US: 800.261.2799 | UK: 0800.232.1081

The Jewish Referral Service connects you to top businesses in hundreds of fields. Just tell us what you need and businesses will contact you.

 

Showing 1–143 of 143 results for

Financial Planning Everywhere

Wells Fargo Advisors LLC

1 Penn Plaza, 27th Floor
New York, NY 10119

917-351-2201
jason.lane@wellsfargoadvisors.com
http://www.wellsfargoadvisors.com/jason.lane
View map

Diplomas don't grow on trees either!

With college tuition and fee hikes regularly outpacing inflation, its never too early to start saving for higher education costs. Together we can explore a variety of savings vehicles, including 529 plans Coverdell Education Savings Accountants and UGMA/ UTMA accounts. Call today to find a strategy that's right for your family.

Wells Fargo Advisors' unique Envision planning process helps us to get to know your specific needs and goals in order to create your tailored investment plan. Monitoring your progress is easy. You'll always know if your on track to reach your financial goals. Find out how having an Envision plan can help you live the life you planned.

Wells Fargo Home Mortgages is ready to help you with financing options that include:

  • Fixed-rate mortgages. A fixed-rate mortgage provides predictable monthly principal and interest payments over the life of the loan.
  • Adjustable-rate mortgages. Typically has a lower initial interest rate than a fixed-rate mortgage, making your intial payments lower. After the introductory period, the interest rate adjust periodically based on a market index and may increase.
  • Jumbo mortgages. If you plan to purchase or refinance a high end property, our jumbo mortgage options can help you make the most of today's inviting home prices and historically low interest rates. Also, qualified customers can take advantage of expanded credit, debt and loan-to-value approval guidelines.
  • Construction-to-permanent loans. A construction-to-permanent loan helps you finance your new home from the ground up with construction financing plus permanent "end loan" financing.

Our unique Envison process helps you identify yur top priority goals and develop a plan designed to help you live your life the way you want. It also offers you the flexibility to adjust your priorities to account for any of life's changes, such as:

  • Increasing medical costs
  • Helping a child or grandchild afford higher education
  • Caring for an elderly parent and more

To find out how Envision can help ensure your investment plan keeps pace with your life, please contact me today.


CNS Associates LLC

35-49 38th Street
Astoria, NY 11101

718-752-0139
718-504-7901
info@cnsassociatesllc.com
http://www.cnsassociatesllc.com
View map

  • Accounting And Bookkeeping 
  • New Business Consulting 
  • Business Strategic Plan
  • Tax Planning & Preparation For Business And Individual 
  • Financial Planning
  • Management Consulting 
  • Outsourced Financial Management 
  • Payroll
  • QuickBooks
  • IRS Problem Resolution And More

New York, New Jersey & Florida State Tax Laws

Also Located At: 

1441 Broadway, New York, NY 10018


Walker Capital Management Corp

3930 East Jones Bridge Road, Suite150
Norcross, GA 30092

770-441-2603
http://www.theinvestmentcoach.com
View map

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

 


Steven Wagner, CPA

55 Old Turnpike Way, Suite 208
Nanuet, NY 10954

845-215-9177
845-215-5057
swags5168@gmail.com
View map

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


MGO Certified Public Accounting

2029 Century Park East Suite 1500
Los Angeles, CA 90067

310-746-2145
kgoldman@mgocpa.com
http://www.mgocpa.com
View map

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.

Services:-

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


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

P.O.Box 190
Montvale, NJ 07645

201-838-9688 / 201-930-0590
201-930-9655
wexcpas@gmail.com
http://www.wexcpas.vpweb.com
View map

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


Charles L. Lewis & Associates, CPA, PC

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

770-287-8059
770-287-1253
charles@cllcpa.com
http://www.cllcpa.com
View map

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

 

 


BEW Financial Solutions

201 Wanaque Avenue
Pompton Lakes, NJ 07442

973-831-2188
973-831-2187
info@bewfinancialsolutions.com
http://www.bewfinancialsolutions.com
View map

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 


Anthony V. Ricci, CPA, Inc.

1119 Reservoir Avenue
Cranston, RI 02910

401-942-6900
401-942-0167
anthony@ariccicpa.com
http://www.ariccicpa.com
View map

Services:

 

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


Tax Tranz

652 B Newark Avenue
Jersey City, NJ 07306

718-979-5988 / 908-307-9328
201-455-6318
tranzsolutions@gmail.com
http://www.tranzbusinesscenter.com/qbcu
View map

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...


Northwestern Mutual

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

201-639-0635 / 201-835-6946
http://www.nmfn.com/thomasteel
View map

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...

 


Joseph R. Emmett CPA

283 Commack Road,
Commack, NY 11725

631-499-5999
631-499-5750
emmettcpa@msn.com
http://www.emmettcpa.com
View map

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
Bookkeeping/Write-up
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.

