Maiorano & Associates Inc

Helping Provide for a Sound Financial Future

Tax preparation service in Brooklyn, NY (show on map)

4.2

★★★★☆

19 reviews

Maiorano & Associates is a comprehensive financial planning firm assisting middle- to upper-middle-class individuals, families, and business owners in saving for retirement or managing retirement finances across the Tri-State area and nationally.

Call (718) 331-3700

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About

Maiorano & Associates, Inc. provides a full range of financial services including comprehensive financial planning, investment management, tax preparation, educational planning, insurance services, and estate planning. Based in Brooklyn, Long Island, Sidney, NY, and Red Bank, NJ, the firm serves clients across the Tri-State area and nationwide, focusing on personalized service and customized programs that grow with clients' success.

The firm emphasizes regular face-to-face quarterly meetings, educational resources, and a commitment to helping clients achieve long-term financial stability and independence.

Personalized service

Hands-on approach

Family-like treatment of clients

Comprehensive financial planning

Quarterly client reviews

Educational resources

Services

Tax Services

Tailored tax solutions to help clients retain more of their money over the long term, integrating tax strategies with financial planning.

Investment strategy recommendations IRS-focused solutions

Personalized Wealth Management

Tailored financial planning and portfolio management to suit unique family situations and life changes.

Quarterly reviews Customized advice for singles, married couples, families, and caregivers Adaptation to life changes

Retirement Planning

Strategies for both pre-retirement savings and post-retirement asset management to balance assets with expenses.

Nest egg planning Expense balancing Long-term financial success guidance

Investment Planning

Commission-free investment opportunities including bonds, stocks, and mutual funds to help clients make money work for them.

Commission-free transactions Diverse investment options (bonds, stocks, mutual funds)

Insurance Services

A full range of fixed insurance products through multiple carriers and variable insurance products through Royal Alliance Associates, Inc.

Fixed insurance products Variable insurance products via Royal Alliance Associates

Estate Planning, Trusts, Wills, and Legal Documents

Comprehensive estate planning services including wills, trusts, and other necessary legal documents to prepare for family future and mitigate tax and expense burdens.

Will creation Trust and estate planning Elder law attorney consultations

Credentials & Certifications

Bachelor of Arts in Accounting

Since 1987

Series 7 & 63 Registrations

Since N/A

New York State Health and Life License

Since N/A

VITA Certification with IRS

Since N/A

Registered Investment Advisor

Since N/A

State Licensed Registered Representative

Since N/A

Reviews

Rating

4.2

★★★★☆

Reviews

"Exceptional tax prep and financial advising experience."

Frequently Asked Questions

What is the primary goal of Maiorano & Associates? +

The primary goal is to assist clients in every aspect of their financial lives, providing personal and professional service to create financial stability and independence.

How does Maiorano & Associates integrate tax planning with financial planning? +

Maiorano & Associates emphasizes the interrelation of taxes with financial planning, recommending investment strategies to help clients retain more of their money over the long term.

What types of clients does Maiorano & Associates serve? +

The firm serves middle- to upper-middle-class individuals, families, and business owners across the Tri-State area and nationally, focusing on personalized service and customized financial programs.

How often does Maiorano & Associates meet with clients for wealth management? +

Clients in the Wealth Management program meet quarterly to review their status face-to-face and update their plans.

What educational planning services are offered? +

Maiorano & Associates provides strategies for funding educational expenses for children or grandchildren affordably, including savings and investment options.

What is the role of the founder, Serafino Maiorano? +

Serafino Maiorano, with over 30 years in the financial industry, founded Maiorano & Associates in 2002, focusing on tax and financial planning, training other planners, and serving diverse clients including executives, business owners, and entertainers.