Caggiano Associates

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236 Westwood Park Dr
Havertown, PA 19083
+1 (610) 789-2070
https://www.caggianoassociates.com

Caggiano Associates, a family-owned and operated firm since 1964, specializes in providing tailored tax services, retirement and estate planning, and investment solutions to meet the unique needs of their clients. With a commitment to top-notch service and a results-based approach, they strive to achieve client satisfaction and objectives through personalized financial strategies.

The firm offers a range of services including investment strategies developed in partnership with major Wall Street investment managers, estate planning assistance, and comprehensive tax consultancy for both individuals and businesses. Led by Steve Caggiano, a seasoned tax specialist with over 32 years of experience, Caggiano Associates is dedicated to helping clients navigate their financial futures effectively.

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Reviews

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3.04 reviews
Coreen H.
12/6/2024

One of my biggest blessings moving to Havertown over a decade ago was finding Steve Caggiano as a personal accountant. Through tax preparation, mortgage refinancing, renovation, job changes and...

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Anthony P.
4/9/2024

I messaged Steve about doing my taxes. He had me send him my tax paper and I never heard back. I messaged and called him numerous times and received no response. I had to go and find someone else...

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Donna D.
7/10/2018

Do not waste your time with this. I had a problem with my taxes. Gave him the information to fix it, and he did nothing about him after trying to contact him by phone email and text. I cannot...

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Devon N.
2/23/2019

I've been going to Steve Caggiano for our tax prep for three years now. We go every February to his home office in Havertown. He's extremely knowledgeable and easy to talk to. I have a small...

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