Joseph R. Aliciene Jr. CPA
Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. Joseph R. Aliciene & Co is uniquely positioned to offer advice on your complete financial situation. We offer a holistic approach to *financial planning that includes taxes, *investments, and insurance.
For example, when you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that could affect your future. Taxes are a critical component in this decision making process.
As a financial professional, I am committed to helping people just like you create solutions for their retirement goals and assets management. Once I understand your risk tolerance, time horizon, tax situation, and goals, I’ll work diligently to develop a program for you that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges, but along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and get them in position to reap those rewards. I enjoy helping people build a solid financial foundation for the future.
I invite you to browse through the material on my website. If something prompts a question, please send me a quick email or call my office. I would enjoy speaking with you.
*These services are offered by Joseph R. Aliciene Jr. through his affiliation with HD Vest Investment Services SM and HD Vest Advisory Services SM