Piccoli Financial Group

Accounting Plus! specializes in accounting and tax preparation services for a wide variety of clients. We specialize in: tax return filing and tax planning for individuals bookkeeping and financial statements for small businesses corporate tax return filing Annual participation in Continuing Prof...

Integrated Wealth Management Group sees each of our clients as unique individuals with very different financial situations and goals. We also understand that in any successful partnership each partner must master and perform their designated roles. Our role is to continually guide you as you work to preserve and build your hard earned assets. Your role is to make financial decisions that will help you pursue your goals. Our emphasis is on professional service, not sales. This helps ensure our clients' financial issues are properly managed. We complete a thorough analysis of each client`s objectives including cash-flow requirements, estate and retirement planning, investment goals, and risk tolerance before tailoring an investment approach.