Corporate Executive Financial Group

Estate planning and passing on wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We work with our clients’ attorneys and CPAs to help bring clarity and comfort by guiding our clients—and their families—through the process. Our clients typically have questions about issues like how to preserve their wealth, potential tax implications, how to equitably divide their assets among loved ones, and much more. We can help ensure they leave the legacy they want.


Advisors

Nick Dematteis

Nick Dematteis

Financial Advisor

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Michael C. Faro

Michael C. Faro

Financial Advisor

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Steven Mako

Steven Mako

Financial Advisor

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Kyle Tietjen

Financial Advisor

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