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Upcoming Events

May 2011
Client Appreciation Event

June 2011
Real Estate Investment Trust Educational Seminar

 

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Strategic Partners

Avstar Consulting - Anthony Dibello CPA, MBA*

Anthony DiBello, CPA provides services such as Auditing, Business Management, Cash Flow Analysis, Corporate Finance, Estate - Accounting, Estate - Planning, High Networth Individuals, Investment Adviser, Life Insurance, Personal Financial Planning, Retirement Planning, Small Business Accounting, Strategic / Business Planning, Tax - Business & Occupation, Tax - Consulting, Tax - Estate & Trust, Tax - Individual.

*Not associated nor endorsed by LPL Financial


Hark & Associates*
Certified Public Accountants and Business Business Consultants

Hark & Associates offers more than 45 years of combined experience, specializing in taxes, accounting and business consulting services. Since 1992 they have made it possible for many individual and business clients to reach their financial goals. They are a team of professionals who help their clients reach personal and economic success. The quality of their work, combined with the services they provide, have proven to be the key to their success.

Website: harkandassociatespc.com
email: ahark@harkandassociatespc.com

*Not associated nor endorsed by LPL Financial


Fort Washington Financial Group, LLC*

Fort Washington Financial Group (formerly known as Steven L. Jay & Associates) is an independent Employee Benefit Consulting Company that has been in operation since 1985. Steven L. Jay, who left the field of accounting to work in the area of Corporate Planning, owns the firm. Mr. Jay has earned the professional designations of Chartered Financial Consultant in 1992 and that of a Chartered Life Underwriter in 1995.

The firm, which brokers over 100 insurance companies, specializes in the design and implementation of employee benefit plans. The staff has developed relationships with many of the most respected benefit providers in the market place and this serves the clients well. These relationships, along with the tenacity to provide the most value to their clientele, sets them apart from other benefit providers.

Website: www.fw-fg.com

*Not associated nor endorsed by LPL Financial

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