fee only financial planning and tax services
CPA, CFP office delivers objective, professional financial advice and tax planning (fee only, no commissions)
Keywords: accountant,financial planner, financial advisor, fee only, investment, portfolio, business, financial advisor, certified public accountant, Westchester, CPA, CFP, tax returns, rollover,
Interview Q&A
How long have you been in business?
since 1988
What is your primary product or service?
investment advice, financial planning and tax services
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
CPA, MBA Finance, CFP
How do you differentiate yourself from other businesses in your category and area?
We do not accept commissions, so the advice clients receive is based on what's best for them. Our loyalty is to the client - not to some brokerage firm or insurance company. We focus on creating and monitoring sensible, diversified and customized portfolios for clients' retirement accounts.
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