Tax Preparation And Accounting Marries Private Wealth/Financial Planning
Top Baton Rouge accounting firm, Assurance Tax & Accounting Group (ATAG) and Private Wealth Advisory Practice of Ameriprise Financial, Gulf South Wealth Advisors have announced a strategic partnership in the Baton Rouge, Louisiana market.
Baton Rouge, Louisiana, United States – December 31, 2016 /MarketersMedia/ —
Top Baton Rouge accounting firm, Assurance Tax & Accounting Group (ATAG) and Private Wealth Advisory Practice of Ameriprise Financial, Gulf South Wealth Advisors have announced a strategic partnership in the Baton Rouge, Louisiana market.
ATAG is a group of experts in the accounting and tax planning/preparation field with over 15 years of experience. Gulf South Wealth Advisors are experts in the financial planning and wealth management planning field. This partnership encompasses comprehensive financial planning and wealth management services. These new services allow both firms to broaden their service offerings, not just from a tax-planning perspective, but a more comprehensive, integrated approach.
Current and future clients can expect to receive an initial complimentary consultation to review and discuss their individual financial pictures. Personalized Planning Services ranging from tax planning, education planning, beneficiary planning, major purchase planning, debt management and so much more.
As part of a long-term strategy, the two companies believe this partnership will allow them to provide their clients with a financial check-up that yields sound advice, premier service and ensure they are maximizing their personal finances.
When asked about the new joint venture, Kimberlee Collins of Assurance Tax & Accounting Group said, “The past several months have proven to be difficult and economically challenging for many residents of Baton Rouge and surrounding areas. I have been inundated with questions from clients on a host of important issues. Questions ranging from current and upcoming tax reforms to personal finances, retirement planning and portfolio management. That’s why I decided to become more immersed in my client’s financial well-being. I believe integrating financial planning with my firm’s tax advice will be a valuable service to our clients in helping them reach and maintain their long-term goals”.
Matt Edwards of Gulf South Wealth Advisors is equally excited about the venture as well, saying, “I am passionate about working with clients and I want them to experience financial confidence now and in retirement. This partnership will allow me to help even more people in reaching their financial goals.”
Current and future clients of Assurance Tax & Accounting Group are invited to learn more about the joint venture and how this will benefit them going forward by visiting ATAG’s new website at
http://www.assurancetaxbr.com/gulf-south-wealth-advisors.html.
Full details on this new partnership can be viewed on Assurance Tax and Accounting Group’s website here: http://www.assurancetaxbr.com/gulf-south-wealth-advisors.html.
Assurance Tax & Accounting Group was founded in 2013 and serves the accounting and tax services industry. Gulf South Wealth Advisors was founded in 1894 and serves the financial planning and wealth advisors industry.
For more information, please visit http://www.assurancetaxbr.com/
Contact Info:
Name: Kimberlee Collins
Email: info@assurancetaxbr.com
Organization: Assurance Tax and Accounting Group
Address: 8676 Goodwood Blvd #102 Baton Rouge, LA 70806
Phone: (225) 757-5518
Video URL: https://youtu.be/RLAqwllkAao
Release ID: 158124
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