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.
Client File DropOperational Update - New Location with drive thru service available.
We moved into our new offices located at 752 Lloyd Avenue, Latrobe, PA 15650 on May 20, 2021.
- The new office building has a drive thru window for dropping off tax returns and tax related info. The drive thru window is open from 8 am thru 4 pm Monday thru Friday.
- There is a secure drop off slot available for clients who wish to drop off information after normal business hours. The drop off slot is located next to the drive thru window.
- The main entrance for clients is located in the front off the building located off of Route 981.
- The new location is approximately 1/3 of a mile south from our old location next to the AutoZone.
Thank you for your patience during our move to our new location.
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.
Operational Update on business hours and appointments as of June 1, 2021
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.
Our current office hours are as follows:
Monday thru Friday 8:00 am thru 4:00 pm.
If you are unable to pick up information in that time frame, please call the office and arrangements can be made to pick up returns at another convenient time.