 

 


Michael J. Porro and Company

180 Old Tappan Rd
Old Tappan , NJ 07675

201-768-0218
201-768-6467
http://www.porrofinancial.com
View map

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 CFP.net and NAEA.org.

CFP.net (Certified Financial Planner - To help you with your financial planning needs)

NAEA.org (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


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.


Walker Financial Partners, LLC Insurance & Financial Services

31111 Agoura Rd., Ste. 100
Westlake Village, CA 91361

818-584-0606 / C: 818-602-6161
818-735-0510
aaronfreedman@financialguide.com
http://www.financialguide.com
View map

At Walker Financial Partners, LLC Insurance & Financial Services, we know how important it is to have confidence in your financial professional. That's why we workto earn your trust by delivering custom insurance solutions that can be adapted to fit your changing needs. And with access to MassMutual's range of quality insurance products, services and tools structured around their long term business philosophy, you can be sure the decision you make is a good one.

MassMutual. We'll help you get there.

 

  • Life Insurance
  • Retirement/401(K) Plan Services
  • Disability Income Insurance
  • Long Term Care Insurance
  • Annuities


Carlos Rangel, CPA PC

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

646-402-6563
212-253-4194
crangel@cpa.com
http://www.crangelcpa.com
View map

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
201-712-0440
farcaroli@msn.com
View map

  • Financial Statement Preparation
  • Merge Companies
  • Due Diligence
  • General Accounting Management
  • Account Analysis
  • Reconciliation
  • Medical Centers
  • Hospitals
  • Private Practices
  • Outpatient Centers


The Accounting Offices Of L.K. Reisman

39 Court Street
Freehold, NJ 07728

732-683-9801
732-683-9805
http://www.lkreisman.com
View map

Firm Profile:-

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

Professionalism

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:-

  • Services For Individuals
  • Business Services
  • Tax Services
  • Estate Planning
  • Personal Financial Planning
  • Elder Care

 


The Tarnol Advisory Group

16133 Ventura Blvd Ste 1140
Encino, CA 91436

818-379-4100
818-379-4111
http://www.tarnolgroup.com
View map

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

 


Greenwald and Glauser, PA

2625 Sandy Plains Road, Suite 106
Marietta, GA 30066

770-565-2707
View map

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

 


GJM Business Center

21-12 Broadway
Astoria, NY 11106

718-267-9157
718-267-9158
client@gjmbusinesscenter.com
http://www.gjmbusinesscenter.com
View map

  • Personal And Business Tax Preparation
  • Tax Issues And Resolutions
  • Accounting For Small Businesses
  • Quickbooks Service
  • Monthly/Quarterly Reports
  • Sales Tax Reports
  • Commercial Insurance
  • Payroll
  • Small Business Financing
  • Strategic Business Planning
  • Personal Finance Planning
  • Estate Planning
  • Mortgages
  • Homeowner's Insurance
  • Automobile Insurance And Much More


Niraj Mohin, CPA, PFS, CGMA

111 Kinderkamack Road, Suite 303
River Edge, NJ 07661

201-342-2005
201-342-2095
cpalwm@gmail.com
http://www.lotuswealth.com
View map

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
239-598-4244
info@aviancepartners.com
http://www.aviancecapitalpartners.com
View map

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


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
http://www.ronald-bernheim.com
View map

Trilogy Financial Services Inc. specializes in:

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

Please check out my website @ www.ronald-bernheim.com


Taxpert One

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

845-499-2169
845-323-4320
taxpert1@hotmail.com
http://www.taxpertone.com
View map

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


Dot Yandle Financial Services, LLC

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

704-543-0690
704-543-7711
dyondle@yandle.com
http://www.dyandle.com
View map

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


New York Life-Boris Kandkhorov

95-25 Queens Blvd., 4th Floor
Rego Park, NY 11374

718-286-1146 / 917-692-1773 / 718-459-0846
718-459-0846
nylifeboris@gmail.com
http://www.newyorklife.com
View map

Specializes in:

  • Defined Benefit Pension Plan
  • Defined Contribution Pension Plan
  • Profit Sharing Plan
  • Business Protection Planning
  • Business Succession Planning
  • Estate Planning
  • Tax Qualified Life Insurance
  • Custom Whole Life Insurance
  • Refund Preimum Universal Life Insurance
  • Survivorship Whole Life Insurance
  • Qualified Plan Funding IRA, SEP-IRA, ROTH-IRA
  • Life Time Income Annuities
  • Partners BUY SEll Funding
  • Many Insurance And Financial Needs

 


Crescent Accounting & Tax Services-Ainul Haque

27-10 Hoyt Avenue South
Astoria, NY 11102

718-777-5563
718-278-7108
View map

We specialize in:

  • Personal Income Tax
  • Corporate Income Tax
  • Sales Tax
  • Payroll
  • Bank Reconciliation
  • Bookkeeping
  • Specialize in Pharmacy Business

We handle everything from incorporation of the business to full fledge business opeartion at a very reasonable fee.


