How Would You Like to Keep Your Money and Your Peace of Mind?
An Age-Old Problem
Managing your finances—whether addressing short-term tax issues or long-term assurances—can be overwhelmingly complex. Worse, there are many routes to both success and failure, sometimes with only a nuance of difference. Between changing laws and business conditions, it can be the worst kind of moving target.
The good news is, the earlier you begin to take charge of this problem, the better your chances of successfully reaching your goal. But the choices you make need to be the best ones for your unique situation.
The Dowling Group has been practicing Income Tax Compliance, Financial Planning and Investment Management since 1979. Our knowledge and experience allow us to manage short-term issues while keeping the long-term vision in mind.
A Trusted Member of the Community
The Dowling Group professionals take personal interest in each client. Our firm has been rooted in Greenwich for decades, and as a result we feel a responsibility to serve and better that community. We approach every case on an individual basis, understanding the far-reaching effects of what we do.
Envision the lifestyle you and your family hope to attain—are there sufficient forces at work to make that happen? Do you have the understanding, experience, and dedication to nurture them as you age? Contact us for a free consultation to discuss how we can help you to arrive at your goal.
"When it comes to money matters I don't trust anybody in my family. I don't trust anyone I do business with. I also don't trust any of my friends. In fact, I don't even trust myself. The only ones I trust are Joseph and Sean Dowling."
– Daniel Katz
Entrepreneur
New York, NY
"Joe Dowling and his associates have handled a variety of projects for our family including routine and complex income tax filings; a random audit preparation by the IRS, assistance with first home purchase, re-financing and accompanying tax considerations as well as evaluation of retirement funds and plan dispersal, all with the highest level of attention. I can't recommend them enough, regardless of income and needs."
– Nick Cavataro
Athletics Coach
New Rochelle, NY