LEADERSHIP GREATER ROCHESTER
03-Jan-2012
Article written by Gina Chase: Leadership Greater Rochester strives to build a broad-based netw..
CROSKEY LANNI, PC CONTINUES TO SUPPORT LOCAL COMMUNITY
08-Dec-2011
Through a combination of programs, Croskey Lanni, PC raised over $1,700 in donations direct..
CROSKEY LANNI, P.C. ANNOUNCES RETIREMENT OF ROBERT A. WESTBURY, CPA
22-Jun-2011
Bob Westbury is a hardworking, dedicated and trustworthy individual who focuses on client service. A..
CROSKEY, LANNI & COMPANY JOINS THE BDO SEIDMAN ALLIANCE
24-Aug-2010
FOR IMMEDIATE RELEASE ..
Wealth Management
To create, enhance and preserve wealth, you must be diligent and aware of changing tax laws.
You must also have by your side a wealth planner who truly understands and cares about your personal and financial goals.
Croskey, Lanni & Company, P.C. wealth management advisors have more than two decades of experience in wealth management. Our clients are entrepreneurs, business owners and families, each relying on our expertise in tax regulations, as well as our tools and techniques for maximizing wealth.
In addition to extensive in-house experience, we have strategic relationships with sophisticated service providers in the wealth management, brokerage, private banking, insurance and pension arenas. As a result, we can extend an even wider range of services to our clients, including:
- Estate and Trust Planning
- Insurance Planning
- Investment Planning and Monitoring
- Maximization of Wealth Transfers
- Personal Financial Planning
- Private Foundations and Charitable Giving
- Succession Planning
- Tax Planning and Compliance