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A Fundamental Approach

A Fundamental Approach

I provide tax, financial services and investment planning to individuals and businesses.

Retirement planning, education planning, risk management and so much more. I offer my clients a multi-faceted approach to address their growing financial needs.

Susan Wasserman, CPA

My firm has offered prompt, personalized service for over 30 years. In addition to my CPA designation, I am also a CFC, which involved extensive study in taxation, insurance, investment, retirement and estate planning.
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