Scott Haley, CFP, EA, CDFA
Allegro Tax Solutions
Prelude Financial is a young and nimble, yet highly sophisticated, financial planning and investment management firm. At Prelude Financial we are a bit different than most firms, we believe that with the right planning you can live your best financial life. Whether you are looking to purchase a new home, travel more, save for your childrens' college education, create a flexible lifestyle, or build a retirement income plan, Prelude Financial will work with you to identify your priorities, set your goals, and develop an actionable financial plan that is easy to understand and follow.
Company Name: Allegro Tax Solutions
Designations: CFP, EA, CDFA