Tax Services in Montebello, NY

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Top Montebello, NY Tax Preparers

Freedom Tax Services
Location 96 Lafayette Ave, Suffern, NY 10901, USA
Phone (845) 533-4777
Schneck & Eisenberger CPA's PC
Location 1 Executive Blvd, Montebello, NY 10901, USA
Phone (845) 368-4408
Koteen Michael J CPA
Location 1 Gisele Ct, Suffern, NY 10901, USA
Phone (845) 362-4711
DreamBuilder Financial, LLC
5 out of 5
Location 21 Annette Ln, Airmont, NY 10901, USA
Phone (845) 517-8477
The Penguin Group
Location 400 Rella Blvd ste 122, Montebello, NY 10901, USA
Phone (718) 971-1966
Stephen M. Desmond, CPA
Location 24 S Airmont Rd, Suffern, NY 10901, USA
Phone (845) 659-6221
Berard & Associates PC
5 out of 5
Location 44 Park Ave, Suffern, NY 10901, USA
Phone (845) 357-5668
Tax Accountant in Montebello, NY

Where Tax Accountants in Montebello, NY Serve

Montebello is a town in southern Westchester County, New York. The town is located on the east bank of the Hudson River, directly across from Manhattan. Some of the town's landmarks include the Montebello Hotel (a historic hotel that was once visited by presidents and celebrities), the Montebello Marina, and the Montebello Open Space Preserve. The top employers in Montebello are IBM, PepsiCo, and Mastercard. Major highways and streets in Montebello include I-87 (the New York State Thruway), U.S. Route 9, and NY Route 117. The neighborhoods in Montebello are mostly suburban in nature.

Financial Services Related to Tax Planning in Montebello, NY

Banks and Credit Unions

Banks in Montebello, NY provide a variety of different services for their customers. These services can include anything from checking and savings accounts to loans and mortgages. Banks can also offer other specialized services, depending on what their customer base is looking for.

Retirement Planning

Montebello, NY is a town that is known for its retirement planning. The town has a lot of resources to help retirees plan their golden years, including many different types of services and support groups. There are also plenty of activities and events in the town that cater to retirees, making it a great place to spend your retirement years.

Wealth Management

Wealth management is a process that helps individuals and families plan and manage their financial resources. Wealth managers provide advice on investments, insurance, estate planning, tax planning, and more. In order to become a wealth manager in Montebello, NY, you must have a certain level of education and experience. There are many firms that offer wealth management services in this area.

Financial Advisor

A financial advisor in Montebello, NY provides guidance to individuals and businesses on financial planning and investment options. They work with clients to create a comprehensive plan that meets their unique needs, and help them make informed decisions about their money. Advisors can offer advice on a variety of topics, including retirement planning, insurance, estate planning, and more.

Insurance Broker

An insurance broker in Montebello, NY, helps customers find the best insurance policies for their needs and budget. He or she also helps them file claims and provides customer service if something goes wrong with their policy. Some brokers also sell insurance products for a living.

Mortgage Loan Officer

A mortgage loan officer in Montebello, NY is responsible for helping people get mortgages. They work with banks and other lenders to find loans that are a good fit for the borrowers, and they help borrowers with the application process. They also work with buyers who are looking to purchase a home, to help them find the best mortgage deal possible.

Estate Planning Lawyer

An estate planning lawyer in Montebello, NY is a professional who helps clients create wills and trusts. They also help to designate beneficiaries for assets and property, and can provide guidance on tax implications of estate planning. In addition, an estate planning lawyer may also be able to assist with setting up a power of attorney or living will.


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