Company Overview
Company Name
Preferred Tax Advisors
Address
208 S Main St, Lodi, WI, 53555, United States
Website
ptafinancial.comPhone
(608) 592-0510Approx. Annual Revenue
$0.7M
Employees
3
Established
2021
Google Reviews
3.0 (2 reviews)
About Preferred Tax Advisors
Osaicwealth is a financial advisory firm based in Lodi, Wisconsin, established in 2021. The company offers comprehensive financial services, including long-term planning, wealth retention, and tax preparation. Osaicwealth's experienced advisors work closely with clients to understand their unique financial goals and tailor personalized solutions to help them achieve their aspirations.
Recent changes
What changed on the Preferred Tax Advisors website and Google listing, as detected by Coldlytics on each visit.
Google reviews went from 1 to 2
Google rating went from 5 to 3
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Frequently Asked Questions about Preferred Tax Advisors
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Key Decision Makers
Robert Hatch Founding Partner