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Floral Park Financial Advisors

Browse these financial services with great ratings from Thumbtack customers in Floral Park.

Overcoming Obstacles
4.9
from 31 reviews
  • 9 years in business
  • 139 hires on Thumbtack
Danny C.
Verified review

Tom is my life coach for over 10 years now! He is always available or makes himself available when needed. He has helped me with finances, work, business and relationship advise. Tom has been a great motivator for when I needed that extra push. I recommend him to anyone.

Hung & Scanga, LLC
5.0
from 14 reviews
  • 12 years in business
  • 8 hires on Thumbtack
Merari O.
Verified review

Annie helped me create a budget and gave me financial advice which helped me save hundreds dollars in interest. She also prepared my taxes resulting in a higher refund. Annie is very pleasant to work with. I highly recommend her!

The Towles Group Inc.
5.0
from 5 reviews
  • 16 years in business
  • 14 hires on Thumbtack
Keyon J.
Verified review

Awesome accountant, great fast reliable services. I wouldn't trust my business with anyone else, Ivan always count on The Towles Group!!!

RDT Advisors, LLC
4.2
from 6 reviews
  • 2 hires on Thumbtack
Rich S.
Verified review

RDT advisors were very professional and knowledgeable. Kim Tong was very helpful and answered all my questions regarding my personal portfolio and potential tax implications. I would recommend RDT to anyone seeking financial advice. I look forward to working with them again in the future.

J Joseph Maldonado, CPA
5.0
from 2 reviews
  • 23 years in business
Henry K.
Verified review

Jay has always done a great job with giving me tax and financial advice. Always thinking of ways to save on taxes and always gets back to me quickly. A true professional. I would always highly recommend and I have been to my colleagues and friends.

Noel Financial Services
5.0
from 2 reviews
  • 1 hire on Thumbtack
MCA B.
Verified review

Noel Financial Services provided exceptional financial services to my company. They were very efficient, timely and very professional. It was a pleasure doing business with you. Hope to do business again in the near future.

Abreu CPA
5.0
from 2 reviews
  • 16 hires on Thumbtack
Scott H.
Verified review

Great job and very professional. They have an office in Norwalk, CT where you can meet and go over what you need done. The office was a little run down with difficult parking, but if you are paying for the quality of the accounting services than this will be quickly overlooked. They were always available to take my calls and very responsive to my questions. Got the work done in a timely manner.

David A. Ranegan
5.0
from 1 review
  • 11 years in business
  • 2 hires on Thumbtack
Kristin D.
Verified review

I have known David now for Fifteen years from college- and he's not only a very trusted confidant- he helped my Husband and I plan for retirement using several different methods that ensure we will have a nice cushy retirement. He's very adept at planning for our long-term financial goals, assessing the 401k, savings, and pension accounts we already held and helping us strategize where to put money and how much - along the way. A complete road map that is customized for us. I am definitely very nervous when it comes the future- and early planning is key. I thought I knew a lot about finances- and I thought my husband knew even more- but David really thought of so many things we didn't really consider. Anyway, I've rambled long enough- He's very thorough and trustworthy. Highly recommend- I've already recommended him to my sister and brother!

S Fishman Accounting
5.0
from 1 review
  • 38 years in business
Richard D.
Verified review

He was hired to clean up the books after the prior person left abruptly, he did a great job and now the books are up to date and correct. All taxes and financial statements are up to date and flowing. His knowledge and per servereance got us through a very bad time and now we are smiling. He is an older gentlemen with a wealth of knowledge and can learn your business in a flash, if he does not already know it. When he is asked to dome something, it is done immediately, not pushed off. This accountant has a great knowledge of Quickbooks and many other software programs required in todays business world.

