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Comprehensive Financial Management 

Services include:

» Investment Management*
» Cash Flow/Debt Management
» Family Risk Management

» Retirement Planning
» Education Planning
» Estate/Legacy Planning

» Business Planning
» Special Situations Planning
» Tax Preparation

Client Centered

Wealth management is not just for the wealthy. Having a plan that protects your family’s finances while maximizing the growth of your assets over time is the best way to pursue financial independence and peace of mind. To learn how John Monaco & Co. can help you with your unique financial situation, including tax preparation and investment planning*, take advantage of one of these offers

  • Complimentary consultation on investment principles & opportunities

To take advantage of one of these complimentary offers, call (845) 279-8664. We look forward to seeing you soon.

* These services are offered by John Monaco through his affiliation with Avantax.

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