Andrew Smith, Investment Advisor at HollisWealth
Andrew is a CERTIFIED FINANCIAL PLANNER® professional and Investment Advisor with HollisWealth. He is also an Insurance Advisor with Hollis Insurance providing estate planning services and solutions.
Understanding the intricacies of tax planning as it impacts financial planning strategies, Andrew offers the services of A Tellier Accounting and Bookkeeping to provide specialized tax preparation and guidance to accountants, lawyers and financial management professionals to support the services they deliver to their clients.
As part of the overall service spectrum, Andrew also realizes that business bookkeeping and accounting services would be valuable to business clients, so extended the scope of services offered by A Tellier Accounting and Bookkeeping to include these.