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 1–94 of 94 results for

Financial Planning in New York, NY

My Financial Possibilities - Cori Ann Roublick

NY 10165


Supporting Clients With:- 

  • Financial Organization and Planning 
  • Credit Restoration and Education 
  • Improving Tax Refunds/ Tax Reduction Strategies 
  • Savings Strategies (Regardless of Net Worth) 
  • Debt Elimination 
  • Identity Theft Protection 
  • Estate Planning (Working With Associates For Living Will and Proxies) 
  • Lowering Costs On Every Day Common Bills 
  • Financial Coaching and Much More.....


Carlos Rangel, CPA PC

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

View map

Specializing In: 

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

YWL & Company, LLC

149 Madison Avenue, 11 FLoor
New York, NY 10016

View map

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

Roger Advisory Services

708 3rd Avenue, 6th Floor
New York , NY 10017

View map

  • Small Business Accounting 
  • Bookkeeping 
  • QuickBooks
  • Payroll
  • Tax Preparation & Planning 
  • IRS Audit Representation 
  • Non-Profit 
  • Advisory Services

Call For A FREE Initial Consultation! 


Accounting Matrix LLC

419 Lafayette St.
New York, NY 10003

212-624-5848 / 631-226-7456 / 631-450-4224
View map

  • 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...

Proficient Tax Services

14 Wall Street, Suite 2056
New York , NY 10005

View map

Fangxia Lin,  EA, Ph.D.

  • Tax Preparation 
  • Tax Representation 
  • IRS Audit & Collections 
  • IRS Payment Plans 
  • Business Consulting 
  • Retirement Planning 
  • Business Tax Returns 
  • Estate Tax Returns 
  • Tax Research and Planning 
  • Financial Planning 
  • Estate Planning 
  • Offers in Compromise & More....

Tax Tranz

652 B Newark Avenue
Jersey City, NJ 07306

718-979-5988 / 908-307-9328
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...

Edward Jones - Vincent Renda

47-01 Queens Blvd., Suite 203
Sunnyside , NY 11104

View map

Make Sense Of Investing 

As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money.

  • Investors Saving For Retirement 
  • Retirees
  • College Savers
  • Individual With Insurance Needs 
  • Individuals With Estate Needs 

Perkins CPA, PC

2059 42nd Street
Astoria , NY 11105

View map

  • Bookkeeping 
  • Accounting Services 
  • Individuals & Corporate Tax Planning & Tax Preparation 
  • Trusts
  • Financial Planning and More 

Brett Perkins


Lipsky Tax Services - CPA

67-07 Myrtle Avenue
Glendale, NY 11385

718-497-2883 / 516-287-6474
View map

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

Jack B. Goldhaber

68-61 Yellowstone Blvd, Suite 706
Forest Hills, NY 11375

View map

Certified Public Accountant

  • Corporate Accounting 
  • Individual  & Corporate Tax Preparation

Concepcion S. Peralta, CPA

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

718-275-0875 / 917-868-5618
View map

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

George Xu, CPA

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

718-888-1998 / 718-321-0829
View map

George Xu - Certified Public Accountant specializes in:-

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

Coscia And Amsterdam

8714 Third Avenue
Brooklyn, NY 11209

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

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

Jeffrey Etzin & Associates

580 Sylvan Avenue
Englewood Cliffs, NJ 07632

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.

CPA Professional Services, L.L.C.

144 Main Street, Suite 203
Hackensack, NJ 07601

View map

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

Marc Haziza., CPA.

45 Essex Street., Suite 105
Hackensack, NY 07601

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.

AllState Insurance Company - Regina B. Floria, Exclusive Agent

2867 Webster Avenue
Bronx, NY 10458

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

Specializing in: Financial Services, Auto, Home And Business

Dominick Griglak, PA

472 Westminister Place
Lodi, NJ 07644

View map

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

Tax Town

2138 86th Street
Brooklyn, NY 11214

718-449-9292 / 718-265-3568
View map

Professional Tax Services In The Tri-State Area

Stop Worrying About Taxes and Other Business Concerns

Services Offered:

  • Tax Preparation 
  • Individual Taxes 
  • Business Accounts
  • Corporate Partnerships 
  • Trust Accounts
  • Account Services 
  • Tax Audits
  • Business Incorporations 
  • Payroll Services  

Call For An Appointment 

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

Bulls To Bears Inc.

