About My Practice
Anchor Financial & Accounting is a full-service financial, tax and accounting service firm dedicated to helping individuals and small businesses address related concerns. The firm is independently owned and operated by Frank M. Rich III who, in addition to being a Certified Financial Planner (CFP), is also a Certified Public Accountant (CPA). Anchor offers a unique educational, interactive and needs-based approach to financial and tax planning with the highest level of independence and integrity. Services include fee-only investment planning and management using "no-load" investment alternatives and tax-free IRA and retirement plan rollovers. We also offer a wide array of other services, including tax planning and return preparation, budgeting and cash management, accounting and bookkeeping, insurance (life, disability & long-term care), retirement and estate planning. We have no minimum fee requirements and are happy to help clients with occasional needs on an hourly basis. Initial consultations are free of charge. For more information or to schedule a no-charge initial consultation, please visit our website at www.anchorfaa.com or contact us by phone at (215)-997-6800 or by email at firstname.lastname@example.org.
Over 25 years of accounting and financial planning experience, including senior positions with national and international firms and decades of experience operating my own firm dedicated to serving the accounting and financial planning needs of individuals and businesses.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Life insurance, Health/disability insurance, Fixed annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
Considerations: Ask about Special Discounts for New Clients
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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