Comprehensive fiduciary and financial planning services


provides comprehensive fiduciary and financial planning services to help you manage and grow your finances effectively. Our team of experts specializes in handling personal estates, trusts, and your daily financial management needs, ensuring your financial well-being and long-term goals are our top priority.

Personal Estate Management
DeLaney & Co. CPA

Why Choose DeLaney & Co. CPA for Your Financial Planning Needs?
  • Personal Estate Management: We offer skilled management of personal estates, ensuring your assets are handled efficiently and in accordance with your wishes.
  • Trust Management: Our team provides thorough and careful management of trusts, focusing on both the current benefits and future implications for beneficiaries.
  • Daily Personal Expense and Budget Management: We understand the importance of day-to-day financial management. Our services extend to helping you plan, track, and manage your daily expenses and budgets, providing peace of mind and financial stability.
  • Investment Expertise: At DELANEY & CO. CPA, we are not just about managing your current assets; we also specialize in investments. Our team helps you identify and capitalize on investment opportunities that align with your long-term financial goals.
  • Long-Term Financial Goal Planning: We work closely with you to understand and define your long-term financial aspirations. Our planning strategies are designed to turn your financial goals into reality, offering you a clear path towards financial success.

Personalized Financial Solutions Tailored to You

Every individual's financial situation is unique, and so should be the approach to managing it. At DELANEY & CO. CPA, we offer personalized fiduciary and financial planning services, tailored to meet your specific needs and objectives.

Empowering You with Financial Confidence

Our goal is to empower you with the tools and knowledge to make informed financial decisions. Whether it's managing personal estates or planning for your future investments, our team is committed to providing you with the expertise and support you need.

Ready to Take Control of Your Financial Future?

Let DELANEY & CO. CPA be your partner in navigating the complexities of financial planning and fiduciary responsibilities. Contact us today to learn more about how our services can help you achieve financial peace of mind and secure your financial future.