Smart Cents

More Info

General Info

At our firm, we have the clientand only the clientin mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy thats designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking out of the box and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Email

Email Business

Extra Phones

Fax: (610) 746-9680

Services/Products

Taxpayer Representation, Insurance Planning, Tax Planning, Prior Year Tax Returns, Electronic Tax Filing, Accounting, Payroll Tax Returns, Estate Management, Investment Research, Business Planning, Estate Planning, Rapid Refunds, Estate Tax Returns, Tax Resources, Extensions & Late Filing, Financial Management, State Tax Returns, Tax Consulting, Inheritance Planning, Amended Tax Returns, Financial Education Workshops, Diversification, Financial Consultants, Family Financial Planning, Federal Tax Returns, Options, Mutual Funds, Bonds, Money Market Accounts, Annuities, Credit Lines, Government Bonds, Index Funds, Foreign Bonds, Roth Individual Retirement Accounts, Load Funds, Investments, SEP Individual Retirement Accounts, Individual Retirement Accounts.

Payment method

amex, cash, check, discover, master card, visa

Associations

Certified Financial Planner

Other Link

smartcentz.com

Categories

Financial Planning Consultants, Investment Advisory Service, Retirement Planning Services, Tax Return Preparation, Taxes-Consultants & Representatives

Reviews

Details

Phone: (610) 759-9580

Address: 19 S Broad St, Nazareth, PA 18064

Website: smartcentz.com