gilman ciocia tax financial planning

This financial advisor is listed on Financial Advisory Firms under Accounting & Bookkeeping - Taxes - Financial Planning. This exhaustive strategy enables clients to increase their wealth, sets a course for financial stability, and helps secure their families’ financial future. The move will supplement Gilman Ciocia's abilities in accounting, tax planning and financial services. Save. You can reach us on phone number (727) 791-0077, fax number or email address . Specialties: Years of experience and our multi-disciplined approach have prepared us to guide you through life's inevitable financial transitions. Gilman Ciocia, Inc. provides federal, state, and local tax preparation and financial planning services. SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED. Visit this page to learn about the business and what locals in Tampa have to say. Gilman & Ciocia, Inc. (G&C) is a Poughkeepsie, New York-based public company providing tax preparation and financial planning services from more than 30 offices located in New York, New Jersey, Connecticut, Florida, Maryland, and Colorado. This exhaustive strategy enables clients to increase their wealth, sets a course for financial stability, and helps secure their families' financial future. Welcome to the Brand page for “GILMAN CIOCIA TAX & FINANCIAL PLANNING”, which is offered here for Tax preparation, tax consultation, accounting services, financial planning, financial portfolio management, financial management and security brokerage. Serafino has been in the financial industry for 30 years. On the street of Gidney Avenue and street number is 540. Multi Location Business Find locations. The Company offers financial planning … Planning Financial Planning Mr. Mullen serves as the Chairman of the Board of all National Holdings Corporation’s operating companies; National Securities Corporation, National Asset Management Inc., National Insurance Corporation and Gilman Ciocia Tax & Financial Planning. Serafino Maiorano CEO, Founder, Financial Planner & Tax Consultant. It has a comprehensive wealth management plan for its clients that includes tax planning, financial and estate planning, and legal needs. National Financial … Get Gilman Ciocia Tax & Financial Planning reviews, ratings, business hours, phone numbers, and directions. more Gilman & Ciocia provides federal, state and local tax preparation and financial planning services to individuals predominantly in the middle-and upper-income brackets. Box 2990 Poughkeepsie, NY 12603 KENNETH L. KUTNER, ESQ. Tax Services, Financial Advising Edit. Background: Headquartered in Poughkeepsie, New York, Gilman Ciocia provides financial planning, accounting, income tax preparation, and asset management services in the U.S. For the three months ended 9/30/97, total revenues increased 13% to $2.4 million. Compare pay for popular roles and read about the team’s work-life balance. Application Filed: 2004-11-18. Registration Number. The firm specializes in tax planning as well as tax preparation. Gilman Ciocia agents are passionate about helping their … Financial Services. Add Photo. We are a committed, passionate and experienced group of knowledgeable professionals who… Gilman Ciocia Tax and Financial Planning. 3274218. Share. Gilman Ciocia's revenue in 2007 was $53.05 million. Write a Review. Industry: Tax Preparation & Financial Planning, Accountant, Financial Advisor Doing business as: GILMAN CIOCIA TAX & FINANCIAL Phone: (732) 752-8181, (215) 732-9666 Members (2): Jeff Isaacs (Manager) Joe Reiman (Manager) Recommended Reviews. Attorney for Defendant Co-workers were wonderful. Tips from GTAX Gilman Ciocia on Financial and Tax Planning by maluk You know , if you have an Individual Retirement Account (IRA), you may be right on a taxable year of the contribution until mid-April deadline for federal income tax ? GILMAN CIOCIA TAX & FINANCIAL PLANNING - Trademark Details. Its status is currently believed to be active. Gilman Ciocia Tax & Financial Planning can be contacted at (716) 276-7500. New clients work with its tax professionals to compile a financial profile. New clients work with its tax professionals to compile a financial profile. Gilman Ciocia, GTAX on Nasdaq, was founded in 1982 as a tax preparation service.A dozen years later, the company became the first publicly traded company to combine financial planning with tax preparation. Uncover why Gilman Ciocia is the best company for you. 3535 Military Trl. COVID-19 Updates. Find out what works well at Gilman Ciocia from the people who know best. 78519407. Your trust is our top concern, so businesses can't pay to alter or remove their reviews. The Company offers financial planning … Gilman Ciocia Tax & Financial Planning is located at 5839 Main Street, Williamsville, NY 14221. Get ratings, reviews, hours, phone numbers, and directions. Gilman Ciocia, GTAX on Nasdaq, was founded in 1982 as a tax preparation service.A dozen years later, the company became the first publicly traded company to combine financial planning with tax preparation. Status Refresh. Lewis & Greer, P.C. Status: 710 - Cancelled - Section 8. Gilman Ciocia, Inc. takes a comprehensive approach to financial planning by providing services for taxes, investing, estate planning, lending, and insurance. Status Date. Get the inside scoop on jobs, salaries, top office locations, and CEO insights. Loved working with the Sales Representatives and clients. Gilman Ciocia highlights the importance of considering a client's complete financial profile in approaching each financial decision. … Trademark Application Details. Gilman & Ciocia Tax Financial Planning. 