We offer a wide range of financial products and services to individuals, families,and business owners. We understand the importance of a comprehensive financial plan that will serve as the framework for organizing all the pieces of your financial picture.
These pieces are comprised of the 8 Wealth Management Issues® that are most important to our clients and their families; investment management*, cash flow and debt management, family risk management, retirement planning, educational planning, legacy planning, business planning, and special situation planning. Because each of these pieces are interrelated, it is crucial to have one advisor who is knowledgable about your complete financial picture.
At Mallozzi and Dwyer CPAs we will help you pursue your financial goals by evaluating your financial situation and identifying the issues that you have already adequately covered and the areas that need more attention. Together, we will review strategies that are customized to your individual needs and develop a comprehensive plan of action to drive your success. While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.
Our financial services include:
- Investment management*
- Cash flow and debt management
- Family risk management
- Retirement planning
- Educational planning
- Legacy planning
- Business planning
- Special situation planning
*These services are offered through Pat A. Mallozzi, CPA and Veronica A. Mallozzi, CPA through their affiliation with H.D. Vest Investment ServicesSM and H.D. Vest Advisory ServicesSM.