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Team

At Macktree Financial Services, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Deborah Mack Roundtree, CPA, MBA

Founder & CEO

(610) 255-7960

(215) 600-3807

deborah.roundtree@ceterafs.com

Deborah Mack Roundtree, CPA, MBA established her accounting practice in 1990. The integrity and diligence associated with her CPA practice is a distinctive aspect in the 2001 formation of Macktree Financial Services. Her qualifications...
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