Source Financial Advisors

Founded in 1944, MSPC is a regional certified public accounting and advisory firm. Located in New York, N.Y., the firm specializes in audit, review and compilation of financial statements. It also offers a series of services, such as bookkeeping, business valuations, cost segregation studies and employee benefit plan audits. Additionally, the firm provides information technology (IT) consulting, fraud investigation, management consulting as well as merger and acquisition evaluation services. MSPC caters to construction, health care, insurance, technology and real estate industries.

L.H. Frishkoff provides accounting and tax services to companies and individuals. We combine the heart and efficiencies of a boutique firm with the cutting-edge industry knowledge and technical expertise of a top accounting firm. Services include accounting, auditing and tax preparation, maintenance and management of financial data, recording of business and financial transactions, advisory services, assurance and consulting services.

Welcome to Safra National Bank, the private bank setting the standard in client service since 1987. With headquarters in New York and a growing presence across the United States and the Americas, we offer high-net-worth individuals, corporations, and family offices innovative approaches, tailored financial solutions, and excellence in service. As part of the J. Safra Group, one the largest family-owned conglomerates in the world, we leverage its strength, tradition, and worldwide network of resources built over 180 years of history.