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We are equipped to bring our clients the expertise that only a Certified Public Accountant  and a Certified Financial Planner professional can bring you in the areas of income tax, investments, retirement planning, insurance, and estate planning. 

Our firm currently manages approximately $28 million in client assets and utilize the latest in financial planning and reporting software such as Riskalyze and Advyzon.

164 Concord Rd, Billerica, MA 01821

T: (978) 667-4595

F: (978) 667-4597

Proud Members of:

AICPA CPA Billerica Massachusetts Accountant Bookkeeping Payroll
Financial Planning Billerica Massachusetts Retirement IRA RIA Stocks Bonds
Enrolled Agent Tax Masachusetts Taxess

©2018 by Brian D. Goguen P.C..