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Anchor Financial & Accounting, P.C.

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Anchor Financial & Accounting, P.C.

Overview:

As a Certified Public Accountant (CPA) and Certified Financial Planner (CFP), I can offer you a one-stop, one-source solution to your financial and investment planning, tax preparation and accounting needs. At Anchor Financial & Accouting, our primary focus is on your needs and goals, not on maximizing fees, as is the case with many of our competitors. Aside from professional expertise that comes with decades of experience, we offer reasonable fees and a no-charge initial consultation. Services we offer include individual and business tax return preparation, investment planning and management, business formation (startups), personal budgeting and money management (including help with Quicken), accounting and payroll tax preparation, life, disability and long term care insurance, transition planning for divorced and widowed spouses, and help and advice organizing your financial records and affairs.

We are located in Lansdale, Pennsylvania and service individuals and businesses located in Montgomery, Bucks and Philadelphia counties. When it comes to personal financial planning, accounting and tax matters, we all have unique needs, priorities and goals. At Anchor, we understand that the ability to listen to our cllients is just as important as professional designations in helping ensure that our professional advice truly meets the unique needs of our clients.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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