Milestone Asset Management Group

Wayne W. Stanforth, CPA caters to a wide variety of clients ranging from individuals to medium-sized businesses. Our firm specializes in retirement planning, business consulting, estates and trusts, and personal budget planning. We also provide tax and accounting services; including tax planning, tax return preparation, and bookkeeping. Our staff accountants and partners specialize in retirement planning, business consulting, estates and trusts, and personal budget planning. Of course, in addition to our specialty areas, we also provide tax and accounting services; including tax planning, tax return preparation, and bookkeeping. If you're interested in any of our services please contact us at (860) 628-4995 or wayne@wws-cpa.com"

SAGEbroadview integrates financial life planning, portfolio management and tax planning. Life ebbs and flows. Your relationship with us never has to. At SAGEbroadview, our goal is to be your financial mainstay as you navigate through the various stages of life. Our team of highly knowledgeable and experienced advisors use our personalized Wealth Management process to help create a holistic plan for your future that speaks to your unique goals and values, while always keeping an eye on the big picture.

Since 2008, Francis G. Sobieski, CPA, has been assisting family-owned businesses and farms, and their owners, in achieving financial success. Everybodys definition of financial success is different. We help you determine your definition and then help you get there. Our expertise in tax, accounting, technology, and customer service enables us to do this effectively and efficiently. Call us today for more information!