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Rahimul I Taher Mr.

Rahimul I. Taher

TAHER FINANCIAL PLANNING
Brooklyn, NY 11201
Some features on this profile are disabled
CRD#: 6774418
Rahimul I Taher Mr.

Professional summary

Rahimul I Taher Mr., CFP® is a registered financial advisor currently at TAHER FINANCIAL PLANNING located in Brooklyn, New York.

Rahimul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Rahimul has worked at 1 firm and has passed the Series 65 exam.

Biography

My name is Rahimul Taher, CFP®, EA. Because of my comprehensive understanding of finance, tax, and accounting, I am able to offer one-stop-shop financial services through TAHER FINANCIAL PLANNING & TAHER TAX. My independent business practice in Downtown Brooklyn offers: • Tax Preparation for Individuals & Businesses. I use a fully digital tax preparation software. • Business/Self-Employed Bookkeeping Services (Quickbooks Online, etc.). • Comprehensive Financial Planning Services. • Standalone Investment Management Services I am most proud of my work with clients who have started with little and have progressed greatly with their finances. Although my clients are primarily high-income earners, I welcome people of all backgrounds to inquire if I may be able to assist them. Please visit TaherFinancial.com to contact me for more information.
top-8-questions

Question & Answer

What are your service offerings?
Tax Planning
Investment Planning
Do you have an area of expertise or specialization?
Business Owners
Cash Flow/Budgets/Credit Issue...
Financial Psychology/Coaching
Fixed Fee (Subscription, Retai...
Millennials
Tax Planning
Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Taher Tax , doing taxes

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rahimul I Taher Mr.'s CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2020

Experience

Current

December 2, 2021 - Present

TAHER FINANCIAL PLANNING

Office #1: 147 Prince St, Brooklyn, NY 11201
RIA
CRD#: 288081
Brooklyn, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New York
(12/2/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/18/2017
Uniform Investment Adviser Law Examination

Current Firm

TAHER FINANCIAL PLANNING
TAHER FINANCIAL PLANNING
TAHER FINANCIAL PLANNING | TAHER FINANCIAL PLANNING, LLC

CRD#: 288081 / SEC#:

New York
Registered Investment Advisory firm - (4/10/2017 Approved)
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Contact information

Main Address
147 Prince St, Brooklyn, NY 11201
Mailing Address
Phone number
(646) 883-2505
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts11
AUM (Assets Under Management)$ 111,245

Red Flags

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Company Information

TAHER FINANCIAL PLANNING

TAHER FINANCIAL PLANNING

CRD#: 288081Brooklyn, NY 11201

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