Weiss Advisory Group
Centrally located in the heart of Mahopac, NY, Weiss Advisory Group, is a multigenerational family-owned business with over 30 years serving the local community, as well as the greater tri-state area. We provide Accounting, Tax, Financial Statement, and Estate services to both businesses and individuals.
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Verified contacts
3
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
1
tools in use
Monthly traffic
20
organic / mo
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- LO
Lisa Orro
Partner Accountant · Finance & Accounting
EmailPhone - KB
Katherine Bicari
Administrative Assistant · Finance & Accounting
EmailPhone - RW
Rick Weiss
CPA,cfp · Other
EmailPhone
Showing 3 of 3 verified contacts
Top roles at Weiss Advisory Group
3 distinct titles indexed · top 3 shown.
- 1administrative assistant
- 1cpa,cfp
- 1partner accountant
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