For over 25 years, Specialty Financial Advisors, Inc. has served individuals and businesses across New York, Pennsylvania, New Jersey, and Connecticut with comprehensive financial and tax planning services. Our team of attorneys, CPAs, certified tax professionals, insurance experts, and financial advisors collaborates to deliver personalized strategies tailored to each client’s unique goals.
From tax preparation and education funding to pre-retirement and retirement planning, we provide a holistic approach to wealth management. Annual reviews ensure plans remain aligned with evolving needs, and adjustments are made promptly to address life changes.
Mark A. Kovler, J.D., C.T.P.
Mark A. Kovler, J.D., C.T.P., president of Specialty Financial Advisors, brings decades of expertise in helping retirees, families, high-net-worth individuals, and business owners achieve financial security. As a licensed attorney, Certified Tax Professional, and federally authorized tax practitioner, Mark specializes in wealth accumulation, tax minimization, estate planning, and retirement strategies.
Mark’s client-focused approach combines meticulous analysis with dynamic planning to address challenges and protect wealth. By tailoring strategies to individual circumstances, he helps clients navigate financial complexities with clarity and confidence.
At Specialty Financial Advisors, Inc., we are committed to delivering professional, personalized service to help you achieve lasting financial peace of mind.
