Adelstone Financial Network

Financial Planners | Tax Services

Description

The AFS Tax and Planning Group is a full service financial services firm which provides tax preparation, financial planning and consulting to individuals and businesses in the Tucson, Arizona area.

Our team of professionals provides the highest level of competence and service. Our wide range of tax and financial services are specifically tailored to give our clients the opportunity to obtain, maintain, and maximize their financial goals.

Services include:

• Individual & Corporate Tax Preparation
• Estates & Trusts
• 1031 Exchanges
• Financial Planning

Our company president, Jeff Adelstone, is a registered representative with the following registrations: Series #7, #24, #63 and #65 and can transact business with clients in Arizona. He is also an investment adviser agent licensed in Arizona.

We emphasize quality and personal service to our clients.

Professional Services Overview
The AFS Tax and Planning Group is a full service financial firm able to assist you in your every financial need. Serving Tucson for over 40 years with pride, commitment and professional expertise, we look forward to working with you.

Please follow the links below for more detailed information on each of our professional service areas.

Income Tax Preparation
Tax preparation and planning as well as audit representation.

Financial Planning Strategies
Financial planning and consulting for individuals and businesses.



IMPORTANT NOTE: Jeff Adelstone is a registered representative with the following registrations: Series #7, #24, #63 and #65 and can transact business with clients in Arizona. Jeff Adelstone is also an Investment adviser agent licensed in Arizona. Jeff Adelstone is Insurance licensed in Arizona. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities, investment advisory services or insurance services over the Internet. Securities offered through HD Vest Investment ServicesSM. Member SIPC, Advisory Services offered through HD Vest Advisory ServicesSM, Non-bank subsidiaries of Wells Fargo & Company.


Call today and learn how we can help you reach your financial goals.

Tax Services

Service Tax Returns Tax Planning Estate Taxes

Specialty Personal Commercial

Financial Planners

Service Estate Planning Financial Planning Asset Management Tax Planning Investment Management Retirement Planning Investment Planning

Type Personal Commercial

General

Convenience By Appointment Assurances Licensed Certified Accredited References Available

Payment Options Cash Personal Checks Visa Mastercard

Hours

Monday	8:00 a.m. - 5:00 p.m.
Tuesday	8:00 a.m. - 5:00 p.m.
Wednesday	8:00 a.m. - 5:00 p.m.
Thursday	8:00 a.m. - 5:00 p.m.
Friday	8:00 a.m. - 5:00 p.m.
Saturday	closed
Sunday	closed
By Appointment

Service Area

Serving: Tucson AZ

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This Business Can Be Found In

AZ > Tucson > Financial Planners: Estate Planning, Financial Planning, Asset Management, Tax Planning, ...
AZ > Tucson > Tax Services: Tax Returns, Tax Planning, Estate Taxes, Personal, Commercial
The information, assurances and other representations on this page (collectively the "information") have been provided by the advertiser and have not been verified by Dex. The advertiser is solely responsible for the accuracy and truthfulness of all such information including without limitation information provided concerning any certifications, specialties, licenses or the like and any warranties, pricing and/or discounts. You should contact the advertiser to verify the information contained in this advertisement before relying on it. Dex expressly disclaims any and all liability in connection with the information contained in this advertisement and any use thereof or reliance thereon.