- Tax Planning
- Estate Taxes
- Tax Services
- Income Tax
- Investment Management
- Wealth ManagementSecurities and investment advisory services are offered through Montz Harcus Wealth Management, LLC (MHWM) with securities cleared through TD Ameritrade Institutional. Securities also offered through Purshe Kaplan Sterling Investments, member FINRA / SIPC, headquartered at 80 State St., Albany, NY 12207. Tax and Insurance services provided by Physicians Resource Group. Purshe Kaplan Sterling Investments is not affiliated with Montz Harcus Wealth Management or Physicians Resource Group.
- Accounting Services
- Payroll Services
- Financial PlanningAt Physicians Resource Group, comprehensive financial planning is the backbone of our business and strategy. We passionately believe that in order to provide sound financial advice we first need to acquire a complete understanding of a client’s entire financial picture. Through the financial planning process, we will create a customized roadmap for each client so that they feel holistically informed as to their current financial position and have a clear understanding of the path required to meet each financial goal.
- Retirement Planning
- Long Term Care
- Asset Management
- College Funding