Aside from our Financial Advisory, Insurance, and Tax expertise, we have access to other complementary, resources such as Elder Care Attorneys and professionals in the areas of Banking & Mortgage, Medicare & Health Insurance, and Reverse Mortgages.
We take the time to listen and understand each client’s financial goals as well as their concerns and fears, and we meet with our clients on a regular basis to review progress toward their goals. Our clients are encouraged to call to ask questions regarding their accounts and the services and products we provide.
At Silvestri Financial & Tax Advisors, Inc., we are dedicated to fulfilling our fiduciary responsibility as your Financial & Tax advisor. Simply stated, we are focused on placing the needs of our clients 1st and avoiding potential conflicts of interest with the products and/or planning and tax strategies we recommend.