Vincent De Simone Wealth Management Services evolved from the many years of experience, and knowledge of Vincent De Simone Jr. CPA. As a certified public accountant, I know the consequences of not planning for the future. To be successful we need to combine the components of income taxes, good solid planning, investments, asset protection, and needs analysis for life insurance, long term care and Health Care cost. Preservation of assets is paramount; both pre and post retirement for a healthy financial plan to survive. Today my approach is holistic. I combine all that is necessary to create a solid plan to help with life time planning needs.
Over Twenty five years ago, I left private accounting to organize my own accounting, payroll and financial services practice under the name Vincent De Simone Jr. CPA. My mission was to build on the knowledge I gained of successfully managing companies for growth and stability as a chief financial officer and CPA. I‘ve learned over the years that the most successful businesses and individuals are those who work with professionals to help them develop a plan and stay the course. To that end, I am selective about the type client I will work with, and they too should be selective about who they hire to help them achieve their dreams and goals.
Today I manage hundreds of clients’ financial needs. As a registered representative with Cetera Financial Specialists LLC and an investment adviser representative of Cetera Investment Advisers LLC, I offer a full range of financial products to help them achieve their dreams and goals. Such as fee-based asset management accounts, insurance needs, long term care, health benefit plans, retirement plans, 401(k) rollover accounts, and recently for the past four years as a certified provider I am addressing Medicare Advantage, MediGap and Prescription Plans as an independent agent for the leading insurance carriers in our area.
Finally, I continue to combine my acknowledge as a certified public accountant with my experience in income taxes under Vincent De Simone Jr CPA, and will continue to do so an important part of evaluating your success.
Bottom line: “Your Dreams …………… Ours Goals”, says it all.