
Unique Financial Advisors Company
Unique Financial Advisors is a one-stop source for all your Financial needs. We provide Customized Financial Planning and Investment Management, and Tax services for Busy Professionals. Exceptional client service is at the forefront of our agenda. We will take the time to listen to you and answer all your questions.

4D Tax & Financial Planning
4D Tax & Financial Planning is a professional fee-based financial planning service that helps people manage their resources to as the starting point to create a comprehensive financial plan that will help our clients achieve a secure

Antan R. Wilson - Financial Advisor at Morgan Stanley
is a financial advisor at Morgan Stanley who specializes in providing comprehensive financial services, such as estate planning, trust and asset protection, life insurance, financial planning, investment portfolio management, wealth management

Edward Jones - Financial Advisor: Jonathan D Walker
together. Our main concern is your physical and financial wellbeing, so please don't hesitate to reachsee how we can help. Edward Jones - Financial Advisor: Jonathan D Walker is an investment firm thatfinancial objectives. We provide expert advice on retirement planning, saving for college and smart tax-planning

Edward Jones - Financial Advisor: Jonathan D Walker
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Castle Financial Integrated Wealth Management Strategy
of our financial planning team to develop a plan to help you achieve your financial and life a tax efficient manner. Goals-based financial security planning approach is designed to help clients define identify roadblocks or gaps that might impact the financial planning strategy. It is imperative to monitor the plan

Bercovitch Tax Law Legal Law Guidance
services and legal guidance to clients and their financial advisors for more than 30 years. A model of state and local tax support and consulting, tax planning, and audit defense work. Clients include individuals, closely

Earn Into Wealth
firm in 2016. EIWS is a fee-only financial planning firm: * No conflicts of interest, no commissions, sales * Our aim is to be your trusted financial advisor for as long as you want Our clients

Broadway Tax Professionals
(BTP) is a complete service tax preparation and financial planning firm who specialize in individual, corporate, trust, partnership

Wallace Investments
clients exploring our services is to complete our Financial Planning Questionnaire. This helps us identify the best ways risk. We take great pride in providing individualized financial planning services and asset management assistance to individuals and

Austin Jett - AXA Advisors
Strategies) 2.) Disciplined Savings Regiments: (Retirement Planning, College Education Planning) 3.) Risk Management: ( Comp Plans) Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600Financial Services, LLC and its family of companies, including AXA Equitable Life Insurance Company (NY, NY) and Advisors

Wells Fargo Advisors
of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation'sto put client needs above all else. Our Financial Advisors work with clients to understand their needs and then help them develop individual investment plans and investment portfolios that are easy to

Charles A Kerner, CPA
-state planning, financial advice, federal and state income tax preparation, retirement planning, investment taxation our clients achieve their goals and financial security. We are proud to haveaccounting services such as tax planning, preparation, and compliance; financial planning and consulting; estate planning; and

Openmind Money
LLC is a financial advisor based in New York City, providing fee-based financial planning and investment education services

Kyle F Lester, CPA
business accounting, QuickBooks training and setup, financial planning, retirement planning and estate planning. With knowledge to help clients maximize their financial goals. Their comprehensive services cover everything from tax preparation to estate planning with an emphasis on personalized service

Spear CPA CFP
services such as tax planning, bookkeeping, payroll, and financial planning. We strive to exceed expectations in every area

Allstate Insurance: Anthony Pomponio
As a Personal Financial Representative in New York, I understand the needs mutual funds, annuities, life insurance, and college savings plans. I will review their insurance and financial needs

Piermont Wealth Management
Piermont Wealth Management is a financial planning firm based in New York, offering guidance to of experience assisting clients with their financial goals, such as retirement planning, tuition savings, and more. We operate

Boaz Capital
help them maximize their profitability and success. From financial planning and analysis, to marketing and strategy development, Boaz

Fitapelli Kurta
in protecting investors from stockbroker fraud, FINRA arbitration, financial advisor misconduct, investment fraud, account churning, and unauthorized trading