Taranto Financial Advisors

Taranto & Associates is a financial services firm with a rich history of providing personalized guidance and solutions tailored to the unique needs of our clients. Established in 1995, we have built a solid reputation for integrity, expertise, and commitment to helping individuals and businesses achieve their financial goals.

Our philosophy centers around building long-lasting relationships with our clients based on trust and open communication. We believe in taking the time to understand your individual circumstances, goals, and concerns to develop a comprehensive financial plan that aligns with your vision for the future.

Our Services

At Taranto & Associates, we offer a wide range of financial services designed to encompass all aspects of your financial well-being.

• Tax Preparation and Planning: Our team of experienced CPAs specializes in preparing accurate and timely tax returns for individuals and businesses. We also provide proactive tax planning strategies to help you minimize your tax liability and optimize your financial position.

• Financial Planning: We offer comprehensive financial planning services to help you plan for your financial future. Our advisors will work with you to establish your financial goals, develop a personalized plan to achieve them, and monitor your progress along the way.

• Retirement Planning: We understand the importance of a secure retirement. Our retirement planning services include helping you choose the right retirement plan, estimating your retirement needs, and developing a strategy to manage your assets in retirement.

• Investment Management: We can help you create a diversified investment portfolio that aligns with your risk tolerance and financial goals. Our advisors stay up-to-date on market trends and investment strategies to help you make informed investment decisions.

• Estate Planning: Our estate planning services can help you protect your assets and ensure your loved ones are taken care of. We offer a variety of tools and strategies to help you create a comprehensive estate plan that meets your specific needs.

We are committed to providing our clients with the highest level of service and support. We believe that your financial success is our success, and we strive to be a trusted partner in your financial journey.

Building Lasting Relationships

At Taranto & Associates, we believe that strong relationships are the foundation of successful financial planning. We take the time to get to know our clients, understand their goals, and build a relationship based on trust and transparency. Our team of experienced professionals is dedicated to providing personalized guidance and support every step of the way.