565 Montgomery Street
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
We also can answer your questions, including:
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Certified Financial Planner™ / Certified Public Accountant
Asher Lieblich has been involved in the financial, insurance and accounting industries since 1976 as a Certified Public Accountant and a Certified Financial Planner™. Asher Lieblich is a financial professional in a Brooklyn, New...
Certified Financial Planner™ / Tax Professional
David is a Certified Financial Planner™(CFP®) and an Enrolled Agent (EA). He graduated from Brooklyn College with a Bachelor’s Degree in Business Administration with a concentration in Finance & Investments.
Certified Public Accountant / Business tax specialist & Consultant
Moshe is our Business Tax Specialist & Consultant and has been with the Firm for over 10 years. He received his Bachelor of Science in Accounting from Touro College. Moshe enjoys working with small and medium sized business clients &...
Accountant / Para Planner
Malka is our junior accountant and para planner. She joined our team in 2013 as an accounting student. She since graduated from Touro College with a Bachelor's Degree of Science In Accounting. She is working diligently towards...
Front Desk Coordinator