Owen Financial Services
ONE STOP FOR ALL YOUR TAX AND FINANCIAL NEEDS
5.0
Tax preparation, bookkeeping, payroll, retirement planning, investments, and insurance services in Bellingham, MA.
About
Owen Financial Services, located in Bellingham, MA, provides a full range of tax and financial services. Owned and operated by Jeanne Owen, the firm offers tax preparation, bookkeeping, payroll, retirement planning, investment options, and insurance products.
With 25 years of bookkeeping experience and 10 years in securities licensing, Jeanne brings expertise in day-to-day accounting, complex tax returns, and financial planning tailored to individual needs. Services include IRA accounts, mutual funds, education savings plans, life insurance, disability insurance, long-term care insurance, retirement planning, rollovers, tax reduction strategies, cash flow analysis, and insurance analysis. The firm is affiliated with HD Vest Investment Services and is not a registered broker/dealer or independent advisory firm.
Services
Bookkeeping
Day-to-day accounting needs including receivables, payables, payroll, and preparation of books for tax returns.
Tax Preparation
Federal and state tax returns for individuals, corporations, partnerships, trusts, and estates.
Financial Planning
Retirement planning, education savings options, and general investment savings accounts.
Investments
Individual Retirement Accounts (IRAs), Mutual Funds, Education Savings Plans, and other investment options.
Insurance
Fixed and Variable Annuities, Life Insurance, Disability Insurance, and Long Term Care Insurance.
Payroll Services
Payroll setup, processing, and reporting.
Credentials & Certifications
Reviews
