"Making Windows of Opportunity"
KENNETT SQUARE
P: 610-444-1215
F: 610-444-1635
115 South Broad Street
Kennett Square, PA 19348
WILMINGTON
P: 302-478-9515
F: 302-478-0262
3801 Kennett Pike
Building C, Ste. 100
Greenville, DE 19807

Financial Services

In 2007, both Chad and Bill successfully completed requirements to obtain Series 66 and Series 7 Security Licenses.

This became the first step in validating Chad’s and Bill’s belief that they could help their clients pursue their financial goals in a manner unique to the tax professional. Often clients would ask for financial advice on matters such as retirement planning and wealth building strategies. As tax professionals Chad and Bill felt they could offer an insight to their clients’ needs that might not be met by most financial services firms.

Financial Services include: Retirement Solutions, Estate Planning, Wealth Building Strategies, and College Planning.

Click here to learn more about Chad’s services

 Click here to learn more about Bill’s services.

“Helping you today to plan for tomorrow”