The Investment Center

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Investment Advisory Service, Financial Planners, Financial Planning Consultants

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Today: 9:00 am - 5:00 pm

17 Years

in Business

(610) 668-1750Call Visit WebsiteVisit Website Map & DirectionsDirections33 Rock Hill RdBala Cynwyd, PA 19004 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Bala Cynwyd with Investment Advisory Service

Bryn Mawr (6 miles)
Conshohocken (9 miles)
Plymouth Meeting (10 miles)
Philadelphia (10 miles)
Upper Darby (11 miles)
Jenkintown (13 miles)
Wayne (13 miles)
Norristown (14 miles)
Camden (15 miles)
Blue Bell (15 miles)

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amex, cash, discover, master card, visa

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Other Links

http://rsgcpas.com/home

http://the-cpa.com

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Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Retirement Planning Services

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Details

Phone: (610) 668-1750

Address: 33 Rock Hill Rd, Bala Cynwyd, PA 19004

Website: http://rsgcpas.com/home

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The Investment Center

Tax Planning
Philadelphia Inquirer on numerous occasions and was a featured speaker at a tax planning seminar hosted by Smith Barney Inc. He has been named a FIVE STAR Wealth Manager
Estate Taxes
Tax Services
Rosenfelt, Siegel & Goldberg offers services in every area of traditional accounting and tax preparation. Yet, while some accounting firms function like number-crunching factories-especially around tax time-we realize that businesses are no more generic than their owners. Getting the best results requires that every small business be treated uniquely, and that every financial decision must be made to address your specific financial needs.
Roth IRA
Income Tax
Marc has lectured and been a discussion leader for accountants, lawyers, physicians, and business owners in many areas of financial planning, including taxation and income tax planning, estate planning for closely-held business owners, and wealth creation and preservation. He has also been interviewed on radio and quoted in the
Capital Gains Taxes
This tax exclusion for QSBS has been kicking around for a while. Prior to 2009, you could exclude only 50% of the gain from the sale of QSBS held at least five years. That effectively reduced the 28% tax rate on QSBS profits to 14%—just one percentage point lower than the maximum long-term capital gains tax rate of 15% (and only 6 percentage points less than the higher 20% long-term capital gains rate for investors in the top tax bracket for ordinary income).

Investment Management
Rosenfelt, Siegel & Goldberg and The Investment Center provide a full range of financial services to meet your accounting and investment management needs. Since our beginnings in 1974, our team has been serving individuals, multi-generational families, and small business owners in the Philadelphia area on a foundation of outstanding client service, a commitment to the highest ethical standards, and a passion for what we do. As we've grown from our CPA roots to include a full range of advisory services, our primary focus has always remained personally addressing the needs of every client.
Wealth Management

Accounting Services
Our dedication to helping small business owners succeed financially is supported by our QuickBooks certification. As an Advanced QuickBooks Certified ProAdvisor, we are available to help get you up and running on the software, and integrate the use of the program into your daily bookkeeping activities. As your financial advisors, we can then pull data directly from your QuickBooks program to assist with tax preparation and other financial business services.
Payroll Services
Bookkeeping Services

Financial Planning
At Rosenfelt, Siegel & Goldberg, we are proud of the consistency and longevity of our client base. Today, our clients include families who have trusted our services tracing back to the earliest origins of the firm. Our outstanding customer service has helped us not only retain our clients over the long term, but time and time again, later generations have been referred to us, resulting in a virtual family tree of clients who continue to turn to us for all of their financial planning needs, including...
Retirement Planning
Long Term Care
When needed, we also employ strategic alliances to address insurance needs related to the complex estate planning and wealth transfer issues of our clients. Our risk management services include Product recommendation and selection, Business: buy/sell Insurance, Disability income protection, Health insurance plans (not offered through the Investment Center), and Life insurance.
Asset Management
At The Investment Center, we believe asset allocation is the foundation of the investment process. To determine the asset allocation that's right for you, we work with you one-on-one to explore your personal investment goals and objectives, as well as your risk tolerance, financial resources, performance expectations, and financial needs. Our investment management team will then guide you through the maze of decisions that need to be made to build a customized investment plan. We also carefully evaluate how your investment portfolio should impact and interact with your estate planning and tax strategies. Ultimately, we want to help you become an educated and informed investor. Our Investment Management Services include...
College Funding

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