Our philosphy is such that mere compliance with tax regulations and accounting rules is not enough. The firm endeavours to be a complete resource. There are tax preparers who complete returns for individuals and businesses and consider their work done. We consider this only the beginning.
We have the resources and personnel to provide an array of services beyond just mere compliance. Whether it be tax and estate planning, help with negotiating business transactions, personal financial planning or investment advice, we want to be there for the diversity of our clients' needs. We consider ourselves partners with our clients as they work through the complications of today's financial environment.
The fastest growing part of our practice is our financial planning division. We offer comprehensive planning including investments, retirement planning, insurance consultation, and education planning. We are fee-only planners and as such do not charge commissions. We believe this provides us the the ability to be a completely independent advocate of our client's needs. This affords us the flexibilty to develop your financial and investment plans and implement them without any restrictions on particular products or companies. We currently have over $3,000,000 of client investments under management.
Our fee structure is highly competitive. The philosophy of the practice is to provide an excellent, wide array of services at a fair and reasonable fee.
We are happy to report that we have successfully completed three straight reviews since the inception of the program, attaining the highest level of assurance available from the reviewers.
Shown below is a listing of services the firm provides:
| Office Location: 53 Riverside Drive Saranac Lake, NY 12983 |
Contact Us: Phone: (518) 891-3290 Facsimile: (518) 891-3547 E-mail: jfiorile@northnet.org |