Owen Financial Services

Write a Review508-966-7136

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 [email protected]. I will be happy to help. I look forward to talking with you.