ATA Financial Group LLC. BBB Business Review

(610) 433-3866


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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