Financial Planning

  • Financial Needs Analysis
  • Investment Strategies
  • Education Planning
  • Retirement Planning

Tax Services

  • Federal, All States, International (Canada, U.K.) 
  • Individual, Business, Fiduciary
  • Electronic Filings
  • Prior Years Filings
  • Amended Filings
  • Power of Attorney Representation
Business and Instituional Services
  • Pension and Profit Sharing Plans
  • Employee Financial Education Seminars
  • Cafeteria Plans (Section 125 Plans)
  • Split Dollar, Buy/Sell, Disability Policies
  • Group Life and Health Insurance
  • Dental and Vision Plans


1501 Broadway, Suite 1607  
New York, NY 10036
Tel: 212-749-9000  Fax: 212-749-1657
E-mail: PruVan1@prudentialvanguard.net