Empowering Your Financial Future, One Client at a Time
Who We Are
Anchor Financial & Accounting, P.C. is a trusted local firm providing personalized financial planning, tax preparation, and accounting services to individuals and businesses in Bucks and Montgomery Counties for over 20 years. Led by experienced Certified Public Accountant and Certified Financial Planner Frank M. Rich III, we are dedicated to building relationships and delivering comprehensive solutions that empower our clients to achieve their financial goals.
Personal Services
- Wealth Management & Investment Planning
- Personal Tax Services
- Life Insurance, Disability & Long Term Care
- Retirement Planning
- Money Management & Budgeting
- Buying a House & Home Purchase Planning
- Post-Marital & Legal Separation Transition Planning
- Financial Organization & Records Maintenance
Business Services
- Starting a Business
- Business Income Tax Return Preparation & Planning
- Accounting & Bookkeeping
- Payroll Services
- Sales & Miscellaneous Business Tax Return Preparation
- Retirement Accounts & Planning
- Business Consulting Services
Our Approach
We take a client-centered approach, prioritizing open communication and collaboration to understand your unique financial needs and goals. We tailor our strategies to your specific situation, offering practical advice and implementation guidance to achieve your financial milestones.
What Sets Us Apart
- Experienced & Certified: Our team comprises qualified professionals with deep expertise in accounting, finance, and tax planning.
- Personalized Attention: We take the time to understand your individual situation, goals, and concerns.
- Cost-Effectiveness: We offer competitive fees and transparent billing practices.
- Local Expertise: We are actively involved in the community and understand the unique financial landscape of Bucks and Montgomery Counties.
Why Choose Anchor Financial & Accounting, P.C.?
By partnering with Anchor, you can:
- Gain clarity and control over your financial future.
- Reduce stress and anxiety related to financial matters.
- Maximize your financial potential and achieve your dreams.
- Benefit from personalized attention and guidance throughout the process.
