Our robust national network of advisors spans the country from New England to California and brings together a common focus – a personal interest in targeting your investment, insurance, and retirement needs as they change throughout your lifetime.
By: John P. Napolitano, CFP®, CPA, PFS, MST
While you’re gathering your tax information to prepare this year’s tax forms, let me share the top 5 problems in your financial world that should stick out like a sore thumb to anyone reading your return.
Read more ...With John Napolitano and Dan Hood
John Napolitano, CFP®, CPA, PFS, MST, CEO of U.S. Wealth Management sat down with Daniel Hood, Managing Editor of Accounting Today for a podcast discussing areas of conflict accountants can face when expanding into the financial planning arena.
Click on the image below to listen to the 17 minute podcast:
The latest in Market and Economic Commentaries, Quarterly Reports, and Client Letters
