Broker Check

Meet Our Team

Martin S. Kofman, CPA

Certified Public Accountant & Wealth Management Advisor

Michael Kofman

Wealth Management Advisor & Senior Accountant

Our Featured Services

Wealth Management Services

Wealth Management Services

Investing is all about balancing your goals with your risk tolerance. We will work with you to create a customized investment strategy that best fits your individual needs.

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Taxation <br/>Services<br/><br/>


Our firm offers professional preparation, planning, and consultation of all federal, state, and local tax returns.

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Business Consulting Services

Business Consulting Services

Our team has the experience to help you grow and manage your business, whatever your needs may be.

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Words of Wisdom

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