Our Services

       While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.    

     Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services.

We offer tax, accounting, and financial services ranging from:

Tax Preparation and Planning for Individuals and Small Businesses

Electronic Filing

Comprehensive Financial and Retirement Planning

Investment  and Wealth Management*

Life Insurance

Long Term Care Insurance

IRA's and Small Business Retirement Plans*

College Planning*

Small Business Startups

Various Representation Before the IRS/CT/MA including IRS Offers in Compromise

Monthly QuickBooks Bookkeeping Services

Reviews and Compilations

Estate Conservation

Insurance and Annuity Products*

 *Registered Representative. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.

Investment Advisor Representative, Cambridge Invetment Research Advisors, Inc., a Registered Investment Advisor. Cambridge does not provide tax advice.