A complete list of active advisors currently associated with Harry Licursi Tax & Retirement Planning

Warmer can help you find a great advisor at Harry Licursi Tax & Retirement Planning or one who fits your needs even better.

Harry Licursi Tax and Retirement Planning provides personalized investment advisory services, financial consulting, asset management and pension consulting to individuals, trusts, estates, endowments, corporations and pension or profit‑sharing plans. The firm also offers tax advice and preparation as an IRS Enrolled Agent and assists employees and small businesses with retirement‑plan selection and monitoring. HLTRP manages client portfolios primarily through diversified mutual funds and insurance‑based products, emphasizing asset allocation, diversification and managing downside risk tailored to each client’s time horizon and risk tolerance. The adviser uses fundamental analysis (with limited technical analysis), model portfolios from conservative to aggressive, and participates in the Orion/OPS platform with the ability to employ third‑party institutional strategists. The firm is notable among peers for maintaining insurance brokerage activity — including offering fixed annuities — and receiving commission compensation on those insurance products while not charging advisory fees on insurance holdings. It also combines investment management with tax‑representation services as an Enrolled Agent and operates as a long‑tenured independent practitioner managing about $20 million for roughly 76 clients with a stated limit on managed securities clients.

To learn more about the advisors currently working at Harry Licursi Tax & Retirement Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.