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Showing 1–176 of 176 results for

Financial Planning Everywhere

First Financial Tax Group

Boca Raton, FL 33432


6.0% APY For 1 Year, Interest Paid Monthly

The Fixed Income Alternative

  • First Position Commercial Mortgage Notes (FPCMs) are Safer Alternatives. They Are 12 Month Notes Secured By High-Value Commercial Real Estate 
  • Low $25,000 Minimum
  • Great For Single, Joint, Trust & IRA Accounts
  • FPCMs Are Not An Annuity Or Insurance Product 
  • No Fees To Buy or Maintain

To Download Our Free FPCM Buyer's Guide, Visit Our Website At Or Give Us A Call To Have One Mailed To You.


Cal Horton Inc

1036 Centerville Circle
Vadnais Heights, MN 55127

651-773-0660 / 877-773-0660
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Retirement Planning For Professional Workers

  • Life Insurance 
  • Investments
  • Pre/Post Retirement Planning 
  • Charitable Gift Giving 
  • Estate Planning & More


Asset Proctection Services, Inc.

11148 Zealand Avenue North
Champlin, MN 55316

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We Specialize In:

  • Tax Strategies
  • Retirement Income Planning
  • Nursing Home Protection
  • Estate Planning

Additional Location:

141 Broadway St. E., #6 Monticello, MN 55362

Walker Capital Management Corp

3930 East Jones Bridge Road, Suite150
Norcross, GA 30092

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

Specializing In:

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


Hards & Wright Certified Public Accountants

331 Arden Avenue Suite 100
Glendale , CA 91203

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  • Tax Planning and Preparation 
  • Estate and Trust Planning 
  • QuickBooks Consulting 
  • Debt and Finance Advising
  • IRS Representation 
  • Accounting Services
  • Reviews and Compliation 
  • Entity Selection and Restructuring 

Boeckermann Grafstrom Mayer CPAS

4470 W. 78th St. Circle, Suite 200
Bloomington, MN 55435

952-844-2500 / 651-227-9431
952-844-2525 / 651-223-5158
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  • Attest (Audit)
  • Tax Services 
  • Outsourcing 
  • Internal Audit Services
  • Personal Financial Planning 
  • Investment Advisory Services 
  • Retirement & 401K Services
  • Trust Services 
  • Technology Services 
  • Risk Advisory Services 
  • Business Valuation Services 
  • Litigation Support & More....... 

Has a second location:- 

332 Minnesota Street, Suite W900, St. Paul MN 55101

Edward Jones - Financial Advisor - Kelly Kafka Schrempp, CFP

808 Yellow Brick Road,
Chaska, MN 55318

952-361-9617 / 888-361-9689
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  • Annuities 
  • Education Savings
  • Equity Investments
  • Estate & Trusts Services 
  • Insurance 
  • Fixed-Income Investments 
  • Mutual Funds 
  • Portfolio & Retirement Plan Reviews 
  • Business and Individual Retirement Plans 
  • Financial Analysis 
  • Strategic Planning and More......

Keats Tax and Financial Service

64 Roydon Drive East
North Merrick, NY 11566

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We Have The Solution 

Taxes Are Our Specialty 

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

George Sotrillis EA

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

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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.

MGO Certified Public Accounting

2029 Century Park East Suite 1500
Los Angeles, CA 90067

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Beige is the new black.

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

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


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

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

✔ Assurance

✔ Tax and Advisory

✔ Business Management

✔ Business Improvement and Support

✔ Outsourcing

✔ MGO Mensch

BEW Financial Solutions

201 Wanaque Avenue
Pompton Lakes, NJ 07442

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BEW Financial Services

Bruce E. Weiner - President

Specialize in:

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

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

P.O.Box 190
Montvale, NJ 07645

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

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

Perkins CPA, PC

2059 42nd Street
Astoria , NY 11105

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

Brett Perkins


Accubusiness Information Systems, LLC.

144-74 Broadway
Jamaica, NY 11434

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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

BGM Trunorth Wealth Partners

4470 W. 78th St. Circle, Suite 200
Bloomington, MN 55435

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Peter Rekstad - Wealth Partner, COO

What Does "Quality Of Life" Mean To You?

  • Ongoing Financial Planning 
  • Investment Management
  • Financial Planning 
  • Wealth Management 
  • Tax Planning 
  • Ongoing Services 


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.....


