Wealth Management Services &Advisor

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Welcome to Acosta Nelson Group

ANG is a comprehensive triangle of financial experts. Our cutting-edge philosophy of joining a CPA firm, a Law Firm, and a Wealth Management Firm allows us to thoroughly and efficiently advise our business and individual clients.

History

In 1986, Robert Acosta grew his practice to a locally recognized full-service accounting firm. Understanding the dynamic financial needs of his clients, Bob’s vision of a comprehensive financial services firm materialized when he joined forces with Ralph Nelson, attorney, and Michael Frost, wealth manager. Meet the partners.

Experience and Stability

After decades in practice, our professionals have experienced many different economic climates. We have worked alongside our clients to help them weather difficult conditions and help preserve and build wealth when the economy is strong.

Relationships

Our goal is to provide enduring advice that will help our clients achieve lifelong success. We believe this is accomplished by building personal and financially intimate relationships with our clients.

Innovation

As demonstrated by the conceptual shift we have implemented in our practice, one of the qualities we value most is innovation. We understand that business, financial, and legislative environments are dynamic and require forward-thinking problem solving to supplement traditional approaches.

Medical physicians and surgeons are notorious targets of unnecessary litigation; we help protect your assets.
We have 20 years of experience auditing broker dealers. We have a thorough understanding of this niche industry.
We help the valley’s most prestigious home builders and developers with their complex accounting, tax, and legal issues.
With more than 25 years’ experience accounting for the insurance industry, we know the issues and we know the rules.
For decades, we’ve focused our efforts and expertise on small, privately owned business, helping them grow and succeed. People are the core of our practice. We know there is ultimately a human being at the center of the transaction and the center of our focus.

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Welcome to Acosta Nelson Group

History

Experience and Stability

Relationships

Innovation

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