In 1982, Robert Cardoza & Associates was founded as a consulting firm specializing in Business, Financial, Estate and Tax Planning for medium and small business and business professionals. We offer a full spectrum of financial services geared to a conservative approach to both the business and personal needs of professionals.

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success.

We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

For many years people have felt that they just could not afford professional services with regard to planning and implementation of Estate, Tax, Business and Personal Planning. Now they realize they can't afford not to use these services and that the cost of good professional service is generally saved many times over by the savings incurred because of the proper use of planning tools provided by our company.

The fact is that the consumer simply does not have a one-stop location where they can consult with someone who is aware of their total circumstances and is available and competent to advise them. Until now, the consumer would have to make appointments independently with: Lawyer, Accountant, Banker, Insurance Agent, Real Estate Agent, Financial Planner and Business Consultant.

Robert Cardoza & Associates is now offering its clients a comprehensive bundle of services which includes but is not limited to all of the financial needs of our clients and is proud to offer this unique level of services to all clients that walk through our doors.

Once you have experienced the level of services provided by Robert Cardoza & Associates you'll ask yourself why you didn't come here first.