Traphagen Financial Group is a comprehensive financial services firm comprised of two divisions; Accounting and Wealth Management. Our Accounting division specializes in taxation, financial reporting & advisory services, including financing and Mergers & Acquistions. Our Wealth Management division manages client investment assets and provides comprehensive estate, tax, and financial planning services.
Traphagen Financial Group has served as a dynamic leader and provider of financial services since being established in 1970 by founding partner, V. Peter Traphagen. As Certified Public Accountants and Registered Investment Advisors, we are relied upon to protect the public’s interest and trust. Our experienced team upholds the highest ethical values and integrity.
For over 40 years, TFG’s trusted advisors diligently work to maximize your business success and personal wealth. You are our most valuable asset.
Specialties
Individual & CorporateTax Planning & Preparation IRS & State Audit Representation, Management Consulting & Acquisition, Certified QuickBooks Advisors, Wealth Management, Comprehensive Financial Planning, Retirement Income Planning, Estate & Trust Services