Expertise and peace of mind
Accurate, timely accounting information is vital for any successful business. Our experienced, knowledgeable staff is ready and waiting to provide you with incomparable personalized service, whether you need it on a temporary or ongoing basis.
Here are just some of the specialized services available to Mark L. Persitz C.P.A., P.C. clients:
Financial Planning Services
To effectively manage financial affairs, you need three things: extensive knowledge, meticulous organization, and constant vigilance. Mark L. Persitz C.P.A., P.C. provides all that and more, thanks to a complete range of consulting and advisory services to help you sort through the complexities of financial planning.
We're proactive in serving each client's needs, providing helpful information and access to a wealth of resources on a regular basis.
Our financial planning services include:
Accurate, timely accounting information is vital for any successful business. Our experienced, knowledgeable staff is ready and waiting to provide you with incomparable personalized service, whether you need it on a temporary or ongoing basis.
Here are just some of the specialized services available to Mark L. Persitz C.P.A., P.C. clients:
Financial Planning Services
To effectively manage financial affairs, you need three things: extensive knowledge, meticulous organization, and constant vigilance. Mark L. Persitz C.P.A., P.C. provides all that and more, thanks to a complete range of consulting and advisory services to help you sort through the complexities of financial planning.
We're proactive in serving each client's needs, providing helpful information and access to a wealth of resources on a regular basis.
Our financial planning services include:
- Investment Consulting
- Financial Planning to Achieve Specific Goals
- Retirement Planning
- Estate and Business Succession Planning
- Insurance Consulting