Greico Financial Training Institute

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14 Wall St Ste 2050
New York, NY 10005

4D Tax and Financial Planning LLC is a full-service accounting firm based in New York, NY, dedicated to providing exceptional financial services to business owners, executives, and independent professionals. With a focus on affordability, experience, and personalized service, the firm aims to exceed clients' expectations and deliver peace of mind in managing their finances.

Offering a wide range of services, including small business support, financial planning, and tax assistance, 4D Tax and Financial Planning LLC is committed to helping clients navigate the complexities of their financial needs. The firm prides itself on its friendly approach and dedication to client satisfaction, providing a free initial consultation to explore how they can best serve their clients.

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5.08 reviews
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Theodore K.
2/7/2019

On historical Wall Street, the flagship of the Financial District of New York, in the Spring of 2018, James Greico and Alex Merced taught a group of students and I their exceptional knowledge to...

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Allan Z.
3/24/2017

As good as it gets!! The class, Alex,and James are the epitome of professionalism! The prodct is well planned well explained and executed beautifully. Josephine is in the mix as the best client...

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Michael H.
2/17/2019

Alex is one of the best most engaging teachers I have ever met in this industry. He and the owner work hard to feed you the information in several different ways so no matter which sensory you...

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Nicole C.
5/21/2019

Highly highly recommend Greico for all testing purposes! I used their services to prepare for my Series 7TO; prior to them, I took classes at a different training institute and failed my exam....

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Michael P.
2/12/2019

THE BEST!! I started from a complete cold start- and Greico Financial Training Institute taught me everything I needed to know to pass the Series 7 and Series 63 on the first try. Most...

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