Brendle Crouse P.a.
Accountant
Why pick this one
Brendle Crouse P.A. has served clients since 1976 and combines tax preparation with investment, retirement, and estate planning.
Best for
- Wealth management clients needing integrated tax preparation and planning
- Individuals seeking personalized investment and retirement planning
- Corporate executives needing long-term financial strategies
- Trust and estate taxation
- Clients seeking tax-optimized investment planning
- Families planning asset protection, charitable giving, or legacy strategies
Specialties
- Tax preparation and planning
- Tax-Smart Investing™
- Portfolio management
- Retirement planning
- Estate strategies
- Trust and estate taxation
- Social Security strategies
- Charitable giving and legacy planning
- Income protection
- Asset preservation
- Insurance planning
Certifications
- CPA
- CFP®
- PFS
- FINRA
- SIPC
What makes them different
- Brendle Crouse P.A. was established in 1976
- Brendle Financial Group was integrated with Brendle Crouse P.A. in 2001
- Tax preparation and planning are integrated with wealth management services
- The firm applies Tax-Smart Investing™ and Tax-Smart Planning Concepts
- The firm focuses on one-on-one interactions and long-term client relationships
Distilled from this business's own website.
Contact & Location
- Address
- 4622 Country Club Rd Ste 220, Winston Salem, NC 27104-3770
- Phone
- +13367257227
- Website
- http://www.brendlecrouse.com
- SBrendle@BrendleFinancial.com
Services
- Investment planning
- Retirement planning
- Tax planning
- Tax preparation
- Wealth management
- Income protection
- Asset preservation
- Insurance planning
- Estate planning
- Legacy planning