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ATA Financial Group specializes in providing comprehensive financial services to individuals, businesses, non-profits, unions and government agencies. Our services include accounting and tax preparation, wealth management, insurance/risk management and senior/estate planning. This holistic approach to providing financial services ensures the most advantageous outcome, as a decision in one area often impacts other areas of your finances.

 

Tax Services

Wealth Management

Insurance & Risk
Management

Senior & Estate
Planning

 

ATA Financial

                                                                                                                                                                   

 

 *Bullet Points of Services We offer*

Wealth Management

Financial Advice

Retirement & Senior Planning

Insurance & Risk Management

 

 Kent C. Newhart

*President* *Link to Message from President

 

 

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