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Phone: (561) 209-6010 • Fax: (561) 828-5979
Email: mgraham@3hlaccountants.com

 

The V4 Client Experience

The V4 Client Experience is a unique, indispensable, and repeatable process that enables us to offer our clients ongoing personalized financial services through four cohesive steps. Using this proven process allows us to provide our clients with a repeatable experience every year, starting with their 1040 tax data, because individuals’ wealth management needs, family dynamics and goals are constantly evolving.