Tina Pylla's Company Details
N/A, N/A, UK • 5 - 9 Employees
Financial Services
LaCross Financial Advisors is a Boston-based private wealth management services company. Founded in 2016 by Jeff and Richard LaCross, the company offers an integrated tax aware approach to financial management, including personal accounting, tax services and estate planning. With over 47 years combined experience, LaCross Financial Advisors is committed to steering clients on the path to financial freedom and confidence.Utilizing our network of top advisors, insurance experts and estate attorneys, our goal is to deliver the most efficient and coordinated professional financial services for every client's needs.
Financial planning
Personal accounting services
Estate management
Individual income tax planning and compliance
Quarterly tax projections for estimated tax requirements
Gift and estate tax planning and compliance
Trust
partnership and corporation tax planning and compliance
Stock option analysis
Charitable gifting
Goal Setting
budgeting
cash flow management
Asset Protection
risk management
and insurance planning
Retirement planning
Estate planning
Investment portfolio and asset allocation review
Investment accounting
Monitor personal cash flow
Maximize use of capital
Accounting for estate and trusts
Audit representation