Addessi Financial Partners was founded in 1983 by Michael V. Addessi as a tax and accounting firm serving successful Professionals, Business Owners, Individuals, and Families. As the company grew, it became apparent that there was a real demand for a firm that could deliver a more comprehensive array of financial and life planning services. Responding to this need, the firm began curating expertise in all areas of financial planning, so it could offer its clients a consortium of experts, all under the auspices of one trusted advisory firm.
Under the leadership team at the firm, clients are afforded a coordinated planning experience that is customized and personalized. The caring and friendly atmosphere at the firm is evident at every interaction that clients and visitors have with the partners and staff.
As this family firm looks forward to the future, its partners will continue to value its roots and respect the needs of its valued clients.