Listed In: Financial Planning, Accountants, Tax Return Preparation
Jared is Lima’s only CFP® / CPA, operating in a capacity as a fiduciary for his clients. He was a partner in the accounting firm Sielschott, Walsh, Keifer & Regula for 18 years, and has extensive experience in personal and business tax and estate planning. Jared implemented wealth management for… Jared is Lima’s only CFP® / CPA, operating in a capacity as a fiduciary for his clients. He was a partner in the accounting firm Sielschott, Walsh, Keifer & Regula for 18 years, and has extensive experience in personal and business tax and estate planning. Jared implemented wealth management for clients through an independent broker/dealer for 13 years before founding Reservoir Wealth Management. Read more
Business Hours
M-F 8am-4pm, Sa-Su Closed
Accepted Payments
Check, Invoice
Services
Retirement Income Planning, Investment Management, Estate Planning, Tax Planning, Social Security Claiming Strategies, Small Business Retirement Plans
Year Established
2019
