Products & Services

TAX AND ACCOUNTING:

• Individual and Business Tax preparation
• Electronic Filing
• Payroll Services and Reporting
• Monthly Accounting & Bookkeeping Services
• Tax Planning and Consulting

INVESTMENTS:

• Mutual Funds*
• Asset Allocation Funds*
• Exchange Traded Funds*
• Municipal Bonds*
• College 529 Plans*

INSURANCE:

• Fixed and Variable Annuities*
• Life Insurance
• Disability Insurance
• Long Term Care Insurance
• Health Insurance

PLANNING SERVICES:

• Retirement Planning
  • Rollovers*
  • Traditional & Roth IRA’s*
  • SIMPLE Plans*
  • 401K Plans*
• Education Planning
• Estate Planning
• Wealth Distribution Strategies
• Tax Reduction Strategies
• Beneficiary Reviews

*These services are offered by Neil Kriegstein through his affiliation with H.D. Vest Investment ServicesSMand H.D. Vest Advisory ServicesSM.