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Welcome
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We've
moved!
Please make a note of our new address.
Click here
for details.
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The AFS Tax and Planning Group is a full service financial services
firm which provides
tax preparation, financial planning and consulting to
individuals and businesses.
Our Philosophy
Our team of professionals provides the highest level of
competence and service. Our wide range of tax and financial
services are specifically tailored to give our clients the
opportunity to obtain, maintain, and maximize their financial
goals. We emphasize quality and personal service to our clients.
As your trusted advisors, we are fully committed to helping you
to pursue your financial goals.
What We Do
Our business is to offer financial advice and to help you put your plans into action. Our financial advice and planning strategies include income tax preparation, insurance, pensions, retirement and general financial matters. We also offer an ongoing service of financial plan review and financial consultation.
Professional Affiliations
- National Society of Public Accountants
- Arizona Society of Practicing Accountants
From personal tax, financial and estate planning services to general business concerns, call on us to advise on and assist with
your financial matters.
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IMPORTANT NOTE: Jeff Adelstone is a registered
representative with the following registrations: Series
#7, #24, #63 and #65 and can transact business with
clients in Arizona. Jeff Adelstone is also an Investment
adviser agent licensed in Arizona. Jeff Adelstone is
Insurance licensed in Arizona. If you are not a resident
of the states noted above, all investment-related
information on this site is for informational purposes
only and does not constitute a solicitation or offer to
sell securities, investment advisory services or insurance
services over the Internet. Securities offered through HD
Vest Investment ServicesSM.
Member SIPC, Advisory Services offered through HD Vest
Advisory ServicesSM,
Non-bank subsidiaries of Wells Fargo & Company. |
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