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June 11, 2021
Tax Briefing(s)

 

Committed to Helping You Achieve the Highest Return on Your Investment

 

Welcome and thank you for visiting our Website. In addition to providing you with a profile of our firm and the services we provide, this Website has been designed to become a helpful resource tool to you, our valued clients and visitors. The Foley Group, Ltd. is your one stop shop for tax preparation and accounting, as well as tax, investment, retirement, estate and education planning.

As you browse through our Website, you will see that we have highlighted background information on our firm and the services we provide. We have also included useful resources such as informative articles (in our Newsletter section) and interactive financial calculators (in our Financial Tools section). In addition, we have taken the time to gather many links to external Websites that we think would be of interest to our clients and visitors (in our Internet Links section).

Please feel free to contact us with any questions or comments you may have - we'd love to hear from you. We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions.

Thom Foley, CPA, CFP(r)

http://brokercheck.finra.org 

 Securities offered through Kestra Investment Services, LLC (Kestra IS) Member FINRA (www.finra.org) /SIPC (www.sipc.org).  Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Thom Foley, CPA, CFP(r) is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice and are not Certified Public Accounting (CPA) firms.  This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and  Investment Advisor Representatives of Kestra Advisor Services, LLC  may only conduct business with residents of the states and jurisdictions in which they are properly licensed, therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra Investment Services, LLC Compliance Department at (737) 434-7101




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