About

Unbiased Financial Advice

I am available to consult with you on specific topics, a segmented approach, or to prepare an integrated financial plan which is wider in scope. In either case, you receive unbiased recommendations free from product sales. You will gain a sense of empowerment by understanding your options, increase your confidence by knowing that you have a plan of action and gain control over your finances because your plan is actionable.

The Principal

Nevitt Financial Planning Ltd., offers its financial planning services through its principal, Robert “Bob” Nevitt, CPA/PFS, a long time South Shore resident. My experience in analyzing and providing solutions to today’s seemingly endless and complex financial decisions has been gained over a 35+ year career as a CPA/PFS in the New York City metropolitan area. My practice specializes in serving individuals and small businesses with accounting, advisory, tax and insurance services.

I am a member of the Personal Financial Planning section of The American Institute of Certified Public Accountants, New York State Society of Certified Public Accountants, Financial Planning Association and a licensed life, accident and health insurance agent.

The Approach

Today, individuals want experienced and trusted advisors who are a combination of coach, quarterback and personal advocate to coordinate their financial lives, including acting as a liaison with their attorney, investment advisor, insurance people and other professionals. Towards this end, Nevitt Financial Planning Ltd., introduces it’s Personal CFO Service. This means that it is my responsibility to know your financial objectives, plan their success, and monitor their results. Now, you can have a trusted advisor who has the experience to advise across many financial disciplines; who can spend the necessary time and focus needed to provide quality advice and who will manage and coordinate any or all aspects of your financial life.

Customized service, delivered in a relaxed manner by a qualified, experienced and trusted professional!