How does ELI SALAME & ASSOCIATES CPA PC help clients – Key Takeaways:
- Offering comprehensive financial expertise with a focus on tax planning, accounting, and consulting services.
- Providing personalized and customized solutions to meet the diverse needs of clients.
- Utilizing cutting-edge technology to enhance efficiency, security, and communication with clients.
- Striving to build long-term relationships with clients based on trust, integrity, and excellence.
Facts and Insights
ELI SALAME & ASSOCIATES CPA PC is a leading financial services firm that prides itself on its experienced team of professionals and its commitment to delivering exceptional service to clients. Founded in 2005, the firm has grown to become a trusted advisor to individuals and businesses alike, serving a wide range of industries and clientele.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $50 million |
|---|---|
| Number of Advisors | 5 |
| Time in Business | 16 years |
Financial Services Offered
ELI SALAME & ASSOCIATES CPA PC offers a comprehensive range of financial services to help clients reach their financial goals. These services include:
- Tax planning and preparation
- Accounting and bookkeeping
- Financial statement preparation
- Business consulting and advisory services
- Retirement planning
- Estate planning
- Investment management
- Insurance planning
Client Types
ELI SALAME & ASSOCIATES CPA PC serves a diverse range of clients, including:
- Individuals
- Small businesses
- Corporations
- Nonprofit organizations
- Trusts and estates
- High net worth individuals
Fees & Compensation
ELI SALAME & ASSOCIATES CPA PC believes in transparent and fair compensation practices. The firm typically charges fees based on the services provided, rather than a percentage of assets under management. This ensures that clients only pay for the services they need and that the firm’s recommendations are always in the client’s best interest.
Background
The ELI SALAME & ASSOCIATES CPA PC team is led by founder and CEO Eli Salame, a highly experienced and knowledgeable financial expert with over 25 years of industry experience. The firm’s team of advisors and support staff also bring a wealth of expertise and qualifications to the table, ensuring that clients receive the highest level of service and expertise.
Financial Advisor Disclosures to Know
ELI SALAME & ASSOCIATES CPA PC is a registered investment advisor and holds fiduciary responsibility to always act in the best interest of their clients. The firm is also committed to transparency and provides clients with all necessary disclosure documents, including Form ADV, to ensure informed decision-making.