Visconti & Associates A Financial Services LLC
Established 1985
Financial, Estate, Investment & Insurance Planning
Free Initial Consultation:
* Financial & Estate Planning
* Retirement & Investment Planning
* Health & Life Insurance Planning
Visconti & Associates A Financial Services LLC
Free Initial Consultation:
* Financial & Estate Planning
* Retirement & Investment Planning
* Health & Life Insurance Planning
Since 1985, we have designed, implemented and manage hundreds of Client financial plans and portfolios with only one purpose... to meet their long-term financial goals.
Have questions about your investments, insurance, taxes, retirement, and/or estate planning?
We are competent financial professionals ready to help.
Call us at 201.659.8852 or email us at help@gvisconti.com
Our team is comprised of competent well educated professional Associates, with varying work and life experience.
Rest assured, we all have this in common--a commitment to ethics, integrity and 35+ years of "real world" experience to make a difference!
We’re all fully licensed, competent and professional financial problem solvers that you
Our team is comprised of competent well educated professional Associates, with varying work and life experience.
Rest assured, we all have this in common--a commitment to ethics, integrity and 35+ years of "real world" experience to make a difference!
We’re all fully licensed, competent and professional financial problem solvers that you can count on unbiased recommendations and impartial guidance to make the best financial decisions upon.
We start by listening to your goals, needs and wants,
We will then explain the different ways we can help you achieve these goals.
Only then, with your consent, trust and confidence, can we begin a mutually beneficial professional engagement.
Our comprehensive Fact Finding interview & analysis of your goals are the foundation of the
We start by listening to your goals, needs and wants,
We will then explain the different ways we can help you achieve these goals.
Only then, with your consent, trust and confidence, can we begin a mutually beneficial professional engagement.
Our comprehensive Fact Finding interview & analysis of your goals are the foundation of the implementation of your plan.
We can then assure you, the result will be a suitable plan designed solely to meet your goals, time frame and risk tolerance.
Gregory Visconti founded the financial planning, insurance, and employee benefits brokerage part of our firm in 1985.
We conduct ourselves according to the CFP Code of Standards and Practices to ensure objectivity, privacy and professionalim for all concerned!
Visconti & Associates A Financial Services Company LLC is also a Registered Investment Advisor and Wealth Management firm.
We are licensed with the NJ Bureau of Securities and as a fiduciary firm, believes you should Check Before You Invest!
Please review our latest ADV and Firm Brochures here: https://adviserinfo.sec.gov/firm/summary/129478
A knowledgeable investor is a “safe” investor. Check before you invest! https://brokercheck.finra.org/
Our firm was founded in 1985 by Gregory Visconti. While studying accounting, finance, and business law at Rider University, he began clerking at a boutique accounting firm in the Princeton NJ area. This real-world experience was "the foundation" for and thereafter his vision in the creation of a value adds, Financial Planning firm that could differentiate itself among an industry of "salespeople acting as financial consultants". From day one, Greg began to acquire the requisite industry licensing and education, and to this day maintains the credentials and full compliance in the investment advisory, insurance, real estate, tax and certified financial planning disciplines.
Our mission to stand out as Fiduciaries and add value to the Client relationship, are the core values that differentiate Visconti & associates from other firms.
Angelo Cirinelli, joined Visconti & Associates LLC as a licensed Investment Advisor(#7690394) and licensed Insurance Producer in 2023.
Angelo developed a passion for personal finance while pursuing a career in molecular biology. He enjoys working with people on their finances, especially other entrepreneurs, and real estate investors. He is currently working on obtaining the prestigious Certified Financial Planner (CFP®) designation through Bryant University
We are licensed with the NJ Bureau of Securities and as a fiduciary firm, believes you should Check Before You Invest! Please review his latest ADV and Firm Brochures here:
https://adviserinfo.sec.gov/individual/summary/7690394
A knowledgeable investor is a “safe” investor. Check before you invest! https://brokercheck.finra.org/
Please contact us if you cannot find an answer to your question.
Financial plans allow you to prepare for things like your taxation, child's education, protecting your estate &, assets, retirement income needs, and many other unexpected life changes! When you write down your financial "dreams" you begin the process of financial planning. Start Dreaming!
There is no reason for anyone to be uninsured and we can help you whether you are 19 or 95!
Since 1985, we have been assisting individuals and businesses with designing, implementing and monitoring health plans. In fact we were recognized in the 1980's for writing the first small employer managed care health plan with Prudential and have also been recognized by The Federal Marketplace in 2020 for our competency and extensive work in this area.
There are too many requirements and qualifications to explain them all, so please call to discuss your particular needs. Be aware- you can only get insurance during Open or Special Enrollment Periods, so please do not hesitate to call us as we do not make nor can we change these rules!
I can tell you from experience: 2 things happen. First the State you reside in has one just for you that will most definitely cost your heirs money, heartache and an unintentional result of inequitable distribution. Secondly, you may not even be able to be buried, cremated or moved to the resting place of your intended choice. WE act as Personal Representatives for Client estates and urge you to call us and we can discuss how to get your estate in order.
It all starts with getting to know your particular needs and wants, as there are qualified plans that may afford you the tax deferral and or tax deductibility for some (individuals IRA-Roth-IRA) and businesses (401k-Profit sharing-SEP).
There are also Non-qualified plans that do not afford you the tax deductibility but do offer tax deferral to help your investments grow.
We do know one thing about taxes...once you pay them they are no longer yours! Call us to discuss your tax planning needs so we can help you prepare for a more secure tomorrow.
Yes, but neither guarantees the assets are not clawwed back if they are not transferred properly and in a timely manner. It also does not guarantee your kids do not squander these gifts and leave you in a worse situation. There are legal documents as estate planning tools called TRUSTS, that get the job done legally and correctly. We are insured Trustees!
The best policy will meet your needs, budget and goals! We often perform comprehensive life insurance needs assessments to protect families, businesses and estates. We act as Brokers and do not represent any insurance company. We represent you!
You should meet with us to review your plans whenever you feel you need to and urge you to do so, and urge you to do so before any major life transition.
It should start with writing down your goals and objectives, and from there build suitable planning and investment strategies that meet your retirement, estate, education, risk and tax planning needs or wants.
Sign up free and receive relevant information you can use to plan build your plan!
It is never too early to get started on your investment and financial plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
155 Pompton Avenue Suite 203-1 Verona NJ 07044, United States
Offices located in Verona NJ- Hoboken NJ- Bluffton SC
Call 201.6598852 or email us at greg@gvisconti.com
Mail P O Box 6158 Hoboken NJ 07030
Main Office: 155 Pompton Avenue Suite 203-1 Verona Jj 07044
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