A Message from Anchor's President:
Frank M. Rich III, CPA, CFP®
If you're looking for a trusted local financial planner or local accountant (or both), you've come to the right place. As a Certified Public Accountant (CPA) who is also a 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, we place a much stronger emphasis on servicing client needs over maximizing revenues. Aside from professional expertise and decades of experience, we offer flexible pricing and make every effort to try and work within your budget and to find the least expensive way of effectively addressing your concerns. Among the many services we offer: personal budgeting and money management (including help with Quicken and other software), investment planning and investment management, assistance with starting a small business, accounting and payroll tax services, individual and business tax return preparation, life, disability and long-term care insurance, single-again transition planning, and help organizing your records and financial affairs. We are located in Lansdale, Pennsylvania and primarily service the Montgomery, Bucks and Philadelphia county areas, including the cities of Ambler, Colmar, Doylestown, Harleysville, Montgomeryville, North Wales and Souderton.
When it comes to personal 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 and going on to attain 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. At Anchor, we understand that the ability to listen to our cllients is just as important as professional designations in helping to ensure 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 in more detail and feel free to call or email me with any questions, or to set up an initial, no-charge consultation. I look forward to discussing how we might best address your financial planning and/or accounting concerns.
Frank M. Rich III, CPA, CFP®
President
Anchor Financial & Accounting, P.C.
