Our services include, but are not limited to:
- Accounts Payable
- Accounts Receivable
- Reconciliation
- Payroll
- Financial Consulting
- Tax Planning Strategies
- Tax Preparation (Monthly, Quarterly, Annually)
- Budget Forecasts
- Notary
Our staff includes a Certified Financial Advisor
Bryan Ulatowski
Bryan Ulatowski is an investment advisor representative and has been active in the financial services industry for more than 15 years. Over that period of time, he has advised clients in the management of their investments. Bryan has extensive experience in asset management and retirement planning. Bryan has completed training through Ed Slott and has become one of the members of Ed Slott’s Elite IRA Advisor Group™.
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