Lynne Marcus, CPA, CFP®is a full-service accounting, tax, and financial planning firm.
I have been in practice over 25 years, continually striving to make a difference in the lives of my clients.
I am dedicated to building lasting relationships, so I spend the time to get to know you and your family, your goals, and dreams for the future. One thing is absolutely clear—each person's situation is different. Accordingly, my approach will be to pursue an in-depth understanding of your situation, as well as the personal values you hold.
One of my objectives is to offer you the best possible financial education so that you will fully understand and participate in pursuing your desires. Thus, we continually hold seminars and meetings, to give you the tools you need to accomplish your financial freedom.
I look to safeguard the interests of my clients, in both up and down markets, through tax law changes, and other developments in our ever-changing world.
Over a 25-year career, this simple yet intimate approach has helped me guide my clients toward their goals and produced many rewarding relationships along the way.
are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.