Spano Advisory Services Inc. (SAS) is an independent investment advisory firm that delivers a full spectrum of financial solutions to individuals, families, small businesses, and larger institutions.
Services include: comprehensive financial planning; more specifically, budgeting, investment planning, tax planning, educational planning, goal planning, insurance and risk management, retirement planning and estate planning. In addition to the core financial planning, SAS facilitates asset allocation and investment advisory services, life, accident and health, disability and long term care insurance services, individual income tax preparation through the IRS E-File platform, complete business planning and accounting and tax services for small and mid-size business.
Income tax and accounting services are provided through Spano & Treglia, Certified Public Accountants, LLP.
The founder and owner of Spano Advisory Services Inc. is Ray Spano CPA CFP. Ray has over fifteen years in the financial services industry. He has served in various roles in the private sector with the most recently being Senior Vice President, Chief Financial and Operations Officer for a multibillion dollar investment organization. In addition, he has maintained a separate tax and accounting practice for the last ten years. This combination of public and private service puts him in a unique position to understand the needs of clients from all areas of concern. He is a member of the American Institute of CPA's and the Financial Planning Association
The mission is to provide comprehensive financial relationship management for each client in order to provide quality planning in meeting each client's goals and objectives.
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