Andrew Gilinsky

Background

About Andrew Gilinsky

I currently serve as vice president, shareholder, and tax specialist of Clairmont, Paciello & Co, P.C, a regional financial services and certified public accounting firm, CPC Financial Planning, Inc, a fee-only financial planning company, and Tanglewood Investments, Inc, an insurance and investment product implementation firm. I also head up the tax department at Clairmont, Paciello. At Clairmont, Paciello we offer clients the peace of mind that comes with having a robust, end-to-end financial services team at their disposal. For 35 years, I’ve provided comprehensive and proactive accounting and financial planning services to my business and individual clients. As both a CPA and a CFP, I’m uniquely qualified to offer a high level of expertise and financial foresight to both corporations and owners/executives. Over the years I’ve advised hundreds of individual clients on tax-saving strategies, providing proactive and timely recommendations to help them achieve their financial goals, and have conducted tax planning for estates as well. I’ve taken the same proactive approach to advising business clients in a wide range of industries, including manufacturing, retail, wholesale, construction, real estate, healthcare, and personal services. I hold licenses in life/health and accident insurance and fixed and variable annuities, and am an Investment Advisor Representative. Specialties: Personal Financial Planning Corporate Financial Planning Tax Planning Estate Tax Investment Consulting