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Lally & Co.

CPAs and Business Advisors

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Focus Areas Financial Services Organizations

Financial Services Organizations

Financial services organizations are continually under pressure from regulatory bodies to provide on-time, accurate reports within a highly technical environment. These organizations are subject to rigorous deadlines placed upon them by FINRA, SEC, NCUA, the IRS, and insurance commissions. In addition, financial services organizations must ensure that their information is accurate and virtually flawless. Lally & Co. has developed a process that anticipates these "reporting crunches" and provides relief for professionals in the financial services industry.

Our Proactive Financial Compliance process meets these aggressive turnaround requirements and provides comprehensive, expert knowledge across the financial services industry.

View ourĀ list of servicesĀ for Financial Services Organizations.

Partner Contact:

David A. Buttignol
dabuttignol@lallycpas.com
412-348-3110
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Edward J. Gorski - Partner Emeritus
ejgorski@lallycpas.com
412-348-3103
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"Professionals in the financial services industry have direct-line access to Lally & Co.'s partners and managers. Our team identifies and presents year-end issues before they become year-end problems."
-Edward J. Gorski, Partner

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Focus Areas

  • Affluent Families
  • Estate Planning & Litigation Attorneys
  • Financial Services Organizations
    • Services
  • Privately-Held Businesses

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Lally & Co.

5700 Corporate Drive
Suite 800,
Pittsburgh, Pennsylvania 15237
Phone: 412.367.8190
Fax: 412.366.3111
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