Our Qualifications

 The firm's President, John J. Vento, is a former professor of St. Francis College, Department of Accounting and Business Law.  Professor Vento is also a lecturer to the medical and dental profession.  He has been the keynote speaker at various seminars and conferences which focused on the financial aspects of establishing a successful medical and/or dental practice.  He has lectured through Lutheran Medical Center's resident teleconferencing training program throughout the United States, as well as at Mount Sinai Hospital in Manhattan.  Mr. Vento also lectured at The Greater New York Dental Meeting 2009, on "Tax and Financial Strategies that Create Wealth".

Mr. Vento holds a Bachelor's Degree in Business Administration in Public Accounting and a Master's Degree in Business Administration in Taxation.  Mr. Vento is a licensed Certified Public Accountant (CPA) in the State of New York.  He is a Certified Financial PlannerTM (CFP®) and a member of the Certified Financial Planning Association.  He also holds a Series 7, Stock Broker license and a Series 24, Security Principal license in the State of New York.  He is a member of the American Institute of Certified Public Accountants and New York State Society of Certified Public Accountants.

Mr. Vento brings with him his vast experience from working with KPMG, one of the Big Four Certified Public Accounting firms where he specialized in audits of the medical and dental profession and the financial service industry.  Upon establishing his firm in June of 1987, Mr. Vento has concentrated on professional practices (doctors and dentists), high net worth individuals and those committed to becoming financially independent.

The firm's Certified Public Accountants have over 60 years of combined Certified Public Accounting experience.  This experience allows us to provide cutting edge accounting, tax, and financial services which allow our clients to maintain and improve their financial independence.

Our Comprehensive Wealth Management approach provides the strategies and implementation to pursue financial success.