MassMutual Financial Group

1271 60th St.
Brooklyn, NY

718-879-1713 / 917-771-7406
718-879-1741
http://www.ijanklowicz@financialguide.com

Specializing In:

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


LTC Financial Partners

213 Indian Hills Trail
Marietta, GA 30068

404-245-2444
belen.hickman@ltcfp.com
http://www.belenhickman.ltcfp.com
View map

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


See Movement

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

626-795-1100
626-795-4545
leatrice@seemovement.com
http://www.SeeMovement.com
View map

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.


Mortgage Choice, Inc.- Mikhail D. Nisimov

99-53 65th Avenue
Rego Park, NY 11374

917-913-1296 / 718-459-6006
718-459-3334
mnisimov@gmail.com
View map

Need a mortgage? Don't waste time, come to me and I will help you find the right mortgage product to meet your requirements.

Free pre-approval and consultation.

My office hours are altered to fit your schedule. Enjoy a cup of coffee in our office, while I run numbers for you.

I can and will find custom solutions, provide credit counseling and offer pre-purchase recommendations.

With my personal attention you won't waste time and money. Guaranteed great service and convenient terms.

Mikhail D. Nisimov (NMLS ID: 774983)

Mortgage Choice (NMLS ID: 17121)


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

101 Weatherstone Drive, Suite #820
Woodstock, GA 30188

678-445-0991
678-559-0235
wolffin101@comcast.net
View map

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

516-487-9500
http://www.barryyjkaycpas.com
View map

Our firm has been in business for more than 25 years. Our offices are located in Great Neck, NY. We service clients throughout the country.

We have provided expert accounting, tax, and business consulting services to hundreds of individuals and small businesses. In addition to our expertise, we pride ourselves on delivering affordable services in a timely manner with a personal touch. That's why most of our new clients are referred to us by existing clients. 

Our firm services clients in a multitude of industries. We have clients in wholesale, retail and service businesses. We have many professional clients who are Doctors, Dentists or Attorneys. In addition, we handle the finances of several clients who operate Sports Facilities in several states throughout the country. Additionally, we have several individual and Corporate clients that are involved in the Motion Picture or Entertainment industries. As you can see, we are quite experienced in handling a clientelle that is quite varied. We would like the opportunity to discuss the possibilities of assisting you with your accounting needs.

To schedule a complimentary, no-cost, no-obligation initial consultation with us, please contact our office at 516-487-9500.


Bulls To Bears Inc.

225 Avenue T, Suite 1H
Brooklyn , NY 11223

718-872-5010 / 877-Bulls-Us(285-5787)
718-872-5017
service@bullstobears.com
http://www.bullstobears.com
View map

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!


CWM Coordinated Wealth Management

3430 Ocean View Blvd., Suite E
Glendale, CA 91208

818-248-2999
818-248-9315
http://www.cwmadvisor.com
View map

  • Retirement Planning
  • Tax Planning
  • Portfolio Management 
  • Estate Planning
  • Insurance And Risk Mangement 
  • Comprehensive Financial Planning

Securities Offered Through Western International Securities

Member FINRA And SIPC. Coordinated Wealth Management And Western International Securities Are Separate And Unaffiliated Entities.


Nora Harris Agency- Allstate Insurance

2730 Mtn. Ind. Blvd., Suite 108
Tucker, GA 30084

770-939-2106
770-939-2091
noraharris@allstate.com
http://www.allstateagencies.com/noraharris/welcome
View map

Bundle and Save .... I can help you save time and money. 

Protecting more of your world with Allstate makes your life easier. And it can put more money in your pocket. Bundle policies for your car, home, boat, motorcycle, RV and more, Why wait? Call me today.


Mac Schneider, CFA

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

404-846-3601 / 866-873-4738
http://www.mac-schneider.com
View map

  • Values Based Planning
  • Retirement Planning 
  • Estate Planning
  • Business Succession Planning
  • Investment Advisory 
  • Products & Services
  • Trust Services
  • Wealth Protection & Risk Management 


Allstate - The Gilyard Agency

5825 Glenridge Drive NE, Bldg. 1, Suite 218
Atlanta, GA 30328

404-418-8959 / 678-521-3404
404-592-0313
andregilyard@allstate.com
View map

Specializing In: 

  • Auto
  • Home
  • Business
  • Life
  • Financial Protection


George Xu, CPA

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

718-888-1998 / 718-321-0829
718-321-1455
gxucpa@gmail.com
http://www.xucpa.com
View map

George Xu - Certified Public Accountant specializes in:-

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


Dominick Griglak, PA

472 Westminister Place
Lodi, NJ 07644

973-772-5336
View map

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


Howard Azer

12 Roszel Road, Suite A104
Princeton, NJ 08540

609-452-1122
609-452-8585
azercpa@aol.com
http://www.azercpa.com
View map

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


Ben Malakh TaxBizPro, LLC

22-05 Maple Avenue
Fair Lawn, NJ 07410

973-594-6522 / 212-465-3337
877-825-2479
ben@taxbizpro.com
http://www.taxbizpro.com
View map

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


Svetlana Loukianova

13-62 Hedman Place
Fair Lawn, NJ 07410

201-797-1289 / 201-745-6831
View map

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.


