Brian Messick, Cpa, Cfp® Email & Phone Number

As both an CFP® professional and CPA with more than 25 years experience in the area of financial services, I have the ability to work with present, soon to retire and retired business owners, and service professionals. We provide Wealth Management services for our clients by offering more than just investment management, typically at the similar fees and pricing as provided by traditional less qualified financial advisors. With our certifications, we are available to plan for our clients in the following areas:Financial PlanningInvestment ManagementTax PlanningRisk ManagementEstate PlanningIncome Tax Planning and PreparationAudits, Reviews and financial statement compilationCash Flows forecasting and business growth planningIncome tax planningIs your advisor certified?Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. LPL Financial does not offer tax advice or services.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Listed skills include Strategic Financial Planning, Tax, Investments, Finance, and 13 others.

• Lpl Investment Advisor Representative And Cpa

  Webermessick

  Jan 1997 - Present

  Based in the Mid-Atlantic Region, WeberMessick's team of CPA's and financial advisors have offered investment, tax and accounting services to clients throughout the country. Through hard work and our unwavering 'client first" philosophy, we have continued to grow our business.