L.W. Farmbry & Assoc.

L.W. Farmbry & Assoc.

5.0(1 review)

About

My service stands out for 3 reasons: 1. My clients have access to me 24 hours a day, 7days a week, 52 weeks a year. 2nd. New Tax clients- $50 to have their tax return completed. This service includes completing a 1040, schedual A, B & D. Also includes free pick up and delivery within 25 miles of my office or your tax can be completed in your home. ( tax service for people age 55 or more only) 3rd, Free Financial Planning in your home or my office. The financial planning process takes 3 to 4 meeting over 6 to10 weeks. to complete.

I get excited when I do work for a family and show them how to do something that they never though that they would be able to do financially. Over the last 40 years, I have been able to show families how they could afford to purchase a home, take a vacation, send a child to college, go to college themselves, get out of debt, protect their family and retire. I get really excited when I see someone I have help years later and they are still dong well because of my service.


Highlights

1 employee
43 years in business
Serves Philadelphia , PA

Photos and videos


  • Reviews

    0.0
    0 reviews
    5
    0%
    4
    0%
    3
    0%
    2
    0%
    1
    0%

    KG

    Karen G.

    Years of experience. Will come to my home to pick up the work
    ... Show more
    April 26, 2021

    Frequently asked questions

    I use a 3 step process with my new clients. The first step is the most important. We meet to determin if we like each other and can work together. I gather information about the clients needs, goals and financial situation. After the first meeting I schedule 2 more meetings . The 2nd meeting is to  presentation and discuss the recommendations.  The 3rd meeting is to implementation all or part the Plan.

    I have 40 years of experiences as a Financial Planner. I have a Master in Taxation. I have both a Certified Financial Planner and a Charter Financial Consultant.


    Services offered