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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 Primer on Dividends

A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?

Ways to Supplement Your Medicare Coverage

Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

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.

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