Sechrest & Bloom, LLC Email Format

Financial ServicesMassachusetts, United States2-10 Employees

Sechrest & Bloom, LLC is a financial services firm based in Acton, Massachusetts, offering a combination of certified public accounting and investment advisory services to individuals, businesses, and trusts and estates. The firm provides tax planning and preparation, accounting and bookkeeping, financial planning, and investment solutions through a proactive and educational approach, with an emphasis on fiduciary client service as a Registered Investment Adviser. Target clients include individuals and organizations seeking integrated tax, accounting, and financial guidance delivered by a relatively small professional team. In addition to its CPA capabilities, the company operates as an independent, fee-only financial planning practice, positioning itself within the broader financial services industry as a fiduciary adviser focused on clear, guiding support for tax and life planning matters.

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