Best cpa in glastonbury ct
At Harbortown Advisors, we believe your business deserves more than routine compliance and box-checking. Based in Glastonbury, Connecticut, our team provides comprehensive, high-touch financial services that combine deep technical expertise with genuine partnership. We specialize in tax planning, bookkeeping, payroll management, and integrated wealth management, working closely with business owners and entrepreneurs who want to build, scale, and preserve their success with clarity and confidence.
Our mission is to help you see the bigger picture behind your numbers—transforming financial data into actionable insight. We understand that every business is unique, and that effective planning requires both precision and creativity. From structuring multi-entity organizations to developing customized investment and tax-saving strategies, we guide clients through every stage of growth with an approach that is proactive, strategic, and deeply personalized.
Harbortown Advisors is led by Jake Roggenkamp, a dedicated family man, avid golfer, and creative financial strategist. Jake brings a fresh, approachable perspective to the complex world of accounting and wealth management. His passion lies in helping Connecticut business owners take a more intentional approach to their financial future—one that prioritizes smart decision-making, sustainable growth, and generational wealth preservation. Under his leadership, our firm has earned a reputation for delivering trusted guidance that goes beyond traditional accounting to encompass forward-thinking tax and wealth strategies that make a measurable impact.
What truly sets Harbortown Advisors apart is our holistic mindset. We integrate tax strategy and wealth management to help clients make decisions that serve both their immediate goals and their long-term legacy. Whether you’re navigating complex trust and estate planning, preparing for a business transition, or optimizing your cash flow, we ensure every financial element aligns with your broader objectives. Our team thrives in the gray areas of the tax code—where creativity, compliance, and innovation meet—to uncover opportunities that many overlook, all while ensuring our methods remain entirely legal and transparent.
Beyond technical excellence, we pride ourselves on delivering a client experience rooted in warmth, partnership, and clarity. Every interaction is grounded in open communication, practical education, and an unwavering commitment to your success. We take the time to understand your values, aspirations, and challenges, crafting solutions that reflect both your business goals and your personal vision.
At Harbortown Advisors, we don’t just manage numbers—we empower entrepreneurs to make confident, informed financial decisions that support long-term prosperity. Whether you’re looking to minimize tax exposure, streamline operations, or build lasting wealth, our goal is to help you keep more of what you earn, invest wisely, and move forward with purpose.
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