Financial Strategies That Fit Your Needs
Income Tax Preparation (FREE E-File), Accounting, Bookkeeping, Payroll & Business Startup Services. Extensive Financial, Retirement, Estate & Trust Planning, Corporate Benefit Planning, IRAs, College Funding, Investments & Life Insurance. Notary Services. Certified Estate Planner, Chartered Financial Consultant, Chartered Life Underwriter, Accredited Tax Preparer. FIRST CONSULTATIONS ALWAYS FREE! **Mention this ad and get $30 off your Income Tax Preparation anytime**
Interview Q&A
How long have you been in business?
Since 1975
What is your primary product or service?
Financial & Estate Planning, Insurance, Accounting, Taxes, Payroll, Notary Public
How do you differentiate yourself from other businesses in your category and area?
We are a one stop shop for all YOUR financial needs.
How many locations do you have and do you have plans to expand?
One location in Wrentham MA.
Provide detailed directions to your location
Route 495, exit 15 to Route 1A North. We are located 3/4 mile on right hand side at Wampum Corner.
Which areas do you service?
We can work with you, no matter where you are located. Our clients represent nearly all 50 states and even some abroad.