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 focus:

  • 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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