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Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt
From the Business:GST Financial Services, led by Thirumal Murugan, offers comprehensive financial planning solutions designed to support individuals, families, and businesses. The firm specializes in estate planning, retirement planning, wealth management, business succession planning, and long-term financial strategies. With a focus on creating personalized plans that align with clients' goals, GST Financial Services ensures that all aspects of financial security are addressed, providing clients with peace of mind and a clear path to future success.Read more
Nearby Neighborhoods:Battle Monument, Berkeley Square, Bungalow Park, Cadwalader Heights
From the Business:WE ARE NOT TAX ACCOUNTANTS OR TAX PREPARERS. Sarsi is a fee-only financial advisor in West New York, NJ and New York City with clients everywhere. As a fee-only financial advisor our interests are aligned with those of our clients and we are a fiduciary to them. We do not sell products, we solve problems. Our clients are busy professionals, business owners, divorcees, widow(er)s and retirees/pre-retirees. They hire us to simplify their situation. We unravel complexity and build a financial plan in a reliable manner. This allows our clients to focus on things that are important to them. Our services include comprehensive financial planning, investment management, tax planning, retirement planning, estate planning etc.Read more
Majestic Wealth Builders
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8 Years in Business
- Commercial Business Insurance Services
Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt
From the Business:I’m Chirag, a dedicated Financial Services Professional with a strong passion for helping individuals, families, and businesses achieve their financial dreams and goals. With years of experience in the industry, I specialize in creating tailored financial strategies that address a wide range of needs, including Life Insurance, Retirement Planning, Wealth Building, and more. My approach is built on a foundation of honesty, integrity, and leadership. I believe that every client deserves personalized guidance that aligns with their unique circumstances and aspirations. Whether you are planning for a secure retirement, protecting your loved ones through comprehensive life insurance, or growing your wealth through smart investment strategies, I work closely with you to develop solutions that fit your lifestyle and long-term objectives. Empowering my clients is at the heart of what I do. I strive to educate and inform, ensuring that you feel confident and in control of your financial decisions. By partnering with me, you gain not only expert advice but also a trusted ally who is committed to your success every step of the way.Read more
Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt
From the Business:I am one of the most distinguished Financial & Taxation Services in Peachtree Corners, GA. I specialize in Accountant Services, Finance & Accounting Training, Financial Advisor, Financial Forecasts, Financial Planning, Financial statement Analysis, Investment Management, Long Term Care Insurance, Tax Consultants Services, Tax Preparation Services, Insurance Protection, Retirement Income Strategies, Business Strategies World Financial Group offers a leading financial services platform and experience to help pursue your financial goals. No matter your life story, our tailored approach to planning for retirement will meet you where you are and address your specific goals. And for entrepreneurial-minded individuals looking to grow wealth on their terms, our turnkey system and experienced leadership can help you build your own business by supporting the needs of others. We help make the dream of financial independence possible for all those in our communities across North America.Read more
Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt
From the Business:Welcome to Retire Wisely Financial Services Inc, where we are committed to helping our clients achieve their financial goals and plan for a comfortable retirement. Our team of experienced financial professionals provides a range of services, including wealth building, financial planning, investment advice, retirement planning and estate planning. Our wealth-building services are designed to help you grow and protect your assets. We offer a variety of investment strategies, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs), to help you create a diversified portfolio that aligns with your investment objectives and risk tolerance. Our investment advisors monitor your portfolio on an ongoing basis to ensure it remains aligned with your goals and objectives. We also offer financial planning services to help you make informed financial decisions. Our financial planners work with you to create a comprehensive financial plan that takes into account your income, expenses, debt, and savings. We provide guidance on budgeting, debt management, among other topics, to help you achieve your financial goals.Read more
Surefinbiz Financial Services
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15 Years in Business
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Language:Telugu , English +1 more
- NPN 19454748
Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt
From the Business:SureFinBiz is a financial services company founded by Surender Reddy Yampally with a mission to support families in achieving financial security and independence. Drawing on over two decades of professional experience, the company offers a wide range of services including investment planning, retirement planning, tax savings, life insurance, estate planning, and college savings strategies. SureFinBiz is committed to making financial planning accessible and empowering clients with the knowledge and tools they need to make informed decisions. Additionally, the company provides business opportunities and training for individuals interested in building a career in the financial services industry, helping them succeed through mentorship and support. At its core, SureFinBiz strives to ensure that no family is left behind on the path to financial well-being.Read more
