Anchor Financial & Accounting

Your Trusted Financial Partner in Lansdale, PA

Anchor Financial & Accounting, P.C. has been empowering individuals and businesses in Montgomery and Bucks Counties, Pennsylvania for over two decades. Led by experienced accountant and financial planner Frank M. Rich III, CPA, CFP, we offer a comprehensive collection of personalized financial services designed to meet your unique needs.

Our Guiding Principles

At Anchor Financial & Accounting, P.C., our core values are centered around:

• Client Focus: We prioritize establishing strong client relationships, understanding your financial goals, and proactively addressing your concerns.
• Integrity: We adhere to the highest ethical standards and maintain confidentiality in all client interactions.
• Accessibility: We believe financial planning should be transparent and easily accessible, offering clear explanations and personalized guidance.

Personal Services

• Wealth Management & Investment Planning
• Personal Tax Services
• Life Insurance, Disability & Long-Term Care Planning
• Retirement Planning & Budgeting
• Home Purchase & Post-Marital Planning
• Financial Organization & Records Management

Business Services

• Business Income Tax Return Preparation & Planning
• Accounting & Bookkeeping
• Payroll & Sales Management
• Retirement Account & Planning Solutions
• Business Consulting & Advisory Services

Tailored Solutions for Your Unique Needs

We understand that every client has different financial goals and circumstances. That's why we offer customized plans that address your unique needs and aspirations. Our team of experienced professionals will work closely with you to:

• Identify your financial goals and concerns
• Develop a tailored plan to achieve your goals
• Implement the plan efficiently and effectively
• Monitor and review your plan regularly for ongoing success

Choose Anchor Financial & Accounting, P.C. for

• Personalized attention and customized solutions
• Access to experienced and certified professionals
• Transparent communication and clear explanations
• Cost-effective and affordable services
• A trusted partner in your financial journey

Contact us today to schedule a complimentary consultation and discover how Anchor Financial & Accounting, P.C. can help you achieve greater financial security and success!