Allegra Financial
New
New
About
Allegra Financial, located in New Providence, New Jersey, is a dedicated full-service financial firm. Their commitment to helping individuals and businesses pursue their financial goals is unwavering. By offering a comprehensive range of financial products and services through Cambridge Investment Research Inc., they ensure their clients are well equipped with sound financial information. This enables clients to identify their goals effectively and make informed decisions to reach them.
Specialties
Industry
Sales & marketing, Financial services, Healthcare, Retail / consumer goods, Technology / IT, Manufacturing, Real estate, Education, Non-profit, Construction, Other industries
Annual income
Less than $100K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $100K - $500K in revenue, Greater than $10M, $5M - $10M in revenue
Accounting software
QuickBooks, Xero, NolaPro, Sage, Quicken, TurboTax, Customer currently don't use any accounting software
Accounting needs
Balancing books / bookkeeping, Preparing tax returns, Preparing financial statements, Managing AR and AP
Accounting for
Individual or sole proprietorship, Partnership, S-Corp, C-Corp / Corporation, Non-profit
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Services offered
Accounting
Business Tax Preparation
Financial Services And Planning
Individual Tax Preparation