Company description
We are a full-service accounting firm specializing in small to midsize business. We offer investment advisory service through our affiliated company New Century Investments and Wealth Management through Aligned Wealth Advisors. Business owners, successful individual-investors, executives, and professionals need investment strategies and portfolios that provide growth as well as tax efficiency. These clients need help mapping out strategies for college, retirement, and inheritance strategies.
More details
- Services
- Tax Planning Services, Business Tax Services, Business Accounting Services, Estate Planning Services, Retirement Planning Services
- Number of Employees
- 15
- Year Established
- 2010
- Social Media Profiles
- https://www.facebook.com/awcpa66/
https://twitter.com/AndreaWCPA322
https://www.linkedin.com/in/andrea-ward-a059b263/