
Ricon Data Systems - Terence Connell CPA
Categories
Insurance Wealth Management Investment Accountant Taxes
About
CPA Accounting & Tax Services:
- Electronic Filing
- Business, Payroll, Individual, Trusts & Estates
- QuickBooks Pro Advisor, IT Support
- New Business Startups
- SBA Loan & COVID 19 Related Consultations
Personal and Business Financial Strategies:
Our Platform includes:
- Insurance (all types)
- Investments (Traditional & ROTH IRA's, Annuities, Rollovers, Mutual Funds, ETFs)
- Education- College Planning Program
- Health Care (Long Term Care, Medicare Supplements, Living Benefits)
- Estate Planning
Financial Education Workshops:
Our workshops are always free to attend. We also offer individual appointments, home presentations, and online Zoom appointments
Financial Education Blog:
https://wsbcampaign.com/tcricon/blog
It is our goal to financially educate 30 million families by the year 2030.
Images


Membership Type
Blackhawk Membership
Powered By GrowthZone