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DWM DUNPHY WEALTH MANAGEMENT, INC. ...we do well when you do wellJames M. Dunphy, MBA, CPA CERTIFIED FINANCIAL PLANNER™
A Registered Investment Advisor · five-star® wealth manager 2008 Fee-only Investment Management · Personal Financial Planning Employer Retirement Plans · Advanced Tax Preparation Non Profit Management Consulting weekday, evening & weekend availability · offering in-home or office appointments Regular Office Hours: T - W - TH 10:00 a.m. - 6:00 p.m. 1080 Nimitzview Drive· Suite 101 ·Cincinnati OH 45230 · PH: 513-232-6333/ fax 888-382-4648 _____________________________
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News We are pleased to announce that we will be sharing space and working with Belt Bookkeeping to increase tax processing efficiency. Karen Belt & Cheri Fields are experienced bookkeepers , specializing in Quickbooks® software and we look forward to our association. James M. Dunphy Professional Associations and Memberships American Institute of Certified Public Accountants www.aicpa.org The Anderson Area Chamber of Commerce www.AndersonAreaChamber.org CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. www.cfp.net Greater Anderson Network Professionals www.ganp.net |
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Send mail to
sandy@dunphywm.com
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