The Best Tax return assistance in New Wilmington, Pennsylvania
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Saari Kurtz - Accounting
● OpenSaari Kurtz - Accounting is a professional accounting firm located at 211 West Neshannock Avenue in New Wilmington, Pennsylvania. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch financial solutions for individuals and businesses alike. With years of experience and a commitment to excellence, we strive to help our clients achieve their financial goals and navigate the complexities of the financial world with ease. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Saari Kurtz - Accounting is here to help. Contact us today to schedule a consultation and see how we can assist you in managing your finances effectively.
211 W Neshannock Ave Suite 203, New Wilmington, PA 16142, United StatesAdvertisements -
Cegelka Accounting
● OpenCegelka Accounting is a reputable accounting and finance institution located at 901 Wilmington Avenue in New Castle, Pennsylvania, United States. With a team of experienced professionals, we provide a wide range of accounting services to individuals and businesses. Our services include tax preparation, bookkeeping, financial planning, and more. We are committed to helping our clients achieve financial success and stability. Visit us today to see how we can assist you with your accounting needs.
901 Wilmington Ave, New Castle, PA 16101, United States -
Brian L Taylor - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenBrian 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.
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Chad Brzezinski, CPA, PLLC
● OpenChad Brzezinski, CPA, PLLC is a professional accounting and finance firm located at 3100 Wilmington Road in New Castle, Pennsylvania, United States. Our team of certified public accountants provides a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. With years of experience and expertise, we are dedicated to helping individuals and businesses achieve their financial goals. Contact us today to schedule a consultation and see how we can assist you with all your accounting and financial needs.
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Victoria Whelan - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenVictoria 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.
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Victoria Whelan - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenVictoria 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®):
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Nearby cities:
- Philadelphia
- Pittsburgh
- Erie
- Allentown
- Washington
- New Castle
- Bethlehem
- Easton
- Butler
- Scranton
- Wexford
- Cranberry Township
- West Chester
- Reading
- Meadville
- York
- Greensburg
- East Stroudsburg
- Canonsburg
- Uniontown
- Stroudsburg
- Bensalem
- Langhorne
- Doylestown
- Johnstown
- Hermitage
- King of Prussia
- Sewickley
- Monroeville
- Bethel Park
- Newtown
- Pottstown
- Levittown
- Wilkes-Barre
- Hanover
- Indiana
- Bridgeville
- Beaver Falls
- Exton
- Norristown
- Aliquippa
- Grove City
- Gettysburg
- Media
- Coraopolis
- Beaver
- Waynesburg
- McKees Rocks
- Feasterville-Trevose
- Lansdale
- Honesdale
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- McMurray
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