225 Avenue T, Suite 1H
Brooklyn , NY 11223

718-872-5010 / 877-Bulls-Us(285-5787)
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!

Likhtenstein Financial Planning

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

View map

Retirement Planning, Insurance, Estate Planning

Bergen Financial & Advisory Services, LLC

361 Golf Avenue
Maywood , NJ 07607

201-712-0404 / 201-320-0914
View map

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

Northdale Financial Planning

5500 Fieldston Road, 3jj
Riverdale, NY 10471

View map

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

Met Life -Hysen Ulaj , LUTCF

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

718-447-5243 / 917-886-8069
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...

Diversified Resources

3337 Bruner Avenue
Bronx, NY 10469

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

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

George Sotrillis EA

39-22 Bell Blvd., 1st Floor
Bayside, NY 11361

View map

Accounting Firm/ Tax Preparation/ Bookkeeping Services 

  • Tax Preparation 
  • Bookkeeping 
  • Payroll Services 
  • Quickbooks Consulting Services 
  • Business Consulting Services and More......

Call Us For A Free Inital Consultation.

Barbara Maxwell, LUTCF

2031-8 Forest Avenue
Staten Island, NY 10303

View map

Auto, Home, Business & Life.

Niraj Mohin, CPA, PFS, CGMA

111 Kinderkamack Road, Suite 303
River Edge, NJ 07661

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

Accubusiness Information Systems, LLC.

144-74 Broadway
Jamaica, NY 11434

View map

Finnancial & Business Planning

  • Credit Management
  • Accounting
  • Bookkeeping
  • Point-Of-Sale
  • Business Consulting
  • Payroll
  • Individuals & Corporate Tax Planning
  • Income Tax Preparation
  • Business Formation-Corporations
  • LLC's & Sole Proprietorships

Mid-Atlanties, Inc.

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

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

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

Morgan Stanley

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

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

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

Halbreich Accounting & Tax Service, Inc.

18 Bradley Avenue
Staten Island, NY 10314

718-982-9057 / 516-205-3900
View map

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

Northwestern Mutual

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

201-639-0635 / 201-835-6946
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...


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.

Ben Malakh TaxBizPro, LLC

22-05 Maple Avenue
Fair Lawn, NJ 07410

973-594-6522 / 212-465-3337
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

GMC International Ltd

150 Great Neck, Ste 201
Great Neck, NY 11021

View map

Certified Fraud Examiner 

Specialist In Forensic Accounting And CFO Services 

  • Tax Preparation 
  • Financial Planning
  • Payroll Services 
  • QuickBooks Pro Advisor 
  • Bookkeeping and More....

Gayle Finkelman - Cohen 

Mordfin Group Accountants & Advisors

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

View map

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

Stuart M. Mordfin, CPA 

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.

Richmond Financial Associates, Inc.

182 Rose Avenue
Staten Island, NY 10306

View map

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

CBA Carl Berger Associates, Inc

17 Furler St.,
Totowa, NJ 07512

View map

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 

Weingart M. Richard, CPAs

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

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...

Art B. Trachtenberg

88 Mayfield Lane
Valley Stream, NY 11581

View map

Certified Public Accountant 

  • IRS Representation
  • Financial Planning 
  • Tax Preparation (Individuals & Small Businesses)
  • Start -Up Company 
  • Tax Planning & More....

Call For A FREE Consultation!


McDermott Tax Services

568 West Broadway
Cedarhurst, NY 11516

View map

  • Tax Preparation 
  • Bookkeeping 
  • Tax Representation 
  • Notary Public & More 

Taylor Accounting & Financial Services, LLC

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

View map

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

Heritage Financial Planning

45 Sandy Hollow Rd.,
Port Washington, NY 11050

516-767-8177 / 800-717-2212
View map

  • Financial Planning 
  • Retirement Planning 
  • College Planning 
  • Stocks and Bonds 
  • Mutual Funds 
  • CD's
  • Variable and Fixed Annunities 
  • Life and Health Insurance
  • Long -Term-Care Insurance 
  • Tax Preparation 
  • Free E-File and More      

 Edward Cohen. CFP 

Steven Z. Aisenbaum & Co

110 Rockaway Tpke., Suite #3
Lawrence , NY 11559

View map

Certified Tax Professional 

  • Accounting 
  • Auditing 
  • Financial Planning
  • Taxation  & More.....

