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3601 Hempstead Tpke, Ste 200, Levittown, NY 11756

516-268-6600
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About Your Tax & Wealth Advisor

The Long Run: Women and Retirement

It May Be Time for a Financial Checkup

Making Your Tax Bracket Work

When Do You Need a Will?

The client—and only the client—in mind.

Joe Purpura is a Certified Public Accountant and Personal Financial Specialist, who has earned the degree of Master of Science in Taxation. He is a member of the American Institute of Certified Public Accountants(AICPA) and New York State Society of Certified Public Accountants(NYSSCPA).  His focus is helping businesses and individuals build, manage, and preserve wealth through effective tax and wealth planning solutions. He has extensive experience with businesses, individuals, and estates in helping them accomplish their financial needs.  Joe personally works with each one of his clients to learn about their goals and collaborates with his associates to identify a course of action to help his clients.  After years of providing tax and wealth planning services, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp the financial advice and use those concepts to pursue their financial objectives. 

At our firm, we have the client—and only the client—in mind.

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. We invite you to discover and experience our services as we take a proactive approach working with other professionals to customize a plan which is right for you.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Joe Purpura

Joe Purpura, CPA, PFS, MST

CPA\Financial Advisor

(516) 268-6600

(516) 268-6602

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.