CONTI & CO.
Specializing in retirement planning
Since 1960
Your Trusted
Financial Partner
Advisory Services
Income Planning
Tax Optimization
Estate & Wealth Transfer
Our approach focuses on balancing current needs with long-term goals, ensuring a steady stream of income throughout every stage of life. Whether you're planning for retirement, managing a career transition, or seeking ways to maximize cash flow, we tailor solutions to protect and grow your assets.​
We specialize in helping clients minimize tax burdens and maximize financial growth through strategic optimization. Our teams works closely with you to develop customized plans that align with your financial goals while ensuring compliance with ever-changing tax laws.​
We specialize in helping clients minimize tax burdens and maximize financial growth through strategic optimization. Our teams works closely with you to develop customized plans that align with your financial goals while ensuring compliance with ever-changing tax laws.​
About Us
Our Expertise
With over 60 years of experience, Conti & Co. excels in providing tailored financial services for individuals close to or in retirement. Our seasoned team is dedicated to helping clients achieve financial security and peace of mind by offering personalized retirement planning and investment solutions.