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Ivana Liberatore CPA CFP® & Associates

in business since

Business Overview

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Contact Ivana Liberatore CPA CFP® & Associates
Phone Number
(724) 942-3340
Address
228 E McMurray Road
Mcmurray, PA
15317

About Us

At Ivana Liberatore CPA, CFP® & Associates, we create financial plans* by looking at the "big picture" to provide you with the best course of tax and financial planning*. Our commitment is to help you plan effectively, invest wisely, and map a realistic course to your goals and dreams. As a financial advisor* who is also a CFP®, Certified Financial Planner, and a CPA, Certified Public Accountant, I am uniquely qualified to help you create a financial plan* to pursue your vision of the future using tax and financial planning strategies. Our holistic approach to ongoing personalized financial services starts with taxes, defines and prioritizes the wealth management issues, creates a plan, and brings it to life. My firm has been serving the tax and financial needs of individuals, families, and businesses locally and around the United States for over 30 years. We provide valuable information and strategies to help make important financial decisions such as planning for retirement, buying a home, financing a college education*, investing for the future*, and much more. Our strategies make the best use of available resources to provide the most optimal option to help increase retirement income*, save taxes, and consider all goals and special situations. We will work with you, step by step, towards the destination of your goals through the creation of a financial plan* with a tax-efficient strategy personalized for you. For more information, call 724-942-3340 or visit our website at ivana@ivanacpa.com.
Contact Ivana Liberatore CPA CFP® & Associates
Phone Number
(724) 942-3340
Address
228 E McMurray Road
Mcmurray, PA
15317