Heritage Advisors and Kennedy, Ehrler and Associates, LLC Announces Company Merger
Feb. 23, 2016 – PRLog — PHOENIX, Ariz. – PHOENIX, Ariz. – Heritage Advisors, LLC in Phoenix, Arizona continues to change the market place with their multidisciplinary approach. In a continued effort to do so, they take pride in announcing the recent merger with Kennedy, Ehrler and Associates, LLC.
The merger allows Heritage Advisors & Kennedy, Ehrler and Associates LLC to expand their current tax operations while deliver a multifamily office experience.
About Heritage Advisors. Heritage combines tax, law, wealth management and insurance practices to provide a specialized family office experience. Tax services include tax planning, accounting services, restructuring, business valuation, international, mergers & acquisitions and sales.
Heritage offers some of the most innovative and cutting edge strategies in the industry, often reaching well beyond the natural limitations of any singular professional working in isolation.
About Kennedy, Ehrler and Associates, LLC. Kennedy, Ehrler and Associates are a full service C.P.A. firm, with an emphasis on individual, professional, and small business clients. From bookkeeping and accounting services to reviewed financial statements, projections, tax preparation of all kinds, cash-flow analysis, lease-buy comparisons, investment analysis, retirement and estate planning, Kennedy/Ehrler can provide the tools to allow you to make informed decisions about your personal and business finances.
The team utilizes their extensive knowledge, expertise and experience to maximize productivity. This concept allows a more personal understanding of your industry.
Rikay Eyman, Heritage Advisors: 602-569-9959
Michael Frost, Heritage Advisors: 602-569-9959