Taylor Accounting & Financial Services, LLC

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

973-228-9669
973-364-0888
jtaylor@tayloraccountingcpa.com
View map

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


Peter A. Nussbaum

444 Highway 35
Eatontown, NJ 07724

732-578-9870 / 732-225-0777
732-578-9011
Nussbaum,Peter@PMLMAIL.com
View map

*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
732-578-9011
Nussbaum,Peter@PMLMAIL.com
View map

*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
732-747-4430
info@mlsloan.com
http://www.mlsloan.com
View map

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
732-578-9011
Nussbaum,Peter@PMLMAIL.com
View map

*Insurance & Estate Planning * Employee Benefit Planning. * Business Planning. * Annuity & Investments.


Jeffrey Etzin & Associates

580 Sylvan Avenue
Englewood Cliffs, NJ 07632

201-569-4088
201-569-2221
jeffrey.etzin@genworthrr.com
View map

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.


Payless Mortgage Corporation

838 Green Street
Iselin, NJ 08830

732-283-2120
732-283-2477
View map

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

973-428-9100
http://www.lpl.com/peter.neuberg
View map

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


Boyle Financial Associates, LLC

325 N. Ave. E.
Westfield, NJ 07091

908-232-8977
908-232-9066
View map

Insurance, Estate Planning, Investments


Brian D. Levine, MBA, CPA

48 Bayard
New Brunswick, NJ http://www.bdlcpa.com

732-846-5454
732-846-7775
http://www.bdlcpa.com
View map

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.


Poltax LLC

245 Lanza Avenue
Garfield, NJ 07026

973-546-3333 / Cell: 862-703-1626
View map

Poltax LLC: Sabina Cyrulik- CPA

Specializes In:

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


CPA Professional Services, L.L.C.

144 Main Street, Suite 203
Hackensack, NJ 07601

201-342-0707
201-342-0701
cpa@cpa-professionals.com
http://www.cpa-professionals.com
View map

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


Campbell Williams, Inc.

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

305-441-1450
305-441-1886
hadleyw@campbellwilliams.com
http://www.campbellwilliams.com
View map

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


Paul R. Kenney, LLCl

155 West 72nd St., Suite 308
NY, NY 10023

212-877-4039
212-877-3779
info@paulkenneylaw.com
http://www.paulkenneylaw.com
View map

Residential & Commercial Real Estate: Landlord/Tenant Disputes, Sale & Purchase of Business, Real Estate Litigation, Wills, Trusts, Estate Planning, Immigration Law, General Civil Litigation, All Facets of Contract Law/Breach of Contract, Corporate/Partnership/LLC Law, Negligence.


Georgia Financial Group LLC

400 Embassy Row, Suite 110
Atlanta, GA 30328

678-638-6363 / 866-508-5217
678-638-6364
info@gafinancial.us
http://www.fafinancial.us
View map

A Registered Investment Advisor! Tax Management, Investment Management, Retirement Strategies, Estate Conservation, Insurance And Annuity Products.


Wells Fargo Advisors

2520 Northwinds Pkwy., Suite 200
Alpharetta, GA 30009

678-746-5611
http://www.hedrickfurr.wfadv.com
View map

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.


All About Wealth -Don W. Brown

6748 Balboa Blvd.
Lake Balboa, CA 91406

800-999-5554
http://www.allaboutwealth.us
View map

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


GFS Forex & Futures Inc.

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

415-713-3934 / 415-321-5969
ospanov@yahoo.com
View map

invest in something that will always have a value - currency, gold, silver


Genworth Financial - David Layfield, CLTC

9229 Shore Road
Brooklyn, NY 11209

718-491-3500
wdl@verizon.net
View map

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

516-222-8875
516-222-8871
mrosen@rnrsecurities.com
View map

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
http://www.accreditedins.com
View map

Just Smart, Clear Advice For All Your Insurance Needs. Homeowners. Automobile. Business. Life/Health. An Independent Agency Representing Over 100 Companies.


REUVEN Enterprises, Inc.

100 Wall St., 6th Fl
New York, NY 10005

212-480-9176 / 1-800-973-8836
212-742-7011
http://www.ReuvenEnterprises.com
View map

If you were building a home, and your contractor, plumber and painter were all on different pages, what are the odds that your home would turn out as you had envisioned? The same concept applies to your finances. If your investment advisor, insurance advisor and attorney are all moving in different directions, the chance of your financial picture looking the way you expected it to is very unlikely.

At Reuven Enterprises, we are proud to be one of the premier boutique financial firms on Wall Street with one main product: Advice. Through this product, we serve many types of clients throughout the world: High Net-Worth Individuals, Institutional Investors, Domestic and International Corporations, Embassy's, and a full range of Retirement Plans. We recognize that at the end of the day, our clients are looking for the best financial advice alongside 1st class service.

