A MESSAGE FROM ANCHOR'S PRESIDENT:
FRANK M. RICH III, CPA, CFP®
Are you looking for a trusted local tax preparer, financial planner or accountant? As a Certified Public Accountant (CPA) and Certified Financial Planner (CFP), I can offer you a one-stop, one-source solution to many of your financial planning, tax and accounting needs. Unlike many of our competitors, at Anchor Financial & Accounting, our emphasis is on being responsive to your needs and goals, not on maximizing fees. Aside from professional expertise that comes with decades of experience, we offer reasonable fees and make every effort to work within your budget. Among the many services we offer: personal budgeting and money management (including help with Quicken), investment planning and investment management, assistance with small business startups, accounting and payroll tax services, individual and business tax return preparation, life, disability and long term care insurance, transition planning for divorced and widowed spouses, and help and advice organizing your records and financial affairs.
We are located in Lansdale, Pennsylvania and service the Montgomery county, Bucks county and Philadelphia county regions. When it comes to personal financial planning, accounting and tax matters, we all have unique needs, priorities and goals. In the over 30 years since beginning my career, I've long realized that financial planning and accounting are as much about people as they are about numbers. At Anchor, we understand that the ability to listen to our cllients is just as important as professional designations in helping to ensure that our 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 don't hesitate to call or email us with any questions, or to set up an initial, no-charge consultation. I look forward to speaking with you and discussing how we might be of service in addressing your financial planning, tax and accounting concerns.
Frank M. Rich III, CPA, CFP®