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Finance Sphere




Joseph Whitney, CFP
CERTIFIED FINANCIAL PLANNER™ (CFP®)

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1251 Avenue Of The Americas
2nd Floor
New York, NY 10020
212-626-8946
Joseph.Whitney@ubs.com


Norman Yasnor

RECKONING INCORPORATED RECKONING INCORPORATED Management Accounting Solutions / Bookkeeping Services By arranging your business transactions into a logical sensible order to pass on to your Accountant, I am providing you with the insight and the information you need to assess financial opportunities and mitigate risk. The result is that you now have the financial information necessary to run your business from a position of strength rather than being in a place where you're reacting to the forces of nature that surround you. Information=Knowledge=Power=Freedom.


Steven Golodny
CPA

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I am the founder of a boutique, New York City-based CPA firm with extensive experience in income tax preparation and planning for individuals as well as closely held businesses. I have expertise in the representation of clients before the IRS and various state governments. I work with business clients including C-Corporations, S-Corporations, LLCs, and Partnerships on tax, accounting, financial and tax planning matters. I make our solutions very specific for each of our clients based on their needs.

55 W 39th Street Suite 303
New York, NY 10018

(O) 212.418.1226
(F) 212.418.1229
(E) sgolodny@golodnycpa.com
(W) www.golodnycpa.com



Adam Katzman
Individual Life, Disability & LTC Ins.



A veteran of the financial services industry with 15 years of experience serving and educating clients about how to protect and grow their wealth. I develop deep, meaningful client relationships by truly caring for the well being of my clients.

52 Forest Avenue
Paramus, NJ 07652

(O) 201-708-6718
(M) 908-209-7456
(E) adam_katzman@cfsllc.com
(W) cfsllc.com