TAX AND FINANCIAL SERVICES

We Provide a Wide Variety of Financial Planning Services for Individuals and Businesses

Peter Weisberg, CPA, CFP provides a wide range of services to individuals and businesses in a variety of industries. With both a CPA and CFP and over 35 years in business, Mr. Weisberg has the knowledge and experience to help clients plan for the future and achieve their goals in an ever-changing financial and regulatory environment.
Financial Planning — Holding a Piggy Bank in Delray Beach, FL
Mr. Weisberg provides tax preparation and planning services and IRS representation for both individuals and businesses. His financial planning services include investment planning, insurance planning, estate planning, and retirement planning. His loyal client base includes repeat customers, referrals, and many retirees and near-retirees.

All Securities through Money Concepts Capital Corp. Member FINRA/SIPC
Peter Weisberg, CPA, CFP not affiliated with Money Concepts Capital Corp (www.Moneyconcepts.com).

Our Comprehensive Financial Planning, Tax Preparation, and Accounting Services Include:

  • Certified Public Accountant
  • Certified Financial Planner
  • Financial Planning
  • Accounting Services
  • Individual Tax Preparation & Planning
  • Business Tax Preparation & Planning
  • IRS Representation
  • Bookkeeping Services (Financial Statements, Bank Records & Payroll)
  • Investment Planning
  • Insurance Planning (Life, Health, Long Term Care & Disability)
  • Estate Planning
  • Retirement Planning
  • Free Consultation
Request information about Financial Planning below:

For more information, or to schedule a free consultation, call us at 561-495-4946.
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