J.P. Cannata & Associates

You may have worked with financial professionals in the past, or maybe you’ve made it this far without a plan. But as you look at your current financial picture, you need a trusted financial partner working with you to create a plan, stay the course, and achieve long term results.

At J.P. Cannata & Associates, we do just that. Founded in 1992, our family practice assists individuals, families, and businesses like you develop comprehensive financial strategies based on your unique goals, needs, and concerns.

Our firm is focused on creating a custom plan designed to chart your unique course toward financial peace of mind. As we work together, we’ll focus on your biggest areas of concerns including cash flow or retirement planning, investment planning, estate planning, succession planning and incorporating tax reduction strategies through every step.