We are a diversified financial planning firm located in Queens that will develop an attainable financial game plan for our clients. We offer financial services and products on a one stop shopping basis through meetings with all the financial professionals involved in your financial life. We can provide customized solutions for your financial problems. Our planning integrates investment counseling, tax planning and legal work (by referral) info a useful efficient form. The result of our tax services is usually a significant decrease in the client's tax bite.

The services we provide includes: Estate Planning, Insurance Counseling, Long-Term/Home Health Care, Retirement & Pension Counseling, Tax Preparation, Educational Planning. The products we provide include: Mutual Funds, Individual Retirement Accounts, Triple Tax Free Bonds, Tax Deferred Annuities, Long-Term Care Insurance, Home Health Care, and Life, Health and Disability Insurance Coverage

Neil G. Carousso has over 25 years experience helping individual's close to or currently in retirement. Utilizing various investment techniques and investment platforms combined with expert tax planning, our services provide peace of mind to our clients.