Springer Rudy and Company

J Schaeffer & Company PLLC, located in Reading, PA, specializes in a comprehensive range of tax services, including individual tax preparation, estate, gift, and trust planning, as well as compliance. The firm also offers consulting services for tax planning and resources tailored for local attorneys and high-net-worth individuals and families. In addition to tax services, the company provides family wealth management solutions, focusing on multigenerational wealth transfers, tax management best practices, and charitable donations. They also assist with private foundation reporting, including applications for tax-exempt status and ongoing compliance requirements. Generated from the website

Marrella Private Wealth, located in Reading, PA, is a dedicated independent firm committed to preserving wealth and creating family legacies through objective advice and personalized service. They offer comprehensive wealth management solutions that go beyond traditional planning, serving as advocates and coaches to help clients navigate financial markets and build lasting prosperity for future generations. With a focus on comprehensive personal wealth management, Marrella Private Wealth addresses the diverse challenges faced by families by providing well-defined governance, structure, and processes. Their team empowers clients to think differently about their wealth, shaping financial futures in alignment with individual aspirations and goals.Generated from the website