Complete the form below to find Financial Planning Services in your area.
Start your Search for: Financial Planning Services
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Sample Listing of New York, NY Financial Planners
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Adolph Levin
53-04 192 St Flushing, NY
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Accounting, Tax Preparation/Planning. As an Enrolled Agent, I represent taxpayers before the IRS and other tax authorities.
New York State (ONLY) Licensed Life and Accident/Health Insurance.
New York Sate (ONLY) NASD: Registered Representative authorized to market Mutual Funds and Fixed/Variable Annuities.
Estate Conservation and Asset Protection services.
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Sterling Warren Ltd
1350 Broadway Suite 2210 New York, NY
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A boutique firm of sophisticated professionals dedicated to serving the financial needs of small companies and high net worth individuals. We provide comprehensive business advisory services from startup to buyout, including general accounting, tax preparation, financial planning, benefits/pension management, as well as IT services.
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Peter A Johnson Financial Services
3686 Seneca Street West Seneca, NY
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Our firm was founded with the goal of assisting our clients in every aspect of their financial lives. We work closely with each client to help them pursue their goals. Our staff consists of experienced professionals with a "hands on" approach to financial advice. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about working towards making your dreams a reality.
If you have come looking for an investment manager to manage your company`s retirement or pension plans, you have come to the right place. If you are a successful individual looking for a financial consultant, you too are in the right place. Peter A Johnson Financial Services’ purpose is to create and preserve well being for both businesses and individuals. After talking to us, you will know you have been heard. We begin by determining your financial and personal goals. We can create a plan that assists in pursuing your goals. Money management is not an easy process. Effective money management involves two important components: managing your investments and preserving your wealth. Our goal is to create financial solutions and provide an extraordinary amount of personal service.
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