Estate Financial Planning
The Werner Group, CPA
Fairfield firm offering a full-range of accounting services including tax, financial, and estate planning. Includes service-bureau-supplied newsletter, tips, and financial calculators.
www.wernergrp.com
Monarch Financial Services
Offers estate planning tax preparation services.
www.monarchfinancial.com
Braver, Schimler and Company
CPA firm offering tax, financial and estate planning, accounting, business consulting, audits, college and retirement planning, computer consulting, investments. Located in Charlestown, Massachusetts.
www.braverpc.com
Frank H. Ruff
CPA offering tax, financial and estate planning, accounting and business consulting. Madison, Florida.
www.frankruffcpa.com
Noa Lessing Fusco, LLC
Fee-only financial advisory services, including asset management, estate, retirement and tax planning.
noalessingfusco.com
Financial Health Group
CPA group offering tax, financial and estate planning, accounting, business consulting, audits, and computer consulting in Bala Cynwyd, Pennsylvania.
www.financialhealthgroup.com
Barry D Brown & Associates
Group of chartered accountants offering accounting and financial planning, estate and trust formation and management.
www.thewealthhub.co.nz
John Davis and Associates
Accounting, corporate and personal tax, financial and estate planning services. Located in Burlington.
www.jda-cpa.com
Chartwell Financial Advisory, Inc.
Provides business appraisals for closely held corporations, partnership, and other privately held equity investments. Valuations are completed for ESOPs, Estate Planning, Mergers and Acquistions, and other purposes. Based in Minnesota.
chartwellfa.com
J.F. Kimmons and Associates
CPAs offering tax, financial and estate planning, accounting, peer review, business consulting, audits, college and retirement planning, bookeeping, computer consulting, savings, investments. Located in Eastman, Georgia.
www.jfkimmons.com
E.T. Diederich, Inc., CPA
North Olmsted tax, financial and estate planning, accounting, record keeping, and business consulting services.
www.cpa-diederich.com
SeniorOutlook.com
National database of senior living options, information on choosing a community, financial and estate planning.
www.senioroutlook.com
Engel, Powell & Spivey, CPAs
Offers accounting services such as tax planning and preparation, trust, estate, and financial planning for all small business and individual accounting needs. Located in Manchester.
www.epscpa.com
Meltzer, Schiner and Carroll, LLC
Insurance services company based in Bethesda, Maryland. Offers life, health, and group insurance. Specialty in financial and estate planning.
www.meltzer.com
Larry M. Jordan, CPA
Templeton-based practice providing tax preparation, financial services, accounting, bookkeeping, retirement, college savings and estate planning.
www.ljordancpa.com
Cremerius Financial Management
Robert J. Cremerius, CPA, offers professional investment advisory services, and estate planning. for individuals and businesses.
www.cremeriusfinancial.com
The Schafer Group, Ltd., Certified Public Accountants
Tax, financial, and estate planning, accounting, business consulting, audits, college and retirement planning, bookkeeping, computer consulting, investments.
www.schafergroup.net
The Jackson Agency, LLC
Specializes in business and personal life insurance, financial and estate planning, and employee benefits.
www.thejacksonagency.com
Frank J. Parrino
Baton Rouge, Louisiana, CPA firm providing individual, business, estate and trust income tax return preparation, small business accounting services, eldercare and personal financial planning.
go-cpa.com
Futrell Financial Management
Offers wealth and estate management strategies and business growth planning.
www.futrellfinancial.com
Ent & Imler
CPA group offering tax management services, auditing, general accounting, personal financial and estate planning, and business valuation in Indianapolis, Indiana.
www.eicpa.com
Premier Investment Advice
Provides clients with financial security through investment management and estate planning services.
www.premieradvice.com
Jackson, Howard & Whatley
Certified Public Accountants located in Vestavia, and specializing in tax, financial and estate planning, accounting and business consulting.
www.jhwcpas.com
Perry & Company CPAs, APC
Tax, financial and estate planning, accounting, business consulting, audits, college and retirement planning, bookkeeping, computer consulting, and investments.
www.perrycocpa.com
Donovan Sullivan & Ryan
CPA firm providing tax, financial and estate planning. Located in Westwood, Massachusetts.
www.dsr-cpas.com
Knepp Financial Group, LLC
Offers financial, investment, estate and retirement planning.
www.kneppfinancial.com
Vaughn S. Hagen, CPA, PS
Full service accounting firm offering tax, financial, and estate planning as well as other traditional and non-traditional accounting services. Located in Bellingham.
www.vaughnhagencpa.com
Charles Geraci
Specializes in personal financial, tax and estate planning and consulting.
www.cgeraci.com
James L. Hintzke
CPA services include tax, financial and estate planning, accounting, recordkeeping, business consulting, audits, college and retirement planning, bookkeeping, computer consulting, savings, and investments.
www.jhintzke-cpa.com
Branson, Fowlkes & Company, Inc.
Offers financial planning services, retirement plans, estate planning, and investment management. Provides quaterly investment reviews, research data and industry news.
www.bransonfowlkes.com
Parsec Financial Management
Provides fee-based financial planning, retirement consulting and estate plans.
www.parsecfinancial.com
Maurice Matthews & Co.
