Business Owners

With our deep experience in accounting, tax, finance, pension & 401(k) consulting, investment strategies and financial planning, your Manchester team is skilled at successfully guiding business owners. 

Whether you are trying to improve your business or move on to the next phase of your life, we can help. If you would like to learn how we can work with you to craft the suite of services that meets your unique needs, contact us at 800-492-1107.

Services for Business Owners:
•    Investment & Portfolio Management
•    Tax & AMT Reduction Strategies
•    Pension & 401(k) Consulting
•    Educational Seminars for Your Employees
•    Corporate Cash Management
•    Financial, Retirement & Tax Planning
•    Coordination with Your CPA / Other Advisors
•    Succession or Sale Planning

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