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Years of success is a result of focusing on client needs. We pride ourselves on becoming our client’s most trusted advisor. We accomplish this through tireless efforts of providing quality and timely service; being proactively involved in our clients’ plan for success; and cultivating a highly trained and passionate staff.

 

Our Services are focused on meeting all your financial, accounting and tax needs. We have decades of experience in all matters of taxation, accounting & auditing, financial planning, estates and trusts, eldercare, business valuations and much more.

We are a Firm that cares about our community. The Caristia, Kulsar & Wade Charitable Foundation, Inc was founded in 2005 and is one of the major avenues we use to support the community and our neighbors in need. Please click the link above to find out more about the work our Foundation is doing.

Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment Advisory services offered through 1st Global Advisors, Inc. We currently have individuals licensed to offer securities in the states of NJ, NY, PA, FL, VA, and CT. through our affiliate CKW Wealth Advisors, LLC.  This is not an offer to sell securities in any other state or jurisdiction.*

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