Overview

We are a full service financial services firm. Almost 30 years experience as a CPA with a Masters in Taxation. We work with high income/net worth clients with a concentration of Physicians. In addition, a licensed CFP, both life/health/variable annuity and property & casualty insurance licenses. We cover all forms of insurance, tax planning, tax compliance, accounting, and most of investment business is fee based working with retired or close to retirement clients


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

Business Data

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Clearing Firm / Custodian

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Mutual Funds

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