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Robert J. Preziosi

Enrolled Agent, CLTC Elm Financial Group, Inc.
Office 520 Broad Hollow Road Melville NY 11747 United States Office Phone: 631-391-3415 Website: Elm Financial Group

Biography

You can take comfort in the fact that I am part of this business owner network and therefore have a vested interest in seeing all of us succeed. In fact, I probably have many of the same hopes and aspirations as you, and will be happy to share all the resources and information our firm has to offer. We strive and succeed at helping business owners with the following:

Keeping up the good work.
Managing expenses, empowering employees, keeping it all going and still having time for all other important things – running your own business takes more than hard work. It takes insight, planning, and the ability to call on the right resources every step of the way.

It’s about more than the bottom line.
As business owners, I understand what your needs are.

Protect
You have worked hard to get where you are today. A variety of events can occur that could quickly threaten the success and stability of a business. From your business to your family, I can help you gain peace of mind.

Reward
Your team plays a key role in the success of your business. Whether you have partners, managers, staff, or all of the above, I can help you stay competitive to top talent by creating a rewarding work environment.

Plan
Since your business and personal lives are intertwined, it’s hard to imagine life without a business. In building a strategy, I will work with you to determine your goals for your future. I can help you ensure income for your retirement and continuation of your business.

Make it easy.
My job is to make your job easier. I help our clients find the optimal solution for their specific needs and budget. We offer complete and simple implementation to save you time and effort. With the resources we have available, we can find the best solution for you and your business.

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