Thank You for Stopping!  I am Nick Casagrande.

NC Financial Group grew out of the need for my clients to have the pieces of their financial lives working together in the most efficient way possible.

As an independent financial advisor, I am not tied to any one financial institution giving you the freedom to access a more robust set of offerings. 

Through the creation of personalized comprehensive financial plans, I strive to empower individuals and organizations to achieve their goals.

I am your advocate and resource regarding all financial matters.

I look forward to the opportunity to work diligently on your behalf to help manage, protect and grow your wealth. Please do not hesitate to call or email me. Here's our brochure

Thank you.

Resources

• Business Registration, Payroll, Bookkeeping Engagement Agreement - Read, complete all that apply and sign. This will be emailed to us. Thank you. 
• Returning Individual Client Engagement Agreement -- Read, fill in the requested information. This will be emailed to us & signal the start of your tax prep.
• Returning Business Entity Client Engagement Agreement
• NEW Individual Client Tax Services Engagement Agreement - if we've not worked together before - use this agreement. Read, fill in the requested information. This will be emailed to us & signal the start of your tax prep.
• NEW Business Entity Client Engagement Agreement
• Tax Service Rates, Forms - 2022
• Tax Organizer - Please Download, Save & Work on over time to complete your taxes.
• Send Us Your Tax Files