Who We Are
The Jupiter National Tax and Financial Services office is a premiere team of financial and tax professionals dedicated to helping you find the most tax efficient solutions for all your financial needs.
We provide a fully integrated services platform that we tailor to help you achieve your financial goals. Together we seek to implement well-thought-out financial strategies that could minimize tax liabilities, increase your personal wealth and improve your family’s financial security.
As a division of National Holdings Corporation, we pride ourselves on the comprehensive solutions we offer, backed by the service, technology and support of an established Wall Street firm.
Explore our site to learn how our experts in Jupiter can help create, manage, and protect your wealth.
Your Financial Life--Handled
Drawing on our vast industry experience and leading financial tools, we will work with you to create a total tax management plan that includes both tax planning and financial advice. We help you prepare a tax and wealth management playbook that has the potential to grow with you and put you in a position to respond to changes in the market as well as changes in your life.
Let’s work together to customize a plan that meets your financial needs today and evolves with you over time.
Our Areas of Focus Include:
Financial Planning
- Investment Management
- Brokerage Services
- Investment Advisory Services
- Retirement Planning
- Income Protection Strategies
- Wealth Creation
- Banking & Lending
- College Funding
- Estate Planning & Legacy Creation
- Life Insurance
- Long Term Care Insurance
Tax Services
- Tax Planning
- Tax Preparation
- Bookkeeping
- Payroll
- Sales Tax
- Accounting
Find us in Jupiter
Call Today: 561-625-1070
Visit Us Today: 3535 Military Trail, Jupiter, FL 33458
Receive 25% off what you paid your tax preparer last year
For new customers only. Taking control of your money begins with taking control of your taxes. A tax return should be the result of careful financial planning and sound financial advice. At National Tax and Financial Services, we’ll help you do both.
Already Our Client?
We value your business. Refer a friend to our office and you could both get $25* off your tax preparation services. We’ll do this for every client you refer!
*To earn $25 when you refer a friend, you and your friend must have your tax returns prepared at a National Tax and Financial Services office with a minimum tax preparation fee of $150 per return. Services must be paid in full.
Trusted Partners
Premiere Solutions
Exclusive Investments
Meet the Team
Cary Levine
Branch Manager, Wealth Advisor & Tax Preparer
Linda Pagano
Branch Operations Assistant; Tax Accountant
Lydia Skinner
Tax Accountant; Enrolled Agent; Registered Sales Assistant
Darlene Michna
Senior Accountant
Kelly Legue
Administrative Assistant
Cary Levine
Branch Manager, Wealth Advisor & Tax Preparer
Cary M. Levine, is a registered Investment Advisor Representative, and is registered with FINRA as a Registered Representative. In addition, Mr. Levine is licensed by the Florida Insurance Commissioner’s office to advise the public at large with regard to Life, Health and Long Term Care Insurance, as well as Fixed and Variable Annuities.
Cary has been a Tax & Financial Advisor with National Tax & Financial Services and affiliates for 18 years now. Before moving to the Jupiter, FL branch in 2005, he ran the Winter Park, FL office for 4 years. He currently lives in Jupiter, FL with his wife, Liz and his two daughters.
Working with National Tax & Financial Services, Cary seeks to better organize all aspects of a client’s long term financial plans by combining brokerage, tax accounting, insurance and estate planning all under the same roof.
Linda Pagano
Branch Operations Assistant; Tax Accountant
Lydia Skinner
Tax Accountant; Enrolled Agent; Registered Sales Assistant
Darlene Michna
Senior Accountant
Kelly Legue
Administrative Assistant
More About National
Securities and Variable Insurance Products offered through National Securities Corporation, Member FINRA/SIPC. Advisory services provided through National Asset Management, Inc. (NAM), a SEC Registered Investment Advisor; a copy of NAM’s Brochure is available at NAM’s web page. Insurance products offered through National Insurance Corporation (NIC). Accounts are carried by National Financial Services LLC, Member NYSE/SIPC, a Fidelity Investments® Company.
