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At Brendle CPA, P.A. and Brendle Financial Group, LLC, we believe that life is a journey that should be shared with family, loved ones, friends and trusted advisors who can guide you along the way.

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Our Process

At Brendle CPA, P.A. we believe providing superior customer service and support to each of our clients is paramount to success. Brendle Financial Group’s tax-optimized approach to wealth management is designed to help clients reach their financial goals and make their aspirations a reality.

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By comprehensively understanding your entire financial picture, the accounting professionals at Brendle CPA, P.A. will confirm that the taxes you pay are the very minimum required by law.

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As your trusted CPA firm, we approach our relationship in a way that focuses as much on tax planning as it does on investment or risk management strategies.  Brendle Financial Group, LLC provides clients with a combination of skills that ensures all aspects of your current wealth management plan are working in the most tax-optimized manner possible.

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Our Accreditations

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Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. *Investment advisory services offered through Avantax Advisory ServicesSM         

** Insurance services offered through an Avantax affiliated insurance agency.

This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by Advisor Website for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

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