What are the opening hours?

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

Joseph Carollo, CPA, Financial Advisor

Home
United States
Portland, CT
Joseph Carollo, CPA, Financial Advisor

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Joseph Carollo, CPA, Financial Advisor, Accountant, 674 Glastonbury Turnpike, Portland, CT.

10/28/2026

October has a way of putting things into perspective. The final quarter of the year is here, and for many business owners, that brings a mix of energy and urgency. There is still time to finish strong, but the window is getting shorter.

This quote is a timely reminder that crossing the finish line is not about pushing harder for its own sake. It is about reconnecting with the reason you started in the first place. That clarity is often what separates a strong finish from a scattered one.

As you move through October, we would love to hear from you: What was the original reason you started your business or took on your biggest goal this year? Share it in the comments. Sometimes the best fuel for finishing strong is remembering where it all began.

10/26/2026

October is here, and that means it is officially the season of fall festivities. Halloween, arguably one of the largest fall festivities, is right around the corner, and we have one very important question on our minds: Which traditional fall sweet treat is your go-to favorite?

🍎 Vote caramel apple

🥧 Vote pumpkin pie

Both are fall classics, both have their devoted fans, and both deserve a spot at the table. But which one gets your vote?

Drop your pick in the comments. We are curious to see which treat takes the win this month!

10/24/2026

October has a way of sharpening our focus. The year is winding down, the to-do lists are getting longer, and there is a quiet but real pressure to finish strong.

This quote is a good one to carry into the final stretch. Having a vision is one thing, but doing the work to make it real is another. That is where leadership, whether in business, on a team, or in your own life, truly lives.

As you head into the rest of October, what is one vision you are actively working to bring to life right now? Share it in the comments. We would love to cheer you on.

10/23/2026

Building your savings does not always require major lifestyle changes. Often, a few consistent habits can make a meaningful difference over time. Consider these practical ways to strengthen your financial future:

🔹Automate your savings by directing a portion of each paycheck into a dedicated savings or investment account before you have a chance to spend it.

🔹Set aside funds in your budget for predictable expenses, including taxes, annual bills, or business-related costs, so you're prepared when they come due.

🔹Take a closer look at your spending habits and identify opportunities to reduce unnecessary purchases that may be slowing progress toward your goals.

🔹Review your financial picture regularly. Monitoring your savings, investments, and overall net worth can help you stay focused and make adjustments when needed.

🔹Create specific savings goals for both the short and long term. Having a clear target can make it easier to stay motivated and build momentum.

Everyone's financial journey is different, but developing strong saving habits is a great place to start. If you'd like guidance on creating a savings strategy that aligns with your goals, contact us today.

10/22/2026

Every office has its own set of rules. Ours just happen to come straight from Joe. 😂

If you've spent any time around Carollo & Associates, chances are you've heard at least one of these.

And if you've ever been greeted by your "best friend Joe" or "Uncle Joe," now you know it's all part of the experience!

Around here, we take our work seriously, but we don't take ourselves too seriously.

As Joe always says, "If we're not having fun, we're not doing this!"

10/21/2026

When employees do not see a path forward within their organization, they start looking elsewhere. Internal mobility programs change that equation by giving employees real opportunities to grow, advance, and build a career from within.

Swipe through to learn how internal mobility, paired with a strong employee benefits package, is one of the most effective retention and engagement strategies available to employers today.

If you have questions about how to strengthen your employee benefits and retention strategy, give us a call. We are here to help.

10/20/2026

Please join us in welcoming our newest “team member,” Gigi! 🐾

She may be tiny, but she’s already making a big impression around here. While she won’t be preparing tax returns or reviewing financials anytime soon, she’s certainly mastered the art of boosting office morale.

Welcome to the team, Gigi! 💛

10/19/2026

National Retirement Security Week is a great reminder that building a confident retirement starts with the decisions you make today. Even if retirement is a long way off, taking time to review your strategy can help keep you on track toward your long-term financial goals. Swipe to learn more.

If you have questions about your retirement strategy or would like to discuss your long-term financial goals, contact us today. We are here to help.

10/18/2026

This month, we are sharing a story from the Boston Marathon that is hard to forget. During the closing stages of the race, first-time runner Ajay Haridasse collapsed near the 26-mile marker with severe leg cramps. After repeatedly struggling to get up, Haridasse was preparing to crawl the final stretch of Boylston Street.

That is when two fellow competitors, Aaron Beggs and Robson Oliveira, decided to stop. With their own finish times and personal goals on the line, they lifted Haridasse between them and supported him all the way across the finish line. Haridasse tracked both men down by their bib numbers afterward just to say thank you.

This story is a beautiful reminder that some of the most powerful moments happen when someone chooses to slow down for another person. In a race where every second counts, these two chose something that mattered more.

Read the full story here:

https://www.goodnewsnetwork.org/boston-marathon-runners-praised-for-stopping-to-help-injured-competitor-cross-finish-line-watch/

10/16/2026

Effective financial planning for a HNW (HNW) individual brings all moving pieces together into one cohesive strategy. This includes making sure that financial and timing strategies align. Swipe to learn more.

Taking a coordinated approach can help you stay ahead throughout the year. Call us to start the conversation.

Address

674 Glastonbury Turnpike
Portland, CT
06480

Opening Hours

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

Website

https://www.carollofinancial.com/

Alerts

Be the first to know and let us send you an email when Joseph Carollo, CPA, Financial Advisor posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.