224 Union Avenue
Our reasons for becoming financial & tax professionals are deeply personal. We repeatedly saw many clients struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance & tax concepts to pursue their financial objectives. We feel a commitment to our clients.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financia world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Financial Advisor/Tax Advisor
(814) 942-5345 ext 101
Tax & Pension Plan Specialist
814-942-5345 ext 102
814-942-5345 ext 104
Accountant and Enrolled Agent
814-942-5345 ext 108
Accountant and Grant Specialist
814-942-5345 ext 112
814-942-5345 ext 107
814-942-5345 ext 109
Non-Registered Assistant and Payroll Processing Specialist
814-942-5345 ext 105
Non-Registered Assistant | Payroll Specialist
814-942-5345 ext 103
Non-Registered Assistant, Specializes in Real Estate Acquisitions and Dispositions
814-942-5345 ext 106
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.