Calendar

Financial Health Check-up

Do you have any estate planning questions? Has your lifestyle changed?  Do you need to re-evaluate your saving strategies?  

It's always the perfect time to review your investment portfolio and to see that your family's insurance needs are being addressed.  This should be done at least twice a year.

 college graduates


Please call the office for an appointment.

Call 718-423-7020 or (toll free)

866-823-5549.
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Tax planning is a year round process.  If you have any questions regarding tax planning strategies, rollovers, IRA's, or 401k's please call the office to set up an appointment.  If you have any questions about items you read about in the news and it's impact on your tax situation feel free to call my office to speak to me. 

Remember, see me BEFORE you sign any paperwork so we can review your particular situation. 

                                            

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IT'S TAX TIME...AGAIN!!!

It's time to make an appointment to file your 2014 tax return. You can also amend a tax return or do a return from prior years.  Please call Ellen at 718-423-7020 for an appointment. 

Remember, Tax returns and amended returns are done year round. 

Cetera Advisors Network does not offer tax advice. Consult your tax professional regarding  your own personal situation.  Tax preparation services are not done through representatives capacity as a representative of Cetera Advisors Network Securites.  Cetera Advisors Network does not offer tax preparation services.

Pursuant to IRS Circular 230, Cetera Advisors Network is providing you with the following notification:  The information contained in this webpage is not intended to (and cannot) be used by anyone to avoid IRS penalties. This webpage supports the promotion and marketing of IRAs. You should seek advice based on your particular circumstances from an independent tax advisor.