We Salute & Specialize in Senior Citizens
We can help plan your financial future
Call our financial planners today for a consultation.
Helping Montgomery County Residents With the Next Steps to their Financial Success
Multi-Line Financial Services
specializes in certified financial planning services, along with tax preparation
and more. Located in Norristown, Pennsylvania, we serve Seniors throughout our region seeking help with their finances, properties, financial documents and more. We focus on the fields of tax preparation, estate settlement, and Medicaid planning. Our goal is to make sure your future is secure, so you have nothing to worry about in regards to your health care, properties and assets, along with tax returns.
Tax Preparation
Our tax preparation can prepare your taxes so that you receive your maximum refund. We can also prepare taxes for your business, helping you through the complexities of your business tax return.
Estate Settlement
When thinking about your future, your possessions, properties, and estate are important for you and your family. We can help plan your estate, and navigate the probate process.
Medicaid Planning
With proper planning using Medicaid, we can ensure your medical bills and expenses are handled going forward, in the event of long-term care or serious medical treatment.
