Edward Jones - Financial Advisor: Karen Aversano, CFP®

Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future. Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy

HistoryTalerico, CPA began with a vision of an integrated approach to accounting, tax, and consulting services. Our goal is to help clients understand the big picture, integrate their people, processes and technology to maximize efficiency, and help them make well informed decisions. We understand the importance of good information to help you make good decisions that can impact you and your organization for years to come. Because we specialize in small businesses, we are familiar with the challenges and opportunities that you face on a day to day basis. This makes Talerico CPA the perfect partner for your accounting and tax needs.SpecialtiesTalerico, CPA helps our clients by working hard to minimize their taxes, increase savings, and improve their bottom line. We help small business clients maintain good records and controls, and analyze financial results to identify areas for improvement and growth. Our firm assists clients with designing and implementing customized solutions, and specializes in the needs of small businesses.

Rivertown Financial is an Independent full service wealth management firm experienced to help clients navigate their financial future and freedom. Most of our clients have been with us for more than 20 years, and have come to rely on our consultative approach to wealth management. The four principles upon which we have built our business and will continue to uphold are: Trustworthy, Ethical, Accommodating, and Motivated