- BIOGRAPHY -
Steve Cagnassola is Founder and CEO of The Cagnassola Group. For over two decades, Steve has been a leading financial advisor to clients across the United States.
Specializing in advising retirees on protection of their principal and conservation of their assets throughout retirement, Steve has fast acquired a strong following in financial circles for his expertise understanding of assets and wealth protection, life insurance audits, alongside wider financial analysis and advisement.
In particular, Steve has notably helped clients prevent taxation on social security income, avoid and/or significantly reduce estate taxes, fortify their life savings from stock market risk, and even reduce their taxes by as much as 50% overall.
Steve is also the founder of Tax and Wealth Counseling Center, Steve leads a professional tax and financial organization that serves clients around the USA. It is a financial advisory built upon professional and dependable advice, and holds a diverse range of clients from a variety of professional backgrounds.
From retired and soon-to -retire government workers, teachers, physicians, lawyers, CPA's, engineers, business executives, and business owners. Throughout each and every service to clients, Steve prides himself on building a good working relationship, underpinned by his strong interpersonal skills and readiness to take the time to understand the client's needs as a whole.
In the times he is away from work, Steve can be found spending time with his wife and children, exercising, and engaging within his local community of Mansfield, New Jersey. He is also proud to be regarded by his four children as an expert fort builder and (“reasonably”) good board game player.
Steve welcomes making new connections and hearing from prospective clients. He can be contacted at (973) 527-7272
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