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May 20, 2012

speaker: Alex Epelbaum, banker

Alex Epelbaum speaks for the first time since returning

Vanessa Sundin, Estate Attorney

Vanessa Sundin, Estate Attorney will be speaking this Wednesday at 12 pm.

Accounting, Tax and Financial Independence from our Speakers this week!

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The week of February 2 brings us John P. Wales CPA a tax and accounting specialist with dozens of years of service assisting professionals and business owners. We also have Harrison Lazarus CPA of Harrison Lazarus Advisors a  trusted financial counseling firm with personalized financial planning and unparalleled customer service. Please join us for a very [...]

John Wales

John Wales, CPA

John takes his clients’ finances seriously. Knowing that a business owner cannot know where they are without clean and thorough accounting, he takes pride in providing expert advice in tax matters along with accounting principles, and timely work.

Harrison Lazarus

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As a boutique financial counseling firm, Harrison Lazarus Advisors provides you with a personalized plan and unparalleled customer service, without overhead costs and commissions that other advisors will pass on to you. Our financial planning process maximizes all aspects of your economic health by integrating investment, tax, insurance, and estate advice with our Top 10 Financial™, a successful and thorough 10-point program.

Jocelyn Cook, VP, Commercial Mortgage Broker

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Jocelyn is a tenacious and detail oriented advocate for her clients. Everyone who has worked with her has virtually gushed with complements about her work ethic, thoroughness, and care.

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