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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
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Certified Public Accountant
"The Trusted Professional"
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Professional
Accounting and Financial Services Firm
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 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
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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.
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Services for Individuals:
Seniors - Boomers - GenXYZ
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A life well lived -
deserves an advisor well trained
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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. |
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Certified
Senior Advisor
"To serve, support and protect Seniors"
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Certified Specialist in Retirement
Planning
"Grow your Wealth Protect your Assets"
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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.
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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
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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 |
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Rockland Business Association
Member
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National Association of Tax Professionals
Member
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New York State Society of CPAs
Member
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copyright © Gerald L.
Kestenbaum, CPA - all rights reserved
site provided by
www.bookkeepinghelp.com |