Bill Losey Retirement Solution

17 Sheffield Rd
Wilton, NY 12831-1495

518-581-1666

Facebook: http://www.facebook.com/BillLoseyCFP

Twitter: http://twitter.com/BillLoseyCFP

Services Offered

Income Tax Service, Individual Retirement Programs, Individual Taxes, Accounting Services, Estate Planning, Estate Taxes, Estates, Trusts & Gifts, Profit Sharing Plans, Retirement Planning, Start Up Filings, Investment Management, Payroll Services, Audit Preparation, Financial Planning, Income Tax Planning, State Tax Preparation, Tax Planning & Preparation

Products Offered

Checking Accounts, Mortgages / Home Loans, Savings Accounts, Consumer Loans, Investment Products, Tax Favored Accounts--Keogh, SEP, IRA

Special Services Offered

Rewards Programs, Securities Brokerage

Services Offered

Asset Management

Special Services Offered

Personal Assistance-Errands & Appointments, Transportation To Appointments

Services Offered

Errands & Grocery Shopping, Temporary Care or Long Term Care

Licenses, Certifications, Accreditations

Drug & Criminal Background Checked, Licensed, Bonded, Insured