At Jonlyn & Associates, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address wealth management issues such as:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
In addition, we provide comprehensive accounting and tax services. We help provide answers for individual and business money issues.
John V. Pezzullo
CPA / WEALTH MANAGER
John has extensive experience in developing creative tax and retirement planning strategies for privately held businesses and their owners, resulting in significant permanent tax savings. As a Financial Advisor and CPA he is able to...
Debra L. Mitchell
PAYROLL AND QUICKBOOKS GURU
Joanne M. Curry
FINANCIAL ADVISOR / ENROLLED AGENT
Barb A. Nuno
DIRECTOR OF FIRST IMPRESSIONS
ENROLLED AGENT / STAFF ACCOUNTANT
Kate Henry is an Enrolled Agent/ Staff Accountant at Jonlyn & Associates, preparing tax returns for Businesses and Individuals, and has over 10 years' experience in accounting, bookkeeping, financial statements...