Financial Life Planning

Behavioral Investment Advising

Certified Public Accountants

Financial Life Planning looks at what gives an individual meaning and purpose, what moves, touches and inspires a person, what will make you happy.

It’s an exploration of an individual’s life. Financial Life Planning makes Life better.

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It is common knowledge that most individuals far underperform ‘the market’, largely due to poor investor behavior. We advise and coach our clients against such behavior, the goal of which is to realize the full return of their portfolio.

We want our clients to make good decisions and avoid making inappropriate decisions.

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We have a deep knowledge of small business, tax law, estate planning and the insurance, health, long term care, mortgage and debt industries. Our clients have access to this body of knowledge every day.

Each and every client receives personalized attention from our team.

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Financial Life Planning

Financial Life Planning looks at what gives an individual meaning and purpose, what moves, touches and inspires a person, what will make you happy.

It’s an exploration of an individual’s life. Financial Life Planning makes Life better.

Read More

Behavioral Investment Advising

It is common knowledge that most individuals far underperform ‘the market’, largely due to poor investor behavior. We advise and coach our clients against such behavior, the goal of which is to realize the full return of their portfolio.

We want our clients to make good decisions and avoid making inappropriate decisions.

Read More

Certified Public Accountants

We have a deep knowledge of small business, tax law, estate planning and the insurance, health, long term care, mortgage and debt industries. Our clients have access to this body of knowledge every day.

Each and every client receives personalized attention from our team.

Read More

We recently polled our clients and asked, “Why do you use us?”.
The top 2 answers? “You’re Accessible” and “You Listen.”

At Mauro, CPA you are treated with respect and proper manners. You are listened to and you get the unvarnished truth from us. That’s what our clients should expect, and that’s what they get.
We want our clients to say, “They are great to work with!”

We are here to help

Find out how Mauro Financial can help you.