Financial Planning & Accounting Services

At Anchor Financial & Accounting, P.C., our primary focus is on you, and on meeting your personal and business tax, accounting and financial planning needs in the most professional and cost-effective manner possible. Based in Lansdale, PA, we service Montgomery and Bucks counties and surrounding communities.

By working closely with a Certified Public Accountant (CPA) who is also a Certified Financial Planner (CFP), you'll have a convenient, one-stop, one-source professional solution to your financial planning, tax and accounting needs and concerns. Our services include:

Investment Planning and Management
Retirement Planning
Small Business Accounting
Tax Preparation

Please take a few minutes to review our website, the services we offer and our qualifications, and call or email us with any questions or to set up an initial, no-charge consultation. I look forward to speaking with you and discussing how we might be of service.

Frank M. Rich III, CPA, CFP®

We provide financial and accounting services to the Montgomery, Bucks and Philadelphia county areas, including the cities of Lansdale, Ambler, Blue Bell, Chalfont, Colmar, Doylestown, Hatboro, Hatfield, Horsham, Jenkintown, Kulpsville, Maple Glen, Montgomeryville, New Britain, North Wales, Perkasie, Souderton, Quakertown and Willow Grove.

Email  or give us a call today to schedule an appointment (215) 997-6800