Broker Check

VOYTOVICH FINANCIAL, LLC

PAUL D VOYTOVICH, CPA, CFP®

716-667-2577

Services

How We Work

Our first priority is helping you take care of yourself and your family. We want to learn

more about your personal situation, identify your dreams and goals, and understand

your tolerance for risk. Long-term relationships that encourage open and honest

communication have been the  foundation of our success.

Tax Smart Approach to Effective Financial Planning

Our firm specializes in developing comprehensive, tax-sensitive plans  to help yield healthier financial and investment decisions.

We use our tax knowledge to uncover opportunities and vulnerabilities to help maximize financial potential for our clients.

We also educate our clients about financial concepts and products. 

Our firm enjoys taking the mystery out of investing, insurance, estate conservation, and wealth accumulation and preservation.

We understand the many challenges of today.  We focus on money management, as well as other issues that are critical to your financial wellbeing.

Investments

Advisory Accounts

Brokerage Accounts

Traditional and Roth IRAs

SIMPLE and SEP IRAs

529 (Educational) Accounts

Securities 

Annuities

Financial Planning

Tax Planning

Investment Planning

Retirement Planning

College Planning

Estate Planning

Special Situation Planning

Family Risk Planning

Cash Flow and Debt Management

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

paul@pdvcpa.com  |  (716) 667-2577