Visconti & Associates A Financial Services LLC

Established 1985
Plan with Confidence Live your dreams!
Gregory M Visconti CFP
Visconti & Associates A Financial Services LLC
Gregory M Visconti CFP
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
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.
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 credentialed problem solvers that you can count
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 credentialed problem solvers that you can count on unbiased recommendations and impartial guidance to make the best financial decisions upon.
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 add, Financial Planning firm that could differentiate itself among an industry of "sales people acting as financial consultants". From day one, Greg began to acquire the requisite industry licensing 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 VA-NCG from the financial services industry. It is why we operate as sister companies, VA-NCG
Visconti & Associates began as the financial planning, insurance and employee benefits brokerage part of our firm in 1985.
VA operates 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- wealth management firm. We are licensed with the NJ Bureau of Securities and as a fiduciary firm, believes you should Check Before You Invest!
A knowledgeable investor is a “safe” investor. Check before you invest! https://brokercheck.finra.org/
Heritage is a belief we share and know good family values matter!
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!
We can help you whether you are 19 or 95! Since 1985, we have been writing ALL types of health plans for individuals and businesses. In fact we were recognized in the 1980's for writing the first managed care plan in NJ and also by The Federal Marketplace in 2020 for our work in this area.
There are too many requirements and qualifications to explain them all, so please call to discuss your particular needs.
You can only get insurance during Open or Special Enrollment periods, so please be aware 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 before any major life transition.
It should start with your goals and objectives, and from there we will build an investment portfolio, retirement, estate and tax planning, as well as insurance needs.
Sign up free and receive timely 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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