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State Directory- Tax PlanningTax planning is an integral part of our financial planning approach. We help you file and prepare your current returns, as well as help plan for future tax burdens. We take into account both your current financial situation and your future retirement goals to help you grow your assets and keep more of what you earn. Every financial decision you make has tax consequences, so having a comprehensive financial plan with smart investment strategies is essential. Remember, it’s not only what you make but what you keep!
- Estate Taxes
- Tax Services
- Roth IRA
- Income Tax
- Investment ManagementErnest M. Martinelli is the President of Martinelli Financial Services and founded the firm in 1981. Mr. Martinelli started the firm with an emphasis on employee benefit plans. Working directly with corporations and their management allowed him to continue to expand his practice into retirement planning, investment management, and estate planning. Mr. Martinelli holds his Series 6, 63 and 22 and life and health insurance licenses. With attention to detail, he built Martinelli Financial Services to be a service-oriented firm. It is that attention to detail that has led to excellent client retention since 1981. Located in Conshohocken, PA since 1997, the firm continues to thrive and expand under his leadership.
- Bonds
- Accounting Services
- Payroll Services
- Financial PlanningAsset management or financial planning means different things to different people. Some clients want to focus on retirement readiness and others are interested in a comprehensive relationship, including coordination with their tax, legal, and other advisors.
- Retirement PlanningBelow, we are offering complimentary downloads of some of our top financial insights to help you assess your current investment and retirement strategies. We hope you find these retirement and financial insight white papers helpful.
- Asset ManagementThe Merck 401(K) plan offers a feature called BrokerageLink. This is a self-directed brokerage account, which is an option offered in a 401(K) plan that provides you the capability to utilize professional asset management through a brokerage platform.