PROTECT YOUR ASSETS
Home & Auto Insurance
Life/Health Insurance
Disability/Long-term Care Insurance
Business Insurance
Travel/Identity Theft Insurance
GROW YOUR MONEY
Retirement Planning
Estate Planning
Education Funding
Liability Management
Investment Planning
SAVE ON TAXES
Federal, State & Local Tax Solutions
Personal Tax Solutions
Tax Representation
Employee Benefit Compliance
Business Tax Planning & Consulting
Welcome to
Occams Wealth
We are here to empower and equip you with the services and resources to achieve your financial objectives.
Testimonials
It has been a pleasure to work with Occams for our car/home insurance as well as our income tax needs. We felt that the team at Occams went above and beyond to understand our needs and tailor their services accordingly. We also felt that they were easy to reach when we needed them.
Pramit Rastogi
(Mr. Vickers) I really thank you for the help you provided when I need insurance for my car and rental. You were very helpful and easy to understand. You were great. Thank you
Carmen Pacheco