We are an independent financial services firm committed to helping our clients with every phase of their financial life. We are a Fee for service firm offering a free 1 hour consultation. We pride ourselves on our comprehensive innovative process that place the clients in control with the guidance they need. Our staff is highly credentialed. I personally have a Masters designation with the International Association of Registered Financial Consultants, a BS in Finance and Business Administration. I have more than 30 years expeirence in Wealth Management, Investment, Financial, Retirement and Estate planning. I have received numerous industry a...

Helping folks with their tax returns and small business accounting

At Philadelphia Financial Consultants LLC, we are dedicated to providing exceptional financial services tailored to meet your unique needs. Based in North Wales, PA, we offer expertise in personal and business financial planning, individual and business tax preparation, accounting, and business consulting. With personalized attention and a commitment to your financial success, we strive to empower individuals and businesses to achieve their financial goals. Trust us to guide you through the complexities of financial management with professionalism and integrity.

Bringing Families closer together. Recognizing we all have gifts and Talents that help us grow and Strengthen our Relationships.

Our firm specializes in helping businesses and individuals reduce their tax liabilities and increase revenue. We also work with foreign-owned corporation owners. We have helped many save more than $50,000 in tax liability. What I enjoy most is working with other people and helping them reach their financial goals. We remove the stress so others can breathe again.

Providing personalized service striving to make small business owners more successful Watching clients improve their business performance using recommendations that have been shared

I have over 27 years of experience and constantly keep myself updated with current tax laws. My staff has a combined over 25 years of experience as well and are required to constantly take continuing education classes. We are more than tax preparers, in addition to tax preparation and tax resolution services we provide payroll, bookkeeping and other accounting related services. We are available year around. If can't come to us we will come to you or you use our app to setup an account with us and have your taxes prepared from the comfort of your home without the intrusion of strangers entering your home. I enjoy the challenge of finding a re...

The services we provide are all professionals of 5 to 10 years of experience in their perspective fields

For 30 years I have been helping investors and financial professionals find their way through the web of financial rules and regulations to achieve compliance with those rules and to resolve disputes regarding securities transactions. My practice is nationwide and I have conducted hearings, investigations and mediations in 22 states. I have maintained the highest rating from Martindale-Hubbell for decades and have represented investors and financial professionals in over 600 securities arbitrations and countless FINRA and SEC examinations and investigations. I am the Founder and Editor of SECLaw.com - The Securities Law Home Page which has be...