718-358-3602 mario@tregliacpa.com

Wealth Management

Through our trusted network of advisors we can develop and provide a plan that attempts to increase our client’s wealth based on the client’s financial situation, goals and comfort level pertaining to risk. We pride ourselves in providing each client with a personalized strategic tax plan to assist you to pursue your financial and investment goals.

WEALTH MANAGEMENT SERVICES:
  • Trust and Estate Planning
  • Retirement Planning
  • Financial and Investment Advice
  • IRA and Pension Planning

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