Scafa Financial Services, LLC is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, and conserve our clients' wealth by delivering an unprecedented level of personalized service. We encourage you to explore our site and learn more about the services we provide.
Should you have any questions or would like more information on our firm, please feel free to email us or call us at 609-750-0002. We look forward to hearing from you. Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind. We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.
Should you have any questions or would like more information on our firm, please feel free to email us or call us at 609-750-0002. We look forward to hearing from you. Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind. We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.
Services
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention-from planning to execution to follow-up.
Scafa Financial Services, LLC is a boutique firm that utilizes a holistic approach to focus on the overall financial well-being of our clients. The 9 Wealth Management Issues (see below) drive the process to prioritize and monitor their financial goals and objectives. Our experience and personalized service enable us to offer top notch service to address every aspect of clients' specific financial situations.
Avantax Wealth Management was founded on the belief that a comprehensive, tax-smart approach can address the client's goals of minimizing taxes, maximizing wealth, increasing cash flow and enabling better long-term financial outcomes.
Avantax Wealth Management provides advisors with tools, processes and platforms to accurately and efficiently combine tax focused decisions and wealth management strategies to help optimize a client's financial success.Founded by a CPA in 1983, Avantax Wealth ManagementSM is now the largest tax-focused wealth management company, with almost 4,000 independent financial professionals entrusted with more than $83 billion in client assets.*
Avantax Wealth Management provides advisors with tools, processes and platforms to accurately and efficiently combine tax focused decisions and wealth management strategies to help optimize a client's financial success.Founded by a CPA in 1983, Avantax Wealth ManagementSM is now the largest tax-focused wealth management company, with almost 4,000 independent financial professionals entrusted with more than $83 billion in client assets.*
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
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