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Integration and communication are key variables in developing a successful financial relationship. We offer a true wealth management practice through our affiliates and partners and provide you with a one-stop-shop.
As we often say, in any financial relationship we will serve as your independent "gate-keeper," communicating and evaluating your Plan with all of your advisors to ensure you receive the best possible advice. Feel free to contact any of our partners directly or ask us to facilitate a meeting on your behalf.
Taylor & Company LLC, Certified Public Accountants
- Amy Taylor, CPA, owner
- amtcpa@comcast.net
- 410-404-1361
- small business and personal tax return preparation
- payroll processing services
- monthly accounting and bookkeeping services
- QuickBooks expert
Estate and General Practice Attorneys
Apple Insurance Services, Inc.
Susquehanna Bank
Corporate Coverage
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