Business claimed
Last updated: Over a year ago
About Reservoir Wealth Management
Jared is Lima’s only CFP® / CPA, operating in a capacity as a fiduciary for his clients. He was a partner in the accounting firm Sielschott, Walsh, Keifer & Regula for 18 years, and has extensive expe Go to full description...
Contact information
Phone numbers
Business hours
M-F 8am-4pm, Sa-Su Closed
Business website
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Additional business details
Email address:
jared@walshadvisor.com
Payment methods accepted:
Check, Invoice
Jared is Lima’s only CFP® / CPA, operating in a capacity as a fiduciary for his clients. He was a partner in the accounting firm Sielschott, Walsh, Keifer & Regula for 18 years, and has extensive experience in personal and business tax and estate planning. Jared implemented wealth management for clients through an independent broker/dealer for 13 years before founding Reservoir Wealth Management.
Services:
Retirement Income Planning, Investment Management, Estate Planning, Tax Planning, Social Security Claiming Strategies, Small Business Retirement Plans
Year Established: 2019