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At our Firm, we have the Client—and only the Client—in mind.

We are a full-service financial planning and personal Income tax firm committed to helping our clients. We have been in our present location since 2010 and offer more than 100 years of combined experience in personal income tax preparation and personalized investment and retirement strategies.

Our team consists of Income Tax principals, Registered Representatives, as well as Administrative Support, and we are here to help.

We offer a wide range of financial strategies and services to individuals and business owners. We believe with proper expectations of identifying your specific goals, we will be able to identify the appropriate risk tolerance and asset allocations leading to sound decisions which are designed to help you meet your goals.

Our Services:

  • Income Tax Management
  • Investment Management
  • Retirement Income Strategies
  • Insurance and Annuity Products
  • College Funding Options
  • Estate Planning
  • 401K Annuities


Our Process

Connie DiNicola - Income Tax Principal

Kenneth J Harzynski - Investment Principal

Pina Formicola, AWMA, AIF - Wealth Manager/Director of Research Analysis

Our History

Jen Stiokas - Client Services Coordinator

Connie DiNicola - Income Tax Principal

Kenneth J Harzynski - Investment Principal

Pina Formicola, AWMA, AIF - Wealth Manager/Director of Research Analysis

Mary Beth Doyle - Office Administrator