Our goal is to focus on our clients' overall financial picture, rather than just one piece of the puzzle. Our realm of services and investment advice includes:

  • Transactions in Exchange Listed and OTC Securities,
  • Corporate and Government Bonds, Fixed Income
  • Mutual Funds and ETFs
  • Domestic and International Medical Insurance
  • Hedge Fund Investing for accredited investors
  • Life Insurance Products & Annuities
  • Financial Planning
  • Estate & Legacy Planning

We also offer a full range of Retirement Plans such as Pensions, Profit Sharing, Defined Benefit Plans, IRA's (SEP, ROTH, Simple, Traditional).

Our account executives and senior consultants are fully licensed professionals with a concerned interest in the investments and planning of their clients. They are readily available to assist you with your portfolio objectives, money management decisions and to provide you with timely recommendations. We have learned that bigger does not necessarily mean better. Our clients have detailed interest in partnering with a firm that offers direct lines of accountability, stringent due diligence and the passion to win!

Securities transactions are processed through our subsidiary broker dealer, Reuven Enterprises Securities Division, and clear through Penson Financial Services, Inc. (PNSN: NASDAQ). Both Penson and Reuven Enterprises Securities Division are members of FINRA, SIPC and MSRB.

Through Reuven Strategic Wealth Planning we are proud to offer fully integrated and comprehensive Estate, Wealth and Legacy Planning. Our experienced professionals will guide you through our proprietary Strategic Wealth Solution Process with a "hands on" approach to creating a clear vision of your family's future. In turn your family will be better protected and your lifestyle enhanced.

For more information please feel free to contact us at 212.480.9176 or 1-800-9REUVEN

www.ReuvenEnterprises.com and www.ReuvenHealth.com


Met Life -Hysen Ulaj , LUTCF

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

718-447-5243 / 917-886-8069
718-447-5728
HUlaj@metlife.com
http://www.sisland.metlife.com
View map

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...


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

3091 NE 163rd Street
Miami, FL 33160

305-945-5175 / 305-297-7900
jonathan.d'oleo@edwardjones.com
http://www.edwardjones.com
View map

Retirement, education, estate plans & trusts, investments, life insurance, account services & tools, saving, spending & borrowing solutions, online solutions


Brill Securities, Inc. - Kaan Kaleli, Managing Director

66 W. Flagler St., Suite 500
Miami, FL 10019

877-328-8383
kalelik@brillsec.com
http://www.brillsec.com
View map

Specializing in corporate bonds, debit cards, fixed income instruments, international equities, internet access, mutual funds, options, tax lot statements.


Charles S. Jacobs, CLU

530 5th Ave.
NY, NY 10036

212-536-7736 / 212-536-6000
212-840-2183
cjacobs@finsvcs.com
View map

Insurance & Financial Services. Corporate Owned Life Insurance And Disability Insurance. Deferred Compensation.


A.J Pellegrino Insurance Agency

15 Monmouth Street
Red Bank, NJ 07701

732-219-9544
732-530-6471
http://www.pelligrinoagency.com
View map

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


Richmond Financial Associates, Inc.

182 Rose Avenue
Staten Island, NY 10306

718-980-3737
718-980-3858
allan@richmondfinancialassoc.com
http://www.richmondfinancialassoc.com
View map

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


Dominion Financial Group

199 Ash Bridge Drive
Baltimore, MN 21221

866-884-4225
410-757-1097
www.dominionfinancial.com
View map

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


New York Life - Ari Fischman

420 Lexington Avenue, 15th Floor
New York, NY 10170

646-227-8304 / 347-683-6598
646-227-8198
afischman@ft.newyorklife.com
http://afischman.nylagents.com
View map

Registered Representative For NY LIFE Securities Inc. Member NASD/SIPC. Individual Life Insurance. Long Term Care Insurance. Disability Income Insurance. Personal Planning. College Funding. Business Planning And More...


Giammattei & Company, LLC

140 Pilgrim Lane
Stratford, CT 06614

203-375-5541 / 203-926-1051
203-385-0091 / 203-926-6952
kmgcpa@hotmail.com
View map

Tax Return Preparation, Business & Individual, Small Business Consulting & Accounting, Small Business Start-ups, Financial Planning, Accounting Software Installation & Training, Estate Planning.


Likhtenstein Financial Planning

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

718-375-9500
718-375-7490
marlikh@aol.com
View map

Retirement Planning, Insurance, Estate Planning


IPI Skyscraper Mortgage

1000 Woodbury Rd
Plainview, NY 11797

800-550-6599 / 516-682-3000
View map

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

631-549-4644
631-549-6454
View map

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


State Farm Insurance Companies

3252 Hempstead Turnpike
Levittown, NY 11756

516-735-1900
516-735-1953
View map

Home, Auto, Life. Fire.


