trust Services And More

Julie G. Merrill, CPA, PA

7300 Metro Blvd., Suite 460
Edina, MN 55439

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Tax Planning & Preparation

  • Individual
  • Corporate
  • Partnership
  • Estate & Gift 
  • Trust 
  • Non-Profit Income Tax Returns Plus All States, Canadian and United Kingdom Tax Returns
  • Accounting
  • Bookkeeping
  • Payroll

Dennis G. Hoye, CPA

3470 Washington Drive, Suite #115
Eagan, MN 55122

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Work With A Knowledgeable Tax Expert!

  • Tax Preparation (1040, 1065, 1120-S, 1120-C)
  • Bookkeeping
  • Tax Planning & Consulting
  • Payroll & More...

Schedule Your Consultation & Receive 10% Off Your Tax Preparation! (651-289-0055

Steven Wagner, CPA

55 Old Turnpike Way, Suite 208
Nanuet, NY 10954

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  • Accounting Service
  • Financial Bookkeeping
  • Payroll
  • Tax Consulting
  • Financial Consulting

George Xu, CPA

39-07 Prince Street, Suite 4C
Flushing, NY 11354

718-888-1998 / 718-321-0829
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George Xu - Certified Public Accountant specializes in:-

  • Accounting
  • Bookkeeping
  • Payroll
  • Tax Preparation (Individual & Corporate)
  • Financial Advisory
  • Insurance Broker

Mac Schneider, CFA

3438 Peachtree Rd., NE Suite 1200
Atlanta, GA 30326

404-846-3601 / 866-873-4738
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  • Values Based Planning
  • Retirement Planning 
  • Estate Planning
  • Business Succession Planning
  • Investment Advisory 
  • Products & Services
  • Trust Services
  • Wealth Protection & Risk Management 

YWL & Company, LLC

136-20 38th Ave., Suite 3B
Flushing , NY 11354

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Kai Yu, CPA

Professionalism... Expertise... Integrity 

  • Accounting 
  • Tax Consulting 
  • Audit & Consulting 
  • Individual & Corporate Income Tax
  • Payroll & Payroll Tax
  • Corporation Formation & Dissolution 
  • Bookkeeping & Financial Reports 

Manhattan Location:

481 8th Avenue, Suite 509, New York, NY  10001

Bulls To Bears Inc.

225 Avenue T, Suite 1H
Brooklyn , NY 11223

718-872-5010 / 877-Bulls-Us(285-5787)
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Bulls To Bear Inc.

"Measuring Our Success One Tick At A Time"

- Short Term Trades

- Intermidiate Term Trades

- Long Term Trades

- Options Trades

- Special Situation Reports

- Portfolio Analysis


The Traders Choice For Stocks And Options Picks!

Trager, Kevy & Trager, LLP

141 Willis Avenue,
Mineola, NY 11501

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Certified Public Accountants 

  • Individual & Corporate Return
  • Up-To-Date and Financial Planning 
  • Accounting and Auditing 
  • Taxation 
  • Management Consulting Services 
  • Comprehensive Financial Planning 

Wolf Financial Services, Inc. - M. Jill Wolf, CFP, EA

101 Weatherstone Drive, Suite #820
Woodstock, GA 30188

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Tax & Financial Strategies.

Tax preparation, individual, corporate, trust, partnership, non-profit, tax consulting & problem solving, tax & financial planning, accounting, bookeeping.   Licensed to represent taxpayers before the internal revenue service.

Barry J. Kay & Co.

17 Maple Drive
Great Neck, NY 11021

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Certified Public Accountants 

  • Accounting 
  • Bookkeeping/Write-Up
  • Payroll 
  • Payroll Tax Services 
  • IRS Representation 
  • State/ Local Representation 
  • Forensic Accounting 
  • Compliation, Review & Audit 
  • Financial Forecast & Projections 
  • Business/ Personal Tax Preparation & More....

CBA Carl Berger Associates, Inc

17 Furler St.,
Totowa, NJ 07512

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Carl Berger Associates, Inc.

Helping Businesses Obtain Commercial Financing 

Economic Development Authority & Commercial Loan Specialist

  • Tax Exempt Bond Financing 
  • Working Capital & Term Loans 
  • SBA Loans (504 + 7 (A) Loan Programs
  • Accounts Receivable Financing 
  • Equipment Leasing 
  • Restructuring Of Corporate Debt
  • Workout & Bank Forbearance Agreement 

Payless Mortgage Corporation

838 Green Street
Iselin, NJ 08830

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Residential, Commercial. Purchase & Refinance Mortgages. High Loan-To-Value Ratios. No Income Verification Loans. FHA/HUD Direct Endorsement Loans, Hotel/Motel. Licensed Mortgage Banker NJ. Registered Mortgage Broker NY & PA.

