Reliable Financial Services

When small business owners and families in Northern New Jersey need help planning for the future and protecting their assets, they visit Stephen P. Gunby & Associates, CPA’s. Count on us to provide financial guidance to maximize tax savings and wealth. We have the know-how to plan for your comfortable retirement and future. Allow us to focus on the individual financial needs of your small business.

Our Menu of Financial Services Offered Include

  • Retirement planning and investment advice
  • Employee benefit plans
  • Health benefit plans
  • Profit sharing plans
  • Mortgages
  • Estate tax planning

Wealth Management for High Net Worth Individuals

Ask about our holistic approach to wealth management for business owners, high net worth individuals, and their families. Remember that the sale of a business, paying for education, and retirement require careful financial planning. Work with us to achieve your financial goals and maintain your lifestyle during retirement. We can also focus on preserving wealth for the next generation of your family.

Our wealth management services will take the proper steps to ensure your finances meet your personal objectives. Meet with us to discuss your aspirations as well as your concerns. Then we can create a complete financial plan to secure your assets and transfer your wealth to your heirs without tax complications.

Get answers to your questions regarding succession planning, estate planning, and investment management. As life changes, we will help you adjust your financial plan to protect your assets so your family will be comfortable.

Our Menu of Financial Services Offered Include

  • Asset management
  • Budgets
  • Retirement planning
  • College savings plans
  • Estate planning
  • Trusts
  • Charitable giving
  • Asset allocation analysis
  • Business succession planning
  • Investment and insurance management
  • Tax planning strategies to preserve wealth

Schedule a free consultation. It’s fast, easy, and free!