Financialadvisory.Net

Description

Our group of financial professionals specialize across the spectrum of financial services. Providing the financial planning process our financial advisor, Brett Brenner, evaluates your current financial position and helps formulate goals and objectives. Our risk expert, David Adams, helps evaluate your insurance needs. We work with your accountant and attorney to insure a completely symbiotic, personlized financial plan. We also offer inhouse CPA and bookkeeping services through Brandon Maresma, CPA. For those needing legal documents prepared, we work with a network of attorneys who specialize in corporate , estate, trust , tax, and elder care law. For our small business owners, we have Quickbooks training with Tammy Ramos. Our dynamic group truly offers complete financial planning.

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