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Managing All Your Financial Service Needs Under One Roof

When it comes to Financial & Tax Planning, there is no universal solution that meets everyone’s needs. Here at Silvestri Financial & Tax Advisors, each client receives customized recommendations that align with their short and long-term financial goals as well as their tolerance for risk. Our team will partner with you to organize your financial life, address your entire financial portfolio, and continually monitor your progress as we work with you towards your financial goals.

Plan Your Future.
Enjoy Life to the Fullest.

Invest your savings to achieve your financial goals while still managing risks effectively. 

Please tell us about yourself so we can assist you in developing a practical financial strategy to help you achieve your financial goals.

A Unique Approach

A Unique Approach

We are independent investment advisors and are not beholden to any particular product or investment. We know our clients by name, you’re not just a number

Experienced Professionals

Experienced Professionals

Whether you are retired, approaching retirement, or have longer time horizon for retirement, we are experienced in providing the investment solution that best accommodates your financial situation.

A Comprehensive Approach

A Comprehensive Approach

We provide a full complement of integrated, customized investment and tax services. Doing right by our clients is our primary purpose.

Our Resources

Our Resources

We are focused on the individual investor. We take the time to explain how our recommendations are well suited to your individual situation.

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Caring for the Aging

Caring for the Aging

Thanks to healthier lifestyles and advances in modern medicine, the worldwide population over age 65 is growing.

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Resource Center

Steps to consider to improve your Individual Life Plan.

Retirement

Steps to consider, so you can potentially accumulate the money you'll need to pursue the retirement activities you want.

Investment

Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.

Tax

Understanding tax strategies and managing your tax bill should be part of any sound financial approach.

Insurance

A well-structured insurance strategy can help protect your loved ones from the financial consequences of life's most-unexpected events.

Money

Managing your money involves more than simply making and following a budget.

Lifestyle

Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters.

Contact Us Today!

Vincent Silvestri, CPA

Vsilvestri@sfandt.com


(410) 627-1456

Brian Silvestri

briansilvestri@sfandt.com


(410) 937-7972

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