CPA Firm NYC
Our partners, Adam Lazarus, CPA and Ryan Cole, MBA prepare tax returns, manage investments and assists clients in every aspect of their financial lives. We offer both tax and financial planning expertise because even the best investment strategy cannot succeed without a sound tax plan.  A high investment return can become much lower after paying taxes without careful tax planning.


We work with clients who are successful professionals such as attorneys, corporate executives and physicians seeking to reduce their taxes and earn higher after-tax investment returns.  All clients will always receive the highest degree of integrity, service and expertise whether we are preparing their taxes, managing their investments or building a comprehensive financial plan for their future.
 
 
IMPORTANT NOTE: Adam Lazarus is a registered representative registered to transact business with clients in CT, MD, NJ, NY and PA and is advisory licensed in the following states: CT, MD, NJ, NY and PA and is also an insurance agent licensed in NY. Ryan Cole is a registered representative registered to transact business with clients in CT, MA, MD, NJ and NY is advisory licensed in the following states: CT, MA, MD, NJ and NY and is also an insurance agent licensed in MD and NY. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory Services SM, non-bank subsidiaries of Wells Fargo & Company, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.
Investments & Insurance Products:
Integrity Financial Partners, Inc. is not a registered broker/dealer or independent investment advisory firm.
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