Our purpose at Scalco Financial is to provide our clients clarity and peace of mind concerning their tax and financial affairs. We offer independent expert advice and services in the inter-related fields of income tax and wealth management. As our client you will enjoy timely and attentive service along with creative, tax-optimized solutions that are suited to your unique situation.
No matter what stage of life you are in, we are committed to maintain and nurture our relationship with you. We are capable of providing a wide range of services to fulfill your financial needs. We strive to deliver personalized service and to maintain continual communication. Our advantage comes from keeping the focus on our clients' needs as well as years of advanced training.
No matter what stage of life you are in, we are committed to maintain and nurture our relationship with you. We are capable of providing a wide range of services to fulfill your financial needs. We strive to deliver personalized service and to maintain continual communication. Our advantage comes from keeping the focus on our clients' needs as well as years of advanced training.
Services
Growing and safeguarding your personal finances requires one-on-one guidance to help you effectively manage your assets. We will help you create a comprehensive financial plan to manage risk, improve performance and ensure the growth and longevity of your wealth. Scalco Financial is an independent fee-based wealth management advisory firm.
Income taxes can play a significant role in your ability to retain and grow your personal wealth. We can help you navigate through tax issues and develop personalized tax strategies to strengthen your financial plan. Change is the only constant in dealing with income taxes. New laws are created constantly through judicial decisions, congressional legislation and internal revenue interpretation.
Wealth management is the long-term process of professionally managing your money to try to meet your financial goals and aspirations. Wealth Management takes into account the personal and unique financial situation of you and your family over the long-term. Whereas a stockbroker helps you pick stocks, a wealth management advisor works with you to build a complete investment strategy.
Successful investing involves time, discipline and a carefully selected balance of investment vehicles. We believe asset management is one of the most important investment strategies towards helping you reach your investment goals. It's important to ensure the value of your portfolio has some protection regardless of market downturns.
Many people underestimate how much money they will need to maintain their lifestyle in their retirement years. Factors such as inflation, a diminishing Social Security system and rising costs of healthcare can all quickly erode our hard earned savings. With life expectancies increasing, many people spend up to one-third of their lifespan in retirement.
Reviews (13)
Silas Joe
Oct 17, 2021
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Thanks to Mrs Sherry Murphy for helping me and my family trade, I got my withdrawal (cash out) yesterday. You're the best trader I've ever experience myself. After many times of been defrauded of my funds, i finally get to cash out.She's legit, reliable and experience. I invested $500 to earn $7000... Easier than I thought Sherry Murphy you're the best trader I can recommended for anyone who wants to invest and trade with a genuine trader ..if interested contact her via Murphysherry303@gmail.com WhatsApp: +13618573869 I love you God bless you.
Derek
Mar 30, 2021
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Leslie Charlesworth
Jun 20, 2020
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What a professional and welcoming firm! I often use my first telephone experience to determine whether to hire a business, and Angelica was terrific and helpful on the phone. That carried over to the first meeting during which Marco Scalco, the owner, quickly assessed my documentation and prepared the majority of my tax return. I have been to CPAs who do more talking than work, and the process drags on for weeks. I already have an idea of what the final return will look like. I was not only impressed by the service, but the clean, attractive and organized office suite. It was quickly apparent that
Leslie C.
Mar 02, 2020
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A breath of fresh air and a feeling of confidence! I was seeking a new tax firm and was drawn to what I had read about Marco Scalco. But I often gauge the professionalism of an office by the telephone service, and Angelica was top notch in her warm welcome to the firm and her follow-through calls to collect information and set the appointment. It was even better to meet her and Marco in person in their classy office space where everything is incredibly neat, and professional without being cold. The meeting with Marco was the best I have had with a tax/financial planning professional in many
J. S.
Aug 15, 2019
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Sherri Johnson
Aug 07, 2019
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Chelsea Rose
Jul 19, 2019
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Ligia M.
Jan 31, 2019
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Giulia Knox
Jan 13, 2019
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Amy D.
Nov 08, 2018
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My husband usually does our taxes but we had a unique situation and needed guidance. Beautiful office. The girl at the front desk was nice, helpful and hospitable. I got there a little early. Marco acknowledged my presence and said hi. My husband was a few min behind coming from work so Marco let me know he was going to return a quick call. Marco was accommodating, and patient. My husband arrived and Marco acknowledged this and quickly ended his call. He was hospitable and personable. He was efficient and input numbers while we were all chatting. We didn't have everything we needed on hand
Heather K.
Jun 29, 2017
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Tamara Tai Clark
Apr 16, 2017
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Dean L.
Oct 29, 2016
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