About

Foresters Financial Services, Inc. provides everyday families and individuals with financial solutions, guidance and tools, to meet their needs across all life stages. Our Financial Representatives offer personalized service combined with a solid, long-term approach and fresh thinking, to help you: • Save and invest for retirement, education and other life events • Create retirement income strategies • Protect the ones you love • Plan your legacy You can also take pride in knowing that you are part of Foresters™, an international financial services provider that gives back to the community and cares deeply about family well-being. Each year Foresters organizes thousands of community activities, providing financial contributions and hands-on volunteerism in support of charitable partners that make a meaningful and lasting impact in local communities. Together, we can help you achieve financial and family well-being—now and tomorrow, this generation and the next. You should consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other information, and should be read carefully before you invest or send money. An investment in a fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation (FDIC) or any other government agency. Foresters Financial™ and Foresters™ are the trade names and trademarks of The Independent Order of Foresters, a fraternal benefit society, 789 Don Mills Road, Toronto, Canada M3C 1T9, and its subsidiaries, including Foresters Financial Services, Inc. Securities, life insurance and annuity products are offered through Foresters Financial Services, Inc. Insurance products are issued by Foresters Life Insurance and Annuity Company or The Independent Order of Foresters. Areas of Specialty: Mutual Funds • Equity • Fixed Income • Tax Exempt • Money Market Insurance Planning • Whole Life • Variable Life • Single Premium Variable Life • Universal Life • Term Life • Survivorship (“2nd to Die”) • Non-Medical Final Expense Annuities Planning • Fixed • Variable • Immediate Business Planning • Key Man Insurance • Buy-Sell Agreements • Simple IRAs • SEP IRAs • 401(K)/Roth 401(K) • Executive Bonus • Defined Contribution Plans • Profit Sharing Plans Planning for Organizations • 403(B)/Roth 403(B) Plans • 457 Deferred Compensation Plans • Electronic Payroll Services College Planning • Coverdell Education Savings Accounts • 529 Savings Plans • UGMA/UTMA Custodial Account Retirement Planning • 401(K) and IRA Rollovers • Roth IRAs • Traditional IRAS • Wealth Transfer • Income Distribution Planning • Fixed Income Vehicles • Revocable and Irrevocable Trust Funding • Pension Option Planning

About

We are committed to provide services and solutions to help you enhance and capture the best opportunities as an individual or small business. Our pledge is to help you make better and more informed decisions that improve your position to flourish in any economy. As a Stakeholder of Downstate New York for the IRS, we are providing up-to-date and informative seminars on crucial financial and tax issues affecting individuals and small business owners. Hickey & Hickey has a long-standing reputation of service to the public. Our customers love the high caliber of service we provide at a substantial value, in addition to the way we break down tax jargon into plain English, so that you can understand what is going on as well as how to better organize yourself and your business financially. We are passionate and strongly bound to deliver the highest-quality product and to accomplish this motto our professionals are constantly evaluating opportunities to offer you value-added services.

About

I look to assist small business owners, families, and individuals who are interested in creating financial freedom. My firm and I walk our clients through a unique and careful process to ensure that we reach their financial needs and goals.

About

We are your excellent source for online financial services. ALLcreditfinancialservices Co. LLC is your excellent source for a wide range of online financial services, including legal services, credit repair, credit cards, insurance, business to business, real estate services, trading and investments, online banking, money transfer, credit reporting, identity theft protection services, and many more services. The content supplied on Allcreditfinancialservices Co. LLC website is intended for informational intention only; don't make any financial decisions established on its substance. Financial decisions are personal, grounded a person's situation. Refer to a financial professional before making any financial decisions. ALLcreditfinancialservices Co. LLC is not liable for your financial actions. All loans are subject to prime lender's approval, not ALLcreditfinancialservices Co. LLC.

About

I am a financial consultant and notary public for NYS. I am self-employed and have been working for the last 10 years as a financial consultant for a foreign company.

About

WFG is a financial service marketing whose affiliates offer a broad array of financial products and services. Its associates are committed to offer you power of choice, flexibility and a wide selection of products and services to find the best fits to your needs and goal. WFG's solutions range from personal to business products and it believes that is no one should be left behind financially and let the money works for you to enjoy your life.

About

Truvium Financial Group has changed the conversation about money, moving from product-focused to process-driven. Experience the difference with holistic financial planning and wealth management. Proven one client at a time, Truvium Financial Group helps clients reclaim control of their financial lives with holistically integrated strategies, and personal financial models, rigorously stress-tested before execution. financial planning, financial advisor, wealth management, investment advisory

About

We specialize in income tax preparation for individuals and small businesses. Popular Tax offers high-quality services comparable to those of CPA offices at reasonable rates. We are capable of handling complex tax returns with investments, partnerships, and self-employment. Our clients include union members, teachers, doctors, lawyers, artists, and actors. We are certified financial planning practitioners and help you better your finances through tax planning and investment management.

  • 8 years in business
About

I go out of my way to help not only my clients, but anyone in the community. I get to meet great people and it is rewarding any assistance I can provide.

About

We offer tax, bookkeeping, and financial consultation. We have over 10 years of experience working with the IRS and financial records of our clients. We offer the utmost professionalism with our clients. We handle all types of returns, and can service any type of business since we tailor our services to you. The software we use for bookkeeping is QuickBooks, which is online, and can be completely cohesive with your business' day-to-day operations. Our office is located on 8 East 199 St., Jerome Avenue, Bronx, NY. We speak English and Spanish.

About

I have extensive experience planning, developing and managing business within a challenging economic environment. My expertise is in fashion which is one of the most vulnerable business models as it relies on emotion rather than real need. My greatest achievement is the next business I touch that sees improved process, function and profitability.

About

As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children's college education, protect your family during your working years, or guarantee your own retirement security. These things won't happen by accident. It's important to determine what you'd like to achieve financially and then map out a strategy that will help you meet those goals.

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