Business Details
27 Years
experience
Your Trusted Partner for Financial Planning and Tax Services
Larusso & McNeill was founded in 1999 with a commitment to providing personalized financial solutions that combine Wall Street expertise with Main Street values. Our team of certified professionals specializes in tax preparation, financial planning, investment management, and trust and estate planning, tailoring services to meet individual client needs. We prioritize close client relationships and take a holistic approach to financial well-being, ensuring every aspect of a client's financial life is aligned with their goals. Our fee-only fiduciary model ensures unbiased advice focused solely on client interests.With decades of combined experience, we help clients navigate complex financial decisions through proactive tax strategies, customized investment approaches, and comprehensive estate planning. Our services cater to individuals and business owners seeking long-term financial security, with a focus on minimizing tax liabilities, optimizing wealth growth, and preserving assets for future generations. We maintain transparency in all communications and operations, offering ongoing portfolio monitoring and adjustments to maintain alignment with evolving financial objectives.
Services
Tax Preparation
Tax Planning
Financial Planning
Investment Management
Estate Planning
Wealth Transfer
Retirement Planning
Portfolio Management
Trust Services
College Funding
Details
- Year established: 1999
Highlights and features
- We offer personalized financial strategies tailored to individual goals and circumstances
- Our fee-only fiduciary model ensures unbiased, client-focused advice
- Team includes certified professionals with CPA, CFP, and EA designations
- We combine Wall Street expertise with a down-to-earth, relationship-driven approach
- Holistic financial planning addresses tax optimization, wealth growth, and asset preservation
Services
Tax Preparation
Our comprehensive tax preparation services utilize advanced software to ensure accurate, timely filings optimized for maximum savings. We handle simple to complex returns, navigating changing tax laws to minimize liabilities while ensuring compliance with federal, state, and local regulations through personalized preparation strategies.
Financial Planning
We create customized financial plans covering budgeting, retirement, and investment strategies tailored to individual goals. Our holistic approach considers current financial status, future aspirations, and risk tolerance to develop actionable roadmaps for long-term wealth accumulation and security across all life stages.
Investment Management
Our personalized investment management services develop tailored strategies aligned with financial goals and risk profiles. We actively monitor portfolios using market research to optimize growth potential while maintaining tax-efficient allocations, operating as fee-only fiduciaries free from commission-based product mandates.
Estate Planning
We specialize in creating comprehensive estate plans that minimize taxes, avoid probate, and preserve assets for future generations. Collaborating with legal professionals, we develop trust structures and transfer strategies that ensure client wishes are honored while maximizing inheritance value through strategic wealth preservation techniques.
Tax Planning
Our proactive tax planning services identify legal strategies to reduce liabilities across various life stages. We develop customized solutions considering current regulations and future changes, focusing on college funding, retirement planning, and business owner needs to maximize after-tax income through strategic financial positioning.
People
Jay McNeill
Managing Member
Jay McNeill, CPA, CFP, EA leads our firm with over 20 years of experience in financial planning and tax strategy. He specializes in creating integrated wealth management solutions for high-net-worth individuals and business owners.
Beni Dedvukaj
Tax Manager
Beni Dedvukaj, CPA manages our tax department with expertise in complex return preparation and compliance strategies. She focuses on optimizing tax savings while maintaining strict regulatory adherence for individual and corporate clients.
Charles Benway
Chief Investment Officer
Charles Benway, CFP, CPA oversees investment strategies with a focus on portfolio optimization and risk management. He brings 15+ years of experience in developing diversified investment approaches aligned with client financial objectives.
Frank LaRusso
Tax Specialist
Frank LaRusso, CPA specializes in business tax planning and compliance. He works closely with entrepreneurs to develop tax-efficient structures and strategies that support business growth and personal financial goals.
Leo Cunningham
Financial Advisor
Leo Cunningham, CFP provides comprehensive financial planning services focusing on retirement strategies and wealth accumulation. He helps clients create actionable plans that address both short-term needs and long-term financial security.
Questions
What services does Main Street Financial offer?
We provide tax preparation, financial planning, investment management, and trust/estate planning services tailored to individual and business owner needs.
How does Main Street Financial differ from other firms?
We combine Wall Street expertise with personalized service, operating as fee-only fiduciaries without commission-based products to ensure unbiased advice focused on client interests.
Do you work with specific client types?
We serve individuals at all wealth levels and business owners requiring specialized tax and financial planning services tailored to their unique circumstances.
How are investment strategies developed?
We create customized portfolios based on financial goals, risk tolerance, and tax situation, actively monitoring and adjusting allocations using market research and analysis.
What is your approach to tax planning?
We implement proactive strategies that legally minimize tax liabilities through year-round planning, considering current regulations and potential future changes affecting individual and business clients.
How can I get started with your services?
Contact us for a free consultation to discuss your financial needs. We'll assess your situation and recommend appropriate services to help achieve your specific goals.
