All your financial needs in one place.
We have over 50 years of hands-on experience in Accounting, Taxes, Insurance Sales, Financial Planning, and Retirement Planning.
RJP has been a CPA for over 34 years, He attended Bernard M Baruch College. He prepared the Tax Returns for IBM, Pepsi-Co, General Atlantic (A worldwide equity/HEDGE fund), Rockefeller Family, Rothschild Family, Harry Helmsley, Hollywood Stars, Professional Athletes, C.E.O's & Many more. Author of the book Millionaire's Tax Secrets, Treasurer of Mahopac/Carmel Chamber of Commerce. A licensed securities & Insurance broker since 1996.
Serving clients across the entire Tri-State Area including New York, New Jersey, Connecticut, and parts of Northeast Pennsylvania.