Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy
Service is very important in my family. The men on my mother's side of the family have served in the U.S. military since 1796, while on my father's side it predates the Civil War. I served in the Air Force for almost nine years before deciding to go to the private sector and help people out in a different way. I have bachelor's and master's degrees in management and an MBA in financial analysis and accounting. I knew I wanted to help people and I believed this was the best manner in which to do so. During this journey I was blessed with a son who re-ignited my love of baseball and we have since gone to many games. I try to be involved with the local community and have reached out to many charity organizations, business associations and even the local government to see how I can better serve our thriving area. I look for clients who also want to help leave the world a better place and who value their families as much as I do. This is where I find my inspiration - our best hope for the future is through how we help each other reach one another's goals and dreams. I want to know what is important to you so I can help you reach your desires. We can accomplish this by getting to know each other and making an active commitment to partner for the long term. We then use an established, and proven, process to keep you on track to meeting your goals. How can I best serve you and help you reach what you want to do in life?
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Welcome to McKinley Tax Service, home to all your accounting needs. We are a small tax firm in the McKinley area of Tacoma, WA. If you're looking for a CPA to handle your books, prepare your taxes, or just receive financial advice we have one for you! Are you looking for someone to be your virtual controller/CFO? We can handle all of your financial records, prepare financial statements, pay bills, and make sure all your small business finances are in order. We can do this all from our office or come to you if you like. Need to get your taxes done? Do you have an individual tax return that needs to get done? If have rentals, K-1's, or anything where you don't feel comfortable to prepare your tax returns, we can prepare and file them for you.
I want to help you find the right amount of what you need for your need. I want to get to know what your motivations and goals are. What are you plans for the future? After learning about you and your needs then we can begin a business relationship.
We are a financial planning and asset management firm with a background in tax preparation. We feel our tax experience gives us some strategic advantages. We are also an Independent Register Investment Adviser.