4M Capital Services, LLC

91 Annandale Rd
Commack, NY 11725

631-269-8192
631-269-7639
View map

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


Kogen's Financial Services, LLC

70 La Salle Street, Suite #6H
New York, NY 10027

212-662-6136
nkogen@nyc.rr.com
http://www.accounting-4u.com
View map

Specializing in: Small Business Consulting. Tax Services: Business & Personal Income Tax. Accounting: Quickbooks/MYOB Consultant


Pesile Financial Group

183 New Dorp Lane
Staten Island, NY 10306

718-667-6928 / 732-326-5287
718-351-4933 / 732-326-5307
View map

Financial Planning, Managed Accounts, Retirement Planning, Estate Planning, College Funding, Insurance Planning, Seminars - Hadassah, Temples, Schools.


Berger Advisory Services

750 Summer St.
Stamford, CT 06901

203-325-9727
203-327-9035
View map

Financial Management, Planning & Counseling Services


Golden Financial Service, Inc.

80 E. Penn St.
Long Beach, NY 11561

516-889-6933
516-889-6933
View map


HH Financial Services

280 Park Avenue, South 11D
NY, NY 10010

212-475-5633 / 212-748-9133
hhh777@earthlink.net
View map

Individual & Business Services. *Accounting, Bookeeping & Tax Return. We Can Come To Your Home Or Office. English, Japanese & Spanish Spoken.


Northdale Financial Planning

5500 Fieldston Road, 3jj
Riverdale, NY 10471

718-884-6288
http://www.fp.northdalefinancial.com
View map

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


MB Enterprises

NY

631-698-3815


Weingart M. Richard, CPAs

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

516-568-2760
516-568-2709
richardw3@juno.com
View map

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...


Cynthia M. Rago, Esq.

2741 Ocean Ave.
Brooklyn, NY 11229

718-934-0892 / 516-314-0581
718-934-5111
View map

General Practice, Special Expertise With Real Estate Issues, Estate Planning And Other Financial Services, Let Me Help You Improve Your Financial Fitness & Protect Your Family


Planning Center For Profesionals, Inc.

261 Madison Ave., 4th Fl.
NY, NY 10016

212-697-1355
212-370-4272
http://www.pcforprofessionals.com
View map

Life Insurance, Disability Insurance, Long Term Care Insurance, Investment Planning, Retirement Planning, Small Business Retirement & Health Benefit Planning.


Emerald Planning Services, Inc.

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

914-273-9222
914-273-3883
info@emeraldplanning.com
View map

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


Arthur Chernick Company, Inc.

NY, NY

212-697-2147
cmchernick@aol.com

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.


EBNY Financial

62 William Street., 4th Floor
New York, NY 10005

212-269-2625
212-843-2711
info@ebnyfinancial.com
http://www.ebnyfinancial.com
View map

Individual Financial Planning, Retirement Planning, Stock, Bonds & Mutual Funds, College Saving Plans, 401 K Rollovers, Annuities, Life Insurance, Disability Insurance, Long Term Care Insurances.


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


Primerica

44 Court St., Suite 305
Brooklyn, NY 11201

718-237-8862
718-237-9442
View map

Take control of your finances and your life


Marlin Trading, Inc.

244 Sheldon Ave.
Staten Island, NY 10312

718-605-0586
http://www.marlintrading.com
View map

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


GNS Funding Corp.

460W 34th Street, 4th Floor
NY, NY 10001

212-244-6825
212-244-6823
info@gnsfunding.com
http/www.gnsfunding.com
View map

Refinance. Home Purchases. Debt Consolidation. No Income Check. NYC Co-ops & Condos. Low Rates.100% Financing Available. No Income Verification. All Credit Types. Our Friendly Loan Officers Will Help Make Your Loan Process Easy & Stress Free. Non Conforming Loans Bad Credit OK.


Ekkua O Anyanful, MBA

80-02 Kew Gardens Rd., Suite 602
Kew Gardens, NY 11415

718-575-8300
ekua.o.anyanful@aexp.com
View map

American Express Gives Your More Ways To Help Take Control Of Your Financial Future. Customized Advice & Planning, Financial Advice Available To Help You Achieve Your Goals.


Marc Haziza., CPA.

45 Essex Street., Suite 105
Hackensack, NY 07601

201-342-5010
201-342-5177
View map

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.


EZMoney

161-15 Rockaway Blvd., Suite 108
Jamaica, NY 11434

718-276-4000 / 866-722-7400
718-276-7756
martin@ezmoneyzone.com
http://www.ezmoneyexpress.com
View map

1st & 2nd Residential Mortgages, Commercial Mortgage, Bridge Financing, Hard Money, Construction & Rehab Loans, Foreclosure Bailouts & Much More...


