Profile
Jason Laurenzo
ListedTax Planning and Wealth Management in Albany, NY
About
About
Jason Laurenzo is associated with Northeast Wealth Management LLC in Albany, New York, where he is publicly listed as CEO.
The available profile facts list Jason with CPFA, CMFC, and AWMA credentials and connect the practice to financial services and tax preparation.
Jason Laurenzo is associated with Northeast Wealth Management LLC in Albany, New York, where he is publicly listed as CEO. The firm presents a coordinated wealth management approach that includes investment planning, retirement planning, education planning, estate planning, employer sponsored plans, insurance planning, and tax planning and preparation.
The available profile facts list Jason with CPFA, CMFC, and AWMA credentials and connect the practice to financial services and tax preparation. Northeast Wealth Management describes its work as integrating investments, tax strategy, and long-term planning into one cohesive plan for individuals and families.
Relevant capabilities include:
- Tax planning and preparation
- Investment and retirement planning
- Estate and insurance planning
- Employer sponsored plan support
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Tax planning | Standard | ||
| Tax services | Standard | ||
Client types
Client types
Tax focus
Tax focus
Service areas
Service areas
Albany, NY
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