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Kershaw Financial Services

Map & Directions
(3 Reviews)

200 Carleton Ave Suite 1, East Islip, NY 11730

(631) 581-4329

CLOSED NOW
Today: 9:00 am - 5:00 pm
Tomorrow: 9:00 am - 5:00 pm
33
YEARS
IN BUSINESS
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We offer a full range of financial and accounting services for your personal and small business needs. We provide state of the art electronic filing and superior customer service. Our staff of tax preparers must complete rigorous tax and finance courses to keep abreast of the ever changing tax laws.

 

Full financial services are also available. These services include: alternatives to CD investing, college and retirement planning, IRA rollovers, estate planning, business planning and life insurance.

 

We can help you with specific investmentss designed to meet your objectives. We will find what financial vehicles best fit your situation, and take steps to build a comprehensive investment plan.

General Info

Come in for your free financial consultation today. Appointments upon request. Extended hours during tax season.

Hours

Regular Hours

Sat - SunClosed

Extra Phones

Fax: (631) 585-4320

Services/Products

Tax Return Preparation and Electronic Filing, Corporate, Partnership and Estate Tax Preparation, Small Business Accounting, Small Business Start-Ups, Investment Services, Financial Planning, College and Retirement Planning, Life Insurance, Audit Representation

Payment method
visa, master card
Location

Located one block south of Sunrise Highway on the west side of Carleton Avenue.

Neighborhood
East Islip
Amenities

Handicap Accessible.

Associations

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We strive to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.  Kershaw Financial Services has been serving the Long Island Community since 1986.  Our clients are always our number one priority.  We understand how important money matters are to our clients, and the caring attitude of our staff reflects just that.  All of our clients are treated with respect, kindness and courtesy.  Because at Kershaw Financial we believe that knowledge is power, we remain committed to our continuing education.  Our staff of tax preparers must complete rigorous tax and finance courses to keep current with the ever changing tax laws.  Our team members are encouraged to actively listen to each client's needs.  We then work closely with each and every client to provide comprehensive and thoughtful results. The bottom line, we are committed to excellence in the services and strategies we provide to each of you, our important clients.

Categories
Bookkeeping, Financial Planners, Retirement Planning Services, Financial Planning Consultants, Accounting Services, Tax Return Preparation

COUPONS & DEALS

No coupons available

Reviews

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peckmary

03/14/2013

Overall
Go elsewhere

They are rude. They keep you waiting for a scheduled appointment for over an hour, and don't even apologize! Not a cup of coffee, nothing! Poor customer service.

thisfamilyof5

06/01/2011

Overall
Was very impressed with their ...

Was very impressed with their knowledge of the current tax laws. Made an appointment to come back in after tax season to set up a retirement plan. Will recommend to my family and friends.

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