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Welcome to the HLM Group an affiliation of HLM Financial Services, Inc. and Hanna, Lemar & Morris C.P.A.'s P.A. with offices in Tampa and Brandon, Florida.
HANNA, LEMAR & MORRIS, CPA's, PA
Is a full service Certified Public Accounting firm. Services we offer include, but are not limited to:
- Small Business Tax and Advisory Services
- Financial Statement Audits, Reviews & Compilations
- Professional Bookkeeping Services
- Quickbooks Advisory Services
- Personal Tax Preparation & Planning Services
- Estate & Trust Tax & Advisory Services
HLM FINANCIAL SERVICES, INC.
Is a full service financial services firm. David Lemar is a Registered Investment Advisors* offering a full menu of :
- Investment Management*
- Cash Flow & Debt Management
- Family Risk Management (Life, Health, Disability, Long Term Care, Annuities, Longevity)
- Retirement Planning (401(k)s, SEPs, SIMPLEs, IRAs, Roths)
- Education Planning* & Funding (529 Plans, Coverdells)
- Legacy Planning
- Business Planning and Funding
- Special Situations Planning
*Securities offered through H.D. Vest Investment Servicessm, Member: SIPC. Advisory services offered through H.D. Vest Advisory Servicessm, Non-bank subsidiaries of Wells Fargo & Company. Insurances offered through H.D. Vest Insurance Services, Inc.
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The HLM Group
1759 South Kings Avenue
Brandon, Florida 33511 |
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(813) 315-2165 |
6508 East Fowler Avenue
Tampa, Florida 33617 |
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(813) 985-1148 |
Toll-free (800) 587-2968
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