Professional Services
Consult with a FINANCIAL PLANNER and TAX ADVISOR!
- Item Number
- 143
- Estimated Value
- 500 USD
- Sold
- 100 USD to vs571e914
- Number of Bids
- 5 - Bid History
Item Description
Tax season got you thinking you are paying out more than you are investing. Obtain a private consultation to review your previous year's taxes and discuss financial planning with Robert J Peller, owner of Peller Wealth Management.
Peller and team understand the tax consequences of investment decisions. They partner with clients to handle retirement, estate planning, and legacy needs in a way that reduces taxes wherever possible and maximizes after-tax wealth. Think of them as your financial board of directors.
Priceless!
http://www.pellernandcompany.com
450 Seventh Avenue, Suite 1707, NYC 10123
Securities Registered: NJ, NY, VT & FL.
Item Special Note
Consulting for 52 years for domestic and international clientele:
- Certified Public Accountants
- Series 6 & 63 Securities-Registered Financial Adviser in New York, New Jersery, Vermont & Florida
- Multiple Masters Degress in Business Adminstration Specializing in Taxation & Accounting
- Notary Public
- Expert bookkeepers for outsource CFO solutions
- Business Start-Up Specialists
- Tax Audit Defense Specialists
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