Michael J. Porro and Company
180 Old Tappan Rd
Old Tappan , NJ 07675
Michael J. Porro & Co. LLC is a fee only financial advisory and planning firm. While incorporated in 2002, our employees and principals have been working in the financial services field since 1977. Over these years we have developed a straightforward break-through-the-clutter means of assisting our clients in their financial decisions. In addition to our team of experienced planners we have
developed a network of individuals outside of our firm so that we can bring to the table expertise in all matters that concern one's finances. Our team approach means that clients receive more than a one-time, one-answer solution to problems. We deliver a comprehensive response to all matters before us. No financial question should be answered out of the context of our clients' complete situation.
We work to assist you in making your financial decisions. We don't look to usurp your role in managing your financial matters unless you wish us to do so. You can rely on us because we have practical experience, knowledge and work only for you. No one pays for our expertise but you. We sell no financial product. We sell only our expertise. We are a member of following professional financial service organization.
Our employees adhere to the ethical standards of the Institute of Certified Financial Planners Board of Standards and of The National Association of Enrolled Agents. You may find more information about these professional organizations by visiting CFP.net and NAEA.org.
CFP.net (Certified Financial Planner - To help you with your financial planning needs)
NAEA.org (National Association of Enrolled Agent - Tax matters)
You get both services at Michael J. Porro & Co.
Over the years we developed a range of services to address all matters that have
anything to do with the day-to-day and long-range financial survival of an individual, family or business. These now include: retirement planning, investment management, estate planning, business services, taxes, insurance planning, employee benefits and debt management, amongst others.
We developed a means to deliver a series of standard services throughout the year to our clients so that we may, at all times, be prepared to answer any question that may arise. These include: our annual comprehensive review, retirement cash flow analysis, estate tax projections and review of estate plan, insurance review and needs analysis, income tax projections and preparation, qualified plans review, investment performance review and liability and debt service review. We have determined that when these services are rendered on a continual basis we are able to stay on top of pertinent issues and changes in the financial landscape for the benefit of our clients.
Our Services Include:-
Cash Flow Management and Bookkeeping
Business Management and Accounting