Araneo Tax & Financial Email Format
Financial ServicesNew York, United States2-10 Employees
Araneo Tax & Financial is a financial services firm based in Rockville Centre, New York, offering services that span income tax planning and preparation, financial planning, and estate planning for individuals and families. The firm emphasizes year‑round tax planning to help clients minimize current and future liabilities, and provides representation before federal, state, and local tax authorities as part of its services. Its financial planning offering includes retirement and education planning, delivered through a partnership with Securities America Advisors, Inc., along with guidance on insurance decisions and a personalized investment review that considers various asset classes. The company also assists with pension and profit‑sharing plan setup or discussion, and highlights retirement planning as a long‑term, proactive process. Araneo Tax & Financial operates in the financial services industry with a client focus on individuals and families seeking comprehensive tax, financial, and estate planning support in the New York area.