Products and Services

We provide assistance in the following areas:

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Investment Management*

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Retirement Strategies*

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Estate Conservation

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Insurance Products

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Tax Management

Our staff is here to help with other aspects of your financial needs. The following are services we provide, but is not limited to:

  • Tax Preparation & Representation
  • Real Estate Tax Law Specialization
  • Monthly Accounting Services
  • QuickBooks expertise for your business
  • Payroll Services
  • New Business Start-Up Consultation
  • Tax Planning
  • Sales Tax & Financial Statements
  • Estate & Gift Tax Planning
  • Long-Term Care Insurance

 

*These services are offered by Leann Canty through her affiliation with Commonwealth Financial Network®.