, funding education and retirement distribution planning. We also provide tax mitigation tactics, consolidation of accounts, estate planning and needs. We diligently work together to create an individualized plan that fits your specific needs. Contact us

financial and business matters. Our clients include individuals, small to mid-sized businesses, governmental range of services includes Tax Management Services, Accounting Services, Assurance and Advisory Services, Audits, Tax Preparation. We also provide Financial and Retirement guidance. At Bruce L. Fosdick, CPA,

advisor and Certified Financial Planner™ who assists individuals, families and business owners. With nine for advanced net worth tracking. This includes accounts held with us and elsewhere. Richard working together. The services we offer include: retirement planning, investment management, portfolio management, tax

passing a three-part comprehensive IRS test on individual and business tax returns, as well as . CTS offers a variety of tax and accounting services, including: * Personal Federal and State income issues and trust tax matters * Accounting and payroll taxes for small businesses * Retirement and estate tax planning.

specialize in helping individuals and businesses reach their financial goals through retirement planning, estate and ledger and financial statement preparation, bookkeeping, accounting system setup for new businesses, business assistance for businesses using this popular accounting software. Our mission is to provide

clients with a tailored approach that takes into account their personal goals and needs. We make sure listen, understand, and develop plans that fit each individual’s needs. Our team of advisors have the help with all aspects of financial planning, including retirement planning and college selection. We make sure to

are committed to tailoring our advice to each individual. Our team of licensed financial advisors focuses on, tax management, retirement strategies, estate conservation, insurance and annuity products, IRAs and IRA rollovers, and 401K rollovers. Cris Financial

™ (CFP®) and fiduciary financial advisor, assists individuals, families, and business owners with their accurate net worth tracking, whether the accounts are held through Richard or elsewhere. Richard and Serenity Wealth Management include retirement planning, investment management, portfolio management, tax

Chou, CPA specializes in tax preparation for individuals and businesses, as well as providing and creating a personalized operating agreement. For individual clients we provide services such as , Partnerships, S Corps, C Corps), accounting and bookkeeping services, retirement planning services, small business advising

, Inc. offers a wide range of services for individuals and companies across many different industries. Our goal cash flow analysis, debt and finance advising, accounting, compilation, financial and retirement planning, bookkeeping and write-up, payroll

team creates personalized strategies tailored to each individual's unique financial situation. We strive money management, investment recommendations for pre-retirement and retirement planning, assistance with college savings plans commentaries, and online access to brokerage accounts. We take pride in the quality

firm that provides retirement planning, investment advice, estate planning, asset management, and other services to individuals and families advice and utilize advanced strategies, such as 401k rollovers, tax reduction strategies, investment management, and stock option

401K rollovers, income protection, disability/illness protection, injury/death insurance, lifetime income, retirement planningplanning, living trusts, estate planning, group retirement plans, life insurance and final Medicare Supplements. They specialize in helping individuals and businesses achieve their financial

and innovative approach to taxes. We specialize in individual and business tax services, as well as providing, business set up, life and health insurance, and retirement accounts. Our firm is experienced in many different industries

accounting. Our experienced team assists clients with audits, reviews, compilations, planning and compliance for individualswe provide assistance with setting up accounting systems/procedures, profit planning, forecasting andas financial analysis for investments, estate, retirement and college funding planning. We are

from 401k, IRA and other investment accounts. Our unique investment strategy has historically services and asset management assistance to individuals and families. Our services are tailored to replacement, mortgage protection, college education funding, retirement planning, investments and asset management. We

your individual needs, and guide you through the process of investing and preparing for a comfortable retirement. Claudia Topete, Certified Public Accountant is your trusted business and tax

, Lee & Company is a Certified Public Accountant firm with more than 25 yearsfinancial consulting for corporations, partners, businesses, and individuals. Our services include bookkeeping/write-up, , executor and trustee services, financial consulting, retirement planning, business consulting, pension and profit

goals. Our individual banking services include checking and savings accounts, online banking, certificates of deposit, money markets, retirement plans

John Schachter & Associates is a professional accounting firm dedicated to providing individuals and businesses with reliable, high quality financial-employed entrepreneurs and inventors, executives, investors, compensation planning, retirement accounts, education savings, choice of entity, gift and estate