Christopher Street Financial

I have been very happy with CSF’s financial services and staff. I encourage my friends to use them for investment, retirement planning, and the like. However, it is best to avoid the firm’s «resident tax expert» Tina Salandra. She seriously botched my personal and LLC filings two years in a row, resulting in large penalties. My new tax firm had to refile both years. This was about three years ago. I don’t understand why CSF continues its association with her. I was not surprised to find — at a recent LGBT community event — another CSF client who was in tax trouble because of Salandra. So I felt compelled to post this warning. Hope it saves someone else the trouble.

A few years ago, I decided to make some changes to my self-​guided portfolio, especially after the dot com bubble burst. I had some concern about who would handle my finances and be sensitive to my being a gay man.
Thanks to the Internet, I found Christopher Street Financial during my research and set up an appointment. At that time, I met with one of their financial advisers and we were on the same page as to the direction of my investments. It was refreshing to meet someone who understood and confirmed my ideas for the future.
Recently, I had another meeting to go over changes in my finances. Although my original adviser was no longer with Christopher Street, I met two equally pleasant and wonderful members with the same results. They understood what was needed and had no hesitation to recommend courses of action that made sense to me.
Christopher Street Financial does handle clients with smaller investments like myself, as well as people with more significant holdings. It’s worth the call to inquire and set up an introductory meeting if you have an interest in current and future investment opportunities.