P. SINALY is a financial services veteran with over 30 years’ industry experience in areas ranging from commercial banking and lending to mergers and acquisitions. Paul received an undergraduate and graduate degree in Accounting & Taxation from St. John’s University. He holds a life insurance license as well as both series 7 and series 63. Before starting his own firm, he spent many years at Citibank/Citigroup, and has extensive experience with high net worth families and business owners.
The breadth of Paul’s knowledge within the landscape of financial services has built the foundation of his consultative approach that drives his business. He treats each client as a financial partner, and is personally invested in their successes. The firm’s holistic model for financial health reaches well beyond traditional tax preparation by offering a comprehensive of list services ranging from leveraging debt, payroll, tax services, financial statement preparation, presentation review, and corporate real estate acquisitions. Paul has spent years cultivating his abilities as a dynamic leader, and has developed a personal style that has its roots in loyalty, trust, and accountability.
Paul’s extraordinary ability to exceed his client’s expectations is what has given him competitive advantage within the industry. They rely on him to provide knowledge and expertise, and by gaining their trust he is able to offer sound recommendations for quantifiable results. Paul’s clients regard him as a confidant, and a true business partner.