LL Financial Services, LLC

LL Financial Services, LLC is a well-established financial services boutique. We offer a full range of financial services including – tax preparation, tax planning, financial planning, and investment management services with a reputation for personalized innovative lasting results. Experienced, local and independent we have roots in Northern Westchester, NY but maintain a global reach. Formal training, combined with over 45 years of practical experience has enabled our team to service our clients — who range from large corporations to individuals, as well as domestic and international businesses — by helping them with accounting, taxation, and investment needs. The personalized approach, enthusiasm and expertise the team at LL Financial Services, LLC bring to their clients is unmatched. The father-daughter team of Larry and Lindsay thoroughly enjoy solving intricate tax and financial questions while helping clients optimize their tax planning and financial well being. Larry became a Certified Financial Planner over 25 years ago and continues to take annual continuing education courses to hone his skills. In 2015, along with her extensive background in derivative trading, Lindsay became a Registered Investment Advisor (RIA). In an effort to enhance our clients’ ability to anticipate and address important tax events, LL Financial Services, LLC is pleased to offer a comprehensive suite of tax preparation, tax planning, financial planning and investment management services.