ATA Financial Group LLC. BBB Business Review

(610) 433-3866

News

Protect yourself from scammers

Published: Feb 16, 2018 | Last modified: Feb 16, 2018
Scammers are becoming more and more sophisticated with their ways to steal money or personal information. Now that we are in the midst of tax season, it is important to protect yourself from scammers. If you receive a call from a person claiming to be from the Internal Revenue Servi...

Wealth Management

Published: Sep 25, 2015 | Last modified: Oct 13, 2016
We provide Wealth Management Services including: Comprehensive Financial Planning, Asset Management, Retirement Planning ...

Insurance and Risk Management Services

Published: Sep 25, 2015 | Last modified: Apr 29, 2016
We provide Insurance and Risk Managment Services including: Assett / Loss protection; Life, Health and Disability Insurance; Succession Planning ...

Tax Services are provided at ATA Financial in Whitehall

Published: Sep 25, 2015 | Last modified: Apr 29, 2016
We provide Tax Retun Preparation for Individuals, Businesses, Non-Profits, Estate and Gift . We also offer Strategic Tax Planning and IRS Representation. ...

Accounting Services

Published: Sep 25, 2015 | Last modified: Apr 29, 2016
We provide full Accounting Services including: Bookkeeping, Financial Statement Preparation, Quickbooks Training and Financial Consulting ...

Senior and Estate Planning

Published: Sep 25, 2015 | Last modified: Apr 29, 2016
We provide Senior and Estate Planning Services including: Wills, Trusts, Asset Preservation, Income Generation, Long-Term Care, Medicare/Medicaid Planning ...

Add Our Website to Your Favorites

Published: Sep 25, 2015 | Last modified: Sep 25, 2015
Make it simple to visit our website by adding us to your favorites! Depending on your browser, you might see it labeled as Bookmarks or Favorites. You can add a website to your favorites list in any browser, whether you are on your computer or mobile device. Look near the address bar in any browser ...

Do You Like Us?

Published: Sep 25, 2015 | Last modified: Sep 25, 2015
Do you like what we have to say? Want to share it with your network? We've made that easy for you! All of our articles have share or like buttons so you can let us and everyone else know what you think! Do you tweet? Are you an avid Facebook-er? Do you like to share with your professional network on...

We're excited to be using EggZack!

Published: Sep 25, 2015 | Last modified: Sep 25, 2015
We're excited to announce that we will now be using EggZack to assist with all of our digital marketing needs. EggZack automates the process of keeping you, the customers, informed and we look forward to engaging online with you. Be on the lookout for postings of upcoming offers, news, and events as...

We are Social, We are everywhere, Follow Us

Published: Sep 25, 2015 | Last modified: Sep 25, 2015
Are you following us online? We are everywhere! It's important to us to keep you updated and have you join us in creating an engaging conversation so we can better serve you. Make sure you are on the look out for upcoming offers, news updates, and events because we will be sharing important informat...
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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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