Financial Services

We are pleased to announce the addition of financial services to our menu of services.

For many years now, through the process of helping clients with their traditional accounting needs, preparing their tax returns and creating financial strategies based upon maximizing their tax savings, we have had the privilege to become their trusted advisor for a great many of their varied financial needs. A natural part of this process involved discussions of the various investments, techniques, and financial products that might be used to accomplish their goals. Therefore, with a goal of becoming a “Full Service” planning and consulting CPA firm, we have decided to offer those financial services to our valued clients. We have formed a strategic partnership with an AXA Advisors Financial Advisor, Steve Leoni. He is a highly experienced and well respected in the community, and we are happy to be associated with him. The resources and knowledge Steve will provide will be invaluable.

The addition of financial services to our firm supports our belief that good financial decisions are not made in a void, but rather are best arrived at through comprehensive financial planning that integrates all the aspects of a clients finances