Gilman Ciocia, Inc.
Founded in 1981, Gilman Ciocia, Inc. caters to middle and upper-middle class income taxpayers who must file increasingly complex forms, and make wise investment decisions amid a growing array of options. With this focus, Gilman Ciocia has become a unique company that combines old-fashioned hometown integrity and reliability with the resources, research capabilities, and products offered by major financial firms. At Gilman Ciocia, quality in both accounting and financial planning services remains the key to attracting financially-qualified clients.
In 1994, Gilman Ciocia became a publicly traded company. It is listed on the OTC Bulletin Board as GTAX. The
name Gilman Ciocia Tax and Financial Planning and Gilman Ciocia’s service mark are registered trademarks.
As the first public company to formally combine financial planning and tax preparation services on the same premises, Gilman Ciocia has gained a tremendous first-mover advantage over its competitors. In the future, Gilman Ciocia intends to capitalize on this advantage through a focused approach to expansion and by continually improving client services. Gilman Ciocia now stands uniquely poised to enhance shareholder value by expanding its presence in the nation's major growth areas.
With over 30 offices open year-round—in the Northeast tri-state region and throughout Florida—Gilman Ciocia is dedicated to providing individuals with the highest quality tax preparation and financial planning services available.
Gilman Ciocia is consistently rated among the top 35 accounting firms in Accounting Today's "Top 100 Firms" (March 2005), which has said: "An outstanding dedication to customer service is the hallmark of these Top 100 firms. Their expertise and vision in providing their clients with solutions to their financial issues has earned each its place in the pantheon of business success. Their participation in, and service to, their communities have earned them the respect and admiration of all."
Investment Advisory Services:
Asset and Financial Planning, LTD. (AFP) (the "Adviser") is a New York Corporation formed in May 1983. The primary business of AFP is to provide advisory services as defined by the Investment Advisers Act of 1940 to new and existing clients of its registered broker-dealer affiliate, Prime Capital Services, Inc. (Prime), whose office is located at 11 Raymond Avenue, Poughkeepsie, New York 12603. AFP is a wholly owned subsidiary of Gilman Ciocia, Inc.
