Your Boca Raton Financial Advisor Please Call (954) 571-2020 For Your Free Portfolio Review
Caruso and Company, PA is a Boca Raton Financial Advisor and CPA firm dedicated to providing integrated tax, financial planning, investment advice, and fee-based money management services. We harmoniously coordinate these disciplines so the sum of the parts becomes far greater than the individual parts in isolation.
We understand that the selection of a Certified Public Accountant or Financial Advisor is one of the most crucial decisions you will make for your personal life or business. As a Boca Raton Financial Advisor, we follow the fiduciary duty standard. The word "fiduciary" means someone who's committed to putting your financial interests ahead of his or her own. While many Boca RatonFinancial Advisors are not required by law to apply fiduciary duty to their clients, however, we embrace it.