Bookkeeping • Income Tax • Payroll

  • Business tax returns preparation
  • Individual tax return preparation
  • Virtual bookkeeping services
  • Onsite bookkeeping services
  • Offsite bookkeeping services

Retirement and Investments

The Portnoy Retirement, Investments & Wealth Care LLC page is under construction and will be up on November 5th, 2018.

Sim Portnoy

Sim is a Financial Advisor with 1st Global Capital Corp in Dallas, Texas and an Investment Advisor Representative for 1st Global Advisors, Inc. approved to conduct business in the state of Texas. As a financial advisor Mr. Portnoy holds FINRA Series 7 License, FINRA Series 66 License and a Texas license for life, health and disability insurance. Mr. Portnoy's main objectives are to educate and help his clients with various financial solutions.