April 10, 2012
We are Moving!
We are moving! The good news is the space is diagonally across the street at:
One Acton Place, Suite 301
526 Main Street
Acton, MA 01720 (some of you may know it as the "Robb Report" building)
All other contact information remains the same. We will be leaving our current space on April 20th and we will be up and running in our new space on April 23rd.
Designated parking is right at the front entrance and if our 2 spaces are filled, there is ample Visitor parking. There are also many handicapped spaces.
The elevator and stairs to the 3rd Floor are just inside the main entrance. Our entrance is just to the right of the elevator and at the top of the stairs.
This is a Class A location and we have a larger space with the necessary area to continue our growth. We are planning to add a new CPA, with expertise in corporate work, in the near future as well as another experienced CPA in the next year or so. If you know of someone that you think we should interview, please tell them and/or let us know how to contact them.
Thank you for being our client and for your many referrals which have allowed us to grow.
Please stop in to see us at anytime.
“Always available to review and adjust strategies”
“On the wealth management side, they counsel me and are intellectually driven, conservative, and disciplined”
“Jarod and the team take a personal interest in us as clients”
“Staff is incredibly competent, fun, warm…fantastic team”