TAX PREPARATION, BOOKKEEPING, PAYROLL, INVESTMENTS
Welcome and thank you for visiting our Website. In addition to providing you with a profile of our firm and the services we provide, this Website has been designed to become a helpful resource tool to you, our valued clients and visitors. Our dedication to superior client service has brought us to the Internet as we endeavor to continue to provide the highest quality professional service and guidance.
As you browse through our Website, you will see that not only have we highlighted background information on our firm and the services we provide, but have also included useful resources such as informative articles (in our Newsletter section) and interactive financial calculators (in our Financial Tools section). In addition to our client sites, we have taken the time to gather many links to external Websites that we felt would be of interest to our clients and visitors (in our Internet Links section).
While browsing through our Website, please feel free to contact us with any questions or comments you may have - we'd love to hear from you. We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions.
REGARDING INVESTMENT PRODUCTS: Michael J. Zumbolo is a Registered Representative of and offers securities products & services through Cadaret, Grant & Company Inc. 1 Lincoln Center, Syaracuse, NY 13202 (315) 471-2191 Member FINRA/SIPC. In this regard, this communication is strictly intended for individuals residing in the State of New York. No offers may be made or accepted from any resident outside of the specified states referenced. The Michael J. Zumbolo Financial Management Group, LLC and Cadaret, Grant & Co., Inc. are separate entities.
IMPORTANT CONSUMER INFORMATION:
A broker-dealer "BD", investment adviser "IA", A BD agent, or IA Representative may only transact business in a state if first registered in that state, or is excluded or exempt from registration in that state as a broker-dealer, investment adviser, BD agent or IA Representative, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either affecting or attempting to affect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion.
For information concerning the licensing status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA Rep, a consumer should contact his or her state securities law administrator.