Additional Information

  • Categories: Financial Advisors & Planners, Accountants & Tax Services, Long Term Care Insurance, General Insurance
  • Payment Options: Cash, Check, Discover, MasterCard, Visa

Hours

  • Regular Hours
    Sunday
    Closed
    Monday
    09:00 AM - 04:00 PM
    Tuesday
    09:00 AM - 04:00 PM
    Wednesday
    09:00 AM - 04:00 PM
    Thursday
    09:00 AM - 04:00 PM
    Friday
    09:00 AM - 04:00 PM
    Saturday
    Closed
  • Add'l Hours Info: After hours appointments available

About Us

  • We offer an array of financial services to provide for all your financial needs. Our services include: income tax preparation, retirement planning, investments, employee benefit planning, estate planning, financial planning, accounting & bookkeeping, living trust preparation, and insurance. Pandelis has an extensive educational background in multiple areas of the financial industry. His credentials include: EA, CPA, PFS, CGMA, CFP, MSTAX, MSFS, ChFC, CLU, AEP, AAMS, ADPA, AWMA, BCE, CAP, CASL, CEP, CFS, CLTC, CMFC, CRPC, CRPS, CTRS, REBC, RFC, RFP, RHU.