John M. Lisa CPA
Financial Planning
John M. Lisa CPA
Financial planning services:
- Financial goal setting and assessment
- Budgeting and cash flow management
- Retirement planning
- Investment planning and management
- Risk management and insurance planning
- Tax planning
- Education planning
- Estate and legacy planning
- Debt management
- Wealth management and preservation
- Business and succession planning
- Retirement income planning
- Monitoring and periodic review
- Behavioral coaching
- Philanthropic and charitable giving
John M. Lisa CPA
Contact Us
Discover how John M. Lisa, CPA can help you take your financial management to the next level. Whether you need tax planning, accounting support, or expert representation, we are here to serve you.
Schedule a consultation today and let us help you achieve financial success!
Address
165 Passaic Avenue
Fairfield, NJ 07004
Suite 302
Fairfield, NJ 07004
Suite 302