Collins Wealth Management

2000 Old West Main, Suite 324
Red Wing , MN 55066

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Our Only Business Is "Building & Protecting Your Wealth" 

  • Asset Management
  • Investment Strategies
  • Tax Management 
  • Retirement Strategies
  • Estate Planning & Conservation & 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...

Westbridge Financial and Insurance Services, Inc

21800 Burbank Blvd, Suite 140
Woodland Hills, CA 91364

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LIC: #0638564

Financial & Insurance Services, Inc.

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


Bruce Edward Brabec, CPA

407 Madison Avenue S.,
Edina , MN 55343

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

Edward Jones - Steven Katz Financial Advisor

3960 A Merrick Road
Seaford , NY 11783

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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.

Symmetric Advisors, Inc

13911 Ridgedale Dr, Suite #425
Minnetonka, MN 55305

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  • Money Management 
  • Variable Annunities  
  • Advisory Services 
  • Asset Management Services & More 

Call Us For A Consultation!

Georges and Moore Accountancy Corporation

2240 University Drive, Suite 100
Newport Beach, CA 92660

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  • Accounting Services
  • Tax Services
  • Business Consulting
  • Financial Statements
  • IRS and State Audit Representation
  • Business Start Up Services
  • Bookkeeping and Much More.......

Orkin CPA P.C.

75 Jackson Avenue, Room 201
Syosset , NY 11791

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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

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.

Doloboff, Nadler & Upbin LLP

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

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Certified Public Accountants

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

Gerald C. Malone, C.P.A.

9448 Lyndale Ave. S.,Suite 121
Bloomington , MN 55420

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Certified Public Accountant 

"My Business To Small Business"

  • Small Business Accounting 
  • Tax Preparation and Planning 
  • Business Formations 

Call Us For A FREE Initial Consultation!


GMC International Ltd

150 Great Neck, Ste 201
Great Neck, NY 11021

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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 

Carlos Rangel, CPA PC

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

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Specializing In: 

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

Bergen Financial & Advisory Services, LLC

361 Golf Avenue
Maywood , NJ 07607

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

Jeffrey Schwartz CPA PC

2005 Merrick Road, Suite #292
Merrick , NY 11566

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

Call Us For A FREE Consultation!

Eagle Valley Financial Services, Inc

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

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Let Us Help You Plan For The Future 

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

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

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



Anthony V. Ricci, CPA, Inc.

1119 Reservoir Avenue
Cranston, RI 02910

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

Joseph R. Emmett CPA

283 Commack Road,
Commack, NY 11725

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

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

Our Services Include:-

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

Visit Our Website For More Information.



Michael J. Porro and Company

180 Old Tappan Rd
Old Tappan , NJ 07675

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

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

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

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

Our Services:-

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

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

Our Services Include:-

Financial Planning

Tax Services

Estate Planning

Retirement Planning

Insurance Planning

Investment Management

Cash Flow Management and Bookkeeping

Business Management and Accounting

Proficient Tax Services

14 Wall Street, Suite 2056
New York , NY 10005

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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....

Northwestern Mutual

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

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

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


Evergreen Financial Group

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

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Providing Quality Financial Service 

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

  • Traditional Investments 
  • Non-Traditional Investments 


Jack B. Goldhaber

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

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Certified Public Accountant

  • Corporate Accounting 
  • Individual  & Corporate Tax Preparation

Cory Mireau Ameriprise Financial

6500 City West Parkway Suite 400
Eden Prairie, MN 55344

952-746-9450 / 952-484-1676
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Fully Liscensed For: 

  • General Securities
  • Life Insurance 
  • variable investments
  • Disability Insurance 
  • Longterm care Insurance 


Comprehensive Financial Planning, Including:

  • Retirment Planning 
  • Investment planning
  • Estate And Legacy Planning 
  • Tax Planning 
  • Risk/Insurance Planning, Etc.

Financial Resources Investment Services

3445 Washington Dr., Suite 203
Eagan , MN 55122

651-456-0840 / 612-840-4196
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Financial Advising & Financial Planning 

John E. Bennett, CPA

25001 The Old Road
Stevenson Ranch, CA 91381

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CA Insurance Lic. #OE87957

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

AXA Advisors

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

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

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

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


Lipsky Tax Services - CPA

67-07 Myrtle Avenue
Glendale, NY 11385

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

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

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

Additional Location:

75 Briar Lane, Jericho NY 11753

The Accounting Offices Of L.K. Reisman

39 Court Street
Freehold, NJ 07728

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Firm Profile:-

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


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

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

Our Services:-

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



Wolfsohn Accounting Services, Inc.

