Broker Check
Professional Services

Professional Services

Indiano & Company is a professional service and consulting firm consisting of certified public accountants, business advisors, and licensed investment professionals. Our core activity is helping our clients manage their wealth intelligently, and preparing tax returns at the Individual, Corporate, and Trust levels.

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What Services do we provide?

What Services do we provide?

  • Tax Compliance Services
  • Tax Planning Services
  • Bookkeeping and CFO Services
  • Investment Advisory, Insurance and Long-Term Care Services
  • Social Security, Pension and Retirement Services
  • Legacy and Estate Planning
Services Details

Our Clients

We maintain strategic expertise to serve a broad range of investors

Entrepreneurs & Executives

Entrepreneurs & Executives

Portfolio and risk management

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Peak Career Professionals

Peak Career Professionals

Wealth-building education and strategies

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Pre-Retirees &#38; Retirees<br/>

Pre-Retirees & Retirees

Strategies for every phase of retirement

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High-Net Worth<br/>

High-Net Worth

Serving the unique needs of HNW individuals

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Schedule A Consultation

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

Make an Appointment

Our Services

When was the last time you sat down and had a frank conversation about your investments?

Our team is composed of industry experts with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks of life have come to rely on our insight and expertise.

Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Peak-Career

Wealth-building strategies for professionals

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Estate Strategy

Strategies for every phase of life

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Our Four Step Process

STEP

1

Defines needs, goals and objectives.

The more we know about you, your finances, and your goals, the better we can strategize.

STEP

2

Information gathering.

We’ll begin by reviewing your financial documents, risk tolerance, and objectives.

STEP

3

Develop and implement strategy.

Our team will present unique financial strategies designed to match your investor profile.

STEP

4

Monitor, review and communicate.

Life changes? Market volatility? We’ll help your financial plan on track every step of the way.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Speak with an Expert

Let’s begin the conversation. Submit this form to schedule an initial conversation. We’ll use what we learn to match you with the right financial professional for your background and requirements.

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