Adam L.
1/31/2013
Excellent accountant. I have been preparing my taxes vith Victor Lopez for almost 15 years. He is very professional, insightful and accurate. I have recommended him to my family and friends. They...
The Plan Smart Group
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160 Broadway Rm 906
New York, NY 10038
The PlanSmart Group is a tax and financial services firm located in New York, NY. They offer a wide range of services including tax planning, money management, long-term care insurance, group health insurance, life insurance, individual health insurance, and disability income insurance. Their team of skilled professionals is dedicated to helping clients pursue their financial goals and providing them with the necessary tools and resources to make informed decisions about their personal finances.
The PlanSmart Group aims to educate individuals about the basic concepts of financial management and provide them with market performance data. They emphasize the importance of taking a proactive approach to personal financial situations and working with experienced professionals. With a focus on insurance, investing, retirement, estate planning, and wealth preservation, The PlanSmart Group strives to help clients understand the opportunities and potential rewards available to them.
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