Broker Check



In addition to our commitment to excellence, we strive to earn your ongoing trust through our consistent practice of due diligence, offering world class service, and knowing the financial needs of our clients.  Our unique knowledge, being a Certified Public Accounting Firm, translates into tax efficient investments, utilizing the analytical skills of a CPA to develop efficient portfolios, as well as taking appropriate risks.  The CPA is already the " most trusted advisor", it is only natural to use the CPA's experience, expertise, analytical skills, and knowledge of financial services.

We provide advice, guidance, investment portfolios, tax compliance and planning for which our clients are proud to acknowledge to their families and peers.

Investment services are offered by (Martin S. Kofman) through his affiliation with Avantax.