Tax, Tax Return Preparation, Business Financial Services, Insurance, Investment Securities
| Hours | ||
|---|---|---|
| Monday | 09:00 am | 05:00 pm |
| Tuesday | 09:00 am | 05:00 pm |
| Wednesday | 09:00 am | 05:00 pm |
| Thursday | 09:00 am | 05:00 pm |
| Friday | 09:00 am | 05:00 pm |
Description
Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others. Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions. We're proud that nearly half of our client-facing team firm-wide are women.
