Since 2001, we provide tax expertise & strategies for: Individuals, Corporations, LLCs & Trusts.

Financial 401K Rollover IRA Tax Planning NYC, NJ

Financial Consulting Services of New York City and New Jersey

Financial Planner NYC/NJ, Financial Advisor NYC/NJ, Retirement Planner or Advisor NYC/NJReceive Financial Advice from a team of NYC & NJ Advisors. A properly structured financial strategy enables you to face any financial challenge that may present itself at each stage of your life. Financial and Tax strategies can minimize your income and capital gain taxes, build wealth and protect your assets.

Through the tax planning process, we can help you assess your needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

We can advice you regarding all types of retirement plans that include but are not limited to: 401-K, 403-B, IRA, Defined Benefit Plan, Defined Contribution Plan, SIMPLE IRA, SEP, HR-10/Keogh and Profit Sharing Plan.  Also tax advantages Roth retirement plans.  By utilizing tax qualified retirement plans above, you and/or your business will be able to save great deal of money on taxes.

Financial Services in New York City and New Jersey

picFinancial Services of NYC & NJ, formed by unique combination of tax and financial consulting.  You wouldn’t take a long road trip without a map. In the same way, you need a road map for your financial future. A personal plan creates a financial map and it looks at where you are today and where you can be financially in the future. A personal plan is not about getting rich, and you don’t have to be rich to have one; it’s about doing more with what you have.

Retirement Planning in New York City and New Jersey

nyc retirment planning nj retirment income nyc protect your retirment moneySuccessful retirement planning might ensure your independence through your retirement years.
Remember that, retirement planning can also save you money on your taxes in adition to providing stability when you retire.

Time is the biggest “Asset” in persons life. The more time you have toward your retirement, the easier it is to accumulate your retirment money.  We can help you properly plan for your retirement.

We can also advice you on how to do a tax free rollover of your IRAs, 401-K, 403-B, 457 or any other retirement plans from an old job.  So don’t delay and contact us for free no obligation consultation.

1501 Broadway 12th Floor
Manhattan, NYC, 10036 USA
(212) 465-3337