Financial Planning and Investment Advising
Green & Seifter CPAs provides financial planning services to many of our clients in the areas of retirement planning, education planning, succession planning, minimum distribution planning, income tax planning and estate and gift tax planning. Our team of Certified Financial Planners creates wealth management plans that are intended to preserve our clients' long term financial security.
Our affiliate, Green & Seifter Investment Advisers, LLC, serves as an independent, fee-only advisor. A well thought out, diversified investment portfolio is designed based on a client's unique financial circumstances, income and lifestyle goals, risk propensity and liquidity needs. The practice is registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940.
Professionals specializing in Financial planning and investment advising:
Gary A. Grossman, Patner
Robert S. Just, Manager
Green & Seifter CPAs List
of Professionals