CVA Financial Group

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly—today and in the future.


Advisors

Lewis Cohen

Lewis Cohen

Financial Advisor

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Barbara Vargas

Barbara Vargas

Financial Advisor

Visit Barbara Vargas's website

Team

Toniann Zaprir

Toniann Zaprir

Client Service Associate