Broker Check

Products & Services

We provide assistance in the following areas:

Tax Preparation & Planning

  • Individual
  • Business-Corporation/Partnership
  • Trust/Estate

Accounting & Bookkeeping Services

  • Bookkeeping
  • Payroll Services & Reporting
  • Sales Tax Processing
  • Financial Statements
  • Quickbooks Consulting
  • Audit Services

Investments*

  • Mutual Funds
  • Common Stocks
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Bonds/Government Securities
  • Variable Annuities

Financial Services

  • Retirement Plans*
  • Tax Planning
  • 401(k) Planning*
  • 403(b) Planning*
  • College Plans*
  • Estate Plans
  • Money Purchase Plans*
  • Profit Sharing Plans*
  • Insurance
  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance

*These services are offered by Joseph Cearlock through his affiliation with H D Vest .