White Plains NY CPA - Accounting & Financial Services Firm - Rockland, Westchester County & Lower Hudson Valley

Certified Public Accountant
Certified Senior Advisor (CSA)®
Certified Specialist in Retirement Planning (CSRP)®
Investment Advisor

399 Knollwood Road, Suite 300
White Plains, New York 10603
Phone (914) 949-0179
Fax (914) 949-0231
EMAIL

Certified Public Accountant

"The Trusted Professional"

Professional Accounting and Financial Services Firm

Accounting - Individual & Business

Tax Services - Individual & Business

Investment Advisor & Portfolio
Planning

IRS & State Audit Representation

Payroll & Sales Tax Compliance

Line of Credit Assistance

One-Write Plus & QuickBooks support

Personal Service – Accounting
the way it should be. Imagine
what you can accomplish when
your advisor is focused on you
and your business. Extensive
experience: Wholesale ▪ Import ▪
Manufacturing ▪ Real Estate ▪
Retail. Startup to mid-market
Tax specialists.

Services for Individuals: Seniors - Boomers - GenXYZ

A life well lived -
deserves an advisor well trained

You have come far. You deserve to work with an
Advisor who appreciates that fact - A Certified
Senior Advisor (CSA)®.

The Society of Certified Senior Advisors™ is the
world’s largest membership organization dedicated
to training and educating professionals that work
with seniors. CSAs are Certified knowledgeable
about the health, financial and social issues that
concern Seniors. Work with a CSA and receive
the respect and understanding you merit.

Certified Senior Advisor
NY CSA - Certified Senior Advisor
"To serve, support and protect Seniors"

Certified Specialist in Retirement Planning

"Grow your Wealth Protect your Assets"

RUNNING OUT OF MONEY
is the number-one worry of most seniors, retirees & pre-retirees

Strategy to generate income: A Fixed Income Municipal Bond Portfolio with an investment philosophy that is designed to seek high levels of tax-free income and a strong total after-tax return through active management. Emphasis is placed on quality, liquidity and asset protection.

Investors need a steady, experienced hand to manage all of today's investment choices. In my capacity as Investment Advisor Representative, I will introduce you to Genter Advisors and RNC Genter Capital Management (Registered Investment Advisors). Genter has more than 35 years of success, 2 billion in assets under management and a wide range of investment programs to fit your needs.

Jerry Kestenbaum, CPA serves Metropolitan New York City, Westchester, Rockland and Orange County, NY and Bergen, Essex, Hudson, Union & Middlesex Counties in New Jersey.

25 Years of practical experience

Gerald L. Kestenbaum, CPA
Certified Public Accountant
Certified Senior Advisor (CSA)®
Certified Specialist in Retirement Planning (CSRP)®
Investment Advisor

399 Knollwood Road, Suite 300 White Plains, New York 10603

Map & Directions

Phone (914) 949-0179 Fax (914) 949-0231 EMAIL

Rockland Business Association
Member

National Association of Tax Professionals
Member

New York State Society of CPAs
Member

Certified Senior Advisors (CSAS) have supplemented their individual professional licenses, credentials and education with knowledge about aging and working with seniors. Know what those licenses, credentials and education signify. The CSA designation alone does not imply expertise in financial, health or social matters.

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