Peter G. Neuberg, CFP, CPA, PFS

362 Parsippany Road
Parsippany, NJ 07054

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Tax Planning & Preparation , Accounting Services For Small Or Large Business Owners, Investment Planning For Asset Accumulation & Wealth Preservation & Much More.

Jeffrey Etzin & Associates

580 Sylvan Avenue
Englewood Cliffs, NJ 07632

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Accounting Services, Individual & Business Tax Preparation, Tax Planning, Investments, Retirement Plans, College Planning, Life & Health Insurance, Long Term Care Insurance, Disability Insurance, Business & Strategic Planning.

Boyle Financial Associates, LLC

325 N. Ave. E.
Westfield, NJ 07091

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Insurance, Estate Planning, Investments

CPA Professional Services, L.L.C.

144 Main Street, Suite 203
Hackensack, NJ 07601

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Personal Financial Planning, Retirement Planning, Tax Advantage Investment & More...

Poltax LLC

245 Lanza Avenue
Garfield, NJ 07026

973-546-3333 / Cell: 862-703-1626
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Poltax LLC: Sabina Cyrulik- CPA

Specializes In:

  • Business and Individual Tax Returns
  • Retirement Counseling
  • Payroll 
  • Tax Returns
  • Retirement 
  • Financial Consulting
  • Taxes

Brian D. Levine, MBA, CPA

48 Bayard
New Brunswick, NJ

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Complete Accounting & Tax Service For Individuals & Businesses, IRS Questions & Problems, Prior Year Returns, Retirement Plans, Taxes, New Business Start-Up, Accounting, Audits Of Organizations. Free Initial Consultation.

Dominick Griglak, PA

472 Westminister Place
Lodi, NJ 07644

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Accounting & Bookeeping, Servicing Small Businesses, Investment Opportunities, Payroll Tax Services, Preparation Of Sales, Personal Budget, Tax Returns.

Benson Financial Solutions

3230 Gorham Ave., Suite 1
Minneapolis, MN 55426

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  • Business and Personal Planning & Consulting
  • CFO/Controller Services
  • Management and HR Consulting
  • Cash Flow, Profit, Inventory Improvement
  • Income Tax Planning and Reduction
  • Retirement and Estate Planning
  • Business Financing Consulting

David L.Benson, CPA, Finacial Advisor & Business Consultant 

Svetlana Loukianova

13-62 Hedman Place
Fair Lawn, NJ 07410

201-797-1289 / 201-745-6831
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Start Saving For Your Retirement, Begin Funding Your Child's Education, Possibly Cut Your Life Insurance Costs, Lower Your Monthly Cash Outlay, Take Advantage Of Immediate Opportunities In Sales Marketing.

Howard Azer

12 Roszel Road, Suite A104
Princeton, NJ 08540

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Individual, Business, Exempt Organization, Income Taxes, Specializing In Academics, University Professors, Not-For-Profit Organizations, Financial Planning, Audits Of Not-For-Profit Organizations.

Taylor Accounting & Financial Services, LLC

155 Roseland Ave. 2nd Fl.
Caldwell, NJ 07006

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Record Keeping & Reports, Tax Planning & Preparation, Investment Review, Financial & Estate Planning, Business Problems Solving, Computer Accounting Consulting, International Taxation.

Cornerstone Wealth Management LLC

107 Center Drive
Buffalo, MN 55313

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Cornerstone Wealth Management LLC believes that creating a financial foundation is important for our clients, having solid core holding as a foundation or "cornerstone" makes for building an entire structure possible.  Cornerstone Wealth Management strives to help you build a structure that can provide income during retirement. The advisors of Cornerstone Wealth Management are located in Buffalo, MN with appointments at other locations available upon request; we specialize in Retirement Income Planning, Wealth Management Services, Independent Financial Planning and College Planning.  We want to simplify your financial life.   

Peter A. Nussbaum

444 Highway 35
Eatontown, NJ 07724

732-578-9870 / 732-225-0777
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*Insurance & Estate Planning * Employee Benefit Planning. * Business Planning. * Annuity & Investments.

