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The work was done in a timely and professional fashion. I will absolutely use Monique again for tax services and will recommend her highly to others in the area.
David was an amazing financial service professional. He walked me through everything I needed for my personal and business taxes. He prepared and organized all my details and really helped my business out. I will be using him again for sure!
Felix Buriakovsky has been providing business and individual accounting/tax services for my business and employees of my business for several years. It was and is the best quality service performed expediently and with high competence. Felix's efforts are never limited to just minimum required job, he is always performing additional (often not required) work to achieve the best result for his clients.
Alfredo was very knowledgeable and friendly when coming to give us financial advice. He was very helpful and I wish when contacting any company everyone will be like him. Thank you so much.
Scott really listens to his clients -- their dreams, anxieties, and realities. His superior wisdom combined with his patient attitude make him a 5-Star Financial Advisor.
Investing, Financial Information, Financial Consultant,Wealth Management, Risk Management, 401k Management, 401k and IRA Rollovers, Estate Planning, Income Planning, Retirement Planning, Tax Planning, No-Risk Indexing, Active Stock Strategies
Business Plans, Life Insurance, Retirement Planning
Since 1981, we have helped many people take control of their finances. We work primarily with retirees and pre-retirees to plan up to and throughout retirement.
Hempstead & Co., Inc. is a financial consulting firm with over 30 years of experience offering business valuations for estate planning and valuations for bankruptcy, shareholder buyouts, shareholders rights, matrimonial matters, stock options, and financial reporting. We can also assist with purchase price allocations for mergers and goodwill impairment studies.
Serving Media, PA and outlying areas, Morris Kaufman and associates are offering the following services, but are not limited to: * Insurance Products * Annuity Products * Tax Planning * Investment Planning * Retirement Planning
Richard H Hoffman & Gregg W Hoffman with Hoffman Financial Services, provides financial services and strategies to help clients pursue their financial goals and protect what they have worked to build. Specializing in retirement plans and retirement planning, we are located in Palm, Pennsylvania serving the eastern Pennsylvania area.
I offer the following services: * financial consulting * property management * tax advisory * bookkeeping * maintenance and repairs * small construction projects
my firm is independently owned and operated meaning we are not confined to any certain products or services. We can utilize anything in the market and are fiduciaries. We are the only financial services company in delaware to ever be nominated or win the torch award for marketplace ethics.
Tax Preparation, Investment Advisory Services and Planning. After spending several years with a major brokerage firm left and started a private practice to better serve clients in a way that is not compromised by company driven policies which compromised results.
I am a financial advisor. I offer lifelong-term care, disability, investments and annuities. MetLife has 140 years of insurance and investment experience.
Scott Grande Veterans Financial focuses on serving veterans and their families for many years, and will do so for years to come. There are several extensive statements generated with regards to annuities. Anytime someone claims annuities aren't very good, they are really almost always telling you on the subject of a variable annuity. It's important that you watch the Scott Grande Veterans Financial video for updated information on finance.
Focused on building long term trusting relationships with each individual I work with, and focus on taking a wholistic planning approach that is geared towards, and specified towards each, each individuals unique situation, goals, and concerns.
Marathon Financial's collective capabilities and experiences, together with our ethical approaches, allow us to assess your financial situation and offer the most appropriate solution from a wide range of investment and insurance products.
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We offer complimentary portfolio review, financial planning and annuities and ongoing asset management. We establish new 401K plans and monitor existing 401K plan assets. We offer tax-efficient strategies for individuals and businesses.
We offer "one-stop shopping" for financial and legal services to the small business and individual. We specialize in small business and individual financial needs in Pennsylvania and New Jersey. Our payroll services are more personal than the national companies' services and are tailored to your business' needs. We are a certified senior advisor, so we understand how to build effective relationships with seniors and have a broad-based knowledge of the health, social and financial issues that are important to seniors. We offer a full array of insurance, accounting, tax and financial services for small businesses and individuals. We offer experienced professional services for your financial concerns, whether simple or complex. Jacquey Dougherty has been a CPA for over 33 years, licensed in both Pennsylvania and New Jersey. We offer a dedicated and courteous staff.