A Registered Investment Advisor and Accounting Firm providing Investment Management through Separately Managed Accounts along with Tax Loss Harvesting, Tax Planning and Tax Preparation Services
Pioneer Financial was founded by George Wall as Automated Business Services, a Sole Proprietor Accounting Firm in 1964. The company prepared personal and business tax returns and provided small business with back office support such as automated payroll and bookkeeping. George’s vision was to build a company that would grow in strength through quality advice, strong personal relationships and extremely high ethical values. In the late part of 2000 his son, Edward, an Accountant and Investment Advisor, took over ownership and operations of the firm and has continued offering that service with the same spirit that George envisioned. Realizing that in the new century, most small business were now internally ‘Automated’, Edward changed the name to Pioneer Financial and added Registered Investment Advising to compliment its Accounting Services.
Working with Pioneer Financial for your Investment & Tax Preparation needs allows the company to have an X-Ray view of your financial status. In developing and truly being able to read this x-ray of your ‘Financial Health’ we are able to develop much deeper ‘core’ solutions than ordinary financial services organizations would provide. Our strategy is a double angle approach and integrates both your Tax and Financial needs into one smooth holistic entity. The first angle provides an Investment Team which applies in-depth fundamental research and a rigorous due diligence process to selecting investments, constructing portfolios and monitoring investments that have the potential to produce attractive long-term rates of return. The second angle comes from our tax development side and uses tactics such as ‘Tax Loss Harvesting’ or ‘Investment Advice Fee Deductions’ to minimize your tax liability and maximize what you keep in your pocket each year.