Other Services

Name: Grasso & Company LLC
Address: 84 WASHINGTON STREET, SUITE 2W HOBOKEN, NJ, 07030, US
Telephone: +1-201-963-6221

Our team is comprised of members with specialties in various financial disciplines. While tax preparation and planning, accounting and business advisory services are at the core what we offer, our team specializes in financial planning and advising, estate and trust planning. Through continuing education and training we ensure that we are offering our clients the highest level of service they deserve.

Estate and Trust Planning

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Grasso & Company, LLC’s role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one’s estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don’t have any complications to deal with during a time of loss.
Financial and Retirement Planning

Grasso & Company, LLC’s goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Grasso & Company, LLC can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.