Financial Institutions

GT Reilly & Company serves financial institutions throughout southern New England.

Our bank and credit union clients serve the same customers we do – businesses, nonprofits and individuals who live and work in New England. So we understand the opportunities and challenges our financial institution clients face in serving the same dynamic markets we serve.

“GT Reilly has always done excellent work and the team is very accessible to help with issues that arise throughout the year.”
– James Dunphy, President, South Shore Bank

Our clients include:

 

  • Community banks
  • Credit unions
  • Credit union service organizations (CUSOs)
  • Mortgage companies and brokers
  • Retail finance companies

Our services and areas of expertise include:

  • Financial statement audits
  • Tax compliance and planning
  • BSA/OFAC validations
  • ACH audits
  • Forensic/fraud investigations
  • Internal control reviews
  • Real estate cost segregation studies
  • Regulatory issues consulting
  • Employee benefit plan services
  • Merger & acquisition assistance
  • BOLI, COLI and SERP programs

Speak with
a director

WHAT OUR TEAM SAYS...

I like rolling up my sleeves and figuring out the best solution to meet a client’s needs.

Joe Femia

WHAT OUR TEAM SAYS...

When clients feel they are on a firm foundation, they can plan for the future with confidence.

Charlie Kennedy

WHAT OUR TEAM SAYS...

Getting to know my clients well, even on a personal level, is not only personally satisfying, but it helps me find more effective solutions to their problems.

Jayme Moore

WHAT OUR TEAM SAYS...

I enjoy working with my clients on problem solving and educating them about net assets and related restrictions within the nonprofit world.

Linda Kramer

WHAT OUR TEAM SAYS...

Working as a member of a client’s team is the thing I enjoy most, especially when I can help a company that is experiencing rapid change.

Steve Rollins

RELATED SERVICES

Advisory/Consulting

Tax Services &
Estate Planning

Audit & Assurance