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Apex Tax Advisors Services
TAX INVESTMENTS

  • Income Tax

  • Inheritance Tax

  • Estate Tax

  • Business Tax

  • Amended Tax Returns

  • IRS Issues

Retirement Planning

  • IRA’s – Traditional & Roth

  • 401K Rollovers

  • Individual 401K’s, SEP’s, SIMPLE

  • Company Retirement Plans – 401K’s, Money Purchase Plans

  • Distribution Planning

Individual Planning

  • College Planning – 529’s, UTMA’s, Coverdell’s

  • Stocks

  • Bonds

  • Mutual Funds

  • Variable Annuities

  • IPO’s

INSURANCE

MORTGAGES

ESTATE PLANNING

  • Life – Term, Whole Life, Universal, Variable

  • Long Term Care

  • Health Insurance – Individual and Company

  • Fixed Annuities

  • Equity Index Annuities

  • Fixed/Variable/Opt ARM’s/FHA

  • Vacation/Second Homes

  • Rental Property

  • Reverse Mortgages

Work with attorney’s to put proper plan in place

UNIQUE TO APEX TAX ADVISORS

  • Income Tax Planning

  • Mid Year Review

  • Portfolio Review

  • Beneficiary Review

 


Professional Advice .
Tailored to Life .

 

Apex Tax Advisors, LLC
  505 S. Lenola Road,  Suite 110
Moorestown, NJ 08057  

Office: 856-778-0980
Fax: 856-778-0929
Info@ApexTaxAdvisors.com

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Securities offered through National Securities Corp. (NSC), member FINRA/SIPC. Accounts are carried by National Financial Services LLC, Member NYSE/SIPC, a Fidelty Investments ® Company and/or Accounts are carried by Legent Clearing, Member FINRA/SIPC. Advisory services offered through National Asset Management, Inc. (NAM). Insurance Services offered through National Insurance Corp. (NIC). Apex Tax Advisors is an unaffiliated entity to NSC, NAM, and NIC.  IMPORTANT CONSUMER INFORMATION:  This communication is strictly intended for individuals residing in the states found here. No offers may be made or accepted from any resident outside the specific state(s) referenced.