153 Broadway
Lynbrook, NY 11563

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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!

Lamers & Lamers, Ltd Certified Public Accountants

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

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

Margaret M. Benson LLC

3470 Washington Drive, Suite 209
Eagan, MN 55122

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Certified Public Accountant 

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

Mordfin Group Accountants & Advisors

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

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

Stuart M. Mordfin, CPA 

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

1188 Village Ave.,
Baldwin , NY 11510

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

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

JRH & Associates

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

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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 

Joseph Behrman Tax Preparation Services

1808 Pettit Ave.,
Merrick , NY 11566

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

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

Concepcion S. Peralta, CPA

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

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

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

Office Visits Available By Appointments Only

Weiss and Weiss

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

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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.


Pieper Whitaker & Bjork

3140 Harbor Lane, Ste 100
Plymouth, MN 55447

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

And also have another location at :

7900 International Drive, Suite 510, Bloomington, MN 55425

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...

Speedy Taxes Inc

94-52 214th Place C
Queens Village , NY 11428

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Quality Tax and Accounting Services 

  • Bookkeeping 
  • Corporate Formations 
  • Financial Statements
  • Tax Preparation Services 
  • Payroll  Services 
  • Business Tax Returns
  • Tax Planning 
  • Insurance Services & More

LTC Financial Partners

213 Indian Hills Trail
Marietta, GA 30068

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Long Term Care Specialist!

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

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

Coastal Financial Services

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

877-570-7660 / 646-205-0399
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  • Comprehensive Financial Planning
  • Investment Management
  • Retirement Strategies
  • Estate Conservation
  • Life, Disability, Long Term Care Insurance And Annuity Products

Taxpert One

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

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You Can Depend On Our Expertise!

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

Aviance Capital Partners

2180 Immokalee Road, Suite 301
Naples , FL 34110

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

  • Estate Planning
  • Financial Planning
  • Investing

Kass & Kass CPA P.C.

14 Woodland Road
Roslyn, NY 11576

516-627-3136 / 516-526-4928
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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 



Chunyee Wong Miot, PC

626 RXR Plaza, Suite 631
Uniondale , NY 11556

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Certified Public Accountant 

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

Professional Business Assistance, Inc

4445 West 77th Street, Suite 213
Edina, MN 55435

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Financial Records Management

  • Bookkeeping 
  • General Business Management 
  • Organizational Consulting 
  • Financial Records Management For Seniors 
  • Personal Business Assistance 
  • QuickBooks Services and More

Priscilla G. Repasky 

Financial Records Manager 

Niraj Mohin, CPA, PFS, CGMA

111 Kinderkamack Road, Suite 303
River Edge, NJ 07661

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

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

Daniel Schroeder-State Farm Insurance

3900 Vinewood LN N Ste 15
Plymouth, MN 55441

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  • Life Insurance
  • Annuities 
  • Auto 
  • Home Business insurance
  • Mutual Funds
  • Banking 
  • All Personal Lines Of Insurance

The Greatest Compliment You Can Give Is A Refferal. 


Brooks Staples Ameriprise Financial

New Brighton, MN 55112


Provides Confidential, Comprehensive Financial Planning Including:

  • Insurance 
  • Legacy Planning 
  • Retirement 
  • College Planning
  • Tax Strategies

Eve Schniebolk

132 Southard Ave
Rockville Centre, NY 11570

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Certified Financial Planner& Enrolled Agent!

  • Accounting
  • Tax Preparation
  • Finacial Palnning

Tax Town

2138 86th Street
Brooklyn, NY 11214

718-449-9292 / 718-265-3568
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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 

Heritage Financial Planning

45 Sandy Hollow Rd.,
Port Washington, NY 11050

516-767-8177 / 800-717-2212
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  • 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 

Your LA CPA Inc

1124 N. Hollywood Way, #C
Burbank , CA 91505

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Foreign Taxation Specialist 

Tax Preparation & Planning 

Accounting Services & More 

Dennis Kourbatsky, CPA 

Trilogy Financial Services Inc.

