We pride ourselves in our belief that we are not just trustworthy advisors, but the we have created partnerships with our clients and colleagues along the way. We've created strategic partnerships with businesses of all sorts to ensure that individuals and businesses have access to advisors that are willing to go the extra mile for them.
Professional Wealth Associates
Professional Wealth Associates is committed to providing excellence in Financial Planning services to its many clients. Their client base includes individuals, families, extended families, businesses, and institutions with varying and diverse needs and requirements.
Many of PWA's clients have been with them for decades which is a testament to their client's who have recently joined them. PWA takes pride in providing conscientious, focused, diligent attention to each client and their personal goals and plan.
Mt. View CPAs
For years, Mt. View CPAs, Inc., PS has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.
Ronald S. Jankowitz, CPA
A CPA firm that provides tax preparation, retirement, tax and estate planning and many other accounting services to a wide range of clients. These services are geared towards both businesses and individuals, throughout the greater New York and New Jersey Metropolitan area as well as clients in many other states who have relocated to as far as California.
Allomong & Associates
Allomong & Associates, P.C. specializes in transactional real estate law in NYC. Allomong & Associates has represented hundreds of satisfied clients in purchasing and selling coops, condos, townhouses, brownstones, and other single-family and multi-family properties. We take pride in handling every real estate transaction with precision, integrity, and efficiency. Allomong & Associates, P.C. is a 100% referral-based law practice.
Our primary business activity is rendering services to facilitate exchanges of property intended to qualify for nonrecognition of gain under IRC § 1031.
Most other 1031 Qualified Intermediaries reinvest their clients' 1031 exchange proceeds in risky, short-term investments to increase revenue.