Make your wealth management consultation appointment with Timothy J. Clark, CFP®, EA below.
For tax preparation services, I have partnered with Ashton D. Melchert, CPA at Kathryn Humecki and Associates, Ltd.. Click here to view Ashton's availability.
When you make your appointment, you will be given a choice to conduct the meeting in-person at our offices, via a phone call, or via Zoom video conferencing. If you select to conduct the meeting via Zoom, you will receive a separate email with the Zoom link to the meeting. Note, our offices are on the second floor, without elevator access, if you have a physical disability that inhibits your ability to access the second floor, call us at (708) 424-4100, we can make other arrangement to meet.
