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Showing 1–26 of 26 results for

Financial Planning in New York, NY

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
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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
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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

646-402-6563
212-253-4194
crangel@cpa.com
http://www.crangelcpa.com
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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
201-455-6318
tranzsolutions@gmail.com
http://www.tranzbusinesscenter.com/qbcu
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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
718-497-3514
http://www.lipskytaxservices.com
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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
631-450-4223
http://www.acctmatrix.net
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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

718-777-5563
718-278-7108
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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
718-459-0846
nylifeboris@gmail.com
http://www.newyorklife.com
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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

 


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
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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
212-840-6993
wongcocpa@aol.com
http://www.cpany.com
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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
212-840-6993
wongcocpa@aol.com
http://www.cpany.com
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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
212-840-6993
wongcocpa@aol.com
http://www.cpany.com
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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
212-840-2183
cjacobs@finsvcs.com
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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

212-697-1355
212-370-4272
http://www.pcforprofessionals.com
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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
212-599-6537
solomonmetny@yahoo.com
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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
646-227-8198
afischman@ft.newyorklife.com
http://afischman.nylagents.com
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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
hhh777@earthlink.net
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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

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

212-661-1600
212-847-7082
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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

212-877-4039
212-877-3779
info@paulkenneylaw.com
http://www.paulkenneylaw.com
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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
212-742-7011
http://www.ReuvenEnterprises.com
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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

www.ReuvenEnterprises.com and www.ReuvenHealth.com


EBNY Financial

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

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


Primerica

44 Court St., Suite 305
Brooklyn, NY 11201

718-237-8862
718-237-9442
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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

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

718-773-0007
718-773-4849
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Residntial & Commercial, Registered Mortgage Broker.


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