TOP 10 Expert tax advice for businesses in New Wilmington, Pennsylvania
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Shawn A. Sensky, P.C.
● OpenShawn A. Sensky, P.C. is a reputable law firm located at 809 Wilmington Avenue in New Castle, Pennsylvania, United States. Specializing in various legal services, the firm is dedicated to providing high-quality representation and personalized attention to each client. With a strong commitment to upholding the law and achieving justice, Shawn A. Sensky, P.C. is a trusted choice for individuals seeking legal assistance in the New Castle area.
809 Wilmington Ave, New Castle, PA 16101, United States -
Packer Thomas
● ClosedPacker Thomas, located at 2815 Wilmington Road, New Castle, Pennsylvania, United States, is a renowned institution specializing in accounting, finance, and information technology services. With over 100 years of experience, we have assisted business owners, families, and individuals with tax preparation, auditing, accounting, and IT solutions. Our team of over 65 professionals is dedicated to helping clients navigate complex financial landscapes and achieve their optimal financial positions. From comprehensive accounting and attestation services to business valuation, client accounting, forensic accounting, and internal audit outsourcing services, we offer a wide range of solutions to meet diverse needs. Additionally, our information technology consulting services, SOC reports, and cutting-edge software service are designed to streamline operations and maximize digital functionality. Trust Packer Thomas with all your tax-related concerns, as our experienced team of tax consultants takes a customized approach to ensure a seamless tax season experience. With a focus on trust, loyalty, and mutual success, Packer Thomas is here to help you succeed in all your financial endeavors.
2815 Wilmington Rd Suite 2, New Castle, PA 16105, United States -
H&R Block
● ClosedH&R Block is a well-known accounting and finance institution located at 129 West Neshannock Avenue in New Wilmington, Pennsylvania, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking to file your taxes or a business owner in need of financial guidance, H&R Block is dedicated to providing expert advice and personalized solutions to help you achieve your financial goals.
129 W Neshannock Ave Ste 4, New Wilmington, PA 16142, United States -
Victoria Whelan - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedVictoria Whelan - Associate Financial Advisor, Ameriprise Financial Services, LLC Located at 3438 Pennsylvania 208, New Wilmington, Pennsylvania 16142, United States, Victoria Whelan operates as an Associate Financial Advisor under the umbrella of Ameriprise Financial Services, LLC. Specializing in a broad spectrum of financial advisory services, Victoria Whelan is committed to providing personalized financial solutions tailored to meet the diverse needs of her clients.
3438 Pennsylvania 208, New Wilmington, Pennsylvania 16142, United States -
Victoria Whelan - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenVictoria Whelan - Associate Financial Advisor, Ameriprise Financial Services, LLC Located at 313 N Market St, New Wilmington, PA 16142, Victoria Whelan serves as an Associate Financial Advisor at Ameriprise Financial Services, LLC. Specializing in a wide range of financial services, Victoria is dedicated to helping clients achieve their financial goals through personalized financial planning and investment strategies.
313 N Market St, New Wilmington, PA 16142, United States -
Victoria Whelan - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedVictoria Whelan is an esteemed Associate Financial Advisor affiliated with Ameriprise Financial Services, LLC. Located in the heart of New Wilmington, PA, Victoria offers a comprehensive suite of financial advisory services designed to address the unique needs of individuals and small business owners. Her expertise spans a wide range of financial planning and investment strategies, backed by several prestigious certifications and designations.Certifications and Expertise:1. Accredited Asset Management Specialist℠ (AAMS™): - Victoria adheres to a strict code of ethics and has successfully completed coursework focused on applying investment concepts to real-world scenarios, including asset allocation, estate planning, and insurance products.2. Accredited Domestic Partnership Advisor™ (ADPA™): - Specializes in wealth transfers, federal taxation, retirement planning, and end-of-life financial needs for domestic partners. Victoria has passed a rigorous examination that evaluates her ability to synthesize complex financial concepts.3. Accredited Estate Planner® (AEP®):
3438 PA-208 Ste 2, New Wilmington, PA 16142, United States -
Brian L Taylor - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedBrian L Taylor - Private Wealth Advisor, Ameriprise Financial Services, LLC, is a distinguished financial advisory business located at 3438 PA-208 Ste 2, New Wilmington, PA 16142, United States. Specializing in a wide array of financial services, Brian L Taylor offers expert guidance tailored to meet the unique needs of individuals, retirees, and small business owners. With a strong commitment to ethical practices and continuing education, Brian L Taylor holds multiple certifications that underscore his expertise in various financial domains. The AAMS™ certification signifies proficiency in asset management, investment strategies, and estate planning, ensuring clients receive informed advice on asset allocation and investment opportunities. As an Accredited Domestic Partnership Advisor™ (ADPA™), Brian is well-versed in wealth transfers, federal taxation, and financial planning for domestic partners, addressing complex financial and medical needs.
3438 PA-208 Ste 2, New Wilmington, PA 16142, United States
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