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

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

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

Please check out my website @

Greenwald and Glauser, PA

2625 Sandy Plains Road, Suite 106
Marietta, GA 30066

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The firm of Greenwald and Glauser, PA specializes in:

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


Balance Accounting & Financial Services

18 Church Street, Suite 110
Newton, NJ 07860

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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

The Tarnol Advisory Group

16133 Ventura Blvd Ste 1140
Encino, CA 91436

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The Tarnol Advisory Group

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

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

We Specialize In:

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


Lendt, Martin & Associates, LLC

5101 Thimsen Ave., Ste. 102
Minnetonka, MN 55345

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Certified Public Accountants

  • Accounting 
  • Bookkeeping 
  • Payroll Services 
  • Financial Planning 
  • Tax Planning
  • Business & Personal Tax Preparation 

Frey Financial Incorporated

761 W. Beaverbrook Ave. Suite 4
Spooner, WI 54801

715-939-1300 / 952-431-9600
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Second Location - 7300 Metro Blvd. Suite 135, Edina MN. 55439

  • Wealth Management Financial Planning Retirement Analysis
  • Investment Planning Roth and Traditional IRA's Mutual Funds
  • Varisble Annuities Alternative Investments / REIT's
  • Free 401k Analysis Employer Retirement plans College Funding
  • Life Insurance Disability Insurance Fixed Annuities
  • Long Term Care insurance


Edward Jones - Vincent Renda

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

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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 

Dot Yandle Financial Services, LLC

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

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

Our Services:

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

College Funding Options

211 N. 1st Street, Suite 280
Minneapolis, MN 55401

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  • Eliminate the administrative nightmare
  • Understand financial aid rules and regulations 
  • Help your child attend his or her dream school and make paying for it more easily affordable. 

Michael Niedenfuehr, CFP

Roger Advisory Services

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

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

Call For A FREE Initial Consultation! 


JB Financial Planning

Eden Prairie, MN 55347-2425

952-451-9795 / 952-451-1705

Securing your financial future 

  • FREE Personal Financial Review 
  • TAX-FREE, Lifetime Income Proposals 
  • IRA & Qualified - Non Qualified Rollovers 
  • FREE Comprehensive Financial Plan Provided At No Cost Or Obligation

John Butz, Eden Prairie 

Our experience and insight are free; paid by commissions


Todres & Company, LLP

400 Post Avenue,
Westbury, NY 11590

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

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

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

Michael Todres CPA 

Steve Cooperberg CPA

Has another location:

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

FSC Securities Corporation

7757 7th Street North
St. Paul, MN 55128

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Helping Clients For 30 Years

  • Investment Planning 
  • Wealth Management
  • IRA Rollover
  • 401(K) Rollover
  • 403 (B) Rollover
  • Insurance Planning: Medicare, Life, Annuities
  • Social Security Claiming Strategies
  • Member FINRA/SIPC

Gregory  S. Koalska- Financial Advisor

MN Insurance Lic.:20873

WI Insurance Lic.:2543623 

Art B. Trachtenberg

88 Mayfield Lane
Valley Stream, NY 11581

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Certified Public Accountant 

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

Call For A FREE Consultation!


Riggs & Associates

7600 Parklawn ave., Ste. 420
Minneapolis, MN 55435

952-564-6414 / 612-986-2427
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  • Accounting & Tax Services
  • Financial Consulting 
  • Field Examination Services
  • Fraud Examination Services & More...

Robert G. Riggs, CPA

State farm

2575 Hamline Avenue North, Suite A
St. Paul, MN 55113

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Bruce A Wagner Ins Agcy Inc.

Bruce Wagner - Agent

  • Life
  • Home
  • Condominium
  • Renters
  • Auto
  • Health
  • Annuities - Retirement Planning
  • Financial Planning
  • Business & More

Julie G. Merrill, CPA, PA

7300 Metro Blvd., Suite 460
Edina, MN 55439

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Tax Planning & Preparation

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

Dennis G. Hoye, CPA

3470 Washington Drive, Suite #115
Eagan, MN 55122

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Work With A Knowledgeable Tax Expert!

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

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

See Movement

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

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See Movement
Leatrice Lynne Latts, JD, CPA, Founder

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

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

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

And to change the Patterns preventing what you want.

Brooks Staples Ameriprise Financial

2451 15th Street Suite A
New brighton , MN 55112

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John Tappan founded Ameriprise Financial in 1894 with a singular vision, to help ordinary Americans achieve their financial dreams and feel confident about their futures. Throughout our long history, we have remained steadfast to this vision of putting our clients’ needs first, always.The strength of this commitment is matched only by our strength as a company. Through downturns, recessions, booms, the Great Depression and the recent Great Recession, we have honored every financial obligation to our clients and have never taken a bailout.Over the years, we’ve helped millions of people invest billions of dollars for what’s important to them. Today, we are America’s largest financial planning company1 and a leading global financial institution, with more than $650 billion in assets under management and administration2.Every day – true to Tappan’s vision -- our 10,000 financial advisors2 work with our clients one-to-one, to help put their dreams and goals more within reach.

