Fee-Only Planner | Willow Street, PA | Witmer Tax & Financial Services LLC | 717-464-1958

The journey to a brighter financial future begins here

Have a situational need for financial advice? You've come to the right place. Our Certified Financial Planner is only a phone call away.

Contact Us Today

Address

271A Peach Bottom Rd
Willow Street,  PA   17584

Phone

717-464-1958

Fax

717-464-7222

 

Existing clients can contact us through our client portal link below:

â–ºClient Portal

Professional Associations
National Association of Enrolled Agents (NAEA) http://www.naea.org/
National Association of Tax Professionals (NATP) http://www.natptax.com/Pages/default.aspx
The Certified Financial Planner Board (CFP®)

Certifications
(CFP®) Certified Financial Planner

Year Established
2004

Who we are

Roxanne Witmer-DeWitt, is a CERTIFIED FINANCIAL PLANNER™ professional as well as an Enrolled Agent (EA®) licensed by the Internal Revenue Service to represent tax payers. Her firm offers tax, financial planning and investment advice on an hourly, fee-only, as needed basis. This practice model distinguishes her from 98% of all financial planners, because it allows her to give individuals from all walks of life access to quality tax and financial planning advice.

Roxanne's career spans 30 years in the financial services industry in a broad range of positions. Her business experience includes insurance company executive, third party benefits manger, corporate vice-president and treasurer of a tax and accounting firm, broker/dealer representative, financial planning advisory representative, and independent financial planner.

As she became increasingly uncomfortable with the limited solutions she could offer her clients, she became convinced that the only way she could provide objective, independent financial advice was by becoming an hourly, fee-only CFP® professional. Roxanne opened her independent tax and financial planning practice in the summer of 2004.

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