GARAFANO WEALTH & TAX MANAGEMENT LLC

Patience is a key element of success.

Financial planner in Marlton, NJ (show on map)

3.8

★★★★☆

10 reviews

Garafano Wealth & Tax Management, LLC provides financial planning and tax preparation services to individuals, families, and small businesses in Marlton, NJ and surrounding areas.

Call (609) 506-5970

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About

Garafano Wealth & Tax Management, LLC was founded by Joseph A. Garafano, CFP(r) who began his career in income tax preparation in 1983 as an income tax preparer with H & R Block.

After a few years, Joe started Garafano Tax Services in 1987. He earned his Certification as a Financial Planner (CFP) in 1994 through the College of Financial Planning. The firm has successfully provided financial planning and tax preparation services to its clients for over 40 years, growing its client base to more than 500 individuals, families, and small businesses.

Over 40 years of experience

CFP certified financial planner on staff

More than 500 clients served

Personalized service - Joe takes time to know each client's specific situation

Income tax preparation fee includes follow-up appointments

Bilingual capability not mentioned but personalized approach emphasized

Services

Managed Portfolios

Professional investment management through diversified portfolios.

Portfolio Management Asset Allocation

Mutual Funds

Access to a wide range of mutual funds for investment portfolios.

Diversification Professional Management

Individual Retirement Accounts

IRA accounts including traditional and Roth options.

Traditional IRA Roth IRA

Retirement Rollovers & Transfers

Assistance with retirement account rollovers and transfers.

401(k) Rollovers IRA Transfers

Education Savings Accounts

529 plans and other education savings vehicles.

529 Plans

Stocks & Bonds

Individual stocks and bonds for portfolio diversification.

Equities Fixed Income

Credentials & Certifications

CFP (Certified Financial Planner)

Since 1994

Securities registered through Cambridge Investment Research, Inc.

Reviews

Rating

3.8

★★★★☆

Reviews

"Joes comical personality makes the process easy, fast and fun!"

Frequently Asked Questions

What services does Garafano Wealth & Tax Management offer? +

The firm offers managed portfolios, mutual funds, IRAs, retirement rollovers, education savings accounts, stocks, annuities, CDs, corporate and municipal bonds, government bonds, income tax preparation, life insurance, and long-term care insurance.

How long has Garafano Wealth & Tax Management been in business? +

The firm has been providing financial planning and tax preparation services for over 40 years, with roots going back to 1987 when Joe started Garafano Tax Services.

Who is the founder of Garafano Wealth & Tax Management? +

Joseph A. Garafano, CFP(r), is the founder. He began his career in income tax preparation in 1983 and earned his CFP designation in 1994.

What areas does Garafano Wealth & Tax Management serve? +

The firm serves clients in FL, NC, NJ, PA, and SC, with offices located in Marlton, NJ.