[social_icon url="https://www.facebook.com/pages/Koulianos-Associates/119100264944836" profile_type="facebook" title="Koulianos & Associates on Facebook"] Koulianos & Associates on Facebook

No recent Facebook posts to show

Financial Advisory

Many of our clients are family-owned or closely-held businesses. Looking after business owners’ personal financial needs is a natural extension of our business services. We work with owners and executives from businesses of all sizes and a variety of industries. Clients benefit from our advice that integrates personal and business financial issues. John holds the title of a Personal Financial Specialist granted to him by the American Institute of Certified Public Accountants.

Our advisory services include:

  • Tax planning
  • Retirement planning
  • Income protection and asset preservation
  • Insurance planning
  • Estate planning
  • Business planning
  • Education planning
  • Debt management
  • Help with life events that force financial disruptions

Contact Us Today

Koulianos and Associates
41 N. Ring Avenue
Tarpon Springs, FL 34689

Telephone: 727-942-2500

Fax: 727-942-3234

Financial Advisory | Koulianos & Associates, PA