Joint-Venture
As many of you know, Rick and I moved to Florida from Cleveland, OH in 1986.
Leaving behind the snow was easy. Leaving my career at Cohen & Company, the
regional CPA firm where I got my start, was the difficult part. I learned
many things during my times at Cohen, including the importance of client service.
As with all good relationships, you keep in contact with those individuals who are
important to you. Over the years, Rick and I have consulted with Cohen & Company on
special projects and sought their advice on technical issues.
In 2007, we finalized a joint-venture with Cohen & Company,
and now operate as Lanese & Associates, an affiliate of Cohen & Company.
What this means for our clients is simple: your business, accounting and tax
resources just got a little bigger. Our pool of knowledge has increased by more
than 180 professionals who want to help you reach your goals.
In addition to general tax and audit services, Cohen & Company has several niche
specialties including Real Estate, Non-Profit, HR Consulting, M&A Services, and
Financial Planning through its related company, Redhead Financial Group.
To learn more about Cohen or Sequoia, please visit their websites at
www.cohencpa.com &
www.redheadfinancial.com.
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My brother Rick and I are excited to be working with my old firm again. This is a
great opportunity to provide you with an increased depth of knowledge and wider range
of services now and into the future.
As our clients’ businesses and personal finances change, they look to us for guidance
and advice in safeguarding their hard-earned assets.
We, in turn, look to Redhead Financial Group, Lanese & Associates' preferred financial
services provider. Redhead Financial Group's goal is to understand your financial circumstances and create a customized investment strategy to work towards your desired objectives. Throughout this process, we will work closely with you to keep you informed and in control of your investment portfolio. By carefully allocating your investable assets, monitoring the progress of your portfolio, and communicating with you regularly, our aim is to ensure that you fully understand the progress of your portfolio toward meeting your goals.
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