1070-B West Causeway Approach
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
Sciortino Financial, LLC was founded by Michael Sciortino. Jr., CPA in 2010. Michael Sciortino serves the Northshore community by identifying and applying investment strategies that help its clients pursue their financial goals while also minimizing their tax liability.
Michael Sciortino is a Certified Public Accountant and Investment Advisor Representative specializing in individual and small business tax preparation, tax planning, and wealth management.
Michael is a member of the American Institute of Certified Public Accountants as well as the Louisiana Society of CPAs. He received a Bachelor of Business Administration with a concentration in Accountancy as well as a Master of Science in Accountancy from the University of Notre Dame. Michael is a graduate of St. Paul’s School in Covington, LA.
As a CPA with a strong educational background in taxation, Michael enjoys working with clients to employ tax-efficient investment strategies. Through an affiliation Cambridge Investment Research, Michael Sciortino is able to leverage its knowledge of its clients’ tax situations to offer appropriate financial services to strengthen their overall financial picture.
It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.
We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.