Sansone Cpa & Financial

Overview

Sansone Cpa & Financial is organized as a limited liability company and is owned by an individual. The firm functions as an advisor and capital allocator, offering financial planning and portfolio management services targeted at individuals and small businesses. Its advisory activities also list pension consulting and the selection of other advisers as part of its service set. Compensation approaches include asset-based fees, hourly billing, and fixed-fee arrangements. The firm reports an affiliation with the accounting profession and does not identify as an active ESG investor or as a multi-state adviser.

Investments & Alternatives

Location & Offices