Fellows Tax & Financial Services
Fax: (623) 979-1221
Business hours
Monday | 9:00am to 5:00pm |
Tuesday | 9:00am to 5:00pm |
Wednesday | 9:00am to 5:00pm |
Thursday | 9:00am to 5:00pm |
Friday | 9:00am to 5:00pm |
Saturday | Closed |
Sunday | Closed |
Note: Sat: By Appointment
About us
David L. Fellows, EA is an Independent Investment Advisor Representative with LPL Financial and has been involved in the financial industry since 1991. He is also "Enrolled to Practice" before the IRS as an Enrolled Agent and has been preparing tax returns since 1995. In May of 2000 David decided to open up his own practice thus creating Fellows Tax & Financial Services. Honesty, Integrity and Trust is the foundation that Fellows Tax & Financial Services is built upon. David currently holds a Series 7 registration as a General Securities Representative plus a Series 6 and a Series 63 through LPL Financial. He is also licensed to offer Life, Health and Disability Insurance to his clients.
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Tags | Mutual Funds, College Planning, Disability Insurance, Managed Accounts, Life Insurance |
Products | Investments, Financial Planning, Insurance Planning, Tax Preparation, Retirement Plans |
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