FINANCIAL PLANNERS/TAX ADVISORS
I provide personalized financial and tax solutions to individuals, families, and small businesses. With 12+ years in financial services and 20+ years in tax preparation. I specialize in retirement planning, IRA & 401(k) rollovers, life insurance, tax preparation, and notary services.
Printed courtesy of www.charlottecountychamber.org – Contact the Charlotte County Chamber of Commerce, Inc. for more information.
2702 Tamiami Trail, Port Charlotte, FL 33952-5129 – (941) 627-2222 – askus@charlottecountychamber.org