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Our Services

How We Work

Through the implementation of the 8 Wealth Management Issues, SM we strive to assist our clients in their goal of attaining total financial wellness. Some of the services we offer are listed below:

Financial Services


Retirement Plans*

College Savings Plans*

Mutual Funds*

Money Market Funds*

Traditional & Roth IRA's*

401(k) Plans*


Education IRA's

Financial Planning+

Tax Services

Individual Tax Planning & Preparation

Business Tax Planning & Preparation

Estate and Gift Tax Planning & Preparation

Electronic Tax Filing

Small Business Accounting Services

Representation before the IRS

Business Services

Business Start Up and Counsel

Payroll Services

Payroll Tax & Reporting Services

Business Entity Selection

Business Succession Planning

Buying & Selling a Business

Sales Tax Services

Notary Public

Certified Quick books Pro Advisor

Sage Peachtree Advisor

Confidential document shredding

Life Insurance




Long-Term Care

Medicare Gap Insurance

*These services are offered by George Boyle and Eileen Magno through their affiliation with Avantax

+These services are offered by George Boyle through his affiliation with Avantax

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 215-860-7008