About Us
Business Succession and Legacy Planning
Our services include:
Business Valuations by a CVA
- Entity Structure
- Asset Protection
- Stock or Asset Sale Review
- Proceeds Planning
As an independent financial services firm, we can access many different products so you can get the right products and services for you.
Business Valuations
- Buy/Sell Agreements
- Financing Needs
- Business Listings
- Retirement Planning
- Estate & Gift Planning/Divorce
Confidential Business Listings
Bring buyers and sellers together. Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can start you onto the next chapter.
Suzanne Provenzano - Principal
Suzanne Provenzano, CFP, MBA
Suzanne is the firm's principal with over 30 years experience in the financial industry. Working with a team of experienced professionals, Avery Roberts offers comprehensive and confidential services. Suzanne is a specialist in fixed income investments.
Preferred Professionals
We work with CPAs, Attorney's and other specialists for the greatest depth in resources.