Our goal is to provide cost-effective, tax preparation, financial planning, small business planning, insurance and tax planning service.
Ms. Barone offers financial planning as well as securities as an Investment Advisor Representative of Lincoln Financial Securities Corporation. What distinguishes her from other practitioners is that Ms. Barone is a CERTIFIED FINANCIAL PLANNER®, which means your tax return is viewed as an integral part of your financial picture.
We are ready year-round to serve you with advice and assistance for tax preparation and financial guidance. We are informed on the continuing changes in tax laws and are able to file in all 50 states.
Ms. Barone has been a CFP® Professional since 1996 and a tax preparer since 1982. A Rutgers University graduate, Ms. Barone also attended the Boston University Center for Professional Education, receiving a diploma in Financial Planning. She holds securities registrations and insurance licenses is MA, NH, NM, MD, NC, CA, NY, PA, OK, CO and Puerto Rico; and is a Notary Public in the state of Massachusetts.
Investments and advisory services offered through Lincoln Financial Securities Corporation, Member SIPC. Lincoln Financial Securities Corporation and its representatives do not offer tax advice. However, Cyndie Barone, CFP Professional separate from affliation with LFSC does prepare tax returns and offer small business and tax advice.
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