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
We reduce the complexity of dealing with many advisors, by managing your taxes, investments, retirement and estate planning needs all in one place. We take care of the most essential parts of your financial life, so you can focus on what matters most.