Banking/Financial Institutions

Regulatory obligations. Risk management. Tax compliance and planning.

With many years of experience serving financial institutions across Upsate New York, RSM McGladrey and Freed Maxick & Battaglia combine to develop solutions to assist financial institutions in today’s challenging economic environment. From accounting and tax to specialized risk management and consulting services, our industry specialists serve banks and savings institutions, trust organizations, credit unions, mortgage companies, and finance and leasing companies.

Depository and lending institutions must manage an array of business challenges, including ensuring regulatory compliance, identifying and mitigating risk, monitoring asset quality and planning strategically for the future. But performing all such tasks internally isn’t feasible or practical for many institutions. For these sensitive functions, partnering with a trusted firm with experience in your industry allows you to maintain optimal staffing levels. Additionally, it helps ensure independence while bringing new perspective to the integrated, long-term outcomes you need.

Our commitment to your industry

RSM McGladrey and Freed Maxick & Battaglia combined serve over 2,000 depository and lending institution clients nationwide, including banks, thrifts, credit unions, trust companies and mortgage lenders. Clients range from newly chartered institutions to institutions with billions of dollars in assets.

Our audit, accounting, tax and business consulting professionals are committed to adding value in our services for these organizations. RSM McGladrey and Freed Maxick, a partner-owned CPA firm, operate in an alternative practice structure. Through separate and independent legal entities, they work together to serve clients’ business needs. RSM McGladrey ranks as the fifth largest U.S. provider of accounting, tax and business consulting services (source: Accounting Today), with 8,000 professionals and associates in nearly 100 offices.

Our Services Include:

• Regulatory Compliance
• Risk Management
• Technology Risk Management
• Business Consulting
• Tax Services

Contact our Banking and Financial InstitutionsTeam:

Toll Free: 1-800-777-4885

Send Requests for Proposal to:

RSM McGladrey/Freed Maxick CPAs    Attn: Eric Majchrzak    424 Main Street    Liberty Building, Suite 800    Buffalo, NY 14202    or send via email here

Larry Hessney	Mark Stebbins, CPA
CIA, CISA