MassMutual Financial Group

1271 60th St.
Brooklyn, NY

718-879-1713 / 917-771-7406

Specializing In:

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

Rich Salbo And Associates

2949 Long Beach Rd
Ocean Side, NY 11756

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  • Tax Prep

Franta Financial Services, Inc

3140 Neil Armstrong Blvd., Ste. 311
Eagan , MN 55121

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Franta Financial Services, Inc.

Financial Service - Stocks, bonds, mutual funds, life insurance, and more

Insurance Service – Long term care, Medicare supplements, disability, and more

Securities offered through The O.N. Equity Sales Company Ι Member of FINRA and SIPCΙ One Financial Way Ι Cincinnati, OH 45242 Ι 513-794-6794

Investment advisory services offered through O.N.Investment Management Company.

Licensed to sell insurance and annuities in MN and WI.

CBA Carl Berger Associates, Inc

17 Furler St.,
Totowa, NJ 07512

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Carl Berger Associates, Inc.

Helping Businesses Obtain Commercial Financing 

Economic Development Authority & Commercial Loan Specialist

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

Trager, Kevy & Trager, LLP

141 Willis Avenue,
Mineola, NY 11501

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Certified Public Accountants 

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

Steven Wagner, CPA

55 Old Turnpike Way, Suite 208
Nanuet, NY 10954

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

George Xu, CPA

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

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

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

Steven Z. Aisenbaum & Co

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

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Certified Tax Professional 

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

Mac Schneider, CFA

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

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

Bulls To Bears Inc.

225 Avenue T, Suite 1H
Brooklyn , NY 11223

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

"Measuring Our Success One Tick At A Time"

- Short Term Trades

- Intermidiate Term Trades

- Long Term Trades

- Options Trades

- Special Situation Reports

- Portfolio Analysis


The Traders Choice For Stocks And Options Picks!

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

101 Weatherstone Drive, Suite #820
Woodstock, GA 30188

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Tax & Financial Strategies.

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

Solutions for Businesses

13681 Hannibal Circle
Apple Valley , MN 55124

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  • Management Coaching 
  • Financial Planning 
  • Strategic Planning 
  • Diagnostic (SWOT) Analysis & More....

Call To Schedule A Consultation! 

McDermott Tax Services

568 West Broadway
Cedarhurst, NY 11516

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

Michael Abrams

444 Highway 35
Eatontown, NJ 07724

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

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

750 Broad St.
Shrewsbury, NJ 07702

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

Cornerstone Wealth Management LLC

107 Center Drive
Buffalo, MN 55313

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

Peter G. Neuberg, CFP, CPA, PFS

362 Parsippany Road
Parsippany, NJ 07054

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

Benson Financial Solutions

3230 Gorham Ave., Suite 1
Minneapolis, MN 55426

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

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

Payless Mortgage Corporation

838 Green Street
Iselin, NJ 08830

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

Jeffrey Etzin & Associates

580 Sylvan Avenue
Englewood Cliffs, NJ 07632

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

Boyle Financial Associates, LLC

325 N. Ave. E.
Westfield, NJ 07091

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Insurance, Estate Planning, Investments

YWL & Company, LLC

149 Madison Avenue, 11 FLoor
New York, NY 10016

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Kai Yu, CPA

Professionalism... Expertise... Integrity 

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

Manhattan Location:

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

CPA Professional Services, L.L.C.

144 Main Street, Suite 203
Hackensack, NJ 07601

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

Poltax LLC

245 Lanza Avenue
Garfield, NJ 07026

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

Specializes In:

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

Brian D. Levine, MBA, CPA

48 Bayard
New Brunswick, NJ

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

Dominick Griglak, PA

472 Westminister Place
Lodi, NJ 07644

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

Svetlana Loukianova

13-62 Hedman Place
Fair Lawn, NJ 07410

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

Howard Azer

12 Roszel Road, Suite A104
Princeton, NJ 08540

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

Ben Malakh TaxBizPro, LLC

22-05 Maple Avenue
Fair Lawn, NJ 07410

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

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

Taylor Accounting & Financial Services, LLC

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

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

Peter A. Nussbaum

444 Highway 35
Eatontown, NJ 07724

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

Andrew M. Horn

444 Highway 35
Eatontown, NJ 07724

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

Accredited Insurance Associates, Inc.

