LaCross Financial Advisors

LaCross Financial Advisors is a Boston-based private wealth management services company. Founded in 2016 by Jeff and Richard LaCross, the company offers an integrated tax aware approach to financial management, including personal accounting, tax services and estate planning. With over 47 years combined experience, LaCross Financial Advisors is committed to steering clients on the path to financial freedom and confidence. Utilizing our network of top advisors, insurance experts and estate attorneys, our goal is to deliver the most efficient and coordinated professional financial services for every client’s needs.

网站

https://www.lacrossfinancialadvisors.com/

LaCross Financial Advisors 的外部链接

所属行业

金融服务

规模

2-10 人

总部

Acton，Massachussets

类型

私人持股

创立

2016

领域

Financial planning、Personal accounting services、Estate management、Individual income tax planning and compliance、Quarterly tax projections for estimated tax requirements、Gift and estate tax planning and compliance、Trust, partnership and corporation tax planning and compliance、Stock option analysis、Charitable gifting、Goal Setting, budgeting, cash flow management、Asset Protection, risk management, and insurance planning、Retirement planning、Estate planning、Investment portfolio and asset allocation review、Investment accounting、Monitor personal cash flow、Maximize use of capital、Accounting for estate and trusts和Audit representation