Introduction: Atabu Otobo is the founder and chief advisor at ACE ADVISORY MANAGEMENT, a tax advisory and financial planning firm based in New York City, I am an enrolled agent, insurance agent, financial advisor, investment adviser representative and a certified college advisor. I hold several FINRA securities licenses, including the Series 6-7-63 and 65. Also I am a New York State Life, Accident and Health, and Property and Casualty licensed. agent. In addition, on the tax side, I have the EA designation and on the investment side, I have the CFS designation, RFC designation and I am an IRS Certifying Acceptance Agent. The knowledge gained throughout all these years coupled with my several years of field experience has provided me in-depth insight to the complex world of taxes, insurance finance and investment management besides it gives me a unique perspective in analyzing each individual situation and the tax implication of every decision to offer the most optimal solution. At ACE, we know every client is unique and every situation is different, therefore when addressing each situation, we craft a tailored plan that address and resolve the issue of concern. No matter where you are or what stage of wealth cycle (be it accumulation, preservation, or distribution) and regardless of your situation (whether you are single, married, divorced, millennials, retired, recent college grad, stock/ real estate investor, gig worker, professional, business owner or self-employed entrepreneur etc.) my firm has tools, resources, and expertise to assist, advise and implement suitable recommendations. Finally, nothing gives me great pleasure than to assist clients resolve their issues and see/hear/read about the satisfaction. I have been doing just that on this platform for the past seven years. The best part is that I like what I do so much that my clients have expressed this to me verbally and in writing via reviews and even Thumbtack has also noticed that as a result, I have been received THUMBTACK TOP AWARD each year since 2015 and even recently last month for 2021 At ACE ADVISORY MANAGEMENT LLC, we are strategically and uniquely positioned to assist you regardless of your goals/ objectives …. Minimize your tax liability or be tax compliance. Implement tax planning strategies to defer, reduce or payless taxes. Setup a college savings plan Savings for a house down payment, car or vacation Starting or setting up a business and the right entity Setup a retirement plan or evaluate the various retirement vehicles. Determining the right type of insurance to buy How to properly evaluate or reduce risk in your portfolio. Regardless of your financial needs/financial situation, we will work with you and walk you through the best possible path going forward, I have been named and awarded the Thumbtack Top Pro Award every year since 2015 when I joined and that is a powerful testimony to my work quality and commitment toward my clients. Before , we embark on this journey of working together, I suggest, you take a few minutes to read my profile and some of my reviews. I look forward to talking with you soon and working with you