Resources

Useful Links For Frequently Asked Questions

Electronic Federal Tax Payment System

Internal Revenue Service

Morningstar

NY State Department of Taxation and Finance

NY State Insurance Fund

NY’s 529 College Savings Program

Quickbooks

Risk Tolerance Questionnaire

 

Client Portal

Client Portal Tutorial

 

Common Retirement Plans: Which Strategy Is Right For You?

From the traditional IRA, to the Roth IRA, the SEP IRA and the 401(K) Plan — we help you make sense of it all so that you can make the most informed decision on what the best retirement investment strategy is for you needs.  Please see our Retirement Plan Comparison Guide.

 

In the News

Podcast February 1, 2019

Featured on ‘It is Good For You with Jeffrey Cobelli’ podcast discussing everything from the New Tax Code , Financial Planning, and Investment Management.

 

  

WVOX: Westchester Means Business
Featured Radio Interview June 12, 2017
by Dr. Marsha Gordon/John Ravitz
Westchester County largest and most influential business membership organization, the Business Council of Westchester, invited Lindsay la Fleur from LL Financial Services, LLC (formerly Lawrence Blau & Associates, LLC) to discuss the importance of financial planning during a recent broadcast on WVOX Radio. Lindsay discusses her perspective on strategies to manage your financial health during these times of heightened geo-political risk as well as highlighting the value of strong client relationships.