Michael J. Amato
Independent Tax & Financial Planners
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Minimum client assets required: No minimum required
Minimum client income required: No minimum required
Title: President
Offering advice since: 1983
Areas of expertise:
- Business planning
- Educational Planning
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Life Planning
- Portfolio Management
- Retirement Planning
- Securities
- Stocks and Bonds
- Tax Planning
Further information about Michael J. Amato:
CERTIFIED FINANCIAL PLANNER (CFP)
Certified Public Accountants (CPA)
Certified College Planning Specialist (CCPS)
Compensation and Fee Structures:
Not specified
Licenses, Certifications & Affiliations:
CERTIFIED FINANCIAL PLANNER (CFP)
Certified Public Accountants (CPA)
Certified College Planning Specialist (CCPS)
Education:
Not specified
Will provide references upon request?
Yes
Further information about Independent Tax & Financial Planners:
(Size of firm: 0-9 advisors)
ITFP's philosophy is to provide high quality professional financial planning, tax & accounting services to individuals and businesses at a high personal service level. All tax, financial planning and investments management needs can be seamlessly and completely coordinated under one roof.
Contact Information for Michael J. Amato
Phone: (215) 354-0500
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Fax: (215) 354-0117
Address for Michael J. Amato:
Suite 101
130 Buck Rd
Holland, PA, 18966
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