Broker Check

PO Box 372
107 Pearl Street
Cochranton, PA 16314

Judith Shonnard

(814) 425-3953

 

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies*
  • Retirement investing and distribution strategies *
  • Estate conservation issues
  • Risk management*

We also can answer your questions, including:

  • Can I retire early?*
  • Are my investments working hard enough?*
  • What’s the best approach for college savings?*
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

*These services are offered by Judith Shonnard through her affiliation with Avantax.

 

Judith Shonnard

Owner, Enrolled Agent (EA)

(814) 758-1169

(814) 425-3953

Ms. Shonnard has over 31 years of professional experience in Tax Preparation and over a decade of Investment Planning experience. Her business has been located in Cochranton since 1989. As owner, Judy maintains a hands-on approach to...

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Rita Preston

Tax Preparer - Office Manager

(814) 425-3953

(814) 425-3953

Ms. Preston has over 30 years of professional experience in Tax Preparation and has been a Representative Assistant since 1999. She places a strong emphasis on advertising, computer technology, website development, and office...

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Ms. Lazusky has over 14 years of tax preparation experience and became a Tax Preparer in her. own right in 2014. Christine brings a variety of customer service experience to our office. We are honored to have this United States...

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Debbie Taylor

Administrative Assistant

814-425-3953

814-425-3953