ATA Financial Group LLC. BBB Business Review

(610) 433-3866

Services


ATA Financial Group specializes in providing comprehensive financial services to individuals, businesses, non-profits, unions and government agencies.

 


Tax services

Tax return preparation (individuals, businesses, non-profits, estate and gift), stragegic tax planning, IRS representation.


Accounting Services

Bookkeeping, financial statement preparation, Quickbooks training, financial consulting.


Wealth Management

Comprehensive financial planning, asset management, retirement planning.


Insurance & Risk Management

Asset / loss protection, life, health and disability insurance, succession planning.


Senior/Estate Planning

Wills, trusts, asset preservation, income generation, long-term care, Medicare/Medicaid planning.

Our Strategic Partners

 

ATA Financial

                                                                                                                                                                   

 

 *Bullet Points of Services We offer*

Wealth Management

Financial Advice

Retirement & Senior Planning

Insurance & Risk Management

 

 Kent C. Newhart

*President* *Link to Message from President

 

 

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