Gaudino Stephen V
Bookkeeping in Rochester, NY
A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications needs of that state, or only if they are excluded or exempted from the states broker/dealer, investment adviser, or BD agent or IA rep needs, as the case may be; and follow-up, individualized responses to users in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation.
Contact Details
From Website
About Us
read moreThe Gaudino Group, founded in 1985, provides clients with authentic and holistic financial strategies. We design strategies for clients in the areas of investment management, financial planning, tax planning, and estate planning. Our firm believes financial success can be achieved when all aspects of a person's financial situation are efficiently handled. We help people pursue their financial goals by providing a strategic yet practical approach. We seek to provide the best customer service possible while we build long term relationships with our clients.
Tax Planning & Preparation
read moreTaxes have a prominent effect on achieving financial goals. When taxes are not managed properly, they can have a negative impact on your overall financial situation. Our firm uses our knowledge in this field to help structure tax efficient plans to help manage those negative effects. Our team can work directly with your accountant.
Investment Products & Services
read moreWe offer a wide array of investment products and services. Because we are an Independent Financial Firm, we are able to provide products and services that are most appropriate for each individual client rather than a specific product that might be favored by other financial institutions. We like to begin each client relationship with a personal plan designed to identify long-term goals, as well as a strategy for implementing their plan.
Our History
read moreIn 1982, Stephen V. Gaudino Sr. graduated from St. John Fisher College, a local college in Rochester NY, where he received his Bachelor's Degree in Accounting. After receiving his Certified Public Accountant designation, he went on to work for a local accounting firm. In 1985, Stephen went off on his own to create his own firm. From here, he created Stephen Gaudino CPA where he provided tax and accounting services to the local community. Many clients' still remember the first office location on State Street in Rochester NY.
Our Process
read moreEvery person has a different goal they want to accomplish and we want to make sure each client can accomplish these goals. We believe that to achieve financial success is to have an attainable goal. We take the time to learn about our clients' lifestyles and interests so we are better able to understand their final goals. Helping clients reach those goals is the single most important aspect of our job. Understanding the whole financial picture is imperative because every client has a unique situation.
- Get free estimates
- No obligation, no pressure
- Save time and money
Similar Businesses
