Services
WHAT WE OFFER
We understand the financial world so you don’t have to. Campbell Financial Services provides financial planning and investment management, business advisory, tax planning, tax return preparation, and accounting services. We will help you tackle your day-to-day finances while also building a plan and investment strategy for the future
Financial Advisory Services
Our financial advisory services include investment management and financial planning. We are both a CPA and CFP office, as well as series 7 securities and insurance licensed. We will help you navigate your financial goals and retirement through careful planning and proactive guidance. You’ll know where you are, where you want to be, and how to get there.
Business Advisory
As a business owner, it’s important to have accurate information to understand your strengths and weaknesses and to create a plan for calculated growth. We’ll review where you are, help provide an education on how to improve, and develop an ongoing relationship to provide continued advisory services to help you focus on your business rather than working tirelessly in it.
Tax Planning
We know tax code, and we know our clients. Our approach to tax planning takes into consideration more than what’s on your W-2. We take an integrated approach to help you optimize your tax situation so that when the time comes to submit your tax returns, you are confident that you are using the tax code to your greatest advantage.
Tax Returns Preparation
We are experts in tax law and we offer clients a transparent look at their tax returns as we file.
Our downtown Plymouth, Massachusetts location is convenient for in-person tax filing, and we also offer a secure online portal for those who prefer to manage their tax filings virtually.
Accounting Services
As a CPA office, we provide accounting services such as financial statement preparation, and reviews and compilations.