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Araneo Tax & Financial Employee Directory

Financial ServicesNew York, United States2-10 Employees

Araneo Tax & Financial is a financial services firm based in Rockville Centre, New York, offering services that span income tax planning and preparation, financial planning, and estate planning for individuals and families. The firm emphasizes year‑round tax planning to help clients minimize current and future liabilities, and provides representation before federal, state, and local tax authorities as part of its services. Its financial planning offering includes retirement and education planning, delivered through a partnership with Securities America Advisors, Inc., along with guidance on insurance decisions and a personalized investment review that considers various asset classes. The company also assists with pension and profit‑sharing plan setup or discussion, and highlights retirement planning as a long‑term, proactive process. Araneo Tax & Financial operates in the financial services industry with a client focus on individuals and families seeking comprehensive tax, financial, and estate planning support in the New York area.

Find Araneo Tax & Financial employees' phone numbers or email addresses

Araneo Tax & Financial Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

Araneo Tax & Financial's Leadership

  • Stylized image of a person
    J. R.
    Senior Case Manager
    Phone icon
  • Stylized image of a person
    M. W.
    Senior Case Manager
    Phone icon
  • Stylized image of a person
    K. R.
    Assistant
    Phone icon

Araneo Tax & Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Araneo Tax & Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. R.
    Senior Case Manager
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    M. W.
    Senior Case Manager
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    K. R.
    Assistant
    Phone icon
    Oct 21, 2024

Frequently Asked Questions

What is Araneo Tax & Financial known for?

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Araneo Tax & Financial was founded in 2000 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Araneo Tax & Financial's company overview page for more information.

What is Araneo Tax & Financial's most common email format?

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Araneo Tax & Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Araneo Tax & Financial email formats with LeadIQ.

How many employees does Araneo Tax & Financial have currently?

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Araneo Tax & Financial has approximately 5 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Araneo Tax & Financial's key employees and leadership?

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As of August 2026, Araneo Tax & Financial's key employees include:

  • Senior Case Manager: J. R.
  • Senior Case Manager: M. W.
  • Assistant: K. R.

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