Financial Services

Financial service organizations in today’s business environment are subject to expanded regulation and involved with increasingly complex and sophisticated transactions. These companies require the ability to ensure accurate and timely analysis while also being able to mitigate risk exposure. Successful financial operations address the challenges in front of them by being the best at understanding the issues and developing the most effective solutions.

Through years of service to the financial services industry, Gerson Preston has attained in-depth industry experience and expertise that has served our financial services clients well. We have provided valuable insights that have enabled them to address uncertainties and challenges in a confident manner. Our Gerson Preston professionals understand that each business and their specific issues are not the same. Our team takes the time to understand each client and develops a personalized approach to provide the best solutions.

We provide a variety of business solutions within our Assurance, Accounting, Tax, Private Client, Litigation Support & Business Valuation, Advisory, and Transaction Services groups. Specifically within financial services, our expertise is in business practices including:

  • Factoring
  • REITs
  • Financing companies
  • Mortgage brokers
  • Investment management