New York Office (631) 509.6388

Florida Office (239) 776.8032

9am to 5pm Monday - Friday

Wealth Management

Nicholas DeVito Agency is dedicated to the accumulation, protection and preservation of our clients assets. We work with business owners as well as individuals in order to determine the best personal strategy in order to achieve your goals. We've built our reputation by providing excellent service to thousands of individuals, business owners and professionals, and we believe that our continued success depends on our proven ability to provide practical, cost efficient, and customized solutions to our clients needs.

We start with a FREE financial/retirement analysis that determines your strengths and weaknesses in relation to your financial goals, as well as an investment portfolio review. Once we have examined your unique situation, we make recommendations that will improve your current situation as well as provide for great protection against market corrections in relation to your investments.

Some areas that we advise our clients include:

  • Investments
  • College Planning
  • Tax Reduction Strategies for Business and Personal
  • Retirement Plans
  • IRA Rollovers
  • Portfolio Construction
  • Retirement Planning Strategies
  • Distribution Planning
  • Estate Planning
  • Deferred Compensation Plans
  • Wealth Accumulation
  • Employee Benefits
  • Pensions
  • Inheritance Planning
  • Mutual Funds, Stocks, Alternative Investments, Annuities and more.

Please call us today to schedule your free financial consultation. There always room for improvement to any plan!

Contact Our Offices

New York Office

271-2 Route 25A
Mt. Sinai, NY 11766
Phone: (631) 509.6388
Fax: (631) 509.0099
Email us

Florida Office

15275 Collier Blvd
Suite 201
Naples, FL 34119
Phone: (239) 776-8032
Email us