Ricon Data Systems - Terence Connell CPA

Ricon Data Systems - Terence Connell CPA

Categories

Accountant Insurance Investment Taxes Wealth Management

Blackhawk Membership

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