19 South Broad Street
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
We also can answer your questions, including:
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
*These services are offered by Dwayne Snyder through his affiliation with Avantax Wealth Management℠
Founder & Wealth Advisor
Dwayne Snyder is a CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent. He has extensive personal and professional experience. He also holds various other professional designations such as the Accredited Business Accountant,...
Notary Public & Tax Preparer
William is a Notary Public with over 15 years of experience, all with Smart Cents. He's the one to see for all your Notary and vehicle transfer questions. He also prepares and reviews tax returns during our busy tax season. He will be...
Senior Tax Preparer & Advisor Assistant