Plymouth, MA: Tax planning and financial advising firm Campbell Financial Services has formally rebranded to reflect the recent growth in the organization as well as the firm’s commitment to provide a frictionless experience for clients with a refreshed focus on doing so digitally. Formerly known as Deborah Campbell CPA, Campbell Financial Services’ name change indicates the expansion of the firm’s accounting team to now include Kevin Campbell, CPA, who formally joined the team in September 2019.
“We are proud to be a multi-generational family business, and with the next generation comes a confirmed sense of longevity and security for our clients, as they can be assured that our family will continue to serve their financial best interests,” said Deborah Campbell, CPA, President of Campbell Financial Services. “I built this company more than twenty years ago, and to be able to formally introduce my son as our new Investment Advisor Representative under our name is an exciting next chapter for Campbell Financial Services and our clients.”
Through its rebrand, which included a redesigned logo, refocused mission, and fully-optimized and mobile-friendly website and digital presence, Campbell Financial Services aims to provide a more seamless experience for current and future clients as emerging technologies and trends reframe how financial advising and tax preparation and planning is conducted.
Forthcoming website functions include an online customer portal in which clients may collect and share their tax and financial documents securely, thereby minimizing the amount of papers being managed between appointments, and more curated content by the Campbell Financial Services team, which will keep clients more up-to-date on industry trends and best practices.
Campbell Financial Services can now be found online via the following:
Website: Campbell.financial
Facebook: https://www.facebook.com/CampbellFS/
Twitter: https://twitter.com/CFS_Tax
To learn more about Campbell Financial Services, visit campbell.financial.
About Campbell Financial Services
Formerly Deborah Campbell CPA, Campbell Financial Services provides tax preparation, tax planning, and financial advisory services to both individuals and businesses. Located in downtown Plymouth, MA, Campbell Financial Services prides itself in providing honest, straightforward, and sincere advice to every client. Campbell Financial Services’ integrated approach to tax and wealth management provide clients with a seamless financial services experience and a long-term advisory partner with a deep knowledge of financial advising and tax codes, and a personal understanding and commitment to each client’s individual needs.
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