Financial Services/Investments
Doing business locally helps stimulate the economy all the while fostering a stronger small business climate. Our business directory has over 575 members and is accessible by category or name search to assist you with all your needs.
Robert & Associates, LLC
Our experienced team helps clients with tax preparation, setting up new business entities, bookkeeping, and chief financial officer services. A boutique CPA firm, we provide comprehensive accounting services to individuals and businesses with an emphasis on being responsive to our customers' needs.Our experienced team helps clients with tax preparation, setting up new business entities, bookkeeping, and chief financial officer services. A boutique CPA firm, we provide comprehensive accounting services to individuals and businesses with an emphasis on being responsive to our customers' needs.
Bartley A. Corfee, ChFC / Corfee & Associates
Corfee & Associates is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to help grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service.Corfee & Associates is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to help grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service.
.png)
Marc Cimmino, CFA – UBS Financial Services
Our structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on your priorities, we may focus on liquidity management, cash flow, asset replacement solutions, estate planning strategies, tax and legal structures and philanthropic vehicles.Our structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on your priorities, we may focus on liquidity management, cash flow, asset replacement solutions, estate planning strategies, tax and legal structures and philanthropic vehicles.
