Certified Public Accountant (CPA)
Personal Financial Specialist (PFS ^TM)

Leona H. Chan, CPA P.C. specializes in Tax Smart Investment strategies and implementation to pursue individuals’ goals today and well into the future.

• Retirement Planning
• Legacy Planning
• Education Planning
• Family Risk Management
• Business Succession Planning
• Insurance Analysis

Tax Smart Investing

• CPAs & Financial Advisors working together

Experienced & Creative

• Out of the box thinking for results driven investments

Independent & Unbiased

• We are not incentivized like other Wealth Advisors to push particular investments

Contact us today

Leona H. Chan, CPA, PFS, Financial Advisor

Leona H. Chan, CPA P.C.

Office: (845) 296-7496
Cell: (845) 625-7528
Fax: (845) 853-7841
Email: Leona.Chan@LHC-CPA.com

Learn more at www.LHC-CPA.com

Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (www.finra.org and www.sipc.org)
Investment advisory services offered through Avantax Advisory Services℠.Insurance services offered through an Avantax affiliated insurance agency.