Verified email-pattern data for Shetland Financial is currently limited. You can still use the company insights and contact sections below.
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
- -
- Address
- 4647 Saucon Creek Rd,
- Industry
- Financial Services
- 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
Wagnervision,
Advantage Cfo & Controlling Services, Llc,
Collabz,
Morrison Dom & Associates,
Value Growth Cfo, Llc,
Pkg Community,
Precise Payroll,
Education Trailblazers Association,
Trailblaze Cfo,
Main St Cfo.
Shetland Financial's categories are Financial Services
Shetland Financial's founding year is 2020
Explore related pages
Related company profiles:
Top Shetland Financial Employees
-
Kevin Dodgson, CPA, CFA
Founder & Ceo At Shetland Financial…
Center Valley, Pennsylvania, United States, United States4shetland-financial.com, gmail.com, prudential.com, gmail.com -
Gavin Wagner
Finance Major @ Moravian University |…
Bethlehem, Pennsylvania, United States, United States -
Vikki Lewis
Administrative Assistant
Fort Myers, Florida, United States, United States1mooreandscarry.com2 +123968XXXXX
Free Chrome Extension
Find emails, phones & company data instantly
Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Aero Online
Your AI prospecting assistant
Select data to include:
Total price:
$0.00
0 records × $0.02 per record
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 10 free credits.
Search the #1 Contact Database
Get contact details of over 750M+ profiles across 60M companies – all with industry-leading accuracy. Sales Navigator and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.