Business tax optimization strategies in Salem, Illinois
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Sam Phillips, CPA
Sam Phillips, CPA is a trusted accounting and finance institution located at 413 North Broadway in Salem, Illinois, United States. As a Certified Public Accountant, we offer a guarantee of expertise in a variety of financial services. From filing tax returns for individuals, small businesses, agricultural operations, and corporations, to assisting with business incorporation, estate planning, mergers and acquisitions, and representing clients before tax agencies, we provide comprehensive financial solutions. Our team believes in helping clients legally and ethically maximize their income while minimizing tax liabilities. We offer customized tax planning and preparation services, as well as bookkeeping services to help businesses focus on growth and profitability. Sam Phillips, CPA specializes in preparing federal, state, and local tax returns for individuals and businesses, with the goal of reducing tax obligations.
Steve Knoebber - Financial Advisor, Ameriprise Financial Services, LLC
Steve Knoebber is a Financial Advisor at Ameriprise Financial Services, LLC located at 333 Salem Place, Fairview Heights, Illinois, United States. Steve holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Steve is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With expertise in asset management, investment strategies, estate planning, insurance products, and retirement planning, Steve is committed to helping clients achieve their financial goals.
Edward Jones - Financial Advisor: Shawn C Garrett
Edward Jones - Financial Advisor: Shawn C Garrett is a trusted financial institution located at 128 South Delmar Avenue in Salem, Illinois, United States. As a dedicated financial advisor, Shawn C Garrett provides personalized and comprehensive financial services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing expert guidance, Edward Jones is committed to helping individuals and families make informed decisions about their finances. Contact Shawn C Garrett today to start planning for a secure financial future.
Physician's Wealth Solutions
Welcome to Physician's Wealth Solutions, your trusted partner in financial success, conveniently located at 445 Salem Place, Fairview Heights, Illinois. We specialize in providing comprehensive financial services tailored exclusively for healthcare professionals. Our team understands the unique financial challenges and opportunities faced by physicians and medical practitioners, and we are dedicated to helping you achieve your financial goals with confidence and clarity. At Physician's Wealth Solutions, we offer a range of services including investment management, retirement planning, tax strategy, and wealth preservation. Our personalized approach ensures that each client receives customized strategies designed to optimize their financial health and secure their future. We pride ourselves on our deep industry knowledge, integrity, and commitment to exceptional service.
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