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.