High Net Worth Consulting

Simplifying your financial management

With a committed focus and personal touch, honed through years of experience, Verdolino & Lowey, P.C. provides our clients with a tailored offering of services designed to meet budgets and objectives. Here’s a look at our list of comprehensive services for individuals who have achieved financial success:

Personalized Financial Planning – bill payment, processing of household/domestic payroll, bank reconciliation, budget analysis, record maintenance, cash and investment management, bank transfers and deposits, tax planning and preparation, and financial activity reports.

We also provide coordination of financial services with outside parties, such as vendors, lawyers, insurance agents and investment advisors. And, our dedicated staff is available to assist with non-recurring transactions, like mortgage refinancing and home buying.

If you’re looking for experience in detail-oriented day-to-day accounting, cash management as well as innovative financial planning your search is over, you’ve found us…Verdolino & Lowey, P.C.