Peltz Financial Services is a locally based insurance and financial services provider, offering life, disability, medical, Medicare, long-term care and dental packages. Financial services include annuities and financial planning. Visit its website for its resources that can help you calculate taxes, finances and insurance needs.
This Edward Jones Investments is headed by Sheik Deen. Edward Jones offers borrowing and spending solutions, trust management services, retirement plans, estate considerations, education savings plans and more. This adviser also provides life, long-term care and disability insurance options.
Kline & Company is an accounting firm that caters to large and small businesses in a variety of sectors. Services offered include tax planning and preparation, accounting, statement preparation and audit and IRS representation. The firm also offers services to companies that are contractors to the federal government. Kline & Company is located on the third floor of the 141 office building.
Primerica Financial Services is a nationwide financial services firm. It provides everything from consolidation loans to annuities, mutual funds and term life and long-term care insurance.