Eileen Carrero Financial Services offers all encompassing financial direction for our clients. Our office provides wealth management, tax preparation for individuals and small businesses and small business accounting. Our reputation thrives on our high-level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job.
From growing your wealth to planning for your family's future, to guiding your small business, we are able to provide a well rounded financial services experience. Whether you are a veteran of success or are just starting to manage your portfolio or your small business, Eileen Carrero Financial Services can help you achieve your goals.
From growing your wealth to planning for your family's future, to guiding your small business, we are able to provide a well rounded financial services experience. Whether you are a veteran of success or are just starting to manage your portfolio or your small business, Eileen Carrero Financial Services can help you achieve your goals.
Services
Whether you have significant assets to manage-or if you are just starting to accumulate wealth-we have the tools and background to provide the services that may fit your needs. My personal goal is to provide you with guidance that can help you understand and better define your financial goals. I work hard to create a mutually beneficial and respected long-term relationship with my clients and their families.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
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