Its status is currently believed to be active. Gilman & Ciocia Tax Financial Planning. Gilman Ciocia Tax and Financial Planning. Business Profile. Gilman & Ciocia formed in 1981 and has since grown into a very well-respected company; Gilman & Ciocia is … Specifically, the Company provides financial planning services to individual investors, tax preparation services to individuals in the middle and upper income tax brackets and … 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 … Registration Number. Tax prep firm Gilman Ciocia has been acquired by the investment banking and asset management firm National Holdings. Background: Headquartered in Poughkeepsie, New York, Gilman Ciocia provides financial planning, accounting, income tax preparation, and asset management services in the U.S. Status: 710 - Cancelled - Section 8. 3535 Military Trl. Gilman Ciocia is located in Newburgh city of New York state. Gilman Ciocia (a subsidiary of Prime Capital Services - Broker/Dealer) was sold to National Financial - another Broker/Dealer and my job became redundant. Status. Gilman Ciocia's revenue in 2007 was $53.05 million. 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. 2004-11-18. Specialties: Years of experience and our multi-disciplined approach have prepared us to guide you through life's inevitable financial transitions. The firm specializes in tax planning as well as tax preparation. Jupiter, FL … Gilman Ciocia offers tax and financial planning. Financial Services. 702. We are a committed, passionate and experienced group of knowledgeable professionals who… Registration Number. This exhaustive strategy enables clients to increase their wealth, sets a course for financial stability, and helps secure their families' financial future. 2020-05-20. Gilman Ciocia, Inc. takes a comprehensive approach to financial planning by providing services for taxes, investing, estate planning, lending, and insurance. It has a comprehensive wealth management plan for its clients that includes tax planning, financial and estate planning, and legal needs. Attorney for Defendant Your trust is our top concern, so businesses can't pay to alter or remove their reviews. Get the inside scoop on jobs, salaries, top office locations, and CEO insights. The move will supplement Gilman Ciocia's abilities in accounting, tax planning and financial services. Serial Number. 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. 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. You can reach us on phone number (727) 791-0077, fax number or email address . In addition, it offers an array of financial planning services and insurance plans. Gilman & Ciocia, Inc., Plaintiff, against Thomas Randello and Linsco Private Ledger Corp., d/b/a LPL Financial Services, Defendants. Recommended Reviews. 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. Gilman Ciocia Tax & Financial Planning can be contacted at . For the three months ended 9/30/97, total revenues increased 13% to $2.4 million. National Financial … 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. GILMAN CIOCIA TAX & FINANCIAL PLANNING - Trademark Details. Loved working with the Sales Representatives and clients. Get Gilman Ciocia Tax & Financial Planning reviews, ratings, business hours, phone numbers, and directions. This financial advisor is listed on Financial Advisory Firms under Accounting & Bookkeeping - Taxes - Financial Planning. Company Profile. Gilman Ciocia agents are passionate about helping their … It has a comprehensive wealth management plan for its clients that includes tax planning, financial and estate planning, and legal needs. 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. Gilman Ciocia highlights the importance of considering a client's complete financial profile in approaching each financial decision. 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) Co-workers were wonderful. Gilman Ciocia, Inc. provides federal, state, and local tax preparation and financial planning services. Filing Date. 3274218. Add Photo. On the street of Gidney Avenue and street number is 540. New clients work with its tax professionals to compile a financial profile. This exhaustive strategy enables clients to increase their wealth, sets a course for financial stability, and helps secure their families’ financial future. Application Filed: 2004-11-18. Live/Registered. COVID-19 Updates. 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. 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. SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED. 710 - Cancelled - Section 8. Status Refresh. 3274218. Its class is “Advertising and business”. Call the office for an appointment or for more information. Attorneys for Plaintiff 510 Haight Street P.O. 78519407. Box 2990 Poughkeepsie, NY 12603 KENNETH L. KUTNER, ESQ.
Gilman Ciocia offers tax and financial planning. GTAX also provides direct mail services. Trademark Application Details. The Company offers financial planning … Financial details of the transaction were not disclosed. ... Yelp users haven’t asked any questions yet about Gilman Ciocia. The Company offers financial planning … Save. Gilman Ciocia, Inc. takes a comprehensive approach to financial planning by providing services for taxes, investing, estate planning, lending, and insurance. 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. Compare pay for popular roles and read about the team’s work-life balance. 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 Gilman Ciocia Tax & Financial Planning is located at 5839 Main Street, Williamsville, NY 14221. GILMAN CIOCIA TAX & FINANCIAL PLANNING Gilman Ciocia, Inc. USPTO Trademarks › Gilman Ciocia, Inc. › Gilman Ciocia Tax & Financial Planning Application #78519407. Serafino Maiorano CEO, Founder, Financial Planner & Tax Consultant. Word Mark. Write a Review. Share. Gilman Ciocia Tax & Financial Planning can be contacted at (716) 276-7500. 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 ? Tax Services, Financial Advising Edit. Gilman Ciocia (Taxes - Financial Planning) is a financial advisory firm in Clearwater, Florida. GILMAN CIOCIA TAX & FINANCIAL PLANNING. Serafino has been in the financial industry for 30 years. 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 & … Gilman & Ciocia Tax Financial Planning. Closed 9:00 AM - 5:00 PM. 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. Uncover why Gilman Ciocia is the best company for you. The client base for the company is middle and upper-middle class people faced with increasingly complex tax situations and increasing options for investment. Gilman and Ciocia is a provider of income tax preparation and financial planning services to individuals and businesses. 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, 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. New clients work with its tax professionals to compile a financial profile. The client base for the company is middle and upper-middle class people faced with increasingly complex tax situations and increasing options for investment. Visit this page to learn about the business and what locals in Tampa have to say. Get ratings, reviews, hours, phone numbers, and directions. Gilman Ciocia Tax & Financial Planning is located at 5839 Main Street,, Williamsville, NY 14221. Gilman Ciocia, Inc. provides federal, state, and local tax preparation and financial planning services. Welcome to the Brand page for “GILMAN CIOCIA TAX & FINANCIAL PLANNING”, which is offered here for Tax preparation, tax consultation, accounting services, financial planning, financial portfolio management, financial management and security brokerage. … Status Date. Find out what works well at Gilman Ciocia from the people who know best. 4219/2004 VERONICA A. MCMILLAN, ESQ. Multi Location Business Find locations. Do local business owners recommend National Tax and Financial Services (formerly Gilman Ciocia)? Lewis & Greer, P.C. 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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