We offer an array of financial services to provide for all your financial needs.
Our services include: income tax preparation, retirement planning, investments, employee benefit planning, estate planning, financial planning, accounting & bookkeeping, living trust preparation, and insurance. Pandelis has an extensive educational background in multiple areas of the financial industry. His credentials include: EA, CPA, PFS, CGMA, CFP, MSTAX, MSFS, ChFC, CLU, AEP, AAMS, ADPA, AWMA, BCE, CAP, CASL, CEP, CFS, CLTC, CMFC, CRPC, CRPS, CTRS, REBC, RFC, RFP, RHU.