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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

How Will Working Affect Social Security Benefits?

How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.

Investing with Your Heart

Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.

Do Our Biases Affect Our Financial Choices?

Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.

A Living Trust Primer

A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Tell Us How We Can Help You Today

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