702. In addition, it offers an array of financial planning services and insurance plans. Financial details of the transaction were not disclosed. ... Yelp users haven’t asked any questions yet about Gilman Ciocia. GILMAN CIOCIA TAX & FINANCIAL PLANNING. It has a comprehensive wealth management plan for its clients that includes tax planning, financial and estate planning, and legal needs. Gilman & Ciocia, Inc. (G&C) is a Poughkeepsie, New York-based public company providing tax preparation and financial planning services from more than 30 offices located in New York, New Jersey, Connecticut, Florida, Maryland, and Colorado. Gilman Ciocia (a subsidiary of Prime Capital Services - Broker/Dealer) was sold to National Financial - another Broker/Dealer and my job became redundant. The client base for the company is middle and upper-middle class people faced with increasingly complex tax situations and increasing options for investment. Serial Number. Gilman and Ciocia is a provider of income tax preparation and financial planning services to individuals and businesses. 710 - Cancelled - Section 8. Gilman & Ciocia Tax Financial Planning. GTAX also provides direct mail services. Gilman Ciocia is located in Newburgh city of New York state. Gilman Ciocia offers tax and financial planning. Status. Gilman Ciocia Tax & Financial Planning is located at 5839 Main Street,, Williamsville, NY 14221. The client base for the company is middle and upper-middle class people faced with increasingly complex tax situations and increasing options for investment. Closed 9:00 AM - 5:00 PM. To compliment its tax preparation services, the firm also provides financial planning services, such as securities brokerage, insurance and mortgage services, to its tax preparation clients and others. To communicate or ask something with the place, the Phone number is (845) 561-5540 if you don't know how to go Gilman Ciocia click here. Word Mark. Theodore Cavaliere, an experienced business and finance professional, spent years working as a Branch Manager for Gilman & Ciocia, a company that assists middle and upper-middle class income taxpayers with tax preparation and financial planning. Industry: Accountant, Financial Planning Consultants Doing business as: GILMAN & CIOCIA INC Site: gtax.com Phone: (845) 485-1005, (845) 485-3300, (845) 486-0900, (845) 473-3232 (Fax) SIC: 8742 - Management Consulting Services Categories: Financial Planning Consultants & Services Products: Financial Planning, Financial Services, Investment Planning, Tax Planning, Tax Returns Gilman Ciocia (Taxes - Financial Planning) is a financial advisory firm in Clearwater, Florida. Tax prep firm Gilman Ciocia has been acquired by the investment banking and asset management firm National Holdings. Gilman Ciocia Tax & Financial Planning can be contacted at . GILMAN CIOCIA TAX & FINANCIAL PLANNING Gilman Ciocia, Inc. USPTO Trademarks › Gilman Ciocia, Inc. › Gilman Ciocia Tax & Financial Planning Application #78519407. Gilman & Ciocia, Inc. (G&C) is a Poughkeepsie, New York-based public company providing tax preparation and financial planning services from more than 30 offices located in New York, New Jersey, Connecticut, Florida, Maryland, and Colorado. After graduating from St. John’s University with a Bachelor of Arts in accounting, he became a tax and financial planning advisor with Gilman & Ciocia, Inc. in 1987. 2020-05-20. Company Profile. Gilman Ciocia, Inc. provides federal, state, and local tax preparation and financial planning services. 4219/2004 VERONICA A. MCMILLAN, ESQ. Business Profile. 3274218. Jupiter, FL … Planning Financial Planning Mr. Mullen serves as the Chairman of the Board of all National Holdings Corporation’s operating companies; National Securities Corporation, National Asset Management Inc., National Insurance Corporation and Gilman Ciocia Tax & Financial Planning. Registration Number. Gilman & Ciocia formed in 1981 and has since grown into a very well-respected company; Gilman & Ciocia is … Mr. Ciocia, 57, brings to National Holdings more than 30 years of business and operating experience as well as expertise in the areas of tax preparation and financial planning. Filing Date. Do local business owners recommend National Tax and Financial Services (formerly Gilman Ciocia)? Specifically, the Company provides financial planning services to individual investors, tax preparation services to individuals in the middle and upper income tax brackets and … Gilman Ciocia, Inc. takes a comprehensive approach to financial planning by providing services for taxes, investing, estate planning, lending, and insurance. Its class is “Advertising and business”. Live/Registered. National Holdings and Poughkeepsie, N.Y.-based Gilman Ciocia have entered into “a definitive merger agreement to create a diversified investment bank and independent broker-dealer with broad financial product and service offerings catering to … Attorneys for Plaintiff 510 Haight Street P.O. Gilman & Ciocia, Inc., Plaintiff, against Thomas Randello and Linsco Private Ledger Corp., d/b/a LPL Financial Services, Defendants. About Gilman Ciocia: Gilman Ciocia is located at 11 Raymond Ave Ste 1 in Poughkeepsie, NY - Dutchess County and is a business listed in the categories Tax Return Preparation, Financial Services, Financial Planning Consultants, Financial Planning & Services, Investment Advice, Tax Preparation Services, Tax Return Preparation Services, Financial Planning Consultants & …

Gilman Ciocia offers tax and financial planning. 2004-11-18. Call the office for an appointment or for more information.

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