CALIFORNIA CONSUMER

Our goal is to help clients preserve their assets and build their wealth in a tax efficient manner. We seek to educate clients on investment opportunities* and tax strategies while helping them navigate the complexities of financial planning* throughout the ever-changing life events... Shaun Roberts is an independent financial advisor offering comprehensive investment, financial planning, tax, and audit representation services to clients in Staten Island, New York Shaun Roberts Associates is a tax and financial services firm in Staten Island, New York serving individuals and small business owners... We've built a handy mobile app that allows you to ask us questions on-the-go and to receive helpful notifications from our office.

Primary location: Staten Island United States