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Client Perspectives

 Schlesinger, Gannon & Lazetera, LLP
 William Kaufman Organization




 Personal Wealth Consulting




Business & Personal Wealth Consulting
Financial Consulting

As a straightforward fee-based service, we earn no compensation or referral fees from any other source.  This means the advice you get is independent — when we make a referral, we choose only the best from the best to fulfill your unique needs.  You can select any or all of the following services:

  • Investment Planning
  • Preserving And Transferring Wealth
  • Income Tax Planning
  • Retirement Planning
  • Education Planning
  • Insurance Planning
  • Estate And Gift Tax Valuations





You may also be interested in...

 High Net-Worth Individuals
 Estate/Gift/Trust Planning
 Estate & Gift Tax Valuations
 Succession Planning


Associated Areas

 Billings/Collections/ Disbursements
 Business Management
 Cash Management
 Eldercare
 Family Office
 Matrimonial
 Personal Business Management
 Retirement Planning
 Royalty & Licensing Investigations

Related Resources

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