Group of chartered accountants and financial advisers providing services in accounting, taxation, investment, trusts and estate planning.
www.mauricematthews.co.nz
Spraker, Fitzgerald, Tamayo and Moisand, LLC
Providing financial, estate and retirement planning and investment advisory services on a fee-only basis. description of services, links to financial resources.
www.SprakerFitzgerald.com
Given & Company An Accountancy Corporation
Santa Monica full-service CPA firm specializes in providing estate and trust planning and administration along with comprehensive tax and financial services. Includes service-bureau-supplied newsletter, financial calculators, and tools.
www.execusite.com
SAK Financial
Provides business succession, wealth diversification, estate planning and tax strategies.
www.sakfinancial.biz
Nigel Taylor, CFP
Provides domestic and international financial, retirement and estate planning.
www.protectassets.com
Barrios Financial Services
Provides financial, retirement and estate planning, investment and insurance advisory services. Features a list of offering products, links to financial resources.
barriosfinancial.com
Financial Advisory Service, Inc.
Offering financial planning, estate planning, investment management and individual consulting services.
www.faskc.com
Signature Estate and Investments Advisors, Inc.
Fee based registered investment advisory firm offering financial planning and investment management services for affluent individuals and corporations.
www.seiallc.com
Dana F. Cole & Co.
CPA services include taxes, estate and financial planning, accounting and auditing, and general business service and advice. Located in Lincoln, Nebraska.
www.danacole.com
Marcuard Family Office
Financial estate and tax planning.
www.marcuardfamilyoffice.com
Roth & Spellman
New Milford CPA firm provides tax planning and preparation, small business accounting services, audits, litigation support, and financial and estate planning. Includes company and staff profiles, description of services, financial calculators, and newsletters [PDF format].
www.rothspellman.com
Legacy Builders Resource Group LLC
Providing financial and estate planning services, portfolio design and management.
www.legacyresource.com
Cox Financial Advisors
Investment advice, tax and estate planning.
www.coxfinancial.com
Morse, Kimmel and Company, CPAs
Beverly Hills firm offering tax, financial and estate planning - accounting, business consulting and bookkeeping. Includes service-bureau provided financial tips.
www.morsekimmel.com
Commonwealth Trust Company
Provides financial, estate and succession planning services to small, family held businesses.
www.comtrst.com
Spinnaker Financial Advisors, PLLC
Provides fee-only financial planning, investment advisory, and estate planning services by CPAs and CFPs.
www.spinnakerfinancial.com
Nowicki and Company
Providing tax and financial services, estate planning and consulting, new businesses, bankruptcy, venture capital and peer review services. Located in Buffalo.
www.nowickico.com
Bryan, Little, Springer and Littleton
Accounting firm specializing in tax, financial and estate planning, medical management, as well as networking services and analysis. Offices located in Tulsa.
www.blslcpa.com
Small Business Management, Inc.
Vienna tax, financial and estate planning, accounting, recordkeeping, and business consulting services.
www.smallbusinessmgmt.com
Joel Isaacson & Co.
Tax planner and financial planner located in New York, New York. CPA and CFP offering estate planning, tax planning, and financial planning.
www.joelisaacson.com
Australian Financial Services Limited
Combines financial and estate planning services, insurance Retirement planning.
www.afsl.com.au
Corporate Continuity Group, Ltd.
Provides business succession, mergers and acquisitions, business valuations, litigation and related estate, income tax and financial planning.
www.ccgltd.com
Jonathan Smith & Co.
Provider of financial, retirement, and estate planning services, also bank custodian and family office services. Features quaterly market commentaries.
www.jonathansmith.com
Napier and Company
CPA firm Portland, Oregon, providing tax preparation and compliance, business plans including financial forecasts and projections, and estate planning.
www.napiercpa.com
Morrison Murray
Offers services in accounting, secretarial and auditing, financial management, estate and taxation planning, business acquistions, mergers and recovery.
www.morrisonmurray.co.za
Charter Financial Group
Offers life insurance, investments, estate planning, commercial, home owner, disability and workers compensation available at competitive rates.
www.charterfinancialgrp.com
Ferguson, Sizemore & Associates
Tax, financial, and estate planning, accounting, business consulting, audits, college and retirement planning, bookkeeping, computer consulting, investments.
www.fsacpa.com
The Cleary Group
A Jefferson Pilot agency that provides estate planning and financial services. Products include life, annuity, variable life, variable annuity, disability income, and long term care insurance.
www.clearygroup.com
Barber & Anderson
Certified Public Accountants providing professional services in the areas of taxation, audit, management advisory services, personal and corporate taxation, compensation plans, cash management, systems review and design, personal financial planning and estate and trust management. Based in San Antonio, Texas.
www.alamocpa.com
Caplan & Solon, LLP
Foster City CPAs emphasizing planning for small businesses, estate and fiduciary, real estate and individual clients. Includes service-bureau newsletter, financial calculators, and tools.
www.execusite.com
James R. Fisher, CPA
Whitehouse and Wauseon firm provides tax, financial and estate planning, accounting, record keeping, and business consulting services.
www.jrfcpa.com
Tarter & Associates
Tax, financial and estate planning, accounting and business consulting based in Boise, Idaho.
www.tarterpa.com
D'Amato & Associates, P.A., Certified Public Accountants
Tax, financial and estate planning, accounting, and business consulting. Located in Wilmington, Delaware.
www.damatocpa.com
Keith O. Malkemes, CPA & Carolyn Goddard, CPA
Tax, financial, and estate planning, accounting, business consulting, audits, college and retirement planning, bookkeeping, computer consulting, investments. Gainesville, Florida.
www.cpaofc.com
First Financial Software, Inc.
