Services Directory

Category: Certified Public Accountant

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Harry D. Badanes, Principal
Clark Schaefer Hackett & Co.
Robert Bernard, Partner
Brush Bernard LLP
Emily Blumenfeld
Dean Dorton
Janel Carroll, Senior Wealth Advisor & Shareholder
Truepoint Wealth Counsel
April Caudill, Director of Advanced Solutions
Principal Financial Group
Janie Evans, Tax Partner
KSM CPAs & Advisors
Amy Gartner, Associate Director of Family Office Services
Dean Dorton Allen Ford
Mark Gaudet
Clark, Schaefer, Hackett
William Hesch, Mr.
William E. Hesch Law Firm/CPA
Jason Katz, Wealth Advisor & Principal
Bartlett Wealth Management
Ling Liu, Owner
LL Business Solutions, ltd
James McGrath, Director & Senior Wealth Advisor
Mariner Wealth Advisors
Tracy Meguire, Owner
Thrive Strategic Wealth
Lisa Riccardi, Tax Director
Dean Dorton (fka VonLehman & Company, Inc.)
William Schult, Managing Director
Trinity Aging Life Advisors
Bryan Setz, Owner, Managing Director
Value Edge Advisory, LLC
Diana Veid
Veid & Veid