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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

Four Really Good Reasons to Invest

Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?

The Sequence of Returns

The Sequence of Returns
A look at how variable rates of return impact investors over time.

Mortgages in Retirement

Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

When Markets React

When Markets React
When markets shift, experienced investors stick to their strategy.

Tell Us How We Can Help You Today

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