Mauro, CPA is a full-service CPA, Financial Life Planning and Behavioral Investment Advisory firm located in Somerville, NJ.
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.
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.
CPAs
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.
Premium Customer Service
We recently polled our clients and asked, “Why do you use us?”. The top 2 answers were, “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!”.
