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Showing 1–26 of 26 results for

Financial Planning in New York, NY

CNS Associates LLC

35-49 38th Street
Astoria, NY 11101

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  • 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

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

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...

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

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...

Crescent Accounting & Tax Services-Ainul Haque

27-10 Hoyt Avenue South
Astoria, NY 11102

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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.

New York Life-Boris Kandkhorov

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

718-286-1146 / 917-692-1773 / 718-459-0846
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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


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 Specialized in:

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

Office Visits Avalaible By Appointment Only

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

Jafrey S. Liu, CPA

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

888-608-2665 / 212-840-6123
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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
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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
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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

Lazar Levine & Felix LLP

350 Fifth Avenue, Suite 6820
NY, NY 10118

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

Charles S. Jacobs, CLU

530 5th Ave.
NY, NY 10036

212-536-7736 / 212-536-6000
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Insurance & Financial Services. Corporate Owned Life Insurance And Disability Insurance. Deferred Compensation.

Planning Center For Profesionals, Inc.

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

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

Solomon Financial Group - Solomon Shimunov, LUTC

420 Lexington Ave. 14 Fl
NY, NY 10170

646-227-8572 / 917-292-0709
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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.

New York Life - Ari Fischman

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

646-227-8304 / 347-683-6598
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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...

HH Financial Services

280 Park Avenue, South 11D
NY, NY 10010

212-475-5633 / 212-748-9133
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Individual & Business Services. *Accounting, Bookeeping & Tax Return. We Can Come To Your Home Or Office. English, Japanese & Spanish Spoken.

Brill Securities, Inc. - Kaan Kaleli, Managing Director

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

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

National Financial Planning Services, Inc.

733 3rd Avenue, Suite 200
NY, NY 10017

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

Paul R. Kenney, LLCl

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

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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.

REUVEN Enterprises, Inc.

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

212-480-9176 / 1-800-973-8836
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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 and

EBNY Financial

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

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


44 Court St., Suite 305
Brooklyn, NY 11201

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Take control of your finances and your life

Kogen's Financial Services, LLC

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

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

Landmark Funding Group - Mendy Gansburg

411 Kingston Ave. Suite 201
Brooklyn, NY 11225

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Residntial & Commercial, Registered Mortgage Broker.

Accounting Matrix LLC
Showing 1–26 of 26 results for in New York, NY