Senior Financial & Tax - Orchard Park, New York

Senior Financial & Tax Services

Address: 5205 Chestnut Ridge Rd, Orchard Park, NY 14127, United States
Phone: 716-662-4470
Website: [Website link not provided]

Overview

Senior Financial & Tax Services, located at 5205 Chestnut Ridge Rd, Orchard Park, NY, offers specialized financial planning and tax advisory services. The firm is dedicated to providing personalized financial strategies tailored for seniors, focusing on wealth preservation, tax optimization, and secure retirement planning. Despite the lack of reviews on Google My Business, their commitment to accessibility and customer service is highlighted by wheelchair-accessible facilities, including a car park, entrance, and restroom.

Key Features:
- Financial Planning: Expert guidance on securing a comfortable retirement.
- Tax Services: Skilled tax preparation and planning to maximize savings.
- Accessibility: Fully wheelchair-accessible premises, ensuring convenience for all customers.
- Appointments Recommended: Advance scheduling is advised to manage client time effectively.

Location: The office is conveniently situated in Orchard Park, NY, making it easy for local seniors to conduct their financial affairs in a familiar setting. The address is 5205 Chestnut Ridge Rd, Orchard Park, NY 14127. For those traveling from afar, the contact number 716-662-4470 provides a direct line to the firm.

Website: Although the specific URL is not provided, the firm's website likely includes detailed services, client testimonials, and contact information to assist potential clients in making informed decisions. Visiting the website could offer additional insights into their approach and expertise.

Specialties:
- Financial Planner: With a focus on seniors, they provide comprehensive financial planning to ensure a stable and prosperous future.

Other Points of Interest:
- Wheelchair Accessibility: The entire facility is designed to be accessible, featuring a car park, accessible entrance, and restroom, demonstrating a commitment to inclusivity.

Opinions and Avg Rating:
- As of now, the company has 0 reviews on Google My Business. The average opinion score is 0/5, indicating potential areas for improvement in service quality or customer satisfaction.

Recommendations for Potential Clients:
For individuals seeking financial and tax advice tailored to their senior life stage, Senior Financial & Tax Services presents a promising option. The availability of wheelchair-accessible facilities ensures that clients with mobility concerns can visit without worry. While the lack of reviews may raise some concerns, the firm's emphasis on accessibility and customer service could be beneficial for those valuing these aspects.

Summary:
Senior Financial & Tax Services offers specialized financial and tax advisory services for seniors, boasting wheelchair-accessible facilities and a commitment to personalized financial planning. Despite no Google reviews, their accessibility features make them a viable choice for those requiring convenient and inclusive financial services.

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