Get a Free Financial Review From R&G Brenner

R&G Brenner is best known in the New York area for its tax preparation services. In business since 1941, R&G Brenner has a firmly established reputation for its excellent tax consulting and preparation services and with twenty-eight offices in the greater New York metropolitan area it plays a major role in the local market. Nevertheless, many people are less familiar with all of the other services the company offers, which include audit representation, company formation, and specialized financial services for high net worth individuals.

Among the services that R&G Brenner are not as well known for is the wide range of services offered by its financial services division. This portion of the company is involved with financial planning, advising, and preparation as well as offering a number of actual products specifically designed to help people achieve their financial goals. In fact, R&G Brenner is so confident that its financial services division can help people realize their financial aspirations; they offer a free financial review to new prospective clients to determine what can be done to increase the client’s refunds, minimize their liabilities, maximize their position or otherwise improve their financial performance.

Advisory services are provided by Garguilo & Knight Wealth Management Services, LLC, which works closely with R&G Brenner. In fact, meetings with the advisor are held at R&G Brenner offices, in order to make it easier for the clients. As is the case with all professional financial advisors, first they take a look at the client’s needs and intentions as well as their current financial position. After this they analyze how the client’s current financial position can be improved to help them achieve their financial goals faster or more profitably. Further, there are also a number of financial planners that can help clients build up a suitable financial infrastructure to realize their goals.

R&G Brenner also offers a range of financial products, again through the services of Garguilo & Knight Wealth Management Services, which can help clients actually build up the financial infrastructure suggested by the advisors and planners. The range of products available is fairly wide, including individual retirement arrangements (IRAs), various forms of tax deferred annuities, and college saving plans (like Coverdales and 529 Plans). Garguilo & Knight also offers full brokerage services as well as investment advice. They also offer a range of products designed for companies as opposed to individuals, such as company 401(k)s and other various qualified plans.

R&G Brenner has a long established track record of excellence when it comes to tax preparation, so it can come as no surprise that they have chosen to associate themselves with a wealth management firm with a similar reputation. Through the association with Garguilo & Knight, R&G Brenner can serve as a “one stop shop” for most of its client’s financial requirements. If you were not familiar with these additional services on offer by R&G Brenner, you should consider visiting their website – www.rgbrenner.com – to learn more about the less well known services the company has to offer.

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