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Van Meter & Van Meter, LLC - Financial Advisors and Income Tax Preparation in Little Falls, New York

We Have the Right Tools for the Job!


Van Meter & Van Meter, LLC - Financial Advisors and Income Tax Preparation in Little Falls, New York

With the professionals at Van Meter & Van Meter, LLC on your team, you will have more time to focus on your own areas of interest and you will gain considerable peace of mind. As one of our valued clients, you will appreciate knowing that you have a sound plan to accomplish your financial goals, and ongoing support for reaching them. You can take comfort in knowing that if something unexpected should happen, you can turn to us for expert advice.

We help our clients achieve their financial goals through four comprehensive and integrated areas of service: financial planning, investments, insurance, and income tax planning and preparation.


Van Meter & Van Meter, LLC - Financial Advisors and Income Tax Preparation in Little Falls, New York

Our financial planning begins with helping you develop your long-term plan, and assisting you in defining the goals and visions you want your financial resources to support. Afterwards, we work with you to plan a suitably balanced portfolio that is tailored to your goals, and that is built on the appropriate portfolio management and tax strategies.

Our disciplined investment management process emphasizes achieving proper allocation and diversification, lowering your investment costs, and utilizing wealth preservation and tax management strategies.

We can also help you with your specialized financial planning needs, such as:

  • Retirement Planning
  • Tax Planning
  • Risk Management
  • Estate Planning and Giving
  • Second Opinion Service (S.O.S.)
Van Meter & Van Meter LLC, Little Falls, NY.

We are a full-service financial advisor, and are able to offer all of the following investment services at a competitive price:

  • Brokerage Accounts
  • Managed Accounts
  • Mutual Funds
  • Stocks and ETFs
  • Corporate, Municipal and US Treasury Bonds
  • CDs from Nationwide Banks
  • Real Estate Investment Trusts
  • Variable Annuities
  • Fixed Annuities
  • 401K Rollovers
  • Traditional and Roth IRAs
  • SIMPLE / SEP IRAs
  • College Savings Plans (529 Plans)

We can help you manage the risks in your financial life with the following lines of insurance:

  • Life Insurance
  • Long Term Care Insurance

Is Your Financial Plan Sending Out an S.O.S?

In these uncertain times, it's more important than ever to know that your financial affairs are truly in order. Wait and see is simply not an investment strategy!

Life Changes, and So Must Plans!

S.O.S. - Second Opinion Service at Van Meter & Van Meter, LLC!

What worked for your investments six years ago ... or even six months ago ... just may not be working for you today. Investment products change. Markets change. Your financial situation and goals change. And your investment strategy should adapt as well to your age, financial circumstances, timeline, and the economic landscape.

You need to know that your financial plan, your investment strategy, your portfolio, and your tax decisions are all effectively working toward your unique goals.

How Can S.O.S. Help You?

We offer you a special, comprehensive Second Opinion Service (S.O.S), starting with a no-cost, no-obligation review of your current situation, goals and concerns.

We'll perform a thorough review of your financial plan and investment portfolio, and your tax returns, and then give your real answers to these important questions:

  • How realistic and timely is your financial plan?
  • How well-balanced and diversified are your investments?
  • How accurate are your tax returns? Are you getting all the deductions and credits you deserve?
  • Are you being sold product or are you getting advice?
  • Who is really managing your money?
  • How much are you truly paying for the advice you receive?
  • How much depth does your advisory team have?
  • Are you getting the face-to-face consulting time with your advisor that you rightfully need?

Let's face it ... what worked for your investments six years ago ... or even six months ago ... just may not be working for you today. Investment products change. Markets change. Your financial situation and goals change. And your investment strategy should adapt as well to your age, financial circumstances, timeline, and the economic landscape.

Getting Started

We believe investing is a process, not a product, so we take the time to get to know your unique financial situation before we propose an investment solution. What you end up with is an investment strategy customized to your financial needs and goals, not one that is pre-packaged to fit your demographic.

Want to know what kind of investment strategy we would map for you? Call Van Meter & Van Meter, LLC to schedule your personal S.O.S. review!