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Fiorile Financial Advisory Group
  

Fiorile Financial Advisory Group

          Accounting | Tax | Investment | Business Services

Accounting | Tax | Investment | Business Services


The Fiorile Financial Advisory Group is an all-in-one, comprehensive full-service accounting, tax, investment and business services firm.  Located in the Olympic High Peaks Region of the Adirondacks of Upstate New York we serve clients from around the globe.  Fully utilizing technology in our daily transactions and regular communication, there are no geographic borders.  This means that regardless of your location, we are easily accessible and prepared to render services to you, while also maintaining regular video-communication.


When you work with Fiorile Financial Advisory Group, you may expect from us:


  • A comprehensive plan that addresses your needs in the areas of accounting, tax, investment, retirement, payroll, business services and human resource;

 

  • To be your quarterback, providing you with business consulting, professional and personal coaching, tax, investment and human resource advisory services, as well as counseling that help simplify complex operational and management issues;

 

  • To readily share our expertise and understanding of the trends and challenges specific to your industry.  We make it our business to know your business and profession, so that we can help you prepare for the everchanging climate of healthcare reform, higher taxes and pertinent regulations that will affect you now and for years to come;


Your peers have turned to Fiorile Financial Advisory Group to grow their bottom so that they can focus on their professional practice or business; why not you? 


"Our mission is to be assertively proactive in the manner in which we service you. There is simply no situation or problem that the Fiorile Financial Advisory Group cannot handle.  Our diversified group of attorneys, realtors, actuaries, insurance agents and various other professionals are at our disposal." 

               

                                                                                                                                                 Joseph E. Fiorile, CPA, PFS

                                                                                                                                                                          April 1, 2014



ACCOUNTING SERVICES

Audits and Financial Engagements

Financial Statement Preparation

Annual Reports for Non-profits

Annual Budget Preparation

Bookkeeping Services

Payroll Services

Maintenance of General Ledgers

Journal Entries

TAX ADVISORY SERVICES

Strategic Tax Planning

Business Tax Return Preparation

Estate and Fiduciary Tax Preparation

Individual Tax Return Preparation

Estate and Trust Tax Counseling

Tax Minimization Strategies

INVESTMENT SERVICES

Portfolio Management

Wealth Building

Registered Investment Advisor

Asset Management

Retirement Plans | IRA's

Capital Gain / Loss Counseling


BUSINESS SERVICES

Human Resource Management

Succession Planning

Business Plan

Marketing Plan

Program Development (for non-profits)

Business Development Plan

Contract Dispute Resolution

Family Business Mediation

Entrepreneurship Coaching

Fiorile Financial Advisory Group

P.O. Box 1295

126 Kiwassa Road

Saranac Lake, New York  12983

518-891-3290

Copyright © 2014 Joseph E. Fiorile, CPA, PFS.  All rights reserved.


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Joseph E. Fiorile, CPA, PFS is the founder of Fiorile Financial Advisory Group.  He is a member of the American Institute of Certified Public Accountants, a member of the New York State Society of CPAs and is past president of the Saranac Lake Chamber of Commerce.

 

Also a member of the Fiorile Financial Advisory Group is Carolyn T. Bryson, NCM, Executive Director of ACCORD Mediation Services and President of ADDENDA Solutions.  Carolyn is a member of the New York State Dispute Resolution Association in Albany, NY, as well as a member of the New York State Council on Divorce Mediation.  In addition to being an advanced-practitioner member of the Association for Conflict Resolution and a member of the Rochester Association of Family Mediators, she served over 6 years as a board member of the New York State Dispute Resolution Association in Albany, New York.

 

Although the Fiorile Financial Advisory Group is headquartered in the Historic Village of Saranac Lake, New York, which is considered to be the heart of the Adirondack Mountains in Upstate New York, the Fiorile Financial Advisory Group and its predecessor incarnations have had clients from all areas of the United States.  Since our clients have a diverse range of issues and needs, the Fiorile Financial Advisory Group has earned its reputation for the wealth of knowledge and expertise we bring to our clients.

 

Helping private individuals, small business owners, professional service providers and non-profit organizations throughout the seven regions of the Adirondacks, the Fiorile Financial Advisory Group provides services in Malone, Plattsburgh, Lake George, Glens Falls, Old Forge, Tupper Lake, Lake Placid, Saranac Lake, Burlington, Vermont, Long Lake, Cranberry Lake, Star Lake, Harrisville, Watertown, Potsdam, Canton, Troy, Syracuse, Auburn, Geneva, Canandaigua, and Rochester, NY.