Goland, Timothy P

Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial guidance you can count on and financial solutions that adapt as your objectives change.

Pension Administration and Trust Accounting (PATA) in Ipswich, MA specializes in providing plan administration services for small businesses and self-employed individuals for over 39 years. With a focus on personalized service and a commitment to getting it right from the start, PATA offers expertise in 401(k), Solo 401(k), and Defined Benefit plans. From annual administration to ensuring compliance with IRS regulations, PATA helps clients navigate the complexities of pension plans, including staying up-to-date on plan limits and requirements. With a reputation for reliability and attention to detail, PATA is a trusted partner for those seeking expert guidance on retirement planning.Generated from the website

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor. Schedule an appointment today.