Daniel W. Polachek, P.C. western Massachusetts Certified Public Accountants

Daniel W. Polachek, CPA, EA, MBA, CVA, CFE

WHO’S MAKING THE CALLS FOR YOUR FUTURE?
Spend a risk free hour with Daniel W. Polachek and figure it out.
Daniel Polachek, CPA, CFP®  -  Tax & Financial Planning For Northampton Retirees  -  Our Family Working For You

Daniel W. Polachek started in Northampton, Massachusetts with a very simple purpose: to help clients achieve their financial goals.  So,  it’s only natural for the firm to expand its level of service to all aspects of financial health.
With years of experience working with our western Massachusetts clients, we’ve decided to use our expertise and our relationship with 1st Global to provide the services of a Financial Services Coordinator.

And, what is a Financial Services Coordinator?

Have you ever seen all the people responsible for your financial health in the same room at the same time? Chances are, even if you could get all these people in one place at one time, there would be no guarantee that any of them would have knowledge of how one field relates to another. When it comes down to the specifics, decision making can be confusing, time consuming and at times frustrating.

Coordinating, explaining and providing answers to your questions is what Dan Polachek does. He uses a truly tax-advantaged approach to wealth management. As a Financial Services Coordinator experience, knowledge and resources allow Dan to blend relationships with providers of all aspects of your financial life. That’s what makes this service unique. How does your life insurance relate to your IRA? Can you benefit from combining companies for various financial services? And the ultimate question that often requires the expertise of many. What could possibly happen?
Dan uses the vast resources of 1st Global to explore all the options available to you so he can help answer those questions in a timely manner. Need more information? Check out our new financial services pages and take advantage of Dan’s one hour risk free consultation. It’s on him. And, though Dan is confident he’ll be able to help you, if you choose not to contact him again, it is still all good. No annoying follow up paper or phone calls. Dan is not only confident but happy to see you succeed no matter where you decide to go.
 

Securities offered through 1st Global Capital Corp. Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc.

And if you just need the services of an accountant,  our company size allows us to continue to give our clients the personal attention required to keep your finances working. Feel free to use any of the tools available on this web site and if you need further assistance, email or call for your appointment.
Our areas include a full financial services menu:

•    Investments and Financial Planning
•    Insurance: Life, Disability, Long-term Care
•    Tax preparation and planning
•    Estate planning and preparations
•    Business valuations for estate, divorce,  purchase and sales
•    Payroll preparation and reporting
•   Accounting
•    Business planning and management
•    Education: 529 Plans
•    Business strategic planning
•    Retirement: IRA, SEP, 401(k),  and more

If you have questions, our tax accountants and financial professionals can help. A simple phone call usually gets the answers you are looking for.
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