Marlin Trading, Inc.

244 Sheldon Ave.
Staten Island, NY 10312

View map

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

Michael J. Porro and Company

180 Old Tappan Rd
Old Tappan , NJ 07675

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 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

Wolfsohn Accounting Services, Inc.

153 Broadway
Lynbrook, NY 11563

View map

Wolfsohn Accounting Services specializes in all personal and small business tax needs.

Free Electronic Filing With Tax Preparation

Free New Business Set-Up Consultation

Free Review Of Prior Returns

Established in Lynbrook in 1956

For decades, our mission has been to consistently provide superior client services.

Long-term value cannot be achieved through short-term decision-making. With planning, we shape results for our highly valued clients.

Call Us to schedule your appointment!

Kass & Kass CPA P.C.

14 Woodland Road
Roslyn, NY 11576

516-627-3136 / 516-526-4928
View map

Accounting & Legal Expertise For Your Financial Security 

Extensive Accounting & Legal Expertise In: 

  • Financial & Estate Planning 
  • Profits & Loss Statements 
  • Individual/ Small Business Tax Planning 
  • IRS Audits 
  • IRS Representation 
  • Shareholder/ Partnership Agreements
  • Drafting/Related Legal Documents
  • Tax Laws & More 



Trager, Kevy & Trager, LLP

141 Willis Avenue,
Mineola, NY 11501

View map

Certified Public Accountants 

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

Weiss and Weiss

1325 Franklin Avenue, Suite #235
Garden City , NY 11530

View map

We're Here To Handle Your Finances With Integrity & Accuracy 

  • Individuals 
  • Businesses
  • Accounting 
  • Estate Planning 
  • Consulting 
  • Tax Preparation 
  • Forensic Accounting and More 

Call Today To Schedule An Appointment.


Boyle Financial Associates, LLC

325 N. Ave. E.
Westfield, NJ 07091

View map

Insurance, Estate Planning, Investments

Eve Schniebolk

132 Southard Ave
Rockville Centre, NY 11570

View map

Certified Financial Planner& Enrolled Agent!

  • Accounting
  • Tax Preparation
  • Finacial Palnning

Payless Mortgage Corporation

838 Green Street
Iselin, NJ 08830

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.

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

P.O.Box 190
Montvale, NJ 07645

201-838-9688 / 201-930-0590
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

Glad Realty

1121 Front Street
Uniondale, NY 11553

View map

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

Chunyee Wong Miot, PC

626 RXR Plaza, Suite 631
Uniondale , NY 11556

View map

Certified Public Accountant 

  • Business Set-Up 
  • Tax Planning and Preparation 
  • Foreigner 
  • Payroll Services 
  • Financial Planning 
  • Accounting 
  • QuickBooks Services & More 

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

1188 Village Ave.,
Baldwin , NY 11510

View map

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 

Coastal Financial Services

100 West Park Avenue, Suite 202
Long Beach, NY 11561

877-570-7660 / 646-205-0399
View map

  • Comprehensive Financial Planning
  • Investment Management
  • Retirement Strategies
  • Estate Conservation
  • Life, Disability, Long Term Care Insurance And Annuity Products

Golden Financial Service, Inc.

80 E. Penn St.
Long Beach, NY 11561

View map

Todres & Company, LLP

400 Post Avenue,
Westbury, NY 11590

516-997-3232 / 212-968-0202
View map

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

Peter G. Neuberg, CFP, CPA, PFS

362 Parsippany Road
Parsippany, NJ 07054

View map

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

JRH & Associates

1900 Hempstead Tpke., Suite 309
East Meadow, NY 11554

View map

Sailing smoothly through all your accounting needs.

  • Tax Services 
  • Bookkeeping Services 
  • Retirement Services 
  • Accounting Services
  • Tax Planning 
  • Audit Representation 
  • Payroll Services 
  • Electronic Filing and Other Services 

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

1802 Hempstead Turnpike
East Meadows, NY 11554

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

Steven Wagner, CPA

55 Old Turnpike Way, Suite 208
Nanuet, NY 10954

View map

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

Jeffrey Schwartz CPA PC

2005 Merrick Road, Suite #292
Merrick , NY 11566

View map

  • Tax Preparation (Individuals & Small Businesses)
  • Financial Planning 
  • Business Advisory Services
  • Audits/Reviews/Compilations & Much More ...

