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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

CPA Mount Sinai Accountant Tax Service Accounting Firm NY 11766

Weisman & Co., CPA’s have been proudly serving clients in Mount Sinai for more than 30 years. We are dedicated to providing each of our clients with excellent work in a professional and timely manner. We recognize that you have many choices when choosing a financial professional to work with. When you choose Weisman & Co., CPA’s you will receive service that you can trust and rely on. We are committed to not only meeting, but exceeding your expectations.

We accomplish this by using our expert CPA knowledge to provide the very best in financial advisement*, investment planning* and strategizing, annuity assistance, estate planning, business accounting, tax service, tax prepartion and more. Whatever your needs may be, we are eager to help you.

Our accounting firm believes that personal and professional investment is key to helping you succeed. We make it our business to truly know your business so that we can help improve your financial planning*, capital position, business structure, benefits packages, tax preparation and much more. We work diligently to truly get to know our clients, ensuring that we fully understand their wants and needs.

Today’s fast-paced economy and financial scene are intricate and complex. You need an accountant who is knowledgeable in accountancy, financial advisement and tax preparation. You need an expert who is dedicated to providing relevant and reliable information, as well as effective, innovative solutions that support your evolving financial needs in an ever-changing marketplace. You need Weisman & Co., CPA’s.

We welcome you to contact us to learn more about the services we offer in the Mount Sinai NY 11766 area.  We also encourage you to review the educational and informational resources we provide on our website, Visit our contact page to contact us or call us at 631-761-6755 to discover how we can help you pursue your financial goals.


*These services offered by Lanny Weisman through his affiliation with HD Vest Investment ServicesSM and HD Vest Advisory ServicesSM.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck