Tyndall Stroud Wealth Management Llc
Financial Service
Why pick this one
Tyndall Stroud Wealth Management specializes in retirement income planning and has team members holding CPA/PFS, RICP, and FINRA Series 65 credentials.
Best for
- retirement income planning
- tax-aware financial planning
- 401(k) and 403(b) planning
- IRA planning
- estate and college planning
- clients seeking financial planning from professionals with accounting and CPA backgrounds
Specialties
- retirement income planning
- tax planning
- 401(k) planning
- 403(b) planning
- IRA planning
- estate planning
- college planning
- fee-based money management
Certifications
- Certified Public Accountant
- Personal Financial Specialist designation from the American Institute of CPAs
- Retirement Income Certified Professional designation
- FINRA Series 65 licenses
- NC Life and Health Agent licenses
- NC Medicare Supplement and Long-Term Care Agent licenses
- American Institute of CPAs membership
- North Carolina Association of CPAs membership
What makes them different
- The team includes three professionals who are shareholders of Tyndall Stroud CPAs, P.C.
- Larry K. Tyndall has more than 20 years of experience in financial planning, income tax, and accounting.
- Chris Tyndall has 23 years of cumulative experience in financial planning, insurance, and personal income tax.
- Derek H. Stroud has 20 years of experience in financial planning, income tax, and accounting.
- The website provides educational calculators covering retirement, estate planning, taxes, investing, and risk management.
Distilled from this business's own website.
Contact & Location
- Address
- 154 Beacon Dr Ste C, Winterville, NC 28590-7996
- Phone
- 12527510583
- Website
- https://www.tyndallstroudwealth.com
- info@tyndallstroudwealth.com
Services
- investment planning
- financial planning
- retirement planning
- tax plans
- 401(k) plans
- 403(b) plans
- college plans
- estate plans
- SEP IRA plans
- SIMPLE IRA plans
- fee-based money management