Harry Licursi Tax & Retirement Planning

Overview

Harry Licursi Tax & Retirement Planning is a sole proprietorship run by Harry Licursi that focuses on tax-conscious retirement planning and portfolio management for individuals and small businesses. The firm combines advisory services with insurance distribution: it operates as an insurance broker and sells other financial products in addition to providing portfolio management. Client relationships are billed through a mix of percentage-of-AUM, hourly charges, and other fee arrangements. The firm is not positioned as a multi-state adviser or a capital allocator and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives