Sechrest & Bloom, Llc
Sechrest & Bloom, LLC offers comprehensive, integrated CPA and investment advisory services to individuals, businesses, and trusts & estates. Our team delivers tailored tax advice, preparation, accounting and bookkeeping services, financial planning, and investment solutions of a proactive and respectful manner. including providing accounting and bookkeeping services. We are also an independent, fee-only financial planning firm that is committed to providing the highest standard of fiduciary client service as a Registered Investment Adviser (RIA). We approach all tax, financial, and life planning issues in an educational and guiding approach.
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Verified contacts
5
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
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no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- BH
Barbara Hutchinson
Office Manager · Operations
EmailPhone - JB
Jarod Bloom
Managing Principal · General Business & Management
EmailPhone - JA
Jennifer Aufiero
&, · Other
EmailPhone - NV
Nancy Vaccaro
Estate and Trust Tax Manager · Other
EmailPhone
Showing 4 of 5 verified contacts
Top roles at Sechrest & Bloom, Llc
5 distinct titles indexed · top 5 shown.
- 1&,
- 1administrative assistant
- 1estate and trust tax manager
- 1managing principal
- 1office manager
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