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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

<p>What Can a Million Dollars Buy You?</p>

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.
<p>When to Self-Insure</p>

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
<p>How Stocks Work</p>

How Stocks Work

Understanding how a stock works is key to understanding your investments.
<p>A New Way to Look at Your Bucket List</p>

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Tell Us How We Can Help You Today

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