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Gilman Ciocia, Inc. · Poughkeepsie, NY United States ·(OTC: GTAX)

Company Description

11 Raymond Ave.
Poughkeepsie, NY
12603
United States (Map)
Phone: 845-486-0900
Fax: 845-483-9332
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    Gilman Ciocia (formerly Gilman + Ciocia) helps make the most of your dollars + cents. The firm provides financial planning and accounting services, primarily for middle- and upper-income clients. Financial planning offerings (about 90% of revenue) include fee-based investment advisory services and securities, insurance, and mortgage brokerage. The firm also provides commercial accounting services and prepares federal, state, and local tax returns. (Most financial planning customers initially come to Gilman Ciocia for its tax return preparation services.) The company owns and operates about 30 offices in New York, New Jersey, and Florida and licenses more than 50 independently owned offices in a dozen states. To read the full description, subscribe now.

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    Key Gilman Ciocia, Inc. Financials

    Company TypePublic - OTC: GTAX

    Single Location
    Fiscal Year-EndJune
    2009 Sales (mil.)$41.6
    2009 Employees205

    Gilman Ciocia, Inc. Executives

    12 executives listed for Gilman Ciocia, Inc.'s Poughkeepsie, NY location.
    TitleName & BioContact
    ChairmanJames CiociaNetwork
    President, CEO, and DirectorMichael RyanNetwork
    EVP OperationsCarole EnismanNetwork

    Competition

    Competitive Landscape for Gilman Ciocia, Inc.
    Demand is driven by consumer income and wealth and demographics. The profitability of individual firms depends largely on effective marketing. Large companies have some advantages in providing expertise in a wider range of investment options, and they may be able to charge lower fees. Small companies can compete successfully by providing better service and advice. To read the full description, subscribe now.
    Top Gilman Ciocia, Inc. Competitors
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