Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.
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During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.
We offer: ALL types of tax preparation, Including Individual, self employed, prior-year returns, corporate & partnership, and we prepare financial statements.
My business does virtual bookkeeping for small to medium enterprises. The collection of your accounts receivable, payments to your vendors, complete general ledger balancing, and preparation of financial statements that enable you to understand the overall health of your business as well as keeping you compliant with state and federal regulations. I excel at multiple entities most especially in property management, such as individual properties or HOA's. I can also assist with light touch advisory moments that can assist you in your vital decision-making abilities such as investing in assets or continuance/discontinuance of a product or service.
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Specializing in: - Business Valuation Consultants - Accountants-Certified Public - Taxes-Consultants & Representatives - Accounting Services - Tax Return Preparation - Business Management - Financial Services
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