Broker Check

How We're Different

Ever wonder what it would be like to work with advisors who know your tax situation as well as your financial plan?

As a CPA and Certified Financial PlannerTM professional, Frank Douglass is able to help clients implement a financial plan* that makes sense from a tax perspective as well. Our advisors strive to make prudent tax planning an integral part of a larger financial plan.

Please call us if you have any questions about our firm or the range of financial products and services we provide.

From accounting and tax work, to insurance and investments*, we do it all.

*Investment and financial planning services are offered by Frank Douglass and Andrew Sullivan through affiliation with Avantax.