Specialties
Our purpose at Scalco Financial is to provide our clients clarity and peace of mind concerning their financial affairs. We offer independent expert advice and services in the inter-related fields of income tax and wealth management. As our client you will enjoy timely and attentive service along with creative, tax-optimized solutions that are suited to your unique situation. No matter what stage of life you are in, we are committed to maintain and nurture our relationship with you. We are capable of providing a wide range of services to fulfill your financial needs.
We strive to deliver personalized service and to maintain continual communication. Our advantage comes from keeping the focus on our clients' needs as well as years of advanced training. We are continually investing time and resources in professional continuing education and state of the art computer technology. Take a look at our list of services, and contact us to discuss how we can help you. We care about you and your business.
Services include: Financial Consultant, Financial Planning, Tax Preparation, Investment Service, Business Management Consultant, Retirement Planning, Income Protection, Insurance Planning, Estate Planning, and Business Planning.
History
Established in 1972.
This is a third generation family business. Marco Scalco is a tax and financial advisor who believes in helping clients with comprehensive financial services with an emphasis on tax planning and preparation, individual retirement, investments and insurance.
He combines personal attention with a focus on strategic, tax-efficient financial planning and over 15 years of experience in the tax and financial services industry to help his clients achieve financial prosperity. The ability to be a full service provider of financial needs allows Marco to create seamless and convenient experiences for his clients.
Marco has been engaged in a continuous quest for knowledge and professional development.
Meet the Business Owner: Marco S.
Marco Scalco, EA, CFF, RFC®, CFP®
Marco has been working as a professional in the financial services industry since 2004. He obtained his Bachelor's degree in Business Administration in 2003 and since then has furthered his education by obtaining the following certifications:
* Enrolled Agent - Department of the Treasury, Internal Revenue Service (IRS)
* Certified Financial Fiduciary®
* Registered Financial Consultant - RFC®
* Certified Financial Planner™ Practitioner - CFP®
* FINRA Series 7/General Securities Representative
* FINRA Series 66/Uniform Securities Agent and investment adviser representative
* Life, Accident and Health Agent - California Insurance License # 0E5149
* Fire & Casualty Broker-Agent - California Insurance License # 0E5149
Marco is a complete tax and financial advisor who believes in helping clients with comprehensive financial services, with an emphasis on tax, individual retirement, investment, and insurance. He is married and has two children.