Andrew M. Horn

444 Highway 35
Eatontown, NJ 07724

732-578-9870 / 732-225-0777
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*Insurance & Estate Planning * Employee Benefit Planning. * Business Planning. * Annuity & Investments.

M.L.S. Mortgage Loan Specialists, Inc.

750 Broad St.
Shrewsbury, NJ 07702

732-747-2828 866-MLS-4YOU
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Eric Goldstein, Elliot N. Bauer, Mark Zamkoff. Managing Directors East Coast Division. Lending Available In All 50 States/Off Credit Lending, Residential & Construction Loans, Lot Loans, No Doc. Loans, Interest Only Loans, No Income Verifications, Up To $5 Million. No Application Fee, Free Instant Pre-Qualification.

Michael Abrams

444 Highway 35
Eatontown, NJ 07724

732-578-9870 / 732-225-0777
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*Insurance & Estate Planning * Employee Benefit Planning. * Business Planning. * Annuity & Investments.

Ben Malakh TaxBizPro, LLC

22-05 Maple Avenue
Fair Lawn, NJ 07410

973-594-6522 / 212-465-3337
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Welcome to Taxbizpro LLC, the premier CPA tax accounting firm for the NYC and NJ area.  Based out of Fair Lawn, NJ (Bergen County) Taxbizpro LLC provides comprehensive tax planning, accounting and financial consulting services to individuals, corporations, partnerships, LLCs’ and small businesses both within the United States and internationally.

  • Tax Preparation
  • CPA & Tax Accounting Services
  • Business Incorporation Tax Planning in NYC, NJ
  • Complete Payroll Services
  • Estate, Trusts and Assest Protection
  • Accounting

Met Life -Hysen Ulaj , LUTCF

114 McClean Avenue , Ste.8
Staten Island, NY 10305

718-447-5243 / 917-886-8069
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if i 'm financially independent , can i spend my retirement doing what i want to do ? , if i become disabled , how will i pay my bills ? , if i want to live a life of significance and leave a legacy for my , what do i need to do now ? , if i came dependent on my children , how will they care for me ? , if you would like to review your plans or need to plan , call...

Campbell Williams, Inc.

2121 Ponce de Leon Blvd., Suite 510,
Coral Gables, FL 33134

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Investment Consultants. Financial & Retirement Planning With Investment Advice, Independent, No Product "Sales", No Corporate Philosophy, We Work Exclusively For The Financial Benefit Of Each Client, Totally Customized, We Work With Clients Worldwide With Access Through The Internet, Minimum $500,000 Investable

Edward Jones - Jonathan J. D'Oleo, Financial Advisor

3091 NE 163rd Street
Miami, FL 33160

305-945-5175 / 305-297-7900
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Retirement, education, estate plans & trusts, investments, life insurance, account services & tools, saving, spending & borrowing solutions, online solutions

Georgia Financial Group LLC

400 Embassy Row, Suite 110
Atlanta, GA 30328

678-638-6363 / 866-508-5217
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A Registered Investment Advisor! Tax Management, Investment Management, Retirement Strategies, Estate Conservation, Insurance And Annuity Products.

All About Wealth -Don W. Brown

6748 Balboa Blvd.
Lake Balboa, CA 91406

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Dynasty Trusts, Financial Planning, Immediate Legacy For Charities, Hidden Equity For Seniors@

Wells Fargo Advisors

2520 Northwinds Pkwy., Suite 200
Alpharetta, GA 30009

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Are you searching for a Financial Advisor? Experience the Wells Fargo Advisors difference. If you are looking for a financial advisor that stands apart from the crowd, come and see what makes us different. We offer comprehensive investment advice, a broad range of investment choices and dedicated personal services.

GFS Forex & Futures Inc.

One Post St., Suite 2550
San Francisco, CA 94101

415-713-3934 / 415-321-5969
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invest in something that will always have a value - currency, gold, silver

Genworth Financial - David Layfield, CLTC

9229 Shore Road
Brooklyn, NY 11209

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Your Home Is Your Castle Stay As Long As You Wish - And with proper planning, should a long-term care need arise, you may be able to do just that. Long-term care insurance helps you have more options about where you can receiv e care, and it helps those who love you take care of you better and longer. I represent leading long-term care insurance carriers including one of the pioneers, Genworth Life Insurance Company. Call me soon to learn how long-term care insurance may be just what you need to help keep you in klyour castle. I will also be able to provide further details on the costs, benefits, limitations and exclusions of a Genworth Life Long-Term Care Insurance policy.

