PRACTICE AREAS
SmartPerson Financial Services is a premier financial planning firm that focuses on helping clients achieve their goals. We provide a range of financial services such as budgeting plans, business startup assistance, expense reduction assistance, debt consolidation, insurance assistance, and more. Our goal is to help you prepare for both the short-term and long-term future so that you can enjoy your retirement years and complete your journey to financial wholeness.
Personal + Business Financial Professionals
We offer tax preparation and assistance services for business and individual returns. Our tax professionals are dedicated to giving you the best possible service. We can ensure that your taxes are filed accurately, on time and at the lowest rates possible. In addition, we offer tax specialist assistance if you need to evaluate the tax effectiveness of your investments or assets, or if changes have occurred in your life or tax situation.
Personal + Business Tax Expertise
Our team of credit restoration experts have all the tools, knowledge, and experience to assist you with your personal and business credit needs. Whether you need to improve your existing credit record or are looking for assistance in creating new business credit, we provide the expertise, special programs and strategies to protect you from future mistakes and to kick-start your journey to financial wholeness.
Personal + Business Credit Services
SmartPerson Financial Services is a premier financial planning firm that focuses on helping clients achieve their goals. We provide a range of financial services such as budgeting plans, business startup assistance, expense reduction assistance, debt consolidation, insurance assistance, and more. Our goal is to help you prepare for both the short-term and long-term future so that you can enjoy your retirement years and complete your journey to financial wholeness.
New York State Financial Literacy Instructor Course via SmartPerson Financial +
SmartPerson Financial Mentorship Program