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Nicholas Agnone, CPA

Nicholas Agnone, CPA

Partner and Investment Advisor Representative

As a numbers specialist, I find great satisfaction in utilizing my expertise to address the challenges faced by our clients. My focus lies in discovering innovative methods to minimize tax expenses and developing personalized financial strategies to facilitate their goal attainment.

One aspect I particularly relish is collaborating closely with our team to thoroughly analyze the distinctive circumstances of each client. This enables us to determine the most effective ways to assist them in reaching their objectives, irrespective of their nature. Being the individual that clients rely on when they encounter difficulties is profoundly fulfilling. I consistently strive to become the trusted professional they can depend on in any given scenario.

While I was building my tax practice, I realized that many clients were not receiving the level of service they deserved from their financial planners. That's when I decided I wanted to be a part of building a comprehensive team that offers superior service in combining tax and accounting expertise with strategic financial planning. It is a value-add that I believe sets A&M Financial Services apart and allows us to provide our clients with a holistic approach to their financial needs.

After graduating from Hofstra University in 1990 with a Bachelor's Degree in Business Administration, I went on to open my own CPA practice in 1992. Over the years, I've become a member of the New York Society of CPAs, the AICPA, and the National Society of Tax Preparers. Additionally, I hold Series 7, 65, and 63 registrations and have been a life and health agent since 2000.

Beyond my professional accomplishments, I take great pride in being a father. Blessed with three amazing boys and a beautiful girl, my family brings me immense joy. Recently, I've also become a proud grandfather to a precious baby girl. Family is everything to me, and being able to provide for them and help them achieve their dreams is a driving force behind my dedication to financial planning.