Call Us For A FREE Consultation!

Joseph Behrman Tax Preparation Services

1808 Pettit Ave.,
Merrick , NY 11566

516-223-5944 / 516-318-3432
View map

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 

Rich Salbo And Associates

2949 Long Beach Rd
Ocean Side, NY 11756

View map

  • Tax Prep

State Farm Insurance Companies

3252 Hempstead Turnpike
Levittown, NY 11756

View map

Home, Auto, Life. Fire.

Orkin CPA P.C.

75 Jackson Avenue, Room 201
Syosset , NY 11791

View map

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

CPA Elder Care Services 

Gary M. Orkin, CPA, PFS

Edward Jones - Steven Katz Financial Advisor

3960 A Merrick Road
Seaford , NY 11783

View map

Dreaming Up The Ideal Retirement Is Your Job.

Helping You Get There Is Ours. 

It's simple really. How well you retire depends on how well you plan today. Whether retirement is down the road or just around the corner, the more you work toward your goals now, the better prepared you can be. 

Preparing for retirement means taking a long-term perspective. We recommend buying quality investments and holding them ebcause we believe that's the soundest way we can help you work toward your goals. At Edward Jones, we spend time getting to know your retirement goals so we can help you reach them.

To Learn more about why Edward Jones makes sense for you, call or visit today.

A.J Pellegrino Insurance Agency

15 Monmouth Street
Red Bank, NJ 07701

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.

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....

Taxpert One

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

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

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

750 Broad St.
Shrewsbury, NJ 07702

732-747-2828 866-MLS-4YOU
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.

Ron-Tan Enterprises, Inc.

425 Broadhollow Rd., Suite 427
Melville, NY 11747

View map

Let Us Do All The Work.

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

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

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.

Berger Advisory Services

750 Summer St.
Stamford, CT 06901

View map

Financial Management, Planning & Counseling Services

Peter A. Nussbaum

444 Highway 35
Eatontown, NJ 07724

732-578-9870 / 732-225-0777
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
View map

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

Michael Abrams

444 Highway 35
Eatontown, NJ 07724

732-578-9870 / 732-225-0777
View map

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

Mark L. Vaimberg, CLU, ChFC

519 Deer Park Road
Dix Hills, NY 11746

View map

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

Joseph R. Emmett CPA

283 Commack Road,
Commack, NY 11725

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
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.



4M Capital Services, LLC

91 Annandale Rd
Commack, NY 11725

View map

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

The Accounting Offices Of L.K. Reisman

39 Court Street
Freehold, NJ 07728

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


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



Titan Financial Services , Inc

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

631-360-3522 Ext.126 / 631-495-1595
View map

commercial properties , investment properties , condominlums and co-ops , 100% mortgages , low, poor or no credit , second mortgages and much more

1st Capital Home Mortgage

1324 Motor Parkway, Suite 132
Hauppauge, NY 11749

View map

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

Howard Azer

12 Roszel Road, Suite A104
Princeton, NJ 08540

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.

Balance Accounting & Financial Services

18 Church Street, Suite 110
Newton, NJ 07860

View map

Let Us Help You Plan For The Future.

  • Tax-Reduction Strategies
  • Investment Managment And Mutual Funds
  • Retirement Planning 
  • Estate Preservation
  • Asset Protection Through Insurance And Annuity Products
  • Income Tax Preparation

Green Valley Mortgage

1747-B N. Ocean Avenue
Medford, NY 11763

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

Giammattei & Company, LLC

140 Pilgrim Lane
Stratford, CT 06614

203-375-5541 / 203-926-1051
203-385-0091 / 203-926-6952
View map

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

Coastal Financial Services My Financial  Possibilities - Cori Ann Roublick Accubusiness Information Systems, LLC. Heritage Financial Planning Weiss and Weiss Balance Accounting & Financial Services Orkin CPA P.C. George Sotrillis EA Edward Jones - Steven Katz Financial Advisor Chunyee Wong Miot, PC
Showing 1–94 of 94 results for in New York, NY