Financial Planning

Investment advisory services for our clients
CPA firms traditionally focus on minimizing tax.  Robert C. Alario, CPA has long understood that maximizing wealth involves much more than tax minimization.  For over 25 years he has provided financial planning services to his clients.  In 1997 he added investment advisory services to his practice enabling him to more directly assist clients in meeting their investment needs. 

Robert C. Alario, CPA is a registered investment advisor.  He has a strategic alliance with Joseph DeNicola, a financial advisor for Citigroup Smith Barney.  Bob & Joe offer a coordinated approach that integrates tax considerations with investment goals, enhancing ones overall financial strategy.

Together they offer our clients a broad array of financial services including:

• A diverse selection of investment advisory portfolio management programs
• An experienced Financial Advisor
• A variety of analytical and planning resources
• Education, retirement, estate and gift planning
• Implementation and maintenance of company sponsored pension plans including SIMPLE's and 401(k)'s.

For more information on the services available through Citigroup Smith Barney, please contact Joe at joseph.c.denicola@smithbarney.com, or call our office to set up an appointment to meet with Joe:(978)534-1999. There is no fee for an initial consultation.

Robert C. Alario, CPA has no affiliation with Citigroup Smith Barney or any of its subsidiaries.