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Latrobe Office

752 Lloyd Avenue

Latrobe, PA 15650


Please use the following link to securely upload "Tax Documents."  All Investment related information should be sent through the client portal in "Advice Works" at Cetera Financial Specialists. 

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CUSTOM PLANS FOR EVERY SINGLE STAGE OF LIFE.

If you have questions on your returns, please call the office and one of the CPA's will gladly review your information over the phone with you or a meeting can be set up at one of the above listed time slots.

What Matters Most

What Matters Most

Take care of loved ones with detailed estate planning.

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Financial Strategies

Financial Strategies

A sound financial roadmap is just the start.

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Life’s Milestones

Life’s Milestones

Financial advice for every situation.

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Operational Update on business hours and appointments as of January 1, 2023

Chris is conducting phone and ZOOM virtual meetings with clients on their investments. If you would like to set up a ZOOM meeting, please call the office to set up a time.

Jason Parquette, CPA and Nick Shaffer, CPA are conducting tax meetings by appointment only. No walk-in meetings will be accepted.

Please call the office at 724-537-6010 if you need to schedule a meeting.

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