Markal & Associates is a professional financial planning and accounting firm based in Schenectady, New York. Specializing in personalized financial strategies, the firm is dedicated to helping individuals, families, and small businesses achieve their financial goals. With a focus on long-term client relationships, Markal & Associates offers experienced guidance in areas such as retirement planning, tax preparation, and investment strategy. Their services are tailored to meet the specific financial needs of each client, ensuring comprehensive planning and reliable advice.

While serving a broad client base, the firm is particularly experienced in working with closely held businesses, offering both personal and business financial planning solutions. Markal & Associates is known for its approachable and knowledgeable staff, providing clients with the assurance of confidentiality, integrity, and personalized service. The firm also prides itself on staying current with regulatory changes and market trends to deliver relevant financial insights. Through their commitment to trust, service, and accountability, Markal & Associates maintains strong community relationships in the Capital Region.

Key Services:

– Comprehensive financial planning
– Retirement and investment strategy development
– Individual and business tax preparation
– Estate and legacy planning
– Small business financial consulting
– Budgeting and cash flow analysis
– Risk management and insurance evaluation
– Education and college savings planning

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