Anthony Passerino, CPA/PFS is an Accountant in Ridgewood, NJ. For more than twenty years, the firm has helped clients focus on growing their businesses, managing taxes, and pursuing financial security. The practice integrates tax experience with financial services to offer a holistic, comprehensive approach that simplifies clients' financial lives. Services include tax planning, financial planning, and investment assistance for bonds, common stock, brokerage accounts, treasury bills, government securities, and variable annuities. The firm manages various retirement accounts, including Educational IRAs, Traditional IRAs, Roth IRAs, SEP IRAs, and Simple IRAs, as well as 401(k) and 403(b) planning. Additional offerings cover college plans, estate plans, money purchasing plans, profit sharing plans, and insurance products such as disability income, life, and long-term care insurance.
Anthony Passerino is a CPA and Personal Financial Specialist (CPA/PFS), a distinction requiring rigorous professional standards, ethics, and continued learning in personal financial planning. He is also a Registered Representative. The firm’s mission centers on the client, aiming to understand individual needs, wants, and long-term goals. The approach involves developing, implementing, and monitoring strategies tailored to address individual situations, utilizing resources to help clients pursue goals such as managing debt and saving for college. The firm emphasizes thinking out of the box and challenging conventional wisdom in investing and preserving wealth. Anthony Passerino is dedicated to helping clients achieve their financial objectives for the long term, meeting with them as their circumstances change. The firm also provides educational content on behavioral finance, Social Security, and retirement strategies.
Anthony Passerino, CPA/PFS provides specialized tax and financial planning for individuals and businesses in Ridgewood, NJ.
The firm is located on E Ridgewood Ave, situated just steps from the Archibald-Vroom House and the Ridgewood Post Office. It is also near Van Neste Square Memorial Park and Franklin Avenue.
BizScoreAI awarded the business a Discoverability score of 75 out of 100, which ensures AI crawlers can find every page of the website. The Technical score of 74 out of 100 confirms the site is secure and indexable for search engines. The firm ranks number 2 of 3 Accountant businesses that BizScoreAI has scored in Ridgewood.
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