Broker Check

112 South Main Street
North Wales, PA 19454

        (215) 699-6511

LinkedIn 

Products & Services

We provide assistance in the following areas:

Investments*

  • Mutual Funds, Bonds & Stocks
  • Retirement Accounts/IRAs (Educational, Traditional, Roth, SEP, SIMPLE)
  • Brokerage Accounts
  • Treasury Bills, Treasury Notes & Government Securities
  • Variable Annuity

Financial Services

  • Retirement Plans* (401k, 403b, Profit Sharing, Money Purchasing Plans, etc.)
  • Tax Plans
  • College Plans*
  • Estate Plans

Insurance

  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance

Tax Planning

  • Individual Tax Preparation and Planning
  • Business Start Up, Counsel and Corporate Taxes
  • Small Business Accounting Services
  • IRS and State Tax Audits
  • Income, Gift and Estate Tax Returns

*These services are offered by Joseph J. Ochotny, Jr. through his affiliation with HD Vest.