Whether you are looking for independent, unbiased, professional advice in financial planning, investment portfolio management, or bookkeeping, accounting, payroll and tax services, you have come to the right place.
We are a CPA firm (Certified Public Accountants) and an Investment Management firm that offers a broad range of services for individuals, professionals, business owners, and small businesses in the greater Hudson Valley area.
Personalized attention is the foundation on which our firm is based and we take great pride in delivering customized solutions to every client, as no two businesses, non-profit organizations, individuals, or families are identical. Our integrated approach strives to address both your financial and investment objectives, as well as your tax planning and accounting needs. We offer separately managed accounts that invest directly in individual stocks and bonds, and utilize portfolios designed to address your specific objectives for growth, income, and/or cash flow needs.
Please call us today at 845-896-3974 or send us a message and we will be happy to schedule an initial consultation.
We look forward to earning your business.