Pivotal Planning Group, LLC

Roger Ciacco, CPA, CFP is one of the firms Co-Managing Partners. Roger concentrates his efforts on tax planning, succession planning and family wealth preservation. In 2000, under his guidance, the firm created Pivotal Planning Group and Pivotal Insurance in response to our clients needing more than just traditional accounting services.

John Marchisotta, CFP, CEA, ChFC, AIF is the Co-Managing Partner of Pivotal Planning Group where he is responsible for achieving the firms mission of delivering unbiased, expert advise to our clients.

Frank W Sluter, CPA is one of the firms Partners. Frank works closely with our Not-For-Profit, Pension, Profit-sharing and 401k plan clients. For the 2006-2007 season, Frank served as the President of the Nassau Chapter of the NYSSCPA.

Larry Marchisotta, CPA, CFP is a Senior Partner where he leads the firm's business taxation team. Larry is dedicated to assisting corporations increase their values and develop succession plans, and working with individual clients on wealth preservation, planning with gift, trust and estate tax matters.

Bob E Bertucelli, CPA, CFP, CLU is a Senior Partner where he specializes on complex individual, corporate and estate taxation. Bob is a Professor of Accounting and Taxation at the C.W. Post Campus of Long Island University. In 2001 he was awarded the Emanuel Saxe Award from the New York State Society of CPA's for "Outstanding CPA in Education".

Fred Levine, CPA specializes in tax, but has extensive experience in accounting, auditing and taxation. As one of the Firms Retired Partners, Fred continues to help serve clients by providing the best possible service and currently serves on the Federal Taxation Committee of the Nassau Chapter of the NYSSCPA.

Dean M. Giella, CFP, AIFA is one of the firms senior financial planners and advisors. He has nearly 20 years of industry experience offering unbiased expert financial advice.

Micki Levine, CPA is a part of firms trust, estate and gift taxation division. Micki is also one of the past President of the Nassau Chapter of NYSSCPAS, and currently serves on the State Society's Estate and Financial Planning Committee and Federal Taxation Committee.

Unbiased Expert Advice

Pivotal Planning Group is a trusted team of Financial Planners and Investment Advisors providing the highest degree of professional service.

Our comprehensive team approach is designed to offer every client access to a team of professionals that truly have a complete understanding of their situation.

The Intelligent Choice

Satty, Levine & Ciacco, CPAs, P.C. was founded in 1949 by Irving A. Satty and in 2000, SL&C formed Pivotal Planning Group for their accounting and business advisory clients. Over the years, SL&C and Pivotal Planning have expanded throughout the New York Metropolitan area and today enjoy regional recognition. Each Pivotal Planning team member has the expertise to deliver sound, unbiased advice to help meet our clients individual needs and goals. The Pivotal Planning team members work together with the SL&C team members, enabling this powerful partnership to offer expert professional advice on a full range of services to every client. Pivotal Planning helps make every client informed decision makers who are always in control.