Business Details
27 Years
experience
Your Trusted Partner for Financial Planning & Investment Management Solutions
At Larusso & McNeill, we take a holistic approach to financial well-being by integrating tax preparation, tax planning, financial planning, investment management, and trust and estate planning. Founded in 1999, our firm prioritizes close client relationships and personalized guidance, distinguishing ourselves from larger, sales-driven institutions. Our team of certified professionals, including CPAs, CFPs, and EAs, delivers tailored strategies aligned with individual goals while navigating complex financial decisions with clarity. We emphasize transparency, fiduciary responsibility, and objective advice, ensuring clients' interests remain central to every decision. With a focus on long-term success, we help clients achieve financial security through customized solutions that adapt to evolving needs.Our commitment to excellence is reflected in our comprehensive services, which address both immediate and future financial objectives. By combining technical expertise with a down-to-earth approach, we build trust and empower clients to make informed decisions. Our services cater to individuals and businesses seeking reliable, client-centric financial guidance. We actively monitor and adjust strategies to maintain alignment with market changes and personal circumstances. This dedication to adaptive, ethical planning underscores our mission to deliver enduring value.
Services
Tax Preparation
Tax Planning
Financial Planning
Investment Management
Trust & Estate Planning
Details
- Year established: 1999
Highlights and features
- We offer a holistic approach integrating tax, investment, and estate planning.
- Our team includes certified professionals with decades of combined experience.
- We prioritize personalized strategies over one-size-fits-all solutions.
- As fee-only fiduciaries, we act solely in clients' best interests.
- We combine Wall Street expertise with a Main Street, client-focused ethos.
Associations and certifications
- CPA
- CFP
- EA
Services
Tax Preparation
We prepare accurate, optimized tax returns for individuals and businesses using advanced software. Our team stays current with changing tax laws to ensure compliance and maximize savings. Services range from simple filings to complex returns, with a focus on minimizing liability.
Tax Planning
Proactive tax planning helps reduce liability through customized strategies. We analyze current financial situations and future goals to implement legal tax-saving measures. Our approach considers evolving tax regulations to ensure long-term benefits.
Financial Planning
Comprehensive financial plans address retirement, budgeting, and wealth-building goals. We create personalized roadmaps aligned with life stages and aspirations. Ongoing guidance ensures clients stay on track toward financial security.
Investment Management
We design and monitor investment portfolios tailored to risk tolerance and objectives. Our fee-only fiduciary approach prioritizes client interests over commissions. Strategies focus on growth, preservation, and tax-efficient returns.
Trust & Estate Planning
Estate plans minimize taxes and probate while protecting assets for beneficiaries. We collaborate with attorneys to create trusts and succession strategies. Services ensure clients' wishes are honored and wealth preserved across generations.
People
Jay McNeill
Managing Member
Jay McNeill, CPA, CFP, EA, co-founded Larusso & McNeill in 1999. He oversees firm operations and client relationships, combining technical expertise with a commitment to personalized service. His focus is on holistic financial strategies.
Beni Dedvukaj
Tax Manager
Beni Dedvukaj, CPA, leads tax preparation and planning services. With specialized knowledge in individual and business taxation, he ensures compliance while optimizing tax-saving opportunities for clients.
Charles Benway
Chief Investment Officer
Charles Benway, CFP, CPA, manages investment strategies and portfolio construction. He emphasizes risk management and long-term growth, leveraging market insights to deliver tailored solutions for clients.
Frank LaRusso
Tax Specialist
Frank LaRusso, CPA, specializes in complex tax scenarios and compliance. He provides detailed analysis and strategic recommendations to minimize liabilities for high-net-worth individuals and businesses.
Leo Cunningham
Financial Advisor
Leo Cunningham, CFP, advises on retirement planning and wealth management. He develops actionable plans to help clients achieve financial independence, focusing on education and long-term security.
Questions
What services does Main Street Financial offer?
We provide tax preparation, tax planning, financial planning, investment management, and trust & estate planning tailored to individual and business needs.
How are you different from other financial firms?
We combine Wall Street expertise with a Main Street, client-first approach, avoiding sales-driven tactics. Our fee-only fiduciary model prioritizes your interests without commissions.
Are you a fiduciary?
Yes, we act as fee-only fiduciaries, legally obligated to act in your best interests at all times when providing financial advice.
What areas do you serve?
We primarily serve clients in Harrison, NY, and surrounding areas, offering personalized financial solutions regardless of location.
How does the free consultation work?
The initial consultation assesses your financial goals and needs. We discuss potential strategies and determine if our services align with your objectives.
How do you approach client relationships?
We build long-term relationships through personalized guidance, transparency, and regular communication to adapt strategies as your life evolves.
