The importance of developing a comprehensive financial plan cannot be understated in the current volatile environment. What are some of the most important considerations that would help you. Join CBM Partner and Director of Wealth Management and Financial Planning Services Judy Barnhard, Partner, Financial Advisor and Portfolio Strategist Alex Seleznev and Senior Manager Jordan Egert on.
Shelter in place, working remotely, altered spending, uncertain income, self-quarantine, large increases (or large decreases) in assets. CBM Welcomes Diversity Champion Kimberly Ellison-Taylor to Discuss Inclusion in the Professional Workforce. As part of CBM's 100th anniversary celebrations, the firm is taking its passion into our communities.
Shelter in place, working remotely, altered spending, uncertain income, self-quarantine, large increases (or large decreases) in assets. CBM Welcomes Diversity Champion Kimberly Ellison-Taylor to Discuss Inclusion in the Professional Workforce. As part of CBM's 100th anniversary celebrations, the firm is taking its passion into our communities.
Services
As CBM (Councilor, Buchanan & Mitchell P.C.) celebrates its 100th anniversary in 2021, the professionals at our accounting, tax and advisory firm have a lot of professional success to look back on. Our firm, founded in 1921 and with offices in Bethesda, MD and Washington, DC, serves not-for-profit organizations, auto dealerships, professional service firms, construction and real estate groups, other privately held businesses and individuals.
Peter Reilly, CBM Chairman and former president and managing partner, has spoken at the AICPA ENGAGE Conference, the 2019 Rainmaker Companies SuperConference and at the National Alliance of Auto Dealer Advisors' Fall 2029 meeting about the firm's history of mergers in the past five years. Watch the firm's animated, storytelling video detailing the history of mergers since 2014.
Clients count on us to perform our services thoroughly and efficiently, keep our eye on the big picture, share our findings quickly and clearly, and be respectful of their time. Our quality control procedures require that all audits be carefully planned, supervised and reviewed. Our principals are personally involved in all of these types of engagements.
Our employees will volunteer for 100 charities over the next 100 weeks. Whether it's collecting toys for children, serving food to the needy, or running in races for charity, we are here to serve. Let us know your need, we'll be happy to help. With so much of our team being international, and women representing 50% of our leadership, we want the world to know.
One exciting aspect of the firm's 100th anniversary celebrations is seeing how far our brand can go! Every team member is encouraged to show their CBM pride whenever and wherever they travel. Take a look at our pictures below to see where everyone has traveled and feel free to stop by our website again.
Reviews
Be the first to review Councilor Buchanan & Mitchell PC.
Write a Review
