Services

Overview

More than Adding Numbers.  Adding Value.


Whether we are working as your business advisor or advising you as an individual or family, our first priority at Filomeno & Company is building relationships with our clients.

Running a business is challenging - you want it to be successful.  We take the time to understand your business and vision, so that we can give you more than just numbers and charts.  We help you understand what those numbers are telling you and how to use that information to grow your business.

Providing a strong financial future for your family is important – you want to make sure you can handle whatever life may bring you.  We work with you to understand how today’s complex and ever-changing tax rules will impact your financial plan.  We help you to manage changing financial needs while minimizing tax liabilities.

To achieve these goals, you need someone who understands where you are going and how to help you get there.

Receive excellent service and advice.

Medical Group Client
More Than Adding Numbers… Adding ValueSM

"An Independently Owned Member of the McGladrey Alliance"