A longtime Bellmore accounting practice has joined a larger regional financial services organization, a move leaders say will broaden offerings for clients while keeping the firm’s local presence intact.
The firm founded by Lynne S. Fahrer is now part of Fincadia LLC, an independently owned company that provides wealth management, tax, insurance and advisory services nationwide. Officials said the transition will not change day-to-day operations for existing clients, who will continue working with the same staff.
The Bellmore practice has built its reputation over nearly three decades providing bookkeeping, payroll, sales tax services and tax return preparation for individuals and small businesses across Long Island and the broader tri-state region. Founded in 1997, the firm set out to serve as a single resource for tax compliance and financial guidance, emphasizing personalized service and long-term client relationships.
Under the new structure, those core services will remain, while clients will gain access to a wider range of financial planning tools, including comprehensive wealth management, insurance solutions and certain alternative investment opportunities, according to company officials.
“For nearly 30 years, we have provided services to businesses and individuals throughout Long Island, the tri-state area and across the country,” Fahrer said. “We are excited to continue helping our clients and giving them the attention they deserve.”
Fincadia leaders said the partnership reflects the company’s strategy of expanding its footprint through established local firms with deep community ties. The organization has offices in Melville, New York City, Newburgh, Brewster, Carmel, Ballston Lake and Sunrise, and now includes a location in Bellmore.
Leon Fahrer said maintaining close relationships with clients will remain a priority as the firm integrates new resources and capabilities.
“We plan to continue maintaining a close relationship with all of our clients while giving them the best services,” he said.
Joe Gileno, a managing partner at Fincadia, said the addition strengthens the firm’s ability to offer coordinated advice across tax planning and long-term financial strategy.
“Combining their tax expertise and tremendous client relationships with our wealth management approach strengthens our ability to provide thoughtful, integrated advice tailored to each client’s full financial picture,” Gileno said.
Fincadia oversees more than $2 billion in client assets and includes affiliated entities focused on capital markets, wealth management, tax services and insurance. Officials said the integration is intended to position both organizations for continued growth while preserving the local service model that clients have relied on.
