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.
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As a CPA with over 30 years experience, I provide Controller services and QuickBooks training and consulting to small to mid-sized businesses. QuickBooks and Third-Party software designed to work with QuickBooks can eliminate manual and duplicate data entry. Call to see how QuickBooks can move you away from the piles of data and into doing what you do best!
We were founded to assist you as individuals, women, business owners, employees, and family members to maximize your retirement income, minimize your taxes, and protect your assets in order for you to have a secure and worry-free retirement and estate plan. We are committed to providing quality service and advice, building trust, and practicing honesty and integrity to our clients, friends, and associates in the greater Northeastern Ohio area. We have assembled a one-stop professional team of Financial, Investment, Insurance, Accounting, and Legal Professionals to work with you as you create your financial security plan. You will always know where you are, where you are going, and how to get there saving you time and stress. Having a worry-free retirement and having your money last through retirement is obtainable with a plan of action.
