KIndel James MBA
Financial Services Consultant Registered Representative
BLUE GROTTO INVESTMENTS LLC
Business Philosophy
It is my mission to help individuals, families and business owners with assistance in reaching their financial goals in areas such as wealth management, retirement planning, education funding strategies, risk management and estate conservation strategies. In a world crowded with new investments, changing tax laws, rapidly evolving insurance products and volatile economic cycles, more and more people are looking for the right financial partner to guide them. By consolidating all aspects of your financial life, my team and I are able to take a full-scope view of your situation which helps us provide you with the right strategies at the right time. It is extremely important to me that you understand the value of preparing now for your financial future. I offer educational services that can help you make informed decisions in choosing the appropriate products and services to fit your needs. I can also provide you with a full assessment of your financial needs which includes a retirement needs analysis and investment portfolio analysis. Businesses – I work with employers to review and develop employee benefits and implement programs that provide products and services that meet employer/employee needs.
Qualifications
Licensed to sell Life & Health Insurance in Maryland, New Jersey and New York ·
FINRA Series 6 and Series 63
Personal
Gradate of Wagner College (MBA) and SUNY Albany (BA)
Hobbies: Coaching, golf, community affairs and traveling
Copyright © Blue Grotto Investments LLC.
Roadmap for Success
This book aims to allow small businesses to thrive through rigorous planning. Thompson's objective is to provide entrepreneurs with an opportunity to plan in a future-proof way.
5 Tax Saving Tips
Are you tired of losing your hard-earned money to taxes every year? Are you looking for effective methods to reduce your tax burden and increase your savings?
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Home Seller's Guide
Home Buyer's Guide
Free Home Value
Progress Always Begins Where Your Comfort Zone Ends
Office Hours
Call us at 718-875-0556 to speak to our team.
Monday
9AM-5PM
Tuesday
9AM-5PM
Wednesday
9AM-5PM
Thursday
9AM-5PM
Friday
9AM-5PM
Testimonials
John Workman, PhD(Real Estate professional)
Thompson & Company’s ROADMAP FOR SUCCESS is a system and planning tool that small businesses can use. I highly recommend it.
Parish Shah, (Registered investment advisor)
Thompson & Company’s ROADMAP FOR SUCCESS is a system with the right tools to help small business manage their operations and grow their businesses.
Nick Perry,(US Ambassador to Jamaica)
My district is home to thousands of small businesses. I'm also aware that they struggle to keep their doors open. The challenge for them has always been a lack of a step-by-step system. Thompson & Company’s ROADMAP FOR SUCCESS satisfies this in seven steps.
Frequently Asked Questions
What is your process of working with clients?
We believe that every business, regardless of size, deserves access to quality accounting & tax services, which is why we offer a free consultation to prospective clients. During your consultation, we’ll take the time to understand your business and financial goals, identify any immediate accounting & tax needs, and provide you with a customized plan that fits your budget.
What are some of the services provided by your firm?
We offer a wide range of services, including bookkeeping and accounting, tax planning and preparation, financial statement preparation, audit and assurance services, payroll processing, and business consulting and advisory services. We also offer specialized services for particular industries, such as technology or healthcare.
What are the benefits of outsourcing accounting & tax services?
Outsourcing accounting & tax services can offer many benefits for businesses, including saving time and money. Businesses can focus on their core competencies without having to worry about complicated accounting & tax procedures. You also get access to specialized expertise, as accounting firms often employ a broad range of professionals with expertise in various financial areas.
Do I need to hire a tax professional to file my taxes?
No, you can choose to file your own taxes with the help of tax preparation software or by using the IRS Free File program. However, if you have a complex tax situation, it may be beneficial to seek the assistance of a tax professional.
How long does it take to receive a tax refund?
The timeframe for receiving a tax refund depends on how you filed your taxes and how you opted to receive your refund. If you filed electronically and opted for direct deposit, you can typically expect to receive your refund within a few weeks. If you filed a paper return or opted for a paper check, it may take longer to receive your refund.
How can accounting & tax services help my business grow?
Accounting & Tax services can help businesses grow by offering financial guidance and advice. Accounting professionals can analyze a company's financial records, identify areas for improvement, and provide recommendations for increasing profitability. They can also help businesses make informed financial decisions by forecasting financial results and evaluating potential risks.