Financial Services, Tax Preparation, Insurance, Bookkeeping & Payroll

 

 

 

 

Welcome to Owen Financial Services, a full-service company specializing in retirement planning, estate conservation, education planning, asset preservation, life and disability insurance, long-term care insurance, bookkeeping, payroll and tax preparation. 

As a personal financial professional, I can:

  • Help you clarify and define your goals
  • Recommend solutions that fit your needs
  • Deliver timely information
  • Explain how changing financial conditions affect you
  • Monitor your financial progress
  • Make investment planning easier
  • Demonstrate how your financial decisions will effect your tax situation
  • Monitor your business plans
  • Prepare your payroll and file all necessary reports
  • Prepare your personal, corporate, partnership, trust or estate tax returns for all 50 states

Feel free to browse my site. You'll find a variety of articles, calculators, and research reports that I hope will answer your questions or stimulate your interest.  Most important, I hope you see the value of working with skilled professionals to pursue your financial goals.  I am here to help educate you about the basic concepts of financial management; to help you learn more about who I am and to give you fast, easy access to market performance data. I hope you take advantage of this resource and visit me often. Be sure to add this site to your list of "favorites" in your Internet browser. I frequently update the information, and I wouldn’t want you to miss any developments in the area of personal finance or tax.
If you have any questions, please call me at 508-966-7136 or e-mail me at owenj@hdvest.net. I will be happy to help. I look forward to talking with you.