Our Team









Kevin F. Meszaros, CPA

Kevin has been providing clients with tax and accounting services, financial advice and retirement planning for over 40 years. Through his expertise in the tax field he has the ability to provide clients with insight into the best planning options for the future, including planning for retirement, education and estate needs.

Kevin graduated from Seton Hall University with a bachelor’s in accounting. He is a Certified Public Accountant in the state of New Jersey. Kevin holds a master’s degree from Pace University in taxation. He holds series 6 and 65 registrations in NJ, NY, FL and AZ, as well as health and life insurance licenses in NJ.










Beth Meszaros

Beth started her career in Public Relations working with technology companies worldwide to expand their global footprint based in both New York City and London, England. While in the industry she formed great relationships with clients offering counsel and advice through her knowledge of the landscape to help them achieve success.

Alongside her father, Kevin, Beth helps clients plan their financial futures, in much the same way she did in her previous career – by forming strong, trusting relationships. She offers the guidance and support that clients are seeking to feel confident about the future.

Beth received her bachelor’s degree from Fairfield University and her MBA from Fordham University. She holds series 7 and 66 registrations as well as her life insurance license in NJ.