BD TAX & ACCOUNTING
financial experience by utilizing the latest accounting techniques and legal creativity. Our services include Accounting, Tax Preparation, and CFO Advisory, with both in-person and virtual options available. Our team of experienced professionals are committed to minimizing risk and
Shawn Loddy - SML Advisory
financial consultant with a series 65 license as a Registered Investment Advisor, Shawn Loddy - SML Advisory focuses on providing the best advice and services to their clients. managers only if it makes sense and fits the particular risk profile of the individual client. Our
ATS Wealth Management
serve their needs now and in the future. Our independent advisory team offers tailored investment management advice, crafted to meet each client's specific risk tolerance and objectives, and decisions, through every stage of their financial planning. We provide comprehensive advice to