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Bordeaux & Bordeaux, CPAs, PA
Your CPA Partners

Financial Planning Services

 

 

Bordeaux & Bordeaux CPAs, PA

Heritage Park

4341 Charlotte Hwy, Ste 211

Lake Wylie SC 29710 


Related Entities:            RedWolf Payroll                        Mahalo Salon                       Smarts4

 

Effective management of financial affairs requires extensive knowledge, organization, and constant vigilance. Our firm provides a complete range of consulting and advisory services to help with the complexities of financial planning. We truly care about our clients and strive to form lasting relationships with each of them - providing beneficial information, access to a wealth of resources, and a proactive stance in serving each client's needs.
 
Our financial planning services include:
- Investment Consulting
- Financial Planning to Achieve Specific Goals
- Retirement Planning
- Estate and Business Succession Planning
- Insurance Consulting