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ACE ADVISORY MANAGEMENT, LLC

Tax Preparer
New York New York 10027

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Contact Details

Company Name
ACE ADVISORY MANAGEMENT, LLC
Location
337 Lenox Ave
New York, New York, 10027
United States

Professional Background

Year Established
2007
Hours of Operation
Monday-Saturday 9AM-7PM
Accepted Forms of Payments
Cash, Check, Credit Cards, Paypal, Venmo, Square, Wire, Quickpay, Applepay
Credentials
Enrolled Agent
Certified Financial Planner Designee
Certified Fund Specialist
Certified College Advisor
NYS notary public
NYS Insurance License
Investment Advisor Rep
Honors & Awards
2015,2016, 2017 Top Tax Advisor & Best Award recipent
LinkedIn Pro Best of 2016

About ACE ADVISORY MANAGEMENT, LLC

ACE ADIVISORY MANAGEMENT IS a 5 I firm that provides tax advisory and suites of financial planning services. ACE is a NYC based firm that is committed to providing our clients with unparalleled service and unrivaled support. ACE offers Income tax planning, preparation, advisory, consultation and representation, Investment advising and management, Insurance products, Incorporation of business entities and Immigration services. We also provide College and Retirement Planning as well as Notary service. We are a fee only financial planning firm. ACE has been providing quality, personalized financial guidance to individuals and business organizations for over 10 years.

Mr. Atabu Otobo, who is our lead advisor is an enrolled agent, tax accountant, certified fund specialist ,investment adviser, an insurance agent and notary public. Mr. Otobo has previously worked in both commercial and investment banks in various capacity. Mr. Otobo work experience includes working at JPMORGAN Morgan Chase, Citigroup  and Mass Mutual. Mr Otobo has BA degree in Finance and he is currently pursuing his masters