Tax and Financial Services for Clients in the Greater New York Area
SRA Wealth Advisors is an independent tax and financial services firm based in Staten Island, New York serving individuals and small business owners in the tri-state area and across the country.
Work With the Best
Often, a financial advisor and tax professional are the two most trusted professionals in one’s financial life. SRA Wealth Advisors was founded with the goal of combining the two into one, serving as a one-stop resource for tax, audit representation, and financial services.
As an independent firm, we are in a unique position: we can offer a wide array of services and products typically found at a large firm, but offer the personal care and communication of a small practice. We focus on building long-term client relationships by always striving to make clients feel welcome and part of the family.
