Long Island CPA

Wealth Management for Businesses

To help business owners plan for the future and protect their assets, many of our clients come to us when they need a Long Island CPA firm that concentrates in the financial services industry.

Francis Neary CPA PC provides a wide variety of retirement savings and financial services specially suited for small businesses. We pride ourselves on providing wealth management and asset management designed around the individual needs of each business. We take the time to get to know our clients so we can offer them timely advice that will help them make smart financial decisions that will benefit them and their employees.

We offer the following wealth management services:

• Setting up of profit sharing and 401(k) plan documents
• Evaluations of qualified retirement plans (SEP, SIMPLE 401(k), Profit Sharing, IRA, etc.)
• Employee benefit plans
• Health benefit plans
• Estate planning
• Trust planning and charitable gifting
• Business exit strategies
• Executive compensation plans
• Key employee retention plans
• Welfare benefit plans
• Insurance and asset protection
• Succession planning and business continuation
• Buy/sell agreements

To learn more about our wealth management services for businesses, contact us at 631-271-7788 and ask for Francis Neary.