Tax Services

Individual tax turns and filing instructions have been prepared for 1000's of individual clients each year and a variety of small business tax returns are prepared each year. 

Insurance Services

As an Insurance Broker we provide you with access to the most highly rated, competitively priced carriers in the marketplace today. 

Mortgage Services

We welcome the opportunity to meet your needs with fast and accurate real estate financing advice. Felix has the expertise and knowledge to understand your unique financial situation.

Accounting / Consulting Services

Bookkeeping, Payroll Services and Financial Statements for small business clients. Individual And Business Financial Consulting

Non-Profit Services

We are going to guide you and help you start your non-profit business. We assist nonprofits to secure funding that allows strategic organizations to endure uncertain times.

Church / Non-Profit Loans Consulting

Responsible Church Financing guidance and consulting for churches. Our network of lenders considers the type of property, your organization's assets, your income and the amount you need to raise to determine the loan amount and interest rate.