Our team has more than 50 years of finance and accounting experience. With our large service menu and personalized approach, we will make sure all your needs are met.
The SecurEdge Tax Strategies Difference
We know how important your finances are to you. You need a trusted financial advisor, and we are here to serve your needs. We can give you personalized attention with services that are on-time and accurate, so you feel confident in your financial standing. Let us become your financial partner.
- Angie McCarthy, CFP®, CDFA®, CRPC®
We believe integrity is doing the right thing at all times. We are committed to being honest and ethical in all that we do.
Our clients are our top priority. We provide on-time and accurate services to help you simplify your life.
We provide a complete financial analysis that includes your current and future needs. We help you meet your financial goals.