Our mission is to:

Protect, Maintain, Develop, and Increase our Clients’ Wealth through means of Tax Services, Bookkeeping, Consulting, and Financial Services.

Sim R. Portnoy
Financial Advisor
Industries We Currently Serve
Adoption Agencies
Alarm Companies
Associations
Auto Repair
Bars/Nightclubs
Beauty Salons
Building Development Firms
Computer Consultants
Distribution
E Store Companies
Equestrian
Excavation Businesses
Fast Food Franchises
Food Deli
General Contractors
Greyhound Bus Stations
Health/Fitness Clubs
Hearing Aid Franchises
Home Based Businesses
Insurance Companies
Janitorial Services
Landscaping Companies
Law Office
Legal
Locksmiths
Machine Shops
Mail Franchises
Martial Arts Schools
Manufacturing
Medical Billing
Medical and Healthcare
Non-Profit/Charitable Organizations
Optometrists
Photographers
Physicians
Real Estate Developing
Restaurants
Small Businesses
Software Consultants
Spas/Nail Salons
Start Up Businesses
Stock Brokerage Firms
Swimming Pool Builders
Vending Companiess
Venture Capital Firms
Video Production Companies
Waterproofing
Web Design Firms
Career Opportunities FINRA.org