Personal Financial Services
With the help of
Greg Marriott CPA PLLC, you will get one-on-one attention to create a comprehensive financial plan that will help manage risk, improve performance, and ensure the longevity and growth of your wealth. We like to see people succeed, and when you partner with us, we will help you invest in a more financially stable future. Our team of advisors will work with you to meet your financial goals. Contact us today to learn more!
Our team will help you:
Save enough for a comfortable retirement
Review your child’s college education needs
Protect your family
Leave a legacy for your family
Life insurance
Estate Planning
When you’re in the market to begin creating your estate plan, there is a lot to consider. Estate planning can be costly and complicated and involves a list of items such as probate costs, asset appraisals, life insurance, IRA’s, 401 K’s, final expenses, and more. Planning for the future will make things easier for yourself and your family. That’s where our dedicated team steps in. We know that every situation is different and we provide individual recommendations and research that is unique to you.
We can help:
Define your estate planning goals
Work with your lawyer and investment advisors
Evaluate and recommend options
Update and analyze your plan based on federal and state estate tax laws
Income Tax Preparation
We prepare income tax returns for all individuals with any income activity. From simple returns that include business activities to other endeavors, we do it all. To find out more information, visit our tax services page here.
GREG MARRIOTT CPA PLLC
Phone: (918)756-9180
Fax: (918)756-9191
Email: gregmarriott@sbcglobal.net
Address: 215 East 8th Okmulgee, OK 74447
