Financial Planning Services

Financial Planning

Edwin Vicente Jr CPA PC specializes in financial planning services to preserve wealth and protect assets. My vast knowledge of financial services gives us the insight to help you make critical decisions that impact your future. I spend considerable time developing a thorough understanding of your personal financial goals, so I can coordinate a personalized plan that allows you to feel confident and well-prepared for the years to come. I analyze your assets, sources of retirement income, investment options, and consider various alternatives for retirement planning, in order to maximize the value of your estate.

Planning adequately for the financial security of you and your family requires the assistance of a qualified professional like Edwin Vicente Jr CPA PC. My Oyster Bay, NY CPA firm has been working with local individuals and families for many years and I strive to build a lifelong relationship with each of my clients.

Get your financial advice from a trusted CPA firm. Request a free consultation through my website to learn more or call 516-584-6427 now.

Financial Planner on Long Island

  • Retirement planning
  • Retirement plan evaluations (SEP, SIMPLE 401(k), Profit Sharing, IRA, etc.)
  • Retirement distributions
  • Estate planning
  • Trust planning