Who We Are
The Mineola B. Riley Wealth Tax Services office is a premiere team of financial professionals dedicated to helping you find the most tax efficient solutions for all your financial needs.
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 in Mineola 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.
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 Mineola
Call Today: 516-621-2500
Meet the Team
Nicholas Arroyo is a senior accountant of our Mineola office. Starting at KPMG’s regulated investment fund tax division, Nicholas is no stranger to complicated tax situations for both business and individual clients. An expert in all forms of business tax, entity planning, tax planning for individuals and businesses and tax resolution, Nicholas is always willing to go the extra mile for a client.
George Fiederlein is an accountant and financial planner in our office. Handling both the tax and financial needs of a client, George is able to provide financial advice that accounts for all of a client’s needs. His expertise in individual tax ensures that his financial advice is tax efficient. This dual expertise ensures that clients get the most out of their investments.
Marc Falciano is an accountant with four years experience and an expert of business and individual tax law. With an adherence to quality and a pleasant attitude, Marc always does the best for his clients.
Nick Wong is the newest addition to the Mineola office and a dedicated worker who ensures that all of his clients get the best service possible.
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. B. Riley Wealth Tax Services (BRWTS) provides accounting services, tax planning and preparation.