Our purpose at Scalco Financial is to provide our clients clarity and peace of mind concerning their tax and financial affairs. We offer independent expert advice and services in the inter-related fields of income tax and wealth management. As our client you will enjoy timely and attentive service along with creative, tax-optimized solutions that are suited to your unique situation.No matter what stage of life you are in, we are committed to maintain and nurture our relationship with you. We are capable of providing a wide range of services to fulfill your financial needs.

We strive to deliver personalized service and to maintain continual communication. Our advantage comes from keeping the focus on our clients' needs as well as years of advanced training. We are continually investing time and resources in professional continuing education and state of the art computer technology. Take a look at our list of services, and contact us to discuss how we can help you. We care about you and your business.

We offer comprehensive tax and wealth care solutions, including:

  • Tax Planning and Preparation
  • Representation before the IRS, State, and other taxing authorities
  • Investment Planning
  • Retirement Planning
  • Income Protection and Asset Preservation
  • Insurance Planning
  • Estate Planning
  • Business Planning

Income taxes can play a significant role in your ability to retain and grow your personal wealth. We can help you navigate through tax issues and develop personalized tax strategies to streghten your financial plan.

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Growing and safeguarding your personal finances require one-on-one guidance to help you effectively manage your assets. We will help you create a comprehensive financial plan to manage risk, improve performance and ensure the growth and logevity of your wealth.

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Marco Scalco, EA, RFC, CFP | Tax Consulting & Wealth Management
Phone 562.430.3780 | Fax 562.598.3342 | | 13001 Seal Beach Blvd., Suite 205
Seal Beach, CA 90740

2010 Scalco Financial

Securities offered through 1st Global Capital Corp. Member FINRA / SIPC.
Investment advisory services offered through 1st Global Advisors, Inc.
Placing business through 1st Global Insurance Services, Inc.
CA License Number 0E51490.
We currently have an individual licensed to offer securities in the states of California, Kansas, Florida and Hawaii.
This is not an offer to sell securities in any other state or jurisdiction.

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