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Established in 1962, Erich Werner Investments Inc. has been proudly providing clients throughout the Gainesville, Fla., area with high-quality financial and tax preparation services since Day One. Our financial consultant and tax specialist, Erich Werner, is prepared to nourish your budding investment portfolio so it can grow into a diverse portfolio of investments. At times, insurance and annuities can be part of the solution. Sometimes, it’s portfolio management that protects the clients’ assets and savings. In an age of specialties, we are a one-stop financial institution.
Are you asking yourself any of these questions?
- Is my portfolio losing value? How can I stop the leak?
- Am I paying too many taxes?
- When can I afford to retire?
- Is the DROP program for me?
- What do I do with my 401K from my last employer?
- What is the best way to fund an education?
- With whom can I consult for information and solutions regarding these issues?
We specialize in:
- Financial Planning
- Personal
- Business
- Estate Planning
- Tax Planning
- Tax Preparation
- Risk Management
Choosing the right financial planner and tax specialist can be challenging. You have to consider many things, including quality of service. As a client of Erich Werner Investments Inc., you will have a highly skilled professional working to ensure that you are well taken care of with a level of service not found at most investment companies.
Please contact our firm with your questions about financial, tax and estate planning. You will receive answers tailored to address your specific needs. Please contact us today to set up an appointment for a free initial consultation. We welcome your interest.
