Business Tax Accountants Stony Brook NY

Welcome to the GlobalBx Local Pages. Here you can find local information about Business Tax Accountants in Stony Brook, NY. We have compiled a list of businesses and services around Stony Brook, including Tax Preparation that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Tax Preparers in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Matthew Berman
1393 Veterans Memorial Highway
Hauppauge, NY
Company
Title: Agent
Company: CPS Financial Services
Education
Muhlenberg College/Business Adminstration
East Stroudsberg University/Masters'
PGA Member/2006
Service
Individual Income Tax Planning,Life Settlements,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Fee-Only Comprehensive Financial Planning,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Health Care Ins

Data Provided By:
Harlan J. Fischer (RFC®), CHFC, CLU, LUTCF
(631) 979-6000
50 Route 111, Suite 206
Smithtown, NY
Company
Branch Financial Services, Inc.
Qualifications
Education: BS
Years of Experience: 38
Membership
IARFC, FPA, SFSP, NAIFA
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, BuySell, Compensation Plans

Data Provided By:
Mr. Richard A. Fallica (RFC®), CEP
(631) 979-6161
P.O. Box 728
Smithtown, NY
Company
Design Capital Planning Group, Inc.
Membership
IARFC, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Education Plan, BuySell, Compensation Plans

Data Provided By:
Mr. Richard J. Chester (RFC®), CPA, MBA
(631) 588-8595
340 Portion Road
Ronkonkoma, NY
Company
RJC Financial Services, LLC
Qualifications
Education: CPA,MBA,BBA,RFC
Years of Experience: 43
Membership
IARFC, AICPA
Services
Invoice, Estate Planning, Business Planning, Pension Planning, Retirement Planning, Tax Planning, Tax Returns, Family Offices, Mutual Funds, Long Term Care Insurance, Medical Insurance, BuySell

Data Provided By:
Donald Conrad
1377 Motor Parkway
Islandia, NY
Company
Title: RIA, CSA
Company: Conrad Capital Management
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Education
Nassau County Community College
Suffolk County Community College
The Collective School of Music
Years Experience
Years Experience: 29
Service
Fee Only Portfolio Management,Wealth Engineering,Mortgage Refinancing,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Alternative Investments,Disability Insurance,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Individual Income Tax Planning,Portfolio Engineering,High Yield Bank Accounts,401k Rollover From Employer,Income for Life/ Preserve Principal,Wealt

Data Provided By:
Timothy J. Denis (RFC®), CFP
(631) 928-3073
8 Priscilla Lane
Port Jefferson Station, NY
Company
The North Shore Planning Group, LLC
Qualifications
Education: MS in Finance Redding University.MS in Management Redding University.MBA Redding University.Graduate of CFP ProgramCW Post 1997.CLB, Certified Loan Broker.
Years of Experience: 18
Membership
IARFC, FPA, NAPFA, NAIFA, GAMA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Medicaid Planning, Tax Planning, Tax Returns, Seminars Work, Employee Benefits, Family Offices, Stocks and Bonds, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Business Coach, Charitable Planning, Education Plan, H

Data Provided By:
Mr. Brian E. Glickman (RFC®), CPA
(631) 361-9108
22 Lawrence Ave Ste 103
Smithtown, NY
Company
Brian E. Glickman CPA, RFC, PFS
Qualifications
Education: BBA in AccountingMasters In Taxation
Years of Experience: 15
Membership
IARFC, AICPA
Services
Invoice, Estate Planning, Business Planning, Pension Planning, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Business Coach, Charitable Planning, Education Plan

Data Provided By:
Mr. Albert F. Coletti (RFC®), CHFC, CLU
631 979 6161 x102
P.O. Box 728
Smithtown, NY
Company
Design Capital Planning Group, Inc.
Qualifications
Education: Eastern Military AcademySuffolk College Hofstra University
Years of Experience: 43
Membership
IARFC, MDRT, FPA, SFSP
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Mortgage Loans, CommOptions, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Auto Home Insurance, Business Coach, Charitable Planning, Education Plan, Asset Protection, B

Data Provided By:
Mr. Gregg Pajak (RFC®), CHFC
(877) 494-9366
150 Motor Parkway Suite 401
Hauppague, NY
Company
WizdomTree Benefit Solutions Inc.
Qualifications
Education: ChFCRFCSeries 7Series 63Life/Health
Years of Experience: 8
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Education Plan, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans

Data Provided By:
Mark J. Snyder (RFC®), CHFC, CLU, RFP
(631) 289-4224
1731 North Ocean Ave., Suite A
Medford, NY
Company
Mark J. Snyder Financial Services, Inc.
Qualifications
Education: B
Years of Experience: 37
Membership
IARFC
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Retirement Planning, Tax Planning, Mutual Funds, Annuities, Life Insurance, Long Term Care Insurance, Compensation Plans

Data Provided By:
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