R.J. Giordano & Associates, LLC
A Financial Solutions Company
Personal & Business Tax Services – Since 1977


Comprehensive           Professional          Affordable
 
 

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Financial Solutions


Education Funding:
  • Long-term planning committed to saving for your children and grandchildren

Estate Planning:
  • Reduce taxes and preserve assets for you and your heirs

Retirement Planning:
  • Analyze company benefits and retirement plan options

Survivor Planning:
  • Insure adequate funding for desired spousal lifestyle

Tax Planning & Preparation:
  • Minimization of personal tax

The Center for Financial Education*:
  • Financial education center establishing the clubhouse for kids’ newsletter & investment program

Notary Public Services**

 

*Private invitation only
**Only provided in Connecticut
“Finding solutions is just finding the process of resolving or finding the answer to a puzzle or question.”
What financial puzzle does your business have?