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Our Services

Our firm is dedicated to the following financial needs of our clients:

Financial Services + Tax + Accounting = We really add up!



Tax Preparation & Planning

We employ tax-smart strategies to help evaluate your unique situation.

Accounting Services for Small Businesses

We're committed to helping your small business at every step of the way.

Investment Planning and Management

Our team of Financial Advisors work to understand your needs and develop a plan for your future.

Life Insurance Planning

Life is unpredictable. We can help plan for the unexpected.

Every financial transaction has a tax benefit or a tax consequence.  

Our integrated and personalized service in these disciplines are to the advantage of the client.

Our firm philosophy is to provide you with respect and guidance to understand and better define your financial goals with expertise in the tax laws and how they play a part in your plan.

Our services include investment services, tax preparation and planning, accounting services, life insurance, annuities.

For more information about our firm and our services, please call 315-484-1020. 

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