Specialties
We offer a unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and are extremely proud of the high-quality services that our firm provides. We will work with you to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results. We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.
History
Established in 2010.
Our Firm is headquartered in Basking Ridge, New Jersey specializing in Tax Preparation and Planning. We have developed our tax practice business by studying and training under Ed Slott & Company. According to the Wall Street Journal, Ed Slott, CPA is the Premier IRA Expert in the country. Walter Pardo has studied under Ed for over five years. In May 2010, Wally obtained Elite Advisor status followed by Master Elite Advisor status in May 2013.
Meet the Business Owner: Walter P.
Walter became a financial advisor in 1991 and organized his first independent financial services firm in 2010. Since that time, he has focused his efforts on offering his clients a truly independent, private wealth management experience and financial life planning.
