Wealth Management

Michael A. Muto has acquired all of the essential licenses to help you invest, build and protect your wealth. Michael earned his Personal Financial Specialist (PFS) designation in 2006.

PFSs are CPAs with a special accreditation, enabling them to provide their clients with reliable, objective financial advice. Combining the education and the experience of a CPA with the rigorous requirements needed for a PFS accreditation qualifies Michael to help you with your financial services needs including retirement, tax and estate planning.

Call Michael for an introductory consultation about retirement plans, mutual funds, annuities, disability, long-term care and life insurance.

 

* Please be advised that Muto, Vollucci & Co., Ltd. is not a licensed securities firm. These licenses pertain only to Michael A. Muto, CPA/PFS.