Company

 

Passion



Passion is the driving force behind all we do. By channeling it into action we strive to do incredible things. Born of drive that arose from our founder Sy Schnur’ s own experience as a CPA, Personal Financial Specialist, Investment Advisor Representative, Insurance Agent and Business Appraiser. Mt. Kisco Tax and Monetary Services Group, Inc. has earned a reputation for unequaled expertise in multiple complex areas. Our firm’s desire for growth has continued by updating our knowledge with constant continuing education in every area, highly qualified staff and the usage of latest computer and by product systems. We always serve our clients first, not ourselves. MTK&M is one of the highly qualified experts in the various products we provide. Our approach for a client first, with only products suitability tailored for the individuals and extended family needs continues to win clients ranging from small local client to medium sized world wide clientele.




Purpose




We are wholly focused on delivering full-spectrum solutions to our customers. This often means something different for each situation. Whether we're working with an individual client, a family, multi generations, small business or conglomerate, all of our clients benefit from our many years of proven experience and success in these ever-changing field. From the latest technology to progressive sales concepts, we offer, cost-effective solutions to help clients obtain the most suitable product or service that best meets their objectives.




Protection




We take pride in protecting an individual's greatest asset - the ability to earn a living. Whether we are working with person(s), corporation or any other entity type, we offers one of the industry's largest and most comprehensive product portfolio. Our proactive consultative approach to customer service includes working closely with our multitude of product provider's  to ensure that we provide the most appropriate products and services for the benefit of the clients.  In this way, we strive to protect both the assets,  and the financial futures of the clients and their families to the  best of our professional abilities 


Company


Sy Schnur, Certified Financial and Risk Managers was founded with the goal of assisting our clients in every aspect of their financial lives. We've provide the most personal service available, continually striving for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.


Our Commitment


Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your goals.


Our Principle


Our company is based on the belief that education and understanding of your current financial situation and future plans are vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an Email or give us a call at 914-244-4400.