Daniel Crouse

Daniel Crouse Email and Phone Number

CPA & Wealth Management Advisor at BRENDLE CROUSE, P.A
Daniel Crouse's Location
Winston-Salem, North Carolina, United States, United States
Daniel Crouse's Contact Details

Daniel Crouse work email

Daniel Crouse personal email

n/a
About Daniel Crouse

I joined the Brendle Crouse P.A. and Brendle Financial Group, LLC team in December 2019 as a CPA and Wealth Management Advisor, I enjoy working closely with families on individual, trust, and estate taxation. I am a member of the American Institute of Certified Public Accountants (AICPA) and the North Carolina Association of CPAs (NCACPA).I will not ask for or request personal or account information through this site. Any such request should be ignored and deleted. All personal and account updates must be completed in person or over the phone. Please make sure that you have set up security features on your site to protect your privacy. I will not accept trading instructions through this site.Securities offered through Avantax Investment Services℠, Member FINRA (www.FINRA.org) and SIPC (www.sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. Please visit https://www.avantax.com/legal/social-media-policy/ for more information.Specialties: Tax-centric Investment Strategies, Financial Planning, Tax planning, Retirement Planning.

Daniel Crouse's Current Company Details

CPA & Wealth Management Advisor at BRENDLE CROUSE, P.A
Daniel Crouse Work Experience Details
  • Brendle Crouse P.A
    Cpa & Wealth Management Advisor
    Brendle Crouse P.A Dec 2019 - Jul 2021
    Winston Salem, North Carolina
    At Brendle Crouse P.A. and Brendle Financial Group, LLC, we are a team of taxcentrictrusted advisers that provides personalized recommendations to enrichthe lives of our clients and their families and help them meet long term goalsand dreams. With extensive knowledge of tax and investment strategies, weprovide diversified and comprehensive financial planning. A greater sense ofsecurity and stability for your family begins with our very first conversation.We meet initially to review your current situation and discuss how we canhelp, and then determine if there is a right FIT for us to work together. Ourteam focuses on the core concerns and goals of our clients, helping themmake better informed financial decisions, build wealth, and take control of theirfinancial lives. Our purpose and mission is to enthusiastically and passionatelyprovide exceptional wealth management and comprehensive financial planningservices in a concise and understandable way.Recommendations and endorsements on my LinkedIn profile are consideredtestimonials and are not allowed pursuant to SEC rules.
  • Crouse Cpa, Pllc
    Member
    Crouse Cpa, Pllc Jun 2016 - Dec 2020
    Winston Salem, North Carolina

Daniel Crouse Skills

Accounting Tax Corporate Tax

Daniel Crouse Education Details

Frequently Asked Questions about Daniel Crouse

What is Daniel Crouse's role at the current company?

Daniel Crouse's current role is CPA & Wealth Management Advisor at BRENDLE CROUSE, P.A.

What is Daniel Crouse's email address?

Daniel Crouse's email address is dc****@****any.com

What schools did Daniel Crouse attend?

Daniel Crouse attended University Of North Carolina At Charlotte.

What skills is Daniel Crouse known for?

Daniel Crouse has skills like Accounting, Tax, Corporate Tax.

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