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We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities. We truly care about our clients and strive to form lasting relationships with each of them - providing beneficial information, access to a wealth of resources, and a proactive stance in serving each client`s needs. |
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Araneo Tax and Financial
As advisors at Araneo Tax and Financial, we strive to provide our clients and their families with comprehensive financial planning.
We offer the following:
Private Office Consultations
Tax Planning And Return Preparation
Financial Planning Services
Experienced Professionals
Mutual Funds/ Iras/ Roth Iras
Reasonable Prices
Systematic Investment Plans
Bookkeeping And Accounting Services
We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and financial planning services.
Financial planning services include:
Investment Consulting
Financial Planning to Achieve Specific Goals
Retirement Planning
Estate Planning
Insurance Consulting
We offer income tax planning and preparation services to individuals and families. We will work with you year-round if necessary in order to minimize your total tax burden. Our firm also prepares all federal, state and local tax returns for our clients at reasonable, affordable, competitive prices.
Tax Planning
Our firm continuously monitors federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities.
Financial Planning
Our firm offers comprehensive financial planning through Securities America Advisors, Inc. This includes retirement and education planning. We work one-on-one with you to help you achieve your financial goals.
Insurance Planning
We can help you make decisions regarding life, disability, and long-term care insurance. We are also licensed insurance brokers. We do not represent any one insurance company. Instead we represent you, our client.
Investment Review
The advisors will perform a custom portfolio analysis and review the risks and returns of specific investments including stocks, bonds, REITs, and limited partnerships. They will also determine an optimal asset allocation for you by taking your unique personal and financial goals and resources into account. Call us at
718-641-0600
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