Advisor Financial & Tax - Chatham, New York

Advisor Financial & Tax: A Comprehensive Overview

For individuals and families seeking comprehensive financial guidance and tax expertise, Advisor Financial & Tax presents a compelling option. Located at 1 Taconic Pl Studio 201, Chatham, NY 12037, this firm offers a multifaceted approach to managing personal and business finances. With a dedicated team of professionals, they provide a range of services designed to meet diverse needs, from meticulous tax preparation and strategic investment services to personalized financial planning and brokerage support. Their commitment to client satisfaction is evident in their focus on accessibility and a welcoming environment.

Services Offered

Advisor Financial & Tax distinguishes itself through its broad spectrum of services. They specialize in:

• Certified Public Accountant (CPA) Services: Providing accurate and reliable tax preparation, ensuring compliance with all federal and state regulations. They assist with individual and corporate tax returns, offering expert advice on tax planning strategies to minimize liabilities and maximize returns.
• Financial Planning: Developing tailored financial plans encompassing retirement planning, investment strategies, estate planning, and insurance needs. These plans are designed to help clients achieve their long-term financial goals.
• Investment Services: Offering a comprehensive suite of investment solutions, including stock brokerage, portfolio management, and access to a wide range of investment products. Their experienced advisors provide guidance based on individual risk tolerance and financial objectives.
• Stock Brokerage: Facilitating the buying and selling of stocks, bonds, mutual funds, and other investment securities. They provide access to market research and analysis to support informed investment decisions.

Location and Accessibility

The firm’s physical location at 1 Taconic Pl Studio 201, Chatham, NY 12037, is easily accessible. They prioritize client convenience by offering both online appointments and onsite services. Furthermore, the parking lot is equipped with wheelchair accessible parking lot and the restroom is wheelchair accessible restroom, demonstrating a commitment to inclusivity. The firm is also proud to be LGBTQ+ friendly and operates as a Transgender safespace, fostering an environment of respect and acceptance for all clients.

Client Experience & Feedback

Currently, Advisor Financial & Tax has 0 reviews on Google My Business, indicating a limited public online presence. The average opinion is 0/5, suggesting a need for increased client feedback and testimonials. However, this does not necessarily reflect the quality of service provided, as it simply indicates a lack of publicly available reviews at this time. It is recommended that potential clients schedule an appointment required and an appointment recommended to discuss their specific financial needs.

Important Information

Phone: 83923400 is the primary contact number for scheduling appointments and inquiries. Their website, advisor.org, provides further details about their services and team. It’s important to note that all clients are required to schedule an appointment prior to receiving services, and appointments are highly recommended for personalized consultations.

Key Features:

• Dedicated Professionals: A team of experienced CPAs, financial planners, and investment advisors.
• Personalized Service: Tailored financial plans and investment strategies based on individual client needs.
• Comprehensive Services: Covering tax preparation, financial planning, investment services, and stock brokerage.
• Accessibility: Wheelchair accessible facilities and online appointment options.
• Inclusive Environment: LGBTQ+ friendly and a Transgender safespace.

Advisor Financial & Tax aims to be a trusted partner in navigating the complexities of personal and business finances. While currently lacking extensive online reviews, the firm’s commitment to accessibility, professionalism, and client-focused service suggests a solid foundation for building lasting relationships. Further research and client testimonials would be beneficial in fully assessing the firm's performance and client satisfaction.