The shareholders of Tice, Brunell & Company, CPA's P.C. strongly believe in the value of financial planning process, which includes tax, retirement, business and financial planning.
In addition to offering a wide array of accounting and business consulting services, Tice, Brunell & Company, CPA's P.C. has created Brunell Wealth Management, LLC to provide clients a comprehensive offering of financial services to compliment their wide array of professional accounting services.
Brunell Wealth Management, LLC is prepared to assist those who lack the time or desire to assess and plan around their immediate and long-term financial needs.
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Brunell Wealth Management, LLC offers the following financial services:
Financial Planning services offered:
- Comprehensive Financial Planning for Businesses and Individuals
- Retirement Planning
- Investment Advisory Services
- Insurance Planning
- Estate Planning
- Employee Benefit Consulting
Brunell Wealth Management, LLC offers the following financial products:
- A vast array of fixed income and equity mutual funds
- College Savings Plans, including Section 529 plans and Coverdell Savings Accounts
- Traditional and Roth Individual Retirement Accounts
- Keogh, SEP, SIMPLE and Single K Retirement Plans
- Section 403(b), 401(k) and 457 Plans
- Pension and Profit Sharing Plans
- Life Insurance
- Disability Insurance
- Long-Term Care Insurance
- Health Insurance
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Brunell Wealth Management has strategically partnered with Halliday Financial Group www.hallidayfinancial.com, an independent financial planning firm with over 20 years of business, in order to significantly expand TBB's offering of products and services in an effort to provide a more comprehensive approach to helping clients manage their financial matters.
Michael J. Brunell, shareholder and Vice President of Tice, Brunell & Company, CPA's P.C. based in Albany, NY has become a registered representative of HRC Investment services, Inc., of the Halliday Financial Group.
Tice, Brunell & Company, CPA's P.C. is centered around the desire to meet the needs of each client. We invite current and new clients to take advantage of these new financial services.
Please Contact Us to set an appointment to explore how these services may be of value to you.
Securities offered through:
HRC Investment Services, Inc., 725 Glen Cove Avenue, Glen Head, NY 11545 Member: FINRA, SIPC
Advisory Services offered through:
TSA Portfolio Management, Inc., 725 Glen Cove Avenue, Glen Head, NY 11545
Insurance services offered through:
Halliday Life & Health, Inc., 725 Glen Cove Avenue, Glen Head, NY 11545
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