Provides financial planning software for retirement, insurance, education, and estate planning.
www.fplan.com
Meltzer, Schiner and Carroll, LLC
Insurance services company based in Bethesda, Maryland. Offers life, health, and group insurance. Specialty in financial and estate planning.
www.meltzer.com
John R. Janicek
We offer tax, financial, business valuations, and estate planning services for individuals and businesses. Based in Hendersonville, Tennessee.
www.johnjanicekcpa.com
CanWealth Financial Services
Specializing in retirement, estate and corporate planning. Company information, staff profiles.
www.canwealth.com
Brian J. Gillis
Offers estate and financial planning services to Florida, Colorado and Michigan.
www.bjgillis.bigstep.com
Seeba and Associates ,Inc., CPA
San Jose and Paso Robles firm emphasizes service to entrepreneurial small businesses, to estate planning professionals, and to the Bay Area Christian community. Includes service-bureau-supplied newsletter, financial calculators, and tools.
www.execusite.com
Vancouver Pacific Financial Group
Specializing in estate and retirement planning, and insurance strategies development.
www.vpfg.net
Financial Resources to Wealth
Provides debt restructuring, estate and retirement planning, and budget management.
www.resourcestowealth.com
Allegiance Financial Group, Inc.
Provides estate, income tax, charitable gift and retirement planning.
www.allegiancegroup.com
Agency-Hockey Sports Agent
Sports Agency specializing in Hockey Contract Negotiation, Financial Management, Tax and Estate Planning, Insurance, Training and Development, Draft Preparation, and Athlete Marketing.
www.fortheloveofthegame.net
Downing & Associates, Inc.
Specializing in tax returns for business and individual, financial and estate planning, bookkeeping and payroll, and audit representation.
www.downingassociates.com
Michael Bader, JD, CPA
Tustin firm concentrating in the areas of taxation, estate planning and eldercare consulting. Includes service-bureau supplied newsletter, financial calculators, and tools.
www.execusite.com
F H Manning Financial Services Ltd
Specializes in investments, estate and tax planning as well as pension planning and life assurance. Includes a brief glossary and contact details.
www.fhmanning.co.uk
Katz, Pamela M.
Cincinnati firm providing accounting, tax, estate and financial planning, business and computer consulting.
www.pamkatzcpa.com
Kuykendall, Sutton & Co. CPAs
A full service accounting firm. CPAs offer auditing, tax consulting, estate and financial planning. Located in Pueblo, Colorado.
www.ks-co.com
JG Rosenfeld
CPA firm specializing in taxes, financial and estate planning, accounting, and recordkeeping. Bassed in Statesville, North Carolina.
www.jgrcpa.net
Leonard Wealth Management, Inc.
Providing fee only financial and estate planning, investment management services. Features company information and an archive of publications.
www.scottleonard.com
OND Financial Solutions
Firm specializes in retirement, estate, insurance, and charitable planning.
www.finsvcs.com
Santa Cruz Securities
A full service brokerage providing financial, retirement, and estate planning services.
www.SantaCruzSecurities.com
GKA Financial Consulting, LLC
Provides business succession and estate planning services.
www.gkaconsulting.com
Brouwer & Janachowski
Provides financial analysis, asset preservation and estate planning.
www.fundmastery.com
William C. Witting
Consultant in real estate asset planning and management, due diligence, financial consultations, site assembly and quiet acquisition in the US and Mexico.
www.billwitting.com
Stephen B. York Consulting
Offering estate and financial planning services, including life insurance, annuities, Medicare supplement insurance, and long term care insurance.
www.srnetwork.net
Dennis Piper & Associates, P.C.
Provides accounting, tax, payroll, estate, financial planning, retirement, and bookkeeping services in the Pittsburgh, Pennsylvania area. Also are QuickBooks certified consultants and trainers.
www.dennispiperassociates.com
DeSena CPA
Accounting, tax planning and return, preparation, personal financial planning, estate and trust tax services, and small business consulting are services offered. Located in East Hanover, New Jersey.
www.desenacpa.com
Rosenbloom & Associates
CPA firm offering audit services, income and estate tax preparation and planning, management advisory services, business valuations, and financial consulting in Bethesda, Maryland.
members.aol.com
Frost Financial
Provides advice in the areas of investment, estate, insurance and tax planning.
www.frostfinancial.com
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