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

photo: Leona H. Chan, CPA, PFS, Financial Advisor

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

logo: Advantax Wealth Management

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.

2345 Route 52, Suite 2M, Hopewell Junction NY, 12533 ● (845) 296-7496 ● www.LHC-CPA.com
3200 Olympus Blvd, Suite 100, Dallas, TX 75019 ● 972-870-6000