Phoenix AZ Accounting Firm
480-905-8501
Or 800-690-8501
Home
Accounting and Tax
QuickBooks Accounting
Incorporations
Individuals
Construction Accounting
Healthcare Accounting
Real Estate Accounting
Financial Services
Download Tax Organizers
Download Work Agreement
Download Privacy Policy
About Us
Contact Us
Calculators
File Transfer
Newsletter Signup
Tax Center

Financial Services

To help small business owners and families plan for the future and protect their assets, many of our clients come to us when they need financial guidance. We truly understand your needs and are able to provide a wide variety of retirement savings and financial services for small businesses and individuals. We pride ourselves on providing financial services designed around your individual needs.

Treestone Accounting - Phoenix AZ Accounting Firm
  • Setting up of profit sharing and 401(k) plan documents
  • Evaluations of qualified retirement plans (SEP, SIMPLE 401(k), Profit Sharing, IRA, etc.)
  • Low cost, no load mutual funds
  • Asset management
  • Fixed and variable annuities
  • ETF's preferred and individual stocks
  • Estate planning
  • Trust planning and charitable gifting
  • Business exit strategies
  • Executive compensation plans
  • Key employee retention plans
  • Insurance and asset protection

Call us today at 480-905-8501 or toll free at 800-690-8501 and ask for Marla Neely to schedule a mutually convenient appointment.




Home About Us Resources Contact Us Free Consultation Links File Transfer