Nakowicz Financial Services, Inc.

Nakowicz Financial Services, Inc. Securities offered through Simplicity Investments, Member FINRA/SIPC; 475 Springfield Ave, Summit, NJ 07901 (303) 797-9080.

NFS, LLC dba Nakowicz Financial Services is not affiliated with Simplicity Investments. Our small family owned business has shown us not only that family businesses can work, but that John and Marsha are still happy to be working together. Our consistent energy gaining the trust of our clients has created a very valuable cliental that continues to refer new clients everyday. John is a Certified Pu

blic Accountant with Master’s Degree in Taxation (from his alma mater then Bryant College now Bryant University) as well as being licensed with a Series 6 and 7, enabling him to offer insurance and various investment products. John and Marsha began their public office in 1997, originating from a small seasonal home tax business. After completing our fifteenth year, Nakowicz Financial Services has grown to employ staff throughout the year and become a full service financial accounting firm. Nakowicz Financial Services has shown increasing growth in recent years which has given us the ability and strength to offer even more to our clients. With our complete expertise, in the industry, we are able to offer our clients an individual path to wealth and financial happiness. We are not only here to offer financial planning, outsource accounting, income tax preparation, investments, insurance, and other financial consulting. We are here to be your friend, with numerous newsletters and a friendly, inviting environment to make some of the hard decisions easier. Our newsletters discuss a myriad of topics, such as changes in tax laws, services and opportunities, and even many glimpses into the lives of Nakowicz Financial.

01/02/2026

Of-the-moment hacks for finding the coolest neighborhoods and best restaurants in any city

12/31/2025

Might Roth 401(k) contributions have a place in your retirement savings plan?

12/28/2025

Expert-backed strategies to help them achieve higher education without overwhelming debt.

12/26/2025

Boost culture, engagement, and performance in your business by harnessing the one metric that's been ignored for too long: personal energy.

12/24/2025

There's still time to take advantage of changes in tax law to lower your tax bill for 2025. Acting before year end may be critical to locking in savings.

I would 100% advise against this. Please come see us before you blindly pay a notice or letter. Sometimes responding and...
03/24/2022

I would 100% advise against this. Please come see us before you blindly pay a notice or letter. Sometimes responding and paying isn’t always the best solution.

There are four things you should do when you get a letter from the IRS:

1. Read it
2. Respond to it
3. Pay what you can
4. Keep a copy

To learn more, click here: www.irs.gov/letter

Happy Thanksgiving, we're so thankful we have the best clients in the world. All the best to you family.
11/25/2021

Happy Thanksgiving, we're so thankful we have the best clients in the world. All the best to you family.

03/16/2021

For those who received unemployment benefits last year and have already filed their 2020 tax return, the IRS emphasizes they should not file an amended return at this time, until the IRS issues additional guidance,” the IRS said Friday.

Anyone can stumble in their financial life. But the biggest mistake is usually being uninformed in the decisions you mak...
02/10/2021

Anyone can stumble in their financial life. But the biggest mistake is usually being uninformed in the decisions you make. Don't go through it alone. Get the guidance and information you need to make the best choices. It's why we do what we do! https://zcu.io/TnPs

I'm not proud of the financial mistakes I've made, and I'm sharing a few of the big ones in hopes of educating others.

Most people say the same thing when they start saving for Retirement, "I should have started sooner." Start thinking abo...
02/08/2021

Most people say the same thing when they start saving for Retirement, "I should have started sooner." Start thinking about what your retirement goals are. Then call us so we can help you get there. https://zcu.io/atpM

Here’s how to tell if you are an exceptionally good retirement saver.

Address

1464 Warwick Avenue
Warwick, RI
02888

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 4pm

Website

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