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Details

General Info

At our firm, we have the client - and only the client - in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that is designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking * out of the box * and are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

HoursCLOSED NOW
Regular Hours:
Mon - Fri

Contact Info

Phone:

Main - 715-832-5779

Address:
3707 Hamilton Ave Altoona, WI 54720
Email:

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Categories
Tax Return Preparation, Accounting Services, Bookkeeping, Financial Planning Consultants, Financial Services, Investment Advisory Service, Mutual Funds, Payroll Service, Retirement Planning Services, Taxes-Consultants & Representatives
Services / Products
Bookkeeping; Business Start Ups; Mutual Funds; Payroll Check Writing; TAX PLANNING - Relocation Tax Issues; State Tax Return Preparation; Representation Before the IRS; Tax Return Preparation; Individual Tax Preparation and Planning; Business Start Up, Counsel and Corporate Taxes; Small Business Accounting Services; IRS and State Tax Audits; Income, Gift and Estate Tax Returns INVESTMENTS - Educational IRA; Traditional IRA; Roth IRA; SEP IRA; Simple IRA; Brokerage Accounts; Variable Annuity; FINANCIAL SERVICES - Retirement Plans; Tax Plans; 401 (k) Planning; 403 (b) Planning; College Plans; Estate Plans; Money Purchasing Plans; Profit Sharing Plans; INSURANCE - Disability Income Insurance; Life Insurance; Long Term Care Insurance
Payment Options
check, all major credit cards, cash
Brands
peachtree, quickbooks
Data provided by one or more of the following: Thryv, Data Axle, Yext.