LL Financial Services, LLC is a well-established financial services boutique.
We offer a full range of financial services including – tax preparation, tax planning, financial planning, and investment management services with a reputation for personalized innovative lasting results. Experienced, local and independent we have roots in Northern Westchester, NY but maintain a global reach.
LL Financial Services, LLC tax services are comprised of comprehensive tax preparation, planning and filing services for individuals as well as all types of business entities.
LL Financial Services, LLC expert advice, combined with proven results, helps client’s implement a balanced financial plan for their future’s and enable them meet their financial goals. As fee-only Financial Planners, we develop comprehensive financial plans that are easy to adapt and implement. As independent Registered Investment Advisors (RIAs), we act as fiduciaries, who create, implement and monitor investment portfolios on our client’s behalf.
Who We Are
LL Financial Services, LLC is a well-established accounting, tax advisory and financial services firm with a reputation for innovative and lasting results. Formal training, combined with over 45 years of practical experience has enabled our team to service our clients — who range from large corporations to individuals, as well as domestic and international businesses — by helping them with accounting, taxation, and investment needs. The personalized approach, enthusiasm and expertise the team at LL Financial Services, LLC bring to their clients is unmatched. The father-daughter team of Larry and Lindsay thoroughly enjoy solving intricate tax and financial questions while helping clients optimize their tax planning and financial well being.
Larry became a Certified Financial Planner over 25 years ago and continues to take annual continuing education courses to hone his skills. In 2015, along with her extensive background in derivative trading, Lindsay became a Registered Investment Advisor (RIA). In an effort to enhance our clients’ ability to anticipate and address important tax events, LL Financial Services, LLC is pleased to offer a comprehensive suite of tax preparation, tax planning, financial planning and investment management services.
6 Sleator Drive, Ossining, NY 10562
Form ADV Part 1 – Annual Amendment – Submitted to IARD on 1.11.2023. – LL Financial Services, LLC.
Form ADV Part 2A – Firm Brochure – LL Financial Services – Submitted to IARD on 1.11.2023.
Form ADV Part 2A – Firm Brochure – LL Financial Services 4823-8103-7108 v.36