Kirkby, Phelan & Associates

Kirkby, Phelan & Associates offers strategic accounting and investment management services for individuals and small businesses. As an independent firm, we understand the importance of a trusted relationship with your financial advisor. Our clients enjoy access to an experienced and knowledgeable team that places a premium on listening carefully, responding quickly and planning effectively in order to minimize tax impact and chart their secure future. Our services include: Individual tax planning Corporate tax planning Retirement Planning Roth IRA College Savings Plans Life Insurance Long-Term Care Insurance Portfolio Management 401(K) and 403(B) Plans Other non-traditional retirement plans Succession Planning Since 1970,...

Financial planning,retirement planning,college savings plan,investment management ,estate and trust tax planning and preparation ,tax management services,financial statement preparation,sales tax filing,payroll tax filing,portfolio management ,401(k) plan,403(b) plan,pension plans,profit sharing plans,succession planning,individual tax planning and return preparation,business tax planning and return preparation,and certified divorce financial planning

Kirkby, phelan & associates operates in the Accounting industry.

Kirkby, phelan & associates's revenue is 11m - 100m

Kirkby, phelan & associates has 11 - 50 employees.