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Why Nisivoccia

CPAs and wealth managers working together to provide tax-optimized investment strategies.

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How We Help You

We find creative solutions that support your goals today and into the future.

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Individual and Families

We help individuals and families achieve their goals, and manage their challenges.

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Business Owners

We offer financial strategies for all business types.

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Preparing for Retirement

We put the client in the driver’s seat when helping them plan for their retirement.

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Investment Planning

We create plans customized for your unique situation.

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Your Goals are Built into the Plan

Paying Off a Credit Card

Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.

Managing an Inheritance

Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.

Medicare Advantage 101

Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.

Potential Income from an IRA

Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.

Tell Us How We Can Help You Today

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