Tax & Investment Group
We hope to earn your trust as we help you to meet your goals.
Beginning Monday, January 31st, our TAX SEASON hours of operation will be:
Monday - Thursday 9am - 6pm
Friday 9am - 5pm
Saturday 9am - 1pm
Tax & Investment Group's first priority is helping you take care of yourself and your family. We strive to create a long-term relationship with individuals and business owners through open and honest communication. We offer a wide range of financial strategies, and specialize in asset allocation at your risk comfort level. These sound methods have been our strength since our founding in 1999.
We can help take the mystery out of preparing for today and tomorrow. Starting with a review of your current tax situation, we incorporate an income tax focus to provide suggestions to keep you in the lowest possible tax bracket and maximize your current income distribution.
Please call us if you have any questions about our firm or the range of financial solutions we provide.
We are your choice for personal income tax preparation, comprehensive retirement income planning and tailored wealth management.
Our team consists of Income Tax Principals, Registered Representatives, and Office Administrative Support, and we are all here to help.
We believe that with proper expectations of identifying your specific circumstances, we will be able to identify the correct strategy leading to sound financial decisions and allocations to help you reach goals for you and your family. We offer what we believe to be the right financial strategies and services to individuals and business owners.
Income Tax Principal
Wealth Manager/Director of Research Analysis
Client Services Coordinator