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Tax services, financial investments, & retirement planning

Live for today and prepare for tomorrow.

You have financial responsibilities that must be met today. You also have to prepare for your future needs.  How do you achieve the balance that accomplishes both?  It all starts with a conversation.

Our advisors take the time to look at your financial picture.  We help you define and implement a plan to help you meet your short term and long term financial goals.


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our team

John Hickey III




Dennis Kahan, CPA

Director of Accounting


Kathleen Shutt

Financial Services


Contact us

Tel: 215-772-2160

Fax: 215-412-2441



500 E. Main Street                 99 Lantern Drive, STE 301

Lansdale, PA  19446              Doylestown, PA  18901

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