Jann Catto, MSW, CDFA

I grew up in Wyckoff, and have many special memories as well as connections in this town and surrounding areas. I opened the office in June of 2013 with my business partner Theresa Kohles of ABT Financial. She has a tax and investment practice under the same roof. We had both been members of large firms prior to our opening at 361 Clinton.

We wanted to create an atmosphere that all people of all ages would feel comfortable sharing their confidential matters. We renovated and have designed an inviting space where people feel comfortable to share and solve problems. People come here to do taxes, plan for retirement, protect their families with insurance, and get divorced a better way.

We hear from clients and colleagues on a daily basis how much they enjoy the office and the welcome comfort they feel in our space.

To contact us or to schedule an appointment online, please fill out the contact form below. Thanks!

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361 Clinton Avenue, Wyckoff, NJ 07481
Phone: (201) 201-4001