Financial Services
Financial Advising & Wealth Management
In the ever complex world of finance, let our vast expertise go to work for you.
Everyone Can Benefit From The Advice of a Financial Advisor.
Hollywood often portrays financial advisors as fast-talking businessmen, calling their multi-millionaire clients after hours with a hot investment tip that will make their riches grow overnight.
The reality however is much different. You don’t need to be a multi-millionaire, or cash in on ‘hot tips’ to secure your financial future. At Nakowicz Financial, while we may not provide the drama and intrigue that Hollywood portrays, what we do provide is consistent and sound financial guidance to our clients.
Wealth Management — an All Inclusive Service to Managing Your Finances For The Long Haul.
At Nakowicz Financial, we are experienced in all facets of the financial world and view it daily from the perspective of many different clients, in many different industries and careers. This vast and varied experience puts us in the ideal position to provide our clients with non-biased advice via our Wealth Management Services.
We work with you to learn what is important to you, and develop a plan that fits both your goals and your lifestyle. With our Wealth Management services, we work tirelessly to ensure that your financial success is on track, and safeguard your assets from an ever-changing financial landscape.
We Offer a 100% Free Consultation to Discuss Your Options.
Our Client Testimonials
What Do Our Clients Say?
M. S.
"We have been with John and the Fam for over 15 years. They have always been accurate, friendly and provide many different products to help with our finances. Great service!"
Marilyn
"John and staff are friendly, knowledgeable, and willing to go the extra mile to help out their clients."
Brian G.
"Very friendly and helpful family business.
I had many questions that kept coming up about how covid impacted taxes for the 2020 year, and mike was quick to respond to my emails and phone calls."
Let Us Take Care Of Your Financial Freedom.
It’s your money. We are your guides. That is how we think.
Being independent allows us to look holistically at your plan.
We do not waste time guessing or pitching you an idea. We are goals based, meaning we have a logical way of thinking about your plan and how we achieve your goals with your money.
Putting the puzzle together.
The plan is nothing more than putting the puzzle together. Once the puzzle is complete, pulling all your financial details together, we can align those to your goals. Filling gaps and structuring a process to complete your goals.
Why Wait? Start The Process and Contact Us Today!
Use this form to schedule an appointment or ask us any questions you might have about our services.
