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.
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
Income Tax Principal
Tax Services Administrator
Wealth Manager/Director of Research Analysis