Mark G. Spinelli, CPA and CFP®
Where Service, Experience and Creativity Meet
Services
Wealth Management
Tax Services
Retirement Planning
Business Development
Executive Services
Senior Care
Estate Planning
Contact Us
About Us
Our Values
Our Services:
When You're Thinking About Retirement
• Objective guidence to keep you on track
When You Need a Wealth Manager
• Market advice in your best interest
When Your Parents Need Help
• Expert financial planning from accountants you can trust
When You Want Your Taxes Done Right
• Maximizing your return with expertise and creativity
When You're Running Your Own Business
• Advice from one small business owner to another
When You're Planning Your Legacy
• Strategies to protect your estate and provide for your loved ones
When You're Moving Forward
• Understanding your benefits package & real estate transactions
Mark G. Spinelli, CPA, CFP® & Spinelli Financial Advisors, Inc
20 Brookside Drive • Warren, NJ 07059
Phone: (732) 564-9404• Fax: (732) 564-9405