Grasso & Associates

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Richard Byank

Richard Byank

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
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Jonathan Philport

Jonathan Philport

Financial Advisor

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Mark Cinotti

Mark Cinotti

Financial Advisor

Visit Mark Cinotti's website

Team

Sandi Reynolds

Sandi Reynolds

Marketing Consultant

Celeste Manheim Vorvolakos

Celeste Manheim Vorvolakos

Executive Assistant

Cecilia Bernescu

Cecilia Bernescu

Client Service Specialist