In addition to his personal income tax practice, Angelo's mission is to work with families and business owners to set goals, and establish and implement strategies toward achieving those goals. He is particularly sensitive to the eroding impact of income taxes on the accumulation of assets, and so I emphasize strategies to minimize or eliminate that impact.
Having served as an adjunct professor, he believe education is a critical aspect of working with clients. He understands the apprehension most feel when having to deal with the complexities of available financial alternatives. His clients appreciate both clarity and creativity in establishing their financial plans. It is his goal that those he works with are comfortable in understanding their options, as well as the benefits and risks of those options.
His work with you begins with understanding the people and things that are important in your life. With the knowledge of your distinctive needs, Angelo will help you formulate a strategy for meeting your objectives today, tomorrow and for generations to come. The process then moves to implementation of the strategies and finally to review your plan periodically, to ensure that you remain on track to achieve your goals.
Angelo Buonomo is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in NY, CA, & NJ. Angelo is insurance-licensed in NY, NC, & NJ.
Tax advice and accounting services are offered independently of Equity Services, Inc. (ESI). ESI, and any companies affiliated with ESI, are not sponsoring, are not responsible for, and make no warranties or representations as to the CPA's right to or competence to practice accounting. Anyone dealing with the CPA assumes the entire risk of dealing with the CPA in connection with the practice of accounting or providing tax advice.