Profile
Shawn C Glogowski
ListedTax Planning and Financial Planning Professional in Buffalo, NY
About
About
Shawn C Glogowski is associated with Note Advisors, LLC in Buffalo, NY, where he is publicly listed as Founder, Principal, and Chief Compliance Officer.
Note Advisors describes its planning approach as values-based and focused on aligning money decisions with personal and business goals.
Shawn C Glogowski is associated with Note Advisors, LLC in Buffalo, NY, where he is publicly listed as Founder, Principal, and Chief Compliance Officer. The firm offers tax planning and preparation alongside broader financial planning, investment management, 401k/retirement support, business consulting, and wealth coaching.
Note Advisors describes its planning approach as values-based and focused on aligning money decisions with personal and business goals. Source facts identify Shawn with EA and CFP(R) credentials, and the profile context lists services for individuals, families, and business owners.
- Tax planning and tax preparation
- Financial planning and wealth management
- Business-owner planning and consulting
- In-person service in Buffalo, NY; remote availability indicated
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Tax planning | In-person | ||
| Tax planning | Remote | ||
| Tax resolution | In-person | ||
| Tax resolution | Remote | ||
| Tax services | In-person | ||
| Tax services | Remote | ||
Client types
Client types
Tax focus
Tax focus
Service areas
Service areas
Active taxpros in Buffalo, NY
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