Meet our newest addition to the Storen Team!
Comprehensive Financial Services – With a Personal Touch
Financial Planning, Tax Planning & Preparation, Accounting, Bookkeeping, & Small Business Consulting Services
At Storen Financial Group, we offer so much more than tax preparation and accounting services. We go beyond the numbers to provide our clients with financial planning, in-depth consulting, and year-round support. By working with our clients all year (not just at tax time), we help you create a sound strategy, so you can make financially smart decisions and ensure ongoing success. And best of all, our friendly, approachable staff offers one-on-one, personalized service, so you always feel like you are our only client.
We are also committed to using innovative technology solutions to provide the level of service you expect with the convenience you deserve. Our advanced web-based platform offers secure, 24-hour online access to your tax documents. And while this technology is available to serve you on your terms and schedule, it will never replace the close, personal attention that is the foundation of our business.
It is our goal to provide you with superior service, supported by today's most up-to-date technology. Consider our full line of services:
About Our Expertise
- Our financial advisors have obtained the following certifications: Series 6, 7, 63 & 65, State Life & Health Insurance and Indiana Long Term Care Insurance Licenses
- Our tax professionals prepare a combined 4,500+ individual & business tax returns each year.
- Our professionals have the following designations: CPA, MBA, & EA (IRS Enrolled Agent).
- Over 350 hours of continuing education are logged each year by our professional staff.
Check the background of this investment professional on FINRA's BrokerCheck.