Nearby Neighborhoods:Belltown, Cove-East Side, Downtown, Glenbrook
From the Business:An independent, privately-owned, fee-based registered investment advisor based in downtown Pittsburgh, Pennsylvania. The firm focuses on guiding clients toward long-term financial success through a disciplined investment strategy rooted in timeless philosophies and modern financial tools. They offer services in life insurance, retirement income planning, Social Security education, asset allocation, and Medicare planning, aiming to deliver tailored strategies that foster clarity and confidence in clients’ financial lives. Established as a closed joint-stock company, this Russian consulting group provides integrated services across finance, legal, and accounting disciplines. Its offerings include due diligence and audits, corporate structuring and registration, tax planning and accounting outsourcing, as well as secretarial support and document archiving. They emphasize confidentiality, thorough customer service, and the use of cutting-edge technology to deliver efficient, reliable corporate support in Russia and abroad.Read more
Nearby Neighborhoods:Ammersee, Abbott Loop, Airport Heights, Basher
From the Business:SecureYourTomorrow Life Insurance, where we understand the importance of safeguarding your loved ones' future. Our comprehensive life insurance plan is designed to provide financial security and peace of mind.Customize your policy with optional riders like critical illness coverage, accidental death benefits, and more. Tailor your plan to address specific risks and enhance your overall protection.Read more
Soujanya Vundavalli Financial Professional
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1 Year in Business
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Language:Telugu , English +1 more
Nearby Neighborhoods:Abbott Loop, Airport Heights, Basher, Bayshore/Klatt
From the Business:Soujanya Vundavalli is a dedicated financial professional committed to helping individuals and businesses achieve their financial goals. With expertise in investment planning, wealth management, and risk assessment, she provides tailored financial strategies to ensure long-term financial security. Her client-centric approach focuses on understanding individual needs and crafting customized solutions that align with their aspirations. Whether it’s retirement planning, insurance coverage, or portfolio diversification, Soujanya empowers clients with knowledge and financial tools to make informed decisions for a stable and prosperous future.Read more
Trillium Square Advisors LLC
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15 Years in Business
- CRD 296487
Nearby Neighborhoods:Braefield, Abbott Loop, Airport Heights, Basher
From the Business:Trillium Square Advisors LLC is a full service wealth management firm. We are fiduciary financial planners and can help you with your retirement or ongoing financial planning needs. We also help your business with setting up retirement plans and tax planning. We have extensive experience evaluating financial markets and investments. Our goal is to utilize this expertise in meeting the unique needs of our clients. Our practice is led by Sukesh Pai. Prior to founding Trillium Square Advisors, he served at QMS Capital Management LP and Morgan Stanley & Co. He is a holder of the Chartered Financial Analyst ® designation and has an MBA from Duke University where he was a Fuqua Scholar. We specialize in Retirement Planning, Cash Flow Analysis, College Education Planning, Financial Forecasts, Investment Management and Tax Planning.Read more
Easy Tax Services USA
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3 Years in Business
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Claimed
Nearby Neighborhoods:Parkmont
From the Business:I am one of the most distinguished Financial & Taxation Services in Fremont, CA. I specialize in Accountant Services,Banking Services,Investment Management,Money Transfer Services,Tax Consultants Services,Tax Preparation Services,Bookkeeping,Multinational Accounting and Taxation,Payroll Processing,Audit Review & Compilation Services,Finance & Accounting Training,Foreign Accounts Disclosure,Auditing Services,Compilation Services,IRS Representation,Incorporation Service,Notary Services,Estate Planning,Retirement Planning,Financial Planning,Income Tax Filing,Personal Tax Planning,Business Tax Planning,International Tax Consulting,Financial statement Analysis,Cash Flow ,Financial Forecasts ,Business Entity Selection,Business Succession Planning,Income Tax Preparation,Long Term Care Insurance,Financial Advisor,College Planning/Funding.Read more
RichTaxLaw
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Established Since 2017
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Claimed
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By Appointment
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Language:English
From the Business:maxWEALTH provides Tax & Wealth Advisory Services for a number of people including: Individuals, Business Owners, US Expatriates Working Abroad, Doctors/Physicians, H1B/L1 Consultants working on Client Projects, Students working on OPT/CPT. We provide extreme data security for all our client's tax returns and will ensure 100% customer satisfaction at an affordable price. We specialize in the preparation of U.S. Individual Income Tax Returns, particularly for U.S. citizen's resident abroad. We have been helping them with their U.S. Tax Returns and with other U.S. tax matters for years. Our procedures are designed to make Tax Return preparation as easy and painless as possible while at the same time assuring that you benefit from all the deductions, exclusions and credits to which you are entitled. For more details contact us.Read more
Pathak Financial Group Tax & Insurance
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15 Years in Business
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Claimed
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Closed now
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Language:English , Hindi +1 more
From the Business:" Pathak financial group is the right choice for your insurance needs. We are financial planners with various backgrounds of expertise. We are here to help all of our clients with their unique needs related to retirement and financial security. In addition we offer Payroll services, Group Health Insurance, and 401K retirement plans. No future is too big or too small for us, our goal is to simply help create a positive future for all of our clients. Here at Pathak Financial Group, we understand that financial planning for your future is scary and uncertain, especially in today's economy. But, rest assured, we have helped clients, with all types of backgrounds, successfully achieve their goals. They are happily retired with their financial hopes and dreams met. We want to help make that dream become a reality for you and your family also. Be sure to call us for a FREE consultation!!! "Read more
Perfect Tax And Finance
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Established Since 1980
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Claimed
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Closed now
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Language:English , Bengali +2 more
From the Business:Perfect Tax is a well-known business service firm of USA specialized in providing international Tax Planning and structuring International Business Operations so as to assure lowest worldwide Taxes and full proof liability protection for Business operators with complete lawful compliance of Tax Laws of respective countries. We are a full range of tax and financial service consulting services to businesses and individuals, including tax advisory and compliance, business development, bookkeeping and payroll; financial and retirement planning, and guidance for all aspects of your financial life. We have grown to have offices at Irvine, CA and New Jersey, NJ where we offer Charitable Tax Planning, Advance Planning, and Solar Tax Credit and all other services provided by the firm. And Saturday by appointment only.Read more
Edison Tax Group
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Established Since 2016
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Claimed
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Closed now
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Language:English , Gujrati
- 106635
From the Business:At Edison Tax Group we love what we do. We cater to our clients with a full range of accounting, audit, and tax services. Our clients range from small and mid-size businesses to individuals and self-employed professionals. Atiq Ahmed is owner of this firm, he has extensive experience in providing tax consulting and compliance services to businesses and individuals. His primary practice areas include: Accounting software implementation & business automation, Business structure and choice of entity consulting, Corporate and partnership federal and multi-state and local tax compliance and planning, individual income tax compliance and planning and IRS resolution & State audit defense. For more details contact us.Read more
Business Offers
NSKT Global
Ratings & Reviews for Investment Management
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5/5
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Based on 4 reviews
I would highly recommend Deva + his services. He has helped us navigate life changes and has helped us be better prepared for the future. His guidance and willingness to always be available has been really great.
Sai CPA Services provides outstanding and reliable accounting support. Their team is professional, responsive, and incredibly knowledgeable. They took the time to understand my financial situation and delivered personalized guidance that made a real difference. From tax planning to bookkeeping and business consulting, every service was handled with care and accuracy. I highly recommend Sai CPA Services to anyone looking for a trustworthy and efficient CPA firm!
I worked with Nikil for a year . Great Communication and assertiveness.. pricing is fare. If you are somebody constantly on the go or have a traveling business, working with an online accountant may be within your favor.
Everything You Need to Know About Investment Management
Navigating the New Digital Asset Reporting Landscape: What Indian-Americans Need to Know
In the ever-evolving world of finance and taxation, a new player has entered the field: regulations requiring custodial brokers to report digital asset transactions, including cryptocurrencies. For Indians living in the USA and Canada, this development brings both opportunities and challenges. Let's dive into what these changes mean for you and how they might affect your financial decisions in the digital asset space.
Corporate Stock Repurchase Excise Tax: What It Means for Indian Investors in North America
In the ever-evolving landscape of U.S. tax law, a new player has entered the field: the Corporate Stock Repurchase Excise Tax. This 1% excise tax on corporate stock buybacks has been introduced with the aim of curbing excessive repurchases and promoting more equitable financial practices. For the Indian community in the USA and Canada, many of whom are active investors or work in the corporate sector, understanding this new tax is crucial.
Strategies for Successful Investment Management
Investment management is selecting, monitoring, and adjusting a portfolio of assets to achieve specific financial goals. Investment management can be done by individuals, institutions, or professionals who charge a fee for their services. Regardless of who manages the investments, some common strategies can help achieve successful investment management. Here are some of them: Define your investment objectives and risk tolerance:
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ASM Associates LLC – Tax Office
Financial & Taxation Services - Accountant Services +16 more
Sai CPA Services
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