With all the changes in how we move through our days that 2020 brought, Post Resch Tallon Group is pleased to announce the merger of our tax practice – NFS Tax Prep, Inc. – with Bonn, Dioguardi, & Ray, LLP located at 70 Linden Oaks, Rochester, New York. [...]
The Webster Chamber of Commerce recognized Neubert Financial Services as the May 2018 Business of the Month at the Chamber’s recent Breakfast Meeting.
Neubert Financial Services is a full-service tax planning/preparation and brokerage firm. They provide a large variety of services to clients, including research and advice, retirement
planning, estate planning, education planning, tax tips, retirement plans, 401(k) rollovers, and much more. Their financial planning services are an ongoing process to help clients make
sensible decisions about their investment goals and objectives and preparation of their annual tax returns. The Neubert financial and investment firm is located at 599 Ridge Road in
Webster.
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Keeping Your Personal Information Secure Offline
Lock your financial documents and records in a safe place at home and lock your wallet or purse in a safe place at work. Keep your information secure from roommates or workers who come into your home.
Limit what you carry. When you go out, take only the identification, credit, and debit cards you need. Leave your Social Security card at home. Make a copy of your Medicare card and black out all but
the last four digits on the copy. Carry the copy with you unless you are going to use your card at the doctor’s office.
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On Friday, June 24, the global economy reacted to Britain’s unprecedented decision to exit (Brexit) from the European Union (EU) with disbelief and a feeling of uncertainty not experienced for decades.
Initially sparking a rise in market volatility, the Brexit decision has also sparked concern for many American investors who are understandably unsure of how the change will affect their portfolios.
Many are even considering hasty actions that may drive results in the short-term, but may not benefit them in the long-term.
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Acquisition Adds Additional Services for Clients and Doubles Staff Size
Pittsford, N.Y. — Full-service investment firm Post Resch Tallon Group Inc. is pleased to announce the acquisition of Neubert Financial Services, based in Webster, New York. With the acquisition,
Post Resch Tallon Group will add income-tax preparation to its list of services, gaining more than 1,000 Rochester-area tax and investment management clients from Neubert Financial.
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