R & R Financial Planners , Inc.- Mark L. Rosen ,CLU , ChFC

1802 Hempstead Turnpike
East Meadows, NY 11554

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financial planning , investments , business & personal life insurance , employee benefits , 401k plan setup , IRA distribution expert , pension , retirement & estate planning and long term care insurance

Accredited Insurance Associates, Inc.

6099 Hollywood Blvd.
Hollywood, FL 33024

954-964-5444 / 800-257-7833
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Just Smart, Clear Advice For All Your Insurance Needs. Homeowners. Automobile. Business. Life/Health. An Independent Agency Representing Over 100 Companies.

LS Taxes & Financial Service -Larisa Shvartsman



business & individual income tax planning , consulting & preparation , college funding , debt solution , mortgages, retirement planning for individuals & business owners , life , accident , disability insurance , long-term care insurance and annuities

Titan Financial Services , Inc

111 Smithtown By Pass , Ste.105
Hauppauge, NY 11788

631-360-3522 Ext.126 / 631-495-1595
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commercial properties , investment properties , condominlums and co-ops , 100% mortgages , low, poor or no credit , second mortgages and much more

Green Valley Mortgage

1747-B N. Ocean Avenue
Medford, NY 11763

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1st & 2nd mortgage , home equity , purchase , refinance , conslidation , investments , home improvement , cash-out , good credit , bad credit , residential , no income check , fixed rate , adjustable rate , no aaset check and 1% interest rate

Diversified Resources

3337 Bruner Avenue
Bronx, NY 10469

718-324-2803 / 516-984-3519
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Estate Planning, Retirement Planning, Tax Preparation, NYS Notary, Life Insurance, Health Insurance, Annuities, LTC.

AllState Insurance Company - Regina B. Floria, Exclusive Agent

2867 Webster Avenue
Bronx, NY 10458

718-365-7000 / 914-251-8100
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Specializing in: Financial Services, Auto, Home And Business

Coscia And Amsterdam

8714 Third Avenue
Brooklyn, NY 11209

718-238-0050 / 516-781-6302
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Individual & Business; Income Tax Preparation; Tax & Financial Planning; Estates & Trusts; IRS & State Representations; General Accounting & Bookeeping Services; Payroll Services.

Halbreich Accounting & Tax Service, Inc.

18 Bradley Avenue
Staten Island, NY 10314

718-982-9057 / 516-205-3900
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Accounting, Tax Services, Mortgage, Financial Services, Life Disability & Long Term Care Insurance.

Stern & Sons Insurance Agency Inc. - Sheldon Stern

3803 FT Hamilton Parkway
Brooklyn, NY


I Can Help Cover The Bases: Homes, Auto, Life, Retirement.

Genesis National Mortgage Corp.


631-366-4388 Ext.243 / 516-314-0184

Residential, Commercial, Purchase, Refinance, Debt Consolidation, Investor Loans, Low Rates Fast Closing, No Income Check, Good Credit, Bad Credit.

Wealth Design and Management Co., Inc.


631-427-5344 / 212-564-7576

Investment Counseling, Retirement Planning, Portfolio Development, Stocks & Bonds, Mutual Funds.

Ron-Tan Enterprises, Inc.

425 Broadhollow Rd., Suite 427
Melville, NY 11747

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Let Us Do All The Work.

D.A.R.T. Capital Mortgage Corp.

535 Broadhollow Rd., Suite B-30
Melville, NY 11747

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Residential & Commercial, Interest Only Programs, First Home Buyer Specialist, Bad Credit-No Problem, No Income / Asset Verification, Up To 106% Financing For Purchase, Purchase & Refinance, 40 Year Mortgage.

North East Financial LLC



Providing Solutions To Education & Retirement Needs, Expert Advice In Bonds, Stocks & Cash Management

DCAP Insurance

1469 Deer Park Avenue
N. Babylon, NY

631-586-3100 / 516-794-5300 / 718-417-7272

Long Term Care; Health Insurance; Life Insurance; Mortgage Protection Insurance; Disability Insurance; Dental Coverage; We Deal With Over 200 National Companies; Payment Plans To Fit Your Family Needs.

Richmond Financial Associates, Inc.

182 Rose Avenue
Staten Island, NY 10306

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Financial Planning, Asset Management, Insurance, Stocks, Bonds, Mutual Funds, Annuities, Retirement Planning, College Planning, 401K, 401K Rollovers.

