Our Services

ACCOUNTING SERVICES:

· Bookkeeping and accounting

· Federal and State income tax preparation

· Payroll and Sales tax computation/preparation

 INVESTMENT SERVICES:*

  • Goal funding
  • College plans (529 & others available)
  •  IRAs (Roth and Traditional)
  • Rollovers from pension plans
  • Variable annuities
  • Mutual Funds
  • Stocks and Bonds ( in brokerage accounts)
*These services are offered by John Lister and Nadine Feild through their affiliation with 1st Global Capital Corp., Member FINRA & SIPC.  Investment advisory services offered through 1st Global Advisors, Inc.