Tannery & Company is a decidedly different financial advisory & professional accounting firm that is changing expectations about how professional & investment services can be delivered.
Our team is experienced & credentialed in financial planning, portfolio management, & accounting/tax services. We come together from different backgrounds & strengths to serve our clients’ needs in a strategic way. Our clients turn to us for collaboration from a team of dedicated advisory & accounting professionals.
Life Planning – We are a one stop shop for financial planning, portfolio management, & accounting/tax services is the foundation of our company. PLANNING COMES FIRST.
Connectivity – We utilizing the most up to date technology in our practice at no additional cost. TECHNOLOGY.
Michael Tannery is a registered principal offering securities & advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer & investment advisor Member FINRA/SIPC. IFG & Tannery & Company Wealth Management are unaffiliated entities. Registered Principal offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor.
Wealth Management, Women in Transition, 401(k) Simplified, Financial Planning, Enhanced Wealth Services, accounting, Tax, and XERO.