LATELLA & BASTONE FINANCIAL GROUP
Through the utilization of our financial services, our team will help you turn conceptually-sound ideas into fully implemented solutions that add tangible value to your financial future. We offer customized financial services including dedicated tax planning, advanced insurance concepts, estate planning and a leading industry investment management team.
Our knowledgable team works with clients to help them understand the value & benefits of the tax strategies we put in place. Whether a personal or Corporate client, our objective is simple; optimize their current fiscal position and provide improved cash flow to achieve their goals.
Whether you are looking to provide for your family, protect your wealth or increase the value of your estate, we are here to help. Our team works closely with our clients to understand what matters most to them and ensure that the appropriate insurance measures are taken.
We have a dedicated team of specialists & legal experts to help guide and consult clients through the emotional chapter of estate planning. Together, we ensure the appropriate distribution of funds to beneficiaries, a tax efficient transfer of wealth & the creation of an appropriate legacy.