Financial Management Services | O’Haver Financial | Syracuse, NY

Are you looking for a financial services firm to help you with your financial solutions? Do you need help to make you feel confident in your spending decisions? Do you need help with taxes? Do you live in the Syracuse, NY area? Come to O’Haver Financial and find out how we can help you with all your financial needs!

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

Please call us if you have any questions about our firm or the range of products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.

While developing a customized program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Tax management
  • Investment management, Mutual funds, Stocks
  • Retirement strategies
  • Estate conservation
  • Health Insurance, Life Insurance and Annuity products
  • Accounting
  • Payroll
  • Tax Preparation

Taxes seem to change every year. They are not only confusing but time-consuming as well. If you report inaccurate data by mistake, the IRS will heavily fine you and put a permanent mark on your record. We want to prevent these misfortunes from happening to you.

With over twenty years of experience, we qualify as your preferred tax & accounting team. We accurately record correct information on your tax forms so that you can avoid fines and bad reports. You no longer have to dread the April tax-season (nor mid-October for those who file for tax extensions); we make the process quick and hassle-free.

Individuals and small business owners alike benefit from securing the advantages of a dependable accountant agency. As your experienced tax accounting team, Nichols Financial Services gives you individualized tax advice, tax planning, and income tax preparation. Our services, encompassing year-round tax concerns, include a myriad of optional tax preparation packages. We’ll fill out 1040, 1040EZ, 941, and more. We put our clients first; we aren’t satisfied with our services until you are.

  • Individual tax returns
  • Out-of-state tax returns
  • Non-profit tax returns
  • Partnership and corporation tax returns
  • Estate and trust tax returns
  • Business Consulting

 

O’Haver Financial is located at:

225 Wilkinson Street, Ste 107
Syracuse, NY 13204

For more information about our services, please contact us at 315-331-7925. Or visit us online at www.ohaverfinancial.com for more information or to reach out to our team!