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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

Getting a Head Start on College Savings

Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.

The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.

Alternative Investments - Going Mainstream

Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

Retirement Plan Detectives

Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.

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