Sechrest & Bloom, LLC is an intellectually driven, knowledgeable, and disciplined CPA and wealth management firm. Our team specializes in tax planning and tax return preparation for individuals, businesses, and trusts & estates, including providing accounting and bookkeeping services. We’re also an independent, fee-only financial planning firm that is committed to providing the highest standard of fiduciary client service as a Registered Investment Adviser (RIA). We manage all tax, financial, and life planning issues in an educational and guiding approach.
“Their approach to financial planning is well thought out and well planned”
“They are there when I need them”
“Jarod is very sharp, detailed oriented, committed, and responsive”
“Knowledgeable, responsive, communicate really well…respectful”