Broker Check

1130 Hooper Avenue
Toms River, NJ 08753
(732) 240-3915

Our Products & Services

Accounting & Tax Preparation:

  • Accounting & Bookkeeping Services
  • Individual & Business Income Tax Returns
  • Estate, Gift & Trust Income Tax Returns
  • Tax Planning Consultation
  • Payroll Services & Sales Tax Preparation
  • Business Start Up & Counsel

Financial Products & Services:

Retirement Planning*:

  • Retirement Rollovers
  • IRA's, SEP's, SIMPLE's, 403(b)'s 
  • Retirement Needs Analysis
  • Beneficiary Review

Insurance Products & Services:

  • Annuities*
  • Term & Universal Life Insurance
  • Disability Insurance
  • Long-Term-Care Insurance

Education Planning:

  • 529 College Savings Plans*
  • FAFSA Questions
  • UGMA/UTMA Accounts*

Investment Management*:

  • Investment Review & Analysis
  • Custom Portfolio Management  

Estate Planning:

  • Asset Preservation 
  • Distribution of Assets to Heirs

*These services are offered by Joe Cannova through his affiliation with HD Vest Investment Services SM and HD Vest Advisory Services SM.