Alliance Tax & Financial Services Inc
About Alliance Tax & Financial Services Inc
ATFS Investment Services
I am pleased to announce Investment Services through H.D. Vest Investment ServicesSM, a non-bank subsidiary of Wells Fargo & Company. As a registered representative of H.D. Vest, I am now able to offer you financial services using a to...tal investment planning approach that considers a more comprehensive approach. These services include:
· INVESTMENT PLANNING
· COLLEGE PLANNING, AND
· RETIREMENT PLANNING
If you are interested in creating an investment plan, determining your investment goals or examining your current investment strategy to see if it will help you in pursuing your long-term goals, call me at (706) 698-1275 to schedule an appointment. We can discuss investment options or we can review your existing investments for their appropriateness and ability to meet your goals and, if necessary, suggest alternatives that are suitable to your specific needs and financial situation.
Together we can discover what fits your situation and take steps to build a comprehensive investment plan. Let me put my financial knowledge to work for you in planning your financial future.
Our Services
We provide the following services:
Mortgages. As specialist in the Reverse Mortgage market, we can assist seniors with selecting the best mortgage products for their financial need. A reverse mortgage is a safe home financing / refinancing vehicle designed specifically for seniors. Call us today to receive a free dvd explaining how this product could work for you. We also provide mortgages on residential and commercial properties, construction to permanent financing, FHA and conventional loans.
Tax Preparation. Specializing in personal and small business taxes, we have provided hundreds of clients with professional tax preparation services. As a secondary service, we can also provide tax mediation with the IRS.
Investment Services*. Eric Sullivan can assist you in finding the proper investment vehicle for your financial need. Whether it's for your retirement, child's education, or general investment needs, Eric can help you in planning and implementing an investment program.
Bookkeeping. If you are a small business in need of bookkeeping services, we can help. We provide accurate, up-to-date records and information processing of your business information.
Banking Services. Our H.D. Vest Registered Representative can provide a variety of Wells Fargo & Company banking product solutions including: Business Financing Solutions (including SBA), Merchant Payment Solutions, Personal and Student Loans .
Franchise Opportunities
Franchise opportunities are available. Contact us to request a Uniform Franchise Offering Circular (UFOC) and Agreement