Matheson & Associates, LLC

Northern NJ & New York City

888-245-5747 / 973-660-9696

Tax Planning & Preparation, Bookkeeping/Write-Up, Estate & Trust Tax Payroll Services, IRS Representation, International Taxation, Business Succession, Planning, Buying & Selling a Business, Business Valuations, Forensic Accounting, Business Consulting, Cash Flow & Budgeting, Analysis, Accounting Software Selection & Implementation, Computer Consulting & Network, Audits, Reviw & Compilations, Investment Review, Retirement Planning, Estate Planning.

Bob Isacsen, Exclusive Agent



Call Me For A Competitive Business Insurance Quote.

Hola Plata

877-PlataHoy / 877-752-8246

Pre- Settlement Cash Advances for Plaintiffs: - Motor Vehicle Accidents, Medical Malpractice, Slip & Fall, Wrongful Death. Litigation Funding For Attorneys; Felible Repayment Terms; Lump Sum Buyouts Of: - Structured Settlements, Annuity, Lottery & Pending Inheritance & More...

Giammattei & Company, LLC

140 Pilgrim Lane
Stratford, CT 06614

203-375-5541 / 203-926-1051
203-385-0091 / 203-926-6952
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Tax Return Preparation, Business & Individual, Small Business Consulting & Accounting, Small Business Start-ups, Financial Planning, Accounting Software Installation & Training, Estate Planning.

Glad Realty

1121 Front Street
Uniondale, NY 11553

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Buying, Selling, Managing and Financing First Homes, Condominiums, Investments, Commercial Properties.

Main Street International

888-292-7440 / 717-292-7440 / 800-413-5213

Independent Certified Financial Planners & Registered Investment Advisors. Investment Management, Pension Specialists, Estate Planning, Divorce Property Settlement Plans.

State Farm Insurance Companies

3252 Hempstead Turnpike
Levittown, NY 11756

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Home, Auto, Life. Fire.

Likhtenstein Financial Planning

2357 Coney Island Avenue, 2nd Fl.
Brooklyn, NY 11223

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Retirement Planning, Insurance, Estate Planning

Golden Financial Service, Inc.

80 E. Penn St.
Long Beach, NY 11561

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Marlin Trading, Inc.

244 Sheldon Ave.
Staten Island, NY 10312

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Stocks, Bonds & Natural Funds. Professional Advice at Discount Prices.

A.J Pellegrino Insurance Agency

15 Monmouth Street
Red Bank, NJ 07701

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Group Or Individual. Life Insurance; Disability Insurance; Long-Term Care Insurance; Health Insurance; Dental Insurance; Annuities; Investments; International Major Medical Insurance; International Travel Insurance.

Dominion Financial Group

199 Ash Bridge Drive
Baltimore, MN 21221

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Financial Planning. Consulting Services. Accounting Services. Tax Planning. Retirement. New Business. refinancing

Pesile Financial Group

183 New Dorp Lane
Staten Island, NY 10306

718-667-6928 / 732-326-5287
718-351-4933 / 732-326-5307
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Financial Planning, Managed Accounts, Retirement Planning, Estate Planning, College Funding, Insurance Planning, Seminars - Hadassah, Temples, Schools.

IPI Skyscraper Mortgage

1000 Woodbury Rd
Plainview, NY 11797

800-550-6599 / 516-682-3000
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Lowest Interest Rates, Great Service / Rapid Closing, Wholesale Relationships With Over 170 Nationwide Lenders, Residential & Commercial Mortgages, Co-op Loans & More....

Mark L. Vaimberg, CLU, ChFC

519 Deer Park Road
Dix Hills, NY 11746

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Group Medical Insurance, Retirement Plans, Third Party Investment Management, Life Insurance & Disability Insurance.

Berger Advisory Services

750 Summer St.
Stamford, CT 06901

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Financial Management, Planning & Counseling Services

4M Capital Services, LLC

91 Annandale Rd
Commack, NY 11725

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Financial Planning, Consulting Services, Life Insurance, Health Insurance, Retirement, Refinancing.

Weingart M. Richard, CPAs

33 West Hawthorne Avenue, Suite 23
Valley Stream, NY 11580

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New Business Set-up, Incorporation, Sales Tax, Financial Statements, Audits, Reviews, Compliations, Financial Planning, Income Tax Preparation - Individuals, Partnerships, LLP, LLC, Corporations (Both S and C), Trusts and Much More...

