MAZARS USA WEALTH ADVISORS LLC
   

Legacy Wealth Planning, Lifetime Income Planning and Benefit Design Advantage™

Mazars USA offers Wealth Advisory services through our registered investment advisor, Mazars USA Wealth Advisors LLC. Mazars USA Wealth Advisors provides coordinated and integrated wealth planning services for business owners, high net worth individuals and their families.


OUR SOPHISTICATED APPROACH TO SERVING CLIENTS GOES BEYOND STANDARD ASSET MANAGEMENT.

 

We provide financial, estate, insurance and corporate planning as well as investment advisory solutions. Working seamlessly with your team of advisors is part of our process to deliver comprehensive planning for your family and business. We are passionate about helping clients to meet their short-term needs and achieve their lifetime goals for themselves and their families.

We work with you to understand your unique circumstances and then assist in creating customized solutions designed to address the complex challenges that you face.

 

 

 

Our Services  

 

Employee benefits review and planning

 

Retirement plan review and planning

Executive benefits review and planning

Business insurance review and planning

 

For individuals we provide:

 

 

 

Financial planning
Estate planning
Life insurance

 

Disability insurance
Long Term Care insurance
Annuities

 

For businesses we provide:

 

 

 

Business succession planning
Benefit program review and compliance check
Retirement program review and compliance check
Executive benefit planning

 

Group Health insurance market study and insurance
Group Long Term Disability insurance
Property & Casualty review

 

Investment Advisory

 

 

 

Comprehensive investment review
Goal-based investment planning

 

Income planning
Cash-flow planning

 

Proprietary Planning Processes

 

 

 

Financial planning
Estate Planning
Insurance planning

 

Investment planning
Business Legacy planning

 

 

The scope of any financial planning and consulting services to be provided depend upon the terms of the engagement, and the request and needs of the client. Mazars USA Wealth Advisors LLC does not serve as an attorney or accountant. Mazars USA Wealth Advisors LLC does not prepare estate planning documents or tax returns. Investment Advisory Services offered through Mazars USA Wealth Advisors LLC, a New York SEC Registered Investment Advisor.  Securities offered through APW Capital, Inc., Member FINRA/SIPC., 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800) 637-3211 – Member FINRA/SIPC. Mazars USA Wealth Advisors LLC. is a separate entity from APW Capital, Inc.

Important Disclosure Information

 

 

 

Joan A. Antoniello | Principal
212.375.6732
jantoniello@mazarswa.com
Detailed profile

 

 

  MAZARS USA WEALTH ADVISORS TEAM

Legacy Wealth Planning, Lifetime Income Planning and Benefit Design Advantage™

Our sophisticated approach to serving clients goes beyond standard asset management.

Mazars USA offers Wealth Advisory services through our registered investment advisor, Mazars USA Wealth Advisors LLC. Mazars USA Wealth Advisors provides coordinated and integrated wealth planning services for business owners, high net worth individuals and their families.

 

OUR SOPHISTICATED APPROACH TO SERVING CLIENTS GOES BEYOND STANDARD ASSET MANAGEMENT.
We provide financial, estate, insurance and corporate planning as well as investment advisory solutions. Working seamlessly with your team of advisors is part of our process to deliver comprehensive planning for your family and business. We are passionate about helping clients to meet their short-term needs and achieve their lifetime goals for themselves and their families.

We work with you to understand your unique circumstances and then assist in creating customized solutions designed to address the complex challenges that you face.

Our Services (add Toogle)

Benefits Design Advantage
Employee benefits review and planning
Retirement plan review and planning 

Insurance Advisory
For individuals we provide:
Financial planning
Estate planning
Life insurance
Disability insurance
Long Term Care insurance
Annuities
For businesses we provide:
Business succession planning
Benefit program review and compliance check
Retirement program review and compliance check
Executive benefit planning
Group Health insurance market study and insurance
Group Long Term Disability insurance
Property & Casualty review 

Investment Advisory
Comprehensive investment review
Goal-based investment planning
Income planning
Cash-flow planning 

Proprietary Planning Processes
Financial planning
Estate Planning
Insurance planning
Investment planning
Business Legacy planning

 

PLEASE REVIEW IMPORTANT DISCLOSURE INFORMATION

The scope of any financial planning and consulting services to be provided depend upon the terms of the engagement, and the request and needs of the client. Mazars USA Wealth Advisors LLC does not serve as an attorney or accountant. Mazars USA Wealth Advisors LLC does not prepare estate planning documents or tax returns. Investment Advisory Services offered through Mazars USA Wealth Advisors LLC, a New York SEC Registered Investment Advisor.  Securities offered through APW Capital, Inc., Member FINRA/SIPC., 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800) 637-3211 – Member FINRA/SIPC. Mazars USA Wealth Advisors LLC. is a separate entity from APW Capital, Inc.

Important Disclosure Information