Broker Check

Products & Services

We provide assistance in the following areas:

*Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

*Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

*Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance

Tax Preparation

  • Individual returns
  • Business returns
  • Trust returns
  • Estate returns
  • Non-profit returns
  • Amend prior year returns

Business Service

  • Accounting
  • Bookkeeping
  • Payroll tax preparation
  • Prepare W-2's
  • Prepare 1099's


*These services are offered by Bridget McRobert, Registered Representative - Securities offered through Avantax Investment ServciesSM, Member FINRA, SIPC.  Investment advisory services offered through Avantax Advisory ServicesSM.  Insurance services offered through Avantax Insurance AgencySM.