A Message from Anchor's President:
Frank M. Rich III, CPA, CFP
Whether you're looking for commission-free investment planning and management services, tax return preparation, help with starting and operating a business or an array of accounting, tax or financial planning services covering many needs, we can help. We can offer you a professsional relationship anchored in trust and integrity that includes a focus on providing cost-effective financial planning and accounting solutions tailored to your specific needs. Located in Lansdale, Pennsylvania, and primarily servicing the Montgomery, Bucks and Philadelphia county areas, we offer the additional benefits of a smaller suburban office in the form of lower overhead and a stronger emphasis on servicing client needs over maximizing revenues.
When it comes to financial planning, accounting and tax matters, we all have unique needs, priorities and goals. In the 25+ years since beginning my career with an international accounting firm, then attaining my Certified Public Accountant (CPA) and Certified Financial Planner (CFP) designations, I've long realized that financial planning and accounting are as much about people as they are about numbers. We understand that the ability to listen is as important as professional designations in ensuring that professional advice truly meets the unique needs of our clients.
Please take a few minutes to review our website and the services we offer, and call or email with any questions about our services, or to set up an initial, no-charge consultation. I am looking forward to meeting you and having the opportunity to address your financial planning and/or accounting concerns.
Frank M. Rich III, CPA, CFP®
President
Anchor Financial & Accounting, P.C.
