Financial Planning Firm
Mark G. Spinelli, CPA CFP & Spinelli Financial Advisors in Warren, New Jersey, is a financial planning and accounting firm providing wealth management, tax preparation, and more. Led by Mark G. Spinelli, certified public accountant and financial planner, our firm follows the five core principles:
- Put the client's interest first.
- Act with prudence; that is, with the skill, care, diligence and good judgment of a professional.
- Don't mislead clients; provide conspicuous, full and fair disclosure of all important facts.
- Avoid conflicts of interest.
- Fully disclose and fairly manage, in the client's favor, unavoidable conflicts.
What Sets Us Apart
- First, we reduce the complexity of dealing with many advisors, by managing your taxes, investments, retirement and estate planning needs all in one place.
- Second, we not only provide you with custom-fit advice, we work shoulder to shoulder with you, to turn that advice into action that delivers real value.
- Last and most importantly, we make you critical to everything we do. We put ourselves in your shoes and we think about what you actually want and how we as a firm can respond to those needs. We determine which services can deliver real added value, thus setting us apart from the competition. This is ultimately what you want in a wealth management firm; therefore it is the guiding force for our actions.