Investment Adviser and CPA
Service oriented CPA firm (37th year), specializing in customized retirement and financial planning. Investment Adviser Representative and Registered Representative. Securities and insurance products offered through Cetera Financial Specialists, LLC, member FINRA/SIPC. Investment advisory services are offered through Cetera Investment Advisers, LLC.
Keywords: Advisor, adviser, financial planning, life insurance, tax, retirement planning, investments, taxes
Interview Q&A
How long have you been in business?
41 years
What is your primary product or service?
Retirement and financial planning
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
After many years in general accounting field, clients expressed a strong need for help with long term financial planning.
How do you differentiate yourself from other businesses in your category and area?
We help clients define their goals and needs before determining the products to use. By aligning with and independent broker dealer, we have no limitation on where we place our clients investments.
How many locations do you have and do you have plans to expand?
1 No
Provide detailed directions to your location
From NYS Thruway, exit 14b, North on Airmont Rd, left on Montebello Rd, first left on Finnegan La.
What type of payments do you accept?
Cash, check, major credit cards
Which areas do you service?
Anywhere in United States
Who owns your company or runs daily operations?
Howard Madlin
What are your hours of operation?
By appointment