Northdale Financial Planning

5500 Fieldston Road, 3jj
Riverdale, NY 10471

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Estate Planning Fundamentals, Second Opinions, Cash Flow/Debt Planning, Financial Check-Ups, Insurance Needs Analysis, Life, Disability, LTC

MB Enterprises



Emerald Planning Services, Inc.

84 Business Park Drive, Suite 113
Armonk, NY 10504 - 1731

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Financial & Charitable Planning, Investment Advice, Tax & Estate Planning Services To Individuals And Small Business Owners.

HFP Heritage Financial Planning, Inc.

20 W. Vanderventer Ave.
Port Washington, NY

800-717-2212 / 516-767-8177

Investments, Financial Planning, Insurance, Retirement Planning, College Funding, Taxes, Estate Planning

Mid-Atlanties, Inc.

254-18 Northern Blvd., Suite 5
Little Neck, NY 11362

800-992-2947 / 718-631-4000
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Financial Planning for Fee Or Commision, Retirement Planning, Stocks, Bonds, Mutual Funds, Pensions For Business

Arthur Chernick Company, Inc.



Insurance And Financial Services. Peace Of Mind For Individuals & Business Since 1952. We Offer High Quality, Personal & Business Insurance. Auto. Home. Life. Health. Representing Travelers, Chubb & Other Fine Companies.

Marc Haziza., CPA.

45 Essex Street., Suite 105
Hackensack, NY 07601

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Accounting and Tax Preparation For Individuals and Businesses, Personal Financial Planning For High Net Worth Individuals, Trusts and Estate Administration, Taxation, Surrogate's Court Accounting, Retirement and Estate Planning, IRS Audit Representation. Fluent in Hebrew & French.

1st Capital Home Mortgage

1324 Motor Parkway, Suite 132
Hauppauge, NY 11749

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Home Improvement Loans, Construction Loans, 1st & 2nd Mortgages, Refinances, FHA Loans, Debt Consolidation, Investor / Commercial Loans & More.

Royal Alliance Financial Planning


973-239-8999 Ext 10

Financial Planning - Mutual Funds. Retirement Planning. Education Funding.401(k) Rollovers. Asset Allocation. Pension Consulting. Investment Consulting. Roth IRA Accounts. IRA Check-up. Tax-free Investing. Money Management. Full Brokerage Services. To Schedule A No-Cost Appointment Today. Member of the NASD/SIPC

Barbara Maxwell, LUTCF

2031-8 Forest Avenue
Staten Island, NY 10303

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Auto, Home, Business & Life.

Morgan Stanley

900 South Avenue, 1st Floor, Suite 101
Staten Island, NY 10314

888-277-7362 / 718-370-4609
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Retirement Planning, Managed Money And Estate Planning, College Savings Plans, Stocks, Bonds, Mutual Funds, Mortgages & Refinancing

A Detective's Referral Service

800 2nd Ave.


Missing Persons, Martimonial, Forensic Lab, inancial Assets, Background Checks, Child Custody, Art Fraud, Pre-Employment, Landlord/Tenant, Medical Malpractice, Criminal, Due Diligence,Nationwide Computer Data Base, Electronic Sweeps and more

Byck Financial Services

516-935-4241 / 800-833-1704

Strategic Prespective In Financial Services

The Abacus Group

Two Penn Plaza #1500


Specializing in Identifying, Accounting, Financial, Auditing and Tax Professionals in a variety of industries including: Brokerage/Banking, Media & Entertainment, Insurance, Real Estate, Public Accounting, Consumer Products and others

New Age Financial Services

Manhattan, Westchester & Long Island


Investments, stocks, bonds, mutual annuities, CD's, discount brokerage, tax shelters, real estate, limited partnership, money markets, Zero coupons, financial planning, estate planning, analysis of capital needs, long term health care, college planning

Eagle Valley Financial Services, Inc Trager, Kevy & Trager, LLP Keats Tax and Financial Service Bruce Edward Brabec, CPA Pieper Whitaker & Bjork Evergreen Financial Group Todres & Company, LLP G.A. Clahar, CPA/ Accountant, Tax Preparer, Notary Lamers & Lamers, Ltd Certified Public Accountants Barry J. Kay & Co. John E. Bennett, CPA Taxpert One Benson Financial Solutions Mordfin Group Accountants & Advisors Doloboff, Nadler & Upbin LLP CBA Carl Berger Associates, Inc Westbridge Financial and Insurance Services, Inc
Showing 1–130 of 130 results for Financial Planning Everywhere