The Value We Bring . . .
We provide innovative solutions for our clients tax, accounting and financial needs. Through extensive professional education and experience, we utilize comprehensive business planning strategies and wealth care management services. Our unparalleled level of personalized service shows our commitment to serve our clients.
We are your complete wealth care firm. . . . One Stop, One Phone Call, One Firm
Moorman, Harting & Co. is a firm of Certified Public Accountants and Business Advisors serving clients since 1955. We offer a wide range of accounting, tax and consulting services, to help our clients grow and become more successful. We have offices in Coldwater and Celina to serve our client's tax and accounting needs.
Moorman Harting Financial Services, LTD is a firm of financial advisors who are also tax experts. This allows our clients to be provided with both investment recommendations and tax strategies at the same time. We specialize in many types of investments including pension plans for businesses and farmers as well as Traditional and Roth IRA's. Investment and tax advice for 401(k) rollovers are handled frequently by our firm. We utilize unique sustainable income solutions with managed accounts, annuities and alternative investments. We offer long term care insurance, disability insurance and life insurance. We keep our clients informed on their investments through personal contacts. We want our clients to be prepared for the future with appropriate investments.
1st Global Capital Corp. 1st Global Capital Corp. member FINRA/SIPC is a Dallas-based broker/dealer
that specializes in helping CPAs and tax professionals build total
wealth management practices. 1st Global is headquartered at
8150 N. Central Expressway, Suite 500, Dallas, TX, (214) 265-1201.
Investment advisory services offered through 1st Global Advisors, Inc.
We currently have individuals licensed to offer securities and investment advisory services in the
states of Ohio, Indiana, Florida, Georgia, Kentucky, North Carolina and Utah.
This is not an offer to sell securities in any other state or jurisdiction.