Pantalone Tax & Financial Services, Inc.

financial freedom, ONE solution

Investments & Advisory Services

One of the keys to financial freedom is choosing the right investment professionals who share your investment philosophies, and have the knowledge, experience and access to the vast array of products and services in the market place. We offer complete portfolio management, which will provide you with a well-balanced and diversified portfolio.


Should you open a Traditional IRA or a Roth IRA? These are important questions and you need professionals who understand retirement planning and the tax codes that go along with it. If you recently left your job due to a better position, being laid off, or even fired, you need to call us we are experts in 401K rollovers and managing those assets.

If you want to learn how to potentially make money tax deferred if the market goes up…or even down, call us anytime, 24-hours a day at: 1-800-244-8297 or fill out the information below to receive your free report.

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