GPS Financial Services

Website Links

Description

GPS offers comprehensive, fee-based financial planning services. We analyze all areas of your family's finances to determine the best plan to help you achieve your goals and dreams. It is our experience that no two family's financial plans are exactly alike, consequently you will never see a cookie cutter plan that looks the same as your neighbors. We strive to be a resource for all of your personal financial decisions and take pride in the life long relationships we have developed with our clients. Along with our financial planning services we also manage the majority of our clients assets in house. Our firm spends a great deal of time researching investment vehicles for our clients. We also employ some of the top third party money managers in the nation to manage a portion of some of our client's portfolios. Our firm specializes in providing comprehensive tax and accounting services to both businesses and individuals. With over 39 years of experience and the services of a Certified Public Accountant on staff we are confident that we have both the experience and knowledge to solve your problems and to answer your tough questions. D.B. (Tom) Steward is a licensed "Enrolled Agent" (EA), with the authority to act before the Internal Revenue Service in regard to all tax matters for business as well as individuals. Tom has been preparing taxes and working with small businesses for 39 years. Dennis Dane is a Certified Public Accountant and has been with the firm since October, 2004. Securities and advisory services offered through National Planning Corporation, Member FINRA / SIPC a Registered Investment Advisor.

Products & services

Similar companies nearby