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Financial Services

We can coordinate all of your financial needs with the following services:

  • Complete Tax – Comprehensive tax planning, preparation, and representation

  • Wealth Management – Financial planning and investment programs for individuals and families, institutions and charitable trust

  • Retirement Plans – IRA’s, rollovers, and annuities

  • College Savings Accounts – 529 Plans

  • Insurance – Life, Disability and Long Term Care

  • Estate Planning – Estate and trust tax planning and preparation