Faughnan Financial Network
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New York, NY
About
Founded in 1934, Strategies for Wealth is a seasoned financial planning firm serving New York and its surrounding areas. The firm is a remarkable leader in the financial sector, providing comprehensive services to help clients achieve financial security. They offer personalized wealth-maximizing plans designed to protect against wealth-eroding factors such as inflation and unexpected events. With over 150 professionals, Strategies for Wealth’s team creates strategies that ensure long-term stability, including retirement plans, insurance policies, estate planning, and investments.
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
Financial Services And Planning