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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

Global vs. International: What’s the Difference?

Global vs. International:  What’s the Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Who Is Your Trusted Contact?

Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.

How Will the Economy React to AI?

How Will the Economy React to AI?
What do concerns or uncertainty about AI mean for your future and your financial strategy?

Qualifying For Medicare Under Age 65

Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

Tell Us How We Can Help You Today

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