Jarod Bloom
Managing Principal at Sechrest & Bloom, Llc
Based in Acton, United States
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Seniority
C-Team
Department
General Business & Management
Location
Acton
Industry
Financial Services
Company size
5
Contact information
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j•••••••@sechrestcpa.com
Phone
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Background
About Jarod Bloom
My name is Jarod Bloom, Managing Principal of Sechrest & Bloom, LLC, a CPA, Financial Planning & Wealth Management Services firm. I specialize in tax planning and tax return preparation for individuals, businesses, and trusts and estates, including providing accounting and bookkeeping services. I offer my clients an independent, fee-only financial planning approach and am committed to providing the highest standard of fiduciary client service by being a Registered Investment Adviser. Clients depend on, and highly value, my educational, responsive, and guiding approach. SPECIALTIES - I help clients and their families with their- Charitable planning - Education planning - Employee benefits planning - Employer stock options, restricted stock, other employer stock plans - Estate planning - Insurance planning (life, long-term care, disability, property and casualty)- on a fee-only basis - Investment planning - Retirement planning - Tax planning and Tax Preparation (income tax, estate tax, gift tax, corporate tax)
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