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Portfolio Planners is a privately owned firm specialising in private wealth management for successful people and their families. Private Wealth Management Service Our private wealth management service provides you with a sound intellectual framework for making intelligent decisions about money.
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Portfolio Planners Inc 774 Nicoles Road Centereach, NY 11720 United States ... Stephen J. Granata is a local tax preparer at Portfolio Planners Inc located in Centereach NY. Stephen J. Granata and other tax preparers located in Centereach NY will help you with tax preparation, tax planning, bookkeeping, estate and trust taxes, and so much more. ...
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Manage and support tax planning and compliance with all required federal, state, local, payroll, property, and other applicable taxes. Required Skills and Experience: 15+ years of related, progressive experience, with at least 7+ years of experience overseeing all aspects of finance and accounting in a strategic leadership role.
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