6099 Hollywood Blvd.
Hollywood, FL 33024

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

Met Life -Hysen Ulaj , LUTCF

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

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

GFS Forex & Futures Inc.

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

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

Genworth Financial - David Layfield, CLTC

9229 Shore Road
Brooklyn, NY 11209

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

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

1802 Hempstead Turnpike
East Meadows, NY 11554

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

LS Taxes & Financial Service -Larisa Shvartsman



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

Titan Financial Services , Inc

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

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

Green Valley Mortgage

1747-B N. Ocean Avenue
Medford, NY 11763

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

Diversified Resources

3337 Bruner Avenue
Bronx, NY 10469

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

AllState Insurance Company - Regina B. Floria, Exclusive Agent

2867 Webster Avenue
Bronx, NY 10458

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

Coscia And Amsterdam

8714 Third Avenue
Brooklyn, NY 11209

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

Halbreich Accounting & Tax Service, Inc.

18 Bradley Avenue
Staten Island, NY 10314

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

Stern & Sons Insurance Agency Inc. - Sheldon Stern

3803 FT Hamilton Parkway
Brooklyn, NY


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

Ron-Tan Enterprises, Inc.

425 Broadhollow Rd., Suite 427
Melville, NY 11747

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Let Us Do All The Work.

Genesis National Mortgage Corp.


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

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

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

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

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

North East Financial LLC



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

Wealth Design and Management Co., Inc.


631-427-5344 / 212-564-7576

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

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.

Bob Isacsen, Exclusive Agent



Call Me For A Competitive Business Insurance Quote.

Richmond Financial Associates, Inc.

182 Rose Avenue
Staten Island, NY 10306

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

Hola Plata

877-PlataHoy / 877-752-8246

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

Glad Realty

1121 Front Street
Uniondale, NY 11553

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

Giammattei & Company, LLC

140 Pilgrim Lane
Stratford, CT 06614

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

Matheson & Associates, LLC

Northern NJ & New York City

888-245-5747 / 973-660-9696

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

Golden Financial Service, Inc.

80 E. Penn St.
Long Beach, NY 11561

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Marlin Trading, Inc.

244 Sheldon Ave.
Staten Island, NY 10312

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

Main Street International

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

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

A.J Pellegrino Insurance Agency

15 Monmouth Street
Red Bank, NJ 07701

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

State Farm Insurance Companies

3252 Hempstead Turnpike
Levittown, NY 11756

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Home, Auto, Life. Fire.

Dominion Financial Group

199 Ash Bridge Drive
Baltimore, MN 21221

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

IPI Skyscraper Mortgage

1000 Woodbury Rd
Plainview, NY 11797

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

Pesile Financial Group

183 New Dorp Lane
Staten Island, NY 10306

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

Likhtenstein Financial Planning

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

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Retirement Planning, Insurance, Estate Planning

Mark L. Vaimberg, CLU, ChFC

519 Deer Park Road
Dix Hills, NY 11746

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

4M Capital Services, LLC

91 Annandale Rd
Commack, NY 11725

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

Northdale Financial Planning

5500 Fieldston Road, 3jj
Riverdale, NY 10471

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

Weingart M. Richard, CPAs

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

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

Berger Advisory Services

750 Summer St.
Stamford, CT 06901

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Financial Management, Planning & Counseling Services

Mid-Atlanties, Inc.

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

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

MB Enterprises



Emerald Planning Services, Inc.

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

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

Arthur Chernick Company, Inc.



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

Marc Haziza., CPA.

45 Essex Street., Suite 105
Hackensack, NY 07601

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

Royal Alliance Financial Planning


973-239-8999 Ext 10

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

1st Capital Home Mortgage

1324 Motor Parkway, Suite 132
Hauppauge, NY 11749

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

Barbara Maxwell, LUTCF

2031-8 Forest Avenue
Staten Island, NY 10303

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Auto, Home, Business & Life.

Morgan Stanley

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

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

A Detective's Referral Service

800 2nd Ave.


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

Byck Financial Services

516-935-4241 / 800-833-1704

Strategic Prespective In Financial Services

The Abacus Group

Two Penn Plaza #1500


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

New Age Financial Services

Manhattan, Westchester & Long Island


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

Showing 1–176 of 176 results for Financial Planning Everywhere