Financial Planner Long Island | Financial Planners Suffolk County

Why use a financial planner and a tax professional, when Weisman & Co., CPA’s owner, Lanny Weisman has both skill sets? While these fields are closely related, there are important, subtle differences between the two, for this reason many Long Island residents have needed to contract two different professionals, often two different offices, in the past. The potential problems with such an arrangement are obvious. When it comes to your finances, it is important that all advising and controlling elements work in harmony, and the best way to assure this is to allow one professional to handle all of your financial needs. Because we offer our Long Island clients both financial planner* and tax preparation solutions, we eliminate the need to hire two advisors.


Our firm offers many tax services, including preparation and planning, IRS and NYS representations, estate tax returns and administration, out-of-state tax returns and unfiled tax returns. In addition, our financial planners also offer financial services including annuities, investment planning*, wealth accumulation strategizing, pension administration, pension plan rollovers*, IRA’s*, 401K* plans, as well as retirement, estate and college planning.


There are many benefits to streamlining and consolidating your accounts and management systems. By using a single financial planner, Long Island residents can be sure their various finance systems are working together, toward their best interest. Clients also often find that the cost of retaining a single professional is much lower than that of retaining two.


We are happy to offer consultations at our Suffolk County office in Hauppauge, New York. Contact us today by calling 631-761-6755


*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