I am an accountant and Certified Financial Planner. I have a practice in Huguenot, Staten Island. I have over 30 years of experience in accounting and taxes. I have the following licenses and designations:
• Registered representative (securities broker) with a Series 7, 24 and 63
• Insurance broker licensed in life, health and annuity products
• CFP – Certified Financial Planner
• EA – Enrolled Agent gives the authority to represent my clients in tax court
My service is comprehensive. My experience and education gives me the benefit of looking at your financial situation with a tax benefit angle.
Did you ever encounter the frustration and time-consuming situation when your accountant told you to ask your securities advisor or insurance agent about a clarification on a confusing transaction so he can understand better the tax implications? Would you find value in having a professional relationship with an accountant that understands securities and insurance? Would you like to make one call and get and answer or chase a number of your advisors for an answer? What I offer is the expertise of multi financial disciplines with one call.
My clients appreciate the honesty and effort I put in helping them achieve their financial goals.
