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Investment Management

Client Centered

Building a strong financial base for your future requires a consistent, disciplined approach to saving and building a portfolio with the right kinds of investments, And the "right" investments will vary from one person to the next, depending on their goals for the future and the time frame for when they will need to access their assets.

John R. Monaco, CPA, has been helping clients successfully navigate the world of investing for over twenty years and the world of taxation for over 35 years. The emphasis is on managing your risk for every dollar of your return. No ethical financial expert can guarantee to make you money on your investments. But historical trends clearly indicate that it is possible to realize a steady return that can meet your financial objectives.

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

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