Saranac Advisors, INC
Categories
Accounting Services, Bookkeeping & Tax Services Financial Services & Wealth Management Human Resources Insurance & Related Services
About
Saranac Advisors, Inc is your one-stop shop, we offer a full suite of services designed to meet all your financial needs. From wealth management and tax preparation to insurance, payroll, and bookkeeping, we have you covered!
Additional Info
At Saranac Tax Services our tax preparation services include:
- Individual Tax Returns
- Business Tax Returns
- Partnership & Corporate Tax Returns
- Trust Tax Returns
- Gift & Estate Tax Returns
- Out-of-State Tax Returns
- Estate & Succession Planning
- Business Start-Ups
If you own a business in Orange County or need help with individual taxes, working with a professional tax planning service can help save you more money. Saranac Tax Services offers the expertise that you need to save on your taxes at affordable prices.
At Saranac Wealth Management we focus on building, maintaining, and protecting wealth through an investment management process that is dedicated to transparency and integrity. We strive to tailor portfolio management solutions to each individual client via fee-based and brokerage offerings accounts. Our financial professionals dedication to relationships strengthens our mission to assist them in achieving their financial goals.
Accounts & Investment types we offer:
- Individual
- Joint
- Corporate
- Trust
- Traditional IRA
- SEP IRA
- Roth IRA
- SIMPLE IRA
- Transfer on Death
- UTMA
- 529 Plans
- Stocks
- Bonds
- ETF's
- Mutual Funds
- SPV's
- Options
- CD's
- Alternative Investments
- Unit Investment Trusts
- Closed End Funds
Securities offered through Arete Wealth Management, LLC, members FINRA, and SIPC. Investment Advisory Services offered through Arete Wealth Advisors, LLC, an SEC registered investment advisory firm. Tax and accounting services are offered through Saranac Tax Services LLC. Saranac Tax Services LLC is not affiliated with Arete Wealth Management or Arete Wealth Advisors. Saranac Insurance Solutions LLC is a separate entity that is not affiliated with Arete Wealth Management or Arete Wealth Advisors. Fixed insurance products offered through Saranac Insurance Solutions LLC are limited to fixed annuities, fixed index annuities, and fixed life insurance products. Investing involves risk, including potential loss of principal. Past performance does not guarantee future results. Alternative investments are speculative, involve a high degree of risk including potential loss of the entire investment, and are suitable only for eligible investors. Such investments may be illiquid and offer no guarantee of a secondary market. Investors should review all offering documents carefully before investing.
Driving Directions : Located on Rt 17K across from Cumberland Farms & Rock Cut Rd. Look for sign that says 263 LOWER LEVEL
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