At Battaglini & Company, P.C., we believe in service beyond expectation, attained through a constant desire to anticipate and fulfill the evolving needs of our clients in the nine areas of Wealth Management. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
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For close to twenty five years, Battaglini & Company has been committed to customer service and building wealth for our clients. Our financial and professional growth is attributed to our dedication to our clients and the personalized attention to their financial and personal success. At Battaglini & Company, we recognize that our clients are our most important asset and we strive to provide them with the personalized service that has become our firm's trademark.We provide a full range of wealth management and tax advisory services to high net worth individuals and those with unique tax situations.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Our glossary of terms has more than 200 entries that explain various financial concepts, ideas, and strategies. Scroll through and find the information you need. Our tax center was designed to help you access the resources you may need to prepare for the upcoming tax season. Our collection of calculators is a great starting point if you have a question or concern about your personal finances.
Reviews (3)
Mary Byrnes
Nov 04, 2017
Carter W.
Feb 12, 2015
Charlene V.
Dec 10, 2013
Stay away! He is pricey and adequate for routine filing, but when we were audited, he left us high and dry. We ended up owing a large amount of money bc of a mistake his office made. In addition to paying the back taxes, we incurred penalties and had to pay for the cost of a competent accountant. Working with him cost us a tremendous amount of time, money and stress.
