6320 West Forest Home Avenue
At Acc-U-Rite Tax & Financial Services, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
We also can answer your questions, including:
Do I have enough life insurance for my family?
* These services are offered by Jason R. Rose, Pamela Justus, and Paul S. Wickert through their affiliation with Avantax.
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Bachelors degree in economics from Carroll University in 1973. Joined Acc-U-Rite in 1984, passing the Enrolled Agent (EA) exam in 1985. Joined Avantax in 1993 with licensures for series 6,7,63,65 securities, WI Life, IAR and ChFC®.
Tax Preparer, Investment Advisory Representative