Expert Financial Advice
Our knowledgeable and experienced advisors are always looking ahead.
We Always Put You First
Honesty, integrity, and trust are the cornerstones of our practice.
After Serving people like you for 40 years, We'll help you work towards your most ambitious goals.
We make sure to work closely with you to develop a strategy focused on your goals.
Our client-focused approach is the secret to our longevity. We're ready to work with you at every juncture in life.
Your success is our success, and we'll work with you every step of the way.
Our team of experienced financial advisors will work with you to delve deep into your financial history and your future goals. From there we’ll create a few custom plans to get you started, and we’ll guide you each and every step of the way.
The need for financial planning doesn’t stop once you reach retirement. In fact, during retirement it’s more important than ever to work with a financial planner to ensure that your investments can sustain the life of your retirement and beyond. We’ll work with you and your family to develop a strategy that meets all your needs.
Anthony LoCascio is a CERTIFIED FINANCIAL PLANNER™ Professional and Certified Tax Master with 40 years of experience, specializing in taxes and retirement income planning. Anthony is an Ed Slott Master Elite IRA Advisor as well...
Human Resource and Administrative Assistant
908-730-8599 ext 226
Manager of Income Tax Preparation Department and Administrative Assistant
908-730-8599 ext 230
Staff Tax Accountant
908-730-8599 ext 235