Business Profile. Gilman Ciocia (Taxes - Financial Planning) is a financial advisory firm in Clearwater, Florida. Status: 710 - Cancelled - Section 8. This exhaustive strategy enables clients to increase their wealth, sets a course for financial stability, and helps secure their families' financial future. 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 … This exhaustive strategy enables clients to increase their wealth, sets a course for financial stability, and helps secure their families’ financial future. Tax prep firm Gilman Ciocia has been acquired by the investment banking and asset management firm National Holdings. The Company offers financial planning … Gilman & Ciocia Tax Financial Planning. COVID-19 Updates. SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED. Serafino has been in the financial industry for 30 years. Call the office for an appointment or for more information. Multi Location Business Find locations. It has a comprehensive wealth management plan for its clients that includes tax planning, financial and estate planning, and legal needs. Loved working with the Sales Representatives and clients. 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. Gilman Ciocia (a subsidiary of Prime Capital Services - Broker/Dealer) was sold to National Financial - another Broker/Dealer and my job became redundant. Financial Services. The firm specializes in tax planning as well as tax preparation. 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. Share. 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. Tax Services, Financial Advising Edit.
Gilman Ciocia offers tax and financial planning. Jupiter, FL … 78519407. 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. 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. 710 - Cancelled - Section 8. Lewis & Greer, P.C. Gilman Ciocia highlights the importance of considering a client's complete financial profile in approaching each financial decision. Its class is “Advertising and business”. Box 2990 Poughkeepsie, NY 12603 KENNETH L. KUTNER, ESQ. Gilman Ciocia, Inc. takes a comprehensive approach to financial planning by providing services for taxes, investing, estate planning, lending, and insurance. Compare pay for popular roles and read about the team’s work-life balance. Application Filed: 2004-11-18. 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 & … Get ratings, reviews, hours, phone numbers, and directions. Recommended Reviews. Trademark Application Details. New clients work with its tax professionals to compile a financial profile. more Gilman & Ciocia provides federal, state and local tax preparation and financial planning services to individuals predominantly in the middle-and upper-income brackets. 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. Registration Number. Filing Date. Gilman Ciocia Tax & Financial Planning is located at 5839 Main Street,, Williamsville, NY 14221. Company Profile. On the street of Gidney Avenue and street number is 540. GILMAN CIOCIA TAX & FINANCIAL PLANNING Gilman Ciocia, Inc. USPTO Trademarks › Gilman Ciocia, Inc. › Gilman Ciocia Tax & Financial Planning Application #78519407. This financial advisor is listed on Financial Advisory Firms under Accounting & Bookkeeping - Taxes - Financial Planning. Closed 9:00 AM - 5:00 PM. Gilman Ciocia, Inc. provides federal, state, and local tax preparation and financial planning services. 3274218. In addition, it offers an array of financial planning services and insurance plans. 3535 Military Trl. Financial details of the transaction were not disclosed. Serafino Maiorano CEO, Founder, Financial Planner & Tax Consultant. Its status is currently believed to be active. 2004-11-18. Find out what works well at Gilman Ciocia from the people who know best. 4219/2004 VERONICA A. MCMILLAN, ESQ. Get the inside scoop on jobs, salaries, top office locations, and CEO insights. Background: Headquartered in Poughkeepsie, New York, Gilman Ciocia provides financial planning, accounting, income tax preparation, and asset management services in the U.S. Gilman Ciocia Tax & Financial Planning is located at 5839 Main Street, Williamsville, NY 14221. 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. 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. 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. Gilman Ciocia offers tax and financial planning. Specialties: Years of experience and our multi-disciplined approach have prepared us to guide you through life's inevitable financial transitions. 2020-05-20. Status. Get Gilman Ciocia Tax & Financial Planning reviews, ratings, business hours, phone numbers, and directions. Gilman Ciocia, Inc. provides federal, state, and local tax preparation and financial planning services. Gilman Ciocia Tax and Financial Planning. Specifically, the Company provides financial planning services to individual investors, tax preparation services to individuals in the middle and upper income tax brackets and … Uncover why Gilman Ciocia is the best company for you. Do local business owners recommend National Tax and Financial Services (formerly Gilman Ciocia)? Gilman & Ciocia formed in 1981 and has since grown into a very well-respected company; Gilman & Ciocia is … The client base for the company is middle and upper-middle class people faced with increasingly complex tax situations and increasing options for investment. Status Date. 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 For the three months ended 9/30/97, total revenues increased 13% to $2.4 million. We are a committed, passionate and experienced group of knowledgeable professionals who… Gilman Ciocia is located in Newburgh city of New York state. Co-workers were wonderful. Gilman Ciocia Tax & Financial Planning can be contacted at . 702. Write a Review. 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 ? 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) Gilman and Ciocia is a provider of income tax preparation and financial planning services to individuals and businesses. Attorney for Defendant 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. Live/Registered. Add Photo. National Financial … 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.
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