Products & Services
TAX AND ACCOUNTING:
- Individual and Business Tax preparation
- Electronic Filing
- Payroll Services and Reporting
- Monthly Accounting & Bookkeeping Services
- Tax Planning and Consulting
INVESTMENTS:
- Mutual Funds*
- Asset Allocation Funds*
- Exchange Traded Funds*
- Municipal Bonds*
- College 529 Plans*
INSURANCE:
- Fixed and Variable Annuities*
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
- Health Insurance
PLANNING SERVICES:
- Retirement Planning
- Rollovers*
- Traditional & Roth IRA’s*
- SIMPLE Plans*
- 401K Plans*
- Education Planning
- Estate Planning
- Wealth Distribution Strategies
- Tax Reduction Strategies
- Beneficiary Reviews
*These services are offered by Neil Kriegstein through his affiliation with Royal Alliance and Royal Alliance.