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John has done exceptional work for the financial wellness of me and my family. He has a way of explaining finances that we understand, and has gained our trust before moving forward. He is not only our financial coach ...he is our friend!
My husband and I have been using ERJ Services to complete our tax returns for the past 3 years. Since they have been preparing our returns, we have gotten the best refunds. They are very professional and we have referred them to some of our friends. We highly recommend ERJ Services for prompt and professional services.
I provide part-time or project-based accounting or finance services. I am a prior nonprofit CFO with 25 years of experience in business and nonprofit operations.
I am a certified financial planner, with hundreds of very happy clients. Whether in your twenties or already retired, I am here to serve your financial needs.
It doesn't cost to have a good CPA, it pays! A full-service accounting firm offering tax preparation, tax planning, financial planning, lease auditing and accounting services. The firm has been in existence for 29 years and provides services to clients in Northern NJ, New York City, and the Lehigh Valley.
Love interaction with people and being able to help them with subjects they may not be familiar with. I also love that I learn alot of new things from them as well.
We specialize in safe money wealth management solutions for individuals and business owners. We help people avoid losing money unknowingly and unnecessarily. We deliver increased returns and tax efficiency with significantly reduced risk for you and your family. Ideas are free! Call us today for a complimentary in-person or web-based meeting at your convenience. Take control of your finances, and request a free retirement ready-or-not analysis.
Services include the following: * Accounting and bookkeeping * Financial statements and month-End MIS * Internal audit, staff management and coordination for better control * External audit arrangement * Other auxiliary services
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.
Wealth Management, Inc. (WMI) is an independent fee-only financial planning and investment management firm with offices in Plymouth Meeting and Allentown, PA. We are taking on new asset management clients and project clients. Our asset management services mean management of client assets for an annual fee. Our project services include full financial plans.
I offer tax, accounting, tax notice resolution, financial modeling, outsourced controllership, and other financial services for the little guys!
My work is geared towards individual needs and reflects a personal approach.
professional and excellent customer service and competitively priced fees.
We passionately believe that we make it possible to help folks reach their maximum wealth potential. Through our intuitive design, the Stark strategy helps reverse stresses on your income, and then we implement recovery strategies to increase savings, lower risk, and improve your overall lifestyle.
Serving Kingston, PA and outlying areas, Stephen Root of Woodstock Financial Group, Inc. is offering the following services not limited to: insurance, investing, retirement, estate planning, and wealth management.
Michael Ducas, CPA has over 35 years experience and is an expert in the field of accounting.
We are a financial services firm that is committed to helping people pursue their financial goals. We offer access to a wide range of financial products and services to individuals and business owners. We believe that you will be better able to identify your goals and make sound decisions to help reach them by providing sound financial information. Please call us if you have any questions about our firm or the range of financial products and services that we provide. Our firm has a relationship with a variety of financial service companies, so if we don't have a product or service, we know a group that does.