Who We Are
The Flushing, NY National Tax and Financial Services office is a premiere team of financial professionals dedicated to helping you find the most tax efficient solutions for all your tax and financial needs. This office is is one of the original company offices serving the community for over 37 years. Â
We provide a fully integrated services platform that we tailor to help you achieve your financial goals. Together we seek to implement well-thought-out financial strategies that could minimize tax liabilities, increase your personal wealth and improve your family’s financial security.
As a division of National Holdings Corporation, we pride ourselves on the comprehensive solutions we offer, backed by the service, technology and support of an established Wall Street firm.
Explore our site to learn how our experts can help create, manage, and protect your wealth.
Your Financial Life--Handled
Drawing on our vast industry experience and leading financial tools, we will work with you to create a multi-disciplined approach that includes both tax and financial planning. We take great pride in helping our clients prepare a tax and wealth management playbook that has the potential to grow and respond to changes in the market, as well as changes in your life.Â
Let’s work together to customize a plan that meets your financial needs today and evolves with you over time.
Our Areas of Focus Include:
- Tax Planning & Preparation
- Investment Management
- Retirement Planning
- Income Protection Strategies
- Wealth Creation
- Banking & Lending
- College Funding
- Estate Planning & Legacy Creation
- Financial Planning
- Life Insurance
Find us in Flushing
Call Today: 718-539-3800
Meet the Team
Mark Gopen
Senior Managing Director, Branch Manager, Registered Principal
Deborah O’Connell
Tax and Financial Advisor
Alex Weissman
Tax and Financial Advisor
Michael Sce
Tax preparer
John Naegele
Enrolled Agent and Financial Advisor
Sean Pearlman
Enrolled Agent and Financial Advisor
Dan Gopen
Tax and Financial Advisor
Arlene Grippi
Office Administrator
Stephanie DeCarlo
Registered Sales Assistant to Mark Gopen
Julia C. Pirozzi
Branch Office Assistant
Hannah Hui Jiang
Branch Office Assistant
Tony Grant
Mortgage Loan Originator
More About National
Securities and Variable Insurance Products offered through National Securities Corporation, Member FINRA/SIPC.  Advisory services provided through National Asset Management, Inc. (NAM), a SEC Registered Investment Advisor; a copy of NAM’s Brochure is available at NAM’s web page. Insurance products offered through National Insurance Corporation (NIC). Accounts are carried by National Financial Services LLC, Member NYSE/SIPC, a Fidelity Investments® Company.
