Broker Check

Products & Services

We provide assistance in the following areas:


  • Bonds  & Treasury Obligations+
  • Common Stock+
  • Educational IRA*
  • Traditional & Roth IRAs*
  • Simple & SEP Plans*
  • Brokerage Accounts*
  • Variable Annuities+
  • Direct to Fund Accounts*

Financial Planning

  • Retirement Plans, Including 401(K), Profit Sharing & Money Purchase Plan*
  • Tax Plans
  • College Plans*
  • Estate Plans


  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

Tax Planning

  • Individual Tax Preparation and Planning
  • Business Start Up, Counsel and Income Tax Preparation
  • Estate and Trust Tax Preparation
  • Small Business Accounting Services
  • IRS and State Tax Audits
  • Relocation Tax Issues

*These services are offered by Peter A. Maniscalco and Nicole Picone through their affiliation with Avantax Investment ServicesSM. +These services are offered by Peter A. Maniscalco through his affiliation with Avantax Advisory ServicesSM