(718) 423-1100

3601 208th Street,
Bayside, NY 11361

 

Client Portal

 

Make an Appointment


Our Mission: To Guide You Toward Financial Success

Who We Are

What We Do

Coaching clients since 1985 as a Certified Public Accountant (CPA) and working as a Certified Financial Planner™ practitioner has allowed me to guide my clients toward financial success and provide piece of mind. With my unique approach I am able to help educate, simplify and implement financial strategies by integrating income tax analysis with the complex and confusing areas of Medicare insurance, Social Security and investments in order to achieve financial success.


My Turning Age 65 Program is designed for people close to or living in retirement.

Living Longer: increasing life spans create the risk you'll outlive your savings.

Rising Costs: inflation, healthcare costs and taxes can erode your future purchasing power.

Market Uncertainty: market volatility and low interest rates can have a devastating impact on your retirement income.

This program is about carefully designing a plan by integrating your personal goals and objectives into as strategy geared toward these financial retirement challenges.


Get Started




Create an Investment Plan to Acheive Your Goals

Click Here

 

Learn about Neil G. Carousso, CPA, CFP®

Since 1985, Neil G. Carousso has provided income tax preparation and financial consulting to individuals and businesses throughout Bayside and the Tri-state areas. His continuing mission is to serve you with the highest level of expertise and professionalism possible.


Contact our Tax & Financial Service firm.

(Securities and investment advisory services offered through NGC Financial, LLC)

(Member FINRA/SIPC/MSRB Registered~  (718) 423-1100)

Useful Links & Forms

http://www.finra.org

http://www.sipc.org

Check the background of this firm on FINRA's BrokerCheck


Thank you for your interest. Contact us.

Our Location

Phone Number
(718) 423-1100

Office Location
3601 208th Street,  Bayside, NY 11361

Hours of Operation
Monday, Wednesday, & Friday:
9:00 a.m. - 6:00 p.m.
Tuesday & Thursday:
11:00 a.m. - 8:00 p.m.
Saturday: 10:00 a.m. - 4:00 p.m.