BOTTOM LINE SERVICES

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation... We believe in thinking "out of the box" and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction... We view tax and financial services as an ongoing dynamic process, not a product. We partner with our clients from the beginning and are available to guide them through today's complex tax and financial maze. Our professional associates are focused on achieving our mission. We are staffed with certified public accountants, Certified Financial Planner practitioners, and other licensed professionals to ensure that the expectations of our clients are exceeded.

Primary location: Mitchell United States