LS Taxes & Financial Service -Larisa Shvartsman

NY

718-507-4154
NYcRus@aol.com
http://www.getmoneyhere.com

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


1st Capital Home Mortgage

1324 Motor Parkway, Suite 132
Hauppauge, NY 11749

866-937-3863
View map

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


Royal Alliance Financial Planning

NJ

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


Titan Financial Services , Inc

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

631-360-3522 Ext.126 / 631-495-1595
631-265-4091
walterk@mortgagesbytitan.com
http://www.mortgagesbytitan.com
View map

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

631-207-2003
631-207-2005
marcg@gvmtg.com
http://www.greenvalleymortgage.com
View map

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


Barbara Maxwell, LUTCF

2031-8 Forest Avenue
Staten Island, NY 10303

718-816-8600
718-816-8999
http://agent.allstate.com/066203
View map

Auto, Home, Business & Life.


AllState Insurance Company - Regina B. Floria, Exclusive Agent

2867 Webster Avenue
Bronx, NY 10458

718-365-7000 / 914-251-8100
718-365-4363
View map

Specializing in: Financial Services, Auto, Home And Business


Morgan Stanley

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

888-277-7362 / 718-370-4609
888-370-4580
View map

Retirement Planning, Managed Money And Estate Planning, College Savings Plans, Stocks, Bonds, Mutual Funds, Mortgages & Refinancing


Solomon Financial Group - Solomon Shimunov, LUTC

420 Lexington Ave. 14 Fl
NY, NY 10170

646-227-8572 / 917-292-0709
212-599-6537
solomonmetny@yahoo.com
View map

Life Insurance, Disability Income Insurance, Pension Plans, Health, Dental & Vision Insurance, Long-Term Care Insurance, Mortgage Projection Plans, College Funding (529 Plans), Review Exisitng Financial Programs, Analysis Of Employer-Provided Benefit Programs.


Jafrey S. Liu, CPA

57 W. 38th St., 12th Fl.
New York, NY 10018

888-608-2665 / 212-840-6123
212-840-6993
wongcocpa@aol.com
http://www.cpany.com
View map

Corporate & Individual Taxes, Accounting, Bookkeeping, Payroll Services, Financial & Tax Planning And More... We Also Located At 7 Chatham Sq., Suite 608, New York, NY 10038


Tony C. Wong, CPA, MBA

57 W. 38th St., 12th Fl.
New York, NY 10018

888-608-2665 / 212-840-6123
212-840-6993
wongcocpa@aol.com
http://www.cpany.com
View map

Corporate & Individual Taxes, Accounting, Bookkeeping, Payroll Services, Financial & Tax Planning And More... We Also Located At 7 Chatham Sq., Suite 608, New York, NY 10038


Wong & Co.

57 W. 38th St., 12th Fl.
New York, NY 10018

888-608-2665 / 212-840-6123
212-840-6993
wongcocpa@aol.com
http://www.cpany.com
View map

Corporate & Individual Taxes, Accounting, Bookkeeping, Payroll Services, Financial & Tax Planning And More... We Also Located At 7 Chatham Sq., Suite 608, New York, NY 10038


A Detective's Referral Service

800 2nd Ave.
NY, NY

800-813-1424

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


Mid-Atlanties, Inc.

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

800-992-2947 / 718-631-4000
718-631-4948
View map

Financial Planning for Fee Or Commision, Retirement Planning, Stocks, Bonds, Mutual Funds, Pensions For Business


Coscia And Amsterdam

8714 Third Avenue
Brooklyn, NY 11209

718-238-0050 / 516-781-6302
718-238-8857
View map

Individual & Business; Income Tax Preparation; Tax & Financial Planning; Estates & Trusts; IRS & State Representations; General Accounting & Bookeeping Services; Payroll Services.


Diversified Resources

3337 Bruner Avenue
Bronx, NY 10469

718-324-2803 / 516-984-3519
718-504-5065
View map

Estate Planning, Retirement Planning, Tax Preparation, NYS Notary, Life Insurance, Health Insurance, Annuities, LTC.


City Capital Mortgage Banking Corp.

One Holland Ave.
Floral Park, NY 11001

516-328-3000 Ext. 11
View map

First Time Homebuyer Loans, No Income, No Documentation, & Much More...


Stern & Sons Insurance Agency Inc. - Sheldon Stern

3803 FT Hamilton Parkway
Brooklyn, NY

718-871-3506

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


Chester T. Elbert, CPA, PLLC

148-45 Hillside Ave., Suite 200
Briarwood, NY 11435

718-291-2722
718-291-3131
View map

Individual Tax Returns, Financial & Estate Planning, Estate & Gift Tax Returns, Business Setups, Partnerships & Corporations, Litigation Support, Forensic / Fraud Services & Much Much More.....


Lazar Levine & Felix LLP

350 Fifth Avenue, Suite 6820
NY, NY 10118

212-736-1900 / 973-267-1414
212-629-3219 / 973-326-9157
View map

Over 35 Years Serving The Legal & Business Communities With Experience In: Accounting, Audit & SEC; Mergers, Acquisitions, IPOs & Private Placements; Health Care Industry - Accounting & Consulting; Tax Services & Estate Planning; Complex Tax Structuring; Litigation & Valuation Services; Management Consulting; Not-For-Profit Accounting & Consulting.


