Folino Tax & Financial Network has over three decades of experience in tax preparation for individuals, corporations, and small business clients.

We have a holistic approach to our financial services and realize that our clients deserve a trusted advisor that does more for their clients by understanding how all the pieces of their financial puzzle fit and work together. 

Protecting our clients’ assets, income and lifestyle requires adequate levels of insurance. We work closely with our clients to analyze their current personal and employer-provided insurance coverage and to assess their additional insurance needs. Specifically, we review and make recommendations so they can make informed decisions about life, disability, and long-term coverage. Our goal is to provide our clients with economical solutions that address both the current and future needs of their families.

WEALTH MANAGEMENT

We prepare complete wealth management recommendations that include investment counseling, retirement planning, and asset protection to help our clients pursue their goals.

FINANCIAL PLANNING

The detailed financial plans we create allow clients to gain a clear picture of their current situation and, more importantly, what steps need to be taken in the future.

TAX STRATEGIES

As the name suggests, Folino Tax & Financial Networks’ roots are founded in tax consulting. From strategies to understanding the complexities of the tax code, our team has decades of experience in this area and is ready to help.

ESTATE PLANNING

As a family business ourselves, we can relate to our clients’ needs for generational planning. No one plans to fail, but failing to plan is one of the biggest mistakes people make.

ASSET PROTECTION

Protecting our clients’ assets, income, and lifestyle requires adequate levels of insurance. We review and make recommendations so they can make informed decisions about life, disability, and long-term coverage.