Federmann Financial Advisors Inc
Caring, Confident, and Committed Financial Planners
3.0
Federmann Financial Advisors Inc offers financial planning, wealth management, tax preparation, and investment advisory services with a fiduciary responsibility.
About
Federmann Financial Advisors Inc is an SEC-registered investment advisor located in Rocky Point, NY. Dedicated to providing independent financial advice on a fee-only basis, they offer services in tax planning, investment portfolio design, wealth distribution strategies, and retirement and college planning.
The firm emphasizes fiduciary responsibility and client education.
Services
Financial Planning
Overall analysis of your financial picture, retirement and college planning, tax and estate planning.
Wealth Management
Customized portfolio design based on risk tolerance and financial objectives.
Tax Preparation Services
IRS representation, tax planning, and tax preparation for individuals, trusts, and estates.
Credentials & Certifications
Reviews
