Showing you the numbers that are important to you

If you often find yourself trying to figure out how various sums of money were spent, or how your investment account got to its present balance, or how best to summarize a year’s worth of checkbook activity, or how your insurance company arrived at its reimbursement figure, then our financial reporting service is just what you need.

Our service helps you understand your complete personal financial picture by providing you with reports that are designed to show you just what you want to know. No longer will you need to decipher incomprehensible statements that only confuse you more. We’ll gather all of the necessary information and then we’ll design our reports based upon your needs. Just tell us what information you need, what figures you want to see, how you want them presented and how often and we’ll design a report that’s easy to read, easy to understand and easy to work with.

Our financial reporting service also includes completing applications as well as compiling information for income tax preparation. Whether it’s a one page credit card application, a personal financial statement, a comprehensive mortgage package or a year’s worth of transactions which need to be categorized for tax purposes, we’ll complete the work.

A L E X A N D E R ,  T R O Y   &   C O M P A N Y      914 . 767 . 0600

E – M A I L : P E T E R @ A L E X A N D E R T R O Y . C O M