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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

A Brief Guide To Condo Insurance

A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.

The Fed and How It Got That Way

The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.

Don’t Be Your Own Worst Enemy

Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Managing Money as a Couple

Managing Money as a Couple
Keys to preparing to grow wealthy together.

Tell Us How We Can Help You Today

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