Checks and Balances Financial
- (315) 433-9000
- (315) 433-0009
- Website
- 2000 Teall Ave, Syracuse, NY 13206
Services Provided
Areas of Expertise
- Accounting Services/Business Strategies
- Payroll Service/Human Resources
- Investment Strategies
- Insurance/Life Events
- Tax Strategies
- QuickBooks Professional Advisors
Basic Information
Specials
- specializing in retirement planning
Education
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B.A. in Accounting
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B.S. in Accounting
Languages
- English: Spoken, Written
Qualifications
- Certified in tax law and compliance
- Fully licensed broker of securities and insurance
Hours
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Monday:Not available
-
Tuesday:Not available
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Wednesday:Not available
-
Thursday:Not available
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Friday:Not available
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Saturday:Not available
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Sunday:Not available
About Us
Our firm’s mission is to protect our clients’ assets through long term financial, tax, and insurance planning. The concepts are to maximize our clients’ wealth through investments in a well-managed, diversified portfolio, reduce risk through evaluation of insurance needs, and minimize federal and state taxes by taking advantage of all legal and ethical loopholes available.
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