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Professional Services
Overview
The AFS Tax and Planning Group is a full service financial firm able to assist you in your every financial need. Serving Tucson for over
40 years with pride, commitment and professional expertise, we
look forward to working with you.
Please follow the links below for more detailed information
on each of our professional service areas.
Income Tax Preparation
Tax preparation and planning as well as audit representation.
Accounting & Bookkeeping Services
Full service for small business including records maintenance,
monthly or quarterly write up financial statement services, and
general payroll services.
Financial Planning Strategies
Financial planning and consulting for individuals and businesses.
DISCLOSURE:
Jeff Adelstone is a registered representative registered
to transact business with clients in Arizona, California,
Colorado, Indiana, Minnesota, Missouri, New York, Oklahoma, Pennsylvania,
Texas, Virginia, and Washington. Jeff is advisory licensed
in the following states: Arizona, Florida, New York,
Oklahoma, Pennsylvania, Virginia and Washington. Jeff is also an insurance
agent licensed in Arizona, Massachusetts, and Pennsylvania.
Paul Simpson and Ben Goldberg are also registered
representatives. Paul is licensed to transact business in
Arizona and California, and is also an insurance agent
licensed in the state of Arizona. Ben is licensed to
do business in Arizona, Colorado and Florida, holds an
advisory license in Arizona, and is also an insurance
agent licensed to do business 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 or insurance
services over the internet.
Securities offered through H.D.
Vest Investment ServicesSM,
Member: SIPC, Advisory Services offered through H.D. Vest
Advisory Services SM
, 6333 North
State Highway 161, Fourth Floor, Irving, TX 75038,
972-870-6000.
Investments & Insurance Products:
Are not insured by the FDIC or any federal government
agency. Are not deposits of or guaranteed by the bank or
any bank affiliate. May lose value.
The AFS Tax & Planning Group and Adelstone Financial
Services, Inc. are not registered broker/dealers and are
not affiliated with H.D. Vest Financial Services. |
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