Tamara G Valenzano, CPA - Moore & Company

PKS Investment Advisors is a trusted financial advisor based in Salisbury, MD, serving clients in the Salisbury, Ocean City, and Lewes areas. With a mission to be the go-to advisor for all aspects of their clients' financial lives, PKS takes the time to understand each client's goals, circumstances, and investment objectives. They provide comprehensive financial planning, retirement income planning, investment management, fiduciary services, employer retirement plans, risk management, tax management, and estate trust planning to help clients achieve long-term financial success. At PKS, their team of experienced advisors uses an ongoing consultative process to guide clients through life's challenges and keep them on track for a secure financial future. They are advocates for evidence-based investing, focusing on reducing costs and taxes, and provide the highest standard of care to their clients. Whether it's creating a tailored retirement plan for businesses or helping clients protect against unforeseen loss and transfer assets efficiently, PKS Investment Advisors is dedicated to helping clients meet their financial goals.Generated from the website

Wallem Associates, located in Salisbury, MD, is dedicated to empowering clients in navigating their financial futures through personalized strategies that encompass all aspects of their financial lives. As independent advisors, they focus on enhancing the efficiency of accumulated wealth and ensuring it serves the best interests of clients and their loved ones. Committed to fostering clarity and confidence, Wallem Associates acts as a valued partner by providing ongoing guidance, counseling, and monitoring. Their comprehensive approach encourages clients to plan proactively for both expected and unexpected financial scenarios, ultimately helping them make informed decisions that benefit the people and causes they care about most. Generated from the website