Straight Forward Wealth Management

Daniel F. Rich & Associates Inc., located in Danvers, MA, specializes in a comprehensive range of accounting and tax services, tailored for both businesses and individuals. With over 20 years of experience, the firm prides itself on its expertise in tax preparation, corporate financial management, and strategic planning. The firm offers services including tax planning, financial analysis, QuickBooks bookkeeping, and interim CFO and controller services. Additionally, they provide assistance in securing financing and formulating exit strategies for clients looking to navigate corporate transitions. Generated from the website

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.