Annette Di Bello CPA, CFP®PC

The firm specializes in: Fee Only Investment Advisory & Portfolio Management, Financial Planning, Tax Planning & Complex Individual Tax Return Preparation. We are both a CPA, CFP® and a Registered Investment Advisory Firm. Our focus is on holistic financial planning, tax planning, tax efficient and low cost investing. We provide technical advice/planning, we do not sell insurance or financial products. As the government continues to redefine the tax code and as our economy continues to shift and evolve, it is imperative to keep up with recent changes in order to survive downturns and to better prosper during the good times. Also, failing to keep abreast of tax law could result in over payment of taxes. What we enjoy most is helping clients to organize their financial life in order to make better investment choices and to keep their taxes in check by customizing the planning process to your own unique circumstances.