Broker Check

WELCOME TO A HOLISTIC APPROACH TO FINANCIAL MANAGEMENT.

 

We help individuals, families, and businesses with their financial, tax, and estate planning.

Our range of services covers every aspect of wealth management, from benefit planning to investment advisory services, to retirement and estate and tax planning. We not only help grow our clients’ assets, we also provide products that help protect those assets.

Thanks to our proven process, Folino Tax and Financial Network provides a customized approach to address our clients’ individual goals. 

Our team of financial professionals utilize a unique and innovative approach to wealth management that integrates a set of financial disciplines including investment counseling, tax planning & preparation, estate planning, along with retirement planning and asset protection that are typically offered separately.

Folino Tax & Financial Network has continued to grow over the years by treating our clients like family, and providing them with a personal “hands-on” solution to their financial needs. Just like a family member, we are here year-round to answer your questions and resolve your concerns about taxes, wealth accumulation and protection. You can expect and will always receive the individual, personal attention and service that has become so uncommon-except at Folino Tax and Financial.

Our goal at Folino Tax & Financial is to help our clients preserve and build their wealth.

When you work with Folino, you can count on a partner that is dedicated to building and sustaining relationships. We work to earn our clients’ trust and confidence every day by looking out for their interests, recognizing their personal situation and attitudes toward risk, and respecting the confidentiality of the information they provide.

Have a question about who we are or how we can help you? We look forward to hearing form you.

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