Overview

Our office does holistic financial planning, leading with taxes. We do tax planning, tax preparation, financial planning and investments. Current lead advisor/owner, Jacob Hart, is also a Certified Public Accountant holding his Series 7 license. We have one full time client service specialist and this fall, will be leasing space to an elder law attorney. We are looking to acquire wealth management practices and/or tax practices.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 6 months
Listing Age
96 days old

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