Jason Loiselle, CPA/PFS
I have been advising clients as a CPA and PFS for 14 years. Our firm specializes in fee only financial planning and wealth managements services with special attention to tax planning. As a CPA, I do tax planning and business accounting for individuals and closely held businesses. I work with a variety of industries but specialize in issues concerning Veterinarians.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.State: Michigan