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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

Understanding FDIC Insurance

Understanding FDIC Insurance
FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

The Facts About Income Tax

The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Please Leave Home Without It

Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Capital Gains Tax Estimator

Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.

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