History
Our firm was established in 1994 by Jim and Linda Zelek and for over 18 years we've specialized in meeting our clients varied financial, tax and accounting needs. We have clients from to California to Maine to Florida and are fully prepared to assist you or your business regardless of your proximity to us.
Specialties
We are a financial services firm that offers comprehensive financial, tax and accounting services located in Moultonborough, New Hampshire. With a combined 66 years of experience, our staff is both fully qualified and dedicated to providing our own brand of superior customer service to our clients. We excel at financial, tax and accounting services and can steer you toward achieving your financial goals. In this changing economy, financial security depends on many things: a sound savings program, adequate insurance protection, a well-planned investment strategy, tax management, and personalization. Contact us today and allow us to demonstrate how we can improve your financial outlook.