Through affiliations and associations with other entities, D&S has evolved into a unique professional services group that is responsive to a wide range of client needs. In addition to the tax, financial and business consulting services that we provide, we are able to offer our clients a comprehensive range of investment, mortgage and legal services through our affiliated or associated firms. To learn more about our affiliations, please consult the descriptions below.
Comprehensive Investment Solutions, LLC
Comprehensive Investment Solutions, LLC (“CIS”) is an investment advisory firm registered with the Securities and Exchange Commission. CIS is partially-owned by shareholders of Drucker & Scaccetti, P.C. and by current or retired shareholders of Drucker, Math & Whitman, P.C. The professionals at CIS provide clients with objective advice, and therefore they accept no commissions and sell no financial products. They offer investment advice that is customized to each client’s individual financial plans, needs and goals. Their aim is to reduce clients’ investment costs and income taxes, as well as the burden of monitoring their own investments. In addition to developing investment strategies for their clients, the advisors at CIS also oversee the implementation of these strategies by selecting and monitoring mutual funds and skilled professional money managers. They regularly monitor the progress of each investment plan and update clients with periodic reports on asset allocation and profitability. In addition, CIS can provide clients with trust and custodial services through the National Advisors Trust Company, FSB, a financial institution owned by more than 100 independent investment advisory firms.
D&S Mortgage Programs, Inc.
To meet the needs of our clients, Drucker & Scaccetti offers the services of D&S Mortgage Programs, Inc. (“D&S Mortgage”), a Mortgage Broker licensed with the Pennsylvania Department of Banking.
A Mortgage Broker is the liaison between you, the Borrower, and the Lender. D&S Mortgage has partnered with several respected lenders including: Wells Fargo Home Mortgage; Flagstar Bank; and Provident Funding, in order to provide a wide array of mortgage loan choices.
With mortgage interest rates at historically low levels and the prospect for rates to fall further, now may be the time to consider refinancing your current mortgage.
If you have been thinking about buying a new home or refinancing your current mortgage, please call us at (215) 665-3960×223 or e-mail us at srossman@taxwarriors.com to discuss your home financing questions and needs.
We look forward to assisting you!
Drucker, Math & Whitman, P.C.
Drucker, Math & Whitman, P.C. (“DM&W”) is a full-service CPA firm located in North Brunswick, New Jersey. DM&W provides a complete range of traditional CPA firm services, including accounting, auditing, tax and general business consulting. The firm is managed by Ronald H. Drucker, Sheldon Whitman, and Barry Siegel, who collectively have well over 100 years of experience. Additional shareholders include Joseph Schrum, Fran Whitman and Leonard Whitman. As we do at Drucker & Scaccetti, P.C., the shareholders at DM&W emphasize an approach to client engagements based on personalized service, responsiveness, integrity and creativity. DM&W’s clients include privately-owned businesses in construction, professional/medical service, wholesale, distribution and real estate. In addition to privately owned businesses, DM&W’s clients also include pension and profit sharing plans and nonprofit and governmental entities.
Affiliated and/or Associated Firms
Drucker, Beckman, Sobel, LLP.
Our relationship with the law firm of Drucker Beckman Sobel, LLP (“DBS”) has deep roots. DBS was formed in January 2001. Ronald H. Drucker, Ronald J. Beckman and Mark Sobel are founding shareholders in this independent law firm and are also shareholders of Drucker & Scaccetti, P.C. Messrs. Drucker, Beckman and Sobel help ensure the D&S philosophy of client services and technical excellence is a meaningful part of DBS. With the formation of this law firm, D&S attorney shareholders can implement and facilitate many of the legal strategies developed for D&S clients and non-clients. DBS provides traditional legal services such as estate document drafting, corporate formation and transactional services, and real estate services. We believe DBS will be a significant resource to those of our clients requiring the legal services they can provide. Additional attorneys of the firm include James Orman, Esq., of Counsel.