We offer tax, accounting, and wealth management services to individuals and small businesses. As a boutique CPA and wealth management firm, we are uniquely positioned to help our clients with any of their financial needs.
For individuals: we file taxes and create ongoing, proactive plans to eliminate surprises and reduce overall tax burdens. We can also create financial plans and manage investments in conjunction with your tax planning to ensure everything is in alignment.
For businesses: we offer bookkeeping, accounting and financial reporting to businesses of all sizes in various industries. We can also setup payroll processing and help implement retirement plans to ensure your employees are taken care of. Lastly we offer Fractional CFO and advisory services to ensure you have a trusted partner to handle complex financial needs.
Contact us today to set up a free consultation to find out more
Company Details
- Employees
- 3
- Founded
- 2020
- Address
- 4647 Saucon Creek Rd,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.shetlandwealth.com
- Keywords
- Center Valley.
- HQ
- Center Valley, Pennsylvania
Shetland Financial Questions
Shetland Financial's website is http://www.shetlandwealth.com
Shetland Financial's LinkedIn profile is https://www.linkedin.com/company/shetlandfin
Shetland Financial has
3 employees.
View email and phone details for 3
employees at Shetland Financial.
Shetland Financial's industry is
Financial Services
Shetland Financial's top competitors are
Trailblaze Cfo,
Wagnervision,
Collabz,
Pkg Community,
Precise Payroll,
Value Growth Cfo, Llc,
Main St Cfo,
Morrison Dom & Associates,
Advantage Cfo & Controlling Services, Llc,
Education Trailblazers Association.
Shetland Financial's categories are Financial Services
Shetland Financial's founding year is 2020