National Financial Planning Services, Inc.

733 3rd Avenue, Suite 200
NY, NY 10017

212-661-1600
212-847-7082
View map

Life Insurance; Disability Income Insurance; Retirement Plans; Trust & Estate Planning Strategies; Fringe Benefits; Business Continuation; Long Term Care.


All Family Insurance

3361 E. Tremont Avenue
Bronx, NY 10461

718-792-1478
View map

Auto, Motocycle, Limo/Livery, Defensive Driving; Courses.


Ron-Tan Enterprises, Inc.

425 Broadhollow Rd., Suite 427
Melville, NY 11747

631-694-2170
631-694-2196
http://www.rotanenterprises.com
View map

Let Us Do All The Work.


Halbreich Accounting & Tax Service, Inc.

18 Bradley Avenue
Staten Island, NY 10314

718-982-9057 / 516-205-3900
718-982-6331
halbtax@aol.com
View map

Accounting, Tax Services, Mortgage, Financial Services, Life Disability & Long Term Care Insurance.


Russell Financial Services

401 Broadway, Suite 602
New York, NY 10013

212-965-9751 212-369-0997
info@russellfinance.com
http://www.russellfinance.com
View map

Mortgages, Bi-Weekly Mortgages, Investments, Insurance & Retirement Planning, Estate Planning, Tax Planning, Health Insurance, Mortgage Insurance, Long Term Care. Russell Financial Services provides investment planning and advisory services to clientele comprised of individuals & owners of closely held businesses, senior corporate executives, professionals and retirees. Planning is based upon corporate and personal finance situations and objectives. The degree of detail and sophistication of the financial planning services provided varies according to these circumstances.


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

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

631-770-4000
631-770-4005
View map

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

NY

718-969-4329
http://www.northeastfinancial.net

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


Genesis National Mortgage Corp.

NY

631-366-4388 Ext.243 / 516-314-0184
631-366-0219
CB5423@yahoo.com
http://www.emortgage-rates.com

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


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.


First Residential Mortgage Services Corporation

18-10 Whitestone Expwy.
Whitestone, NY 11357

718-777-9100 / 973-340-6141 / 973-271-2790
718-777-9111
http://www.firstresmortgage.com
View map

Residential; Commercial; Office Buildings; Multi-Family Houses; Condos;Co-ops. *Mortgage, Financial Planning, Real Estate, Financing, Bad Credit - No Problem; Low Credit, Cash Out, Bankruptcy, Foreclosures. Also Located @ 433 Clifton Avenue, Clifton, NJ 07011.


Landmark Funding Group - Mendy Gansburg

411 Kingston Ave. Suite 201
Brooklyn, NY 11225

718-773-0007
718-773-4849
View map

Residntial & Commercial, Registered Mortgage Broker.


Wealth Design and Management Co., Inc.

NY

631-427-5344 / 212-564-7576
631-271-7036
http://www.wdmconline.com

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


Bob Isacsen, Exclusive Agent

NY

212-267-7601

Call Me For A Competitive Business Insurance Quote.


Hola Plata

877-PlataHoy / 877-752-8246
914-934-9148
reception@holaplata.com

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...


Glad Realty

1121 Front Street
Uniondale, NY 11553

516-483-3700
516-483-7854
mikeadams202@msn.com
View map

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


Main Street International

888-292-7440 / 717-292-7440 / 800-413-5213
info@mainstreet1.com

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


North Shore Financial Solutions

1979 Marcus Avenue., Suite #210
Lake Success, NY 11042

516-622-2227
516-622-2227
jcentrella@nsfinancialsolutions.com
http://www.nsfinancialsolutions.com
View map

Income Tax Preparation, Accounting Services, Tax Planning, Financial Planning, Retirement Planning, Insurance Planning.


Matheson & Associates, LLC

Northern NJ & New York City

888-245-5747 / 973-660-9696
973-660-9595

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.


Karczewdki Robert L.

99 Tulip Ave.
Floral Park, NY 11001

516-775-0427
View map

Mutual Funds, Pension/Profit Sharing Plans, IRA, Business Ownership Succession


Byck Financial Services

516-935-4241 / 800-833-1704
516-932-5341
sbyck@aol.com
http://www.byck.com

Strategic Prespective In Financial Services


The Abacus Group

Two Penn Plaza #1500
NY, NY

212-292-4999
212-292-4998
Resumes@AbacusNYC.com
http://www.AbacusNYC.com

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

1-800-621-6237

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


George Xu, CPA Aviance Capital Partners BEW Financial Solutions LTC Financial Partners Charles L. Lewis & Associates, CPA, PC Bergen Financial & Advisory Services, LLC Anthony V. Ricci, CPA, Inc.
Showing 1–143 of 143 results for Financial Planning Everywhere