"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 financial securities 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

 Bill retired from the practice in 2016.

“Helping you today to plan for tomorrow”

COVID-19 UPDATE:

Our Kennett Square and Greenville offices are following the current guidelines in place regarding closing/reopening. Most of our staff have been working from home since March and will continue to do so throughout the upcoming tax season.

We intend to continue to answer the phones, however, we may need to utilize the automated attendant from time to time. Calls to staff working from home will be forwarded to their cell phones. Please be considerate of the time you call as the forwarding cannot be turned off outside of working hours.

We are committed to practicing physical and social distancing.

Client appointments can be scheduled on a limited basis, and masks will be required. We continue to encourage client meetings by phone or video.

We will continue to utilize our secure online portal to exchange documents. We will also accept paper documents in our Delaware office during business hours or through the mail slot in the Kennett office.

Thank you,

Chad Fenstermacher