Our Firm
More than 30 years of experience
Phil Multop founded Multop Financial in 1976. He built this specialized financial firm while amassing a lifetime of knowledge - becoming a CPA, an Enrolled Agent, a Registered Investment Advisor and a CERTIFIED FINANCIAL PLANNER™ practitioner while also earning a Master's Degree in Taxation.
Believing in the American dream as a business owner and patriotic citizen, Phil has aimed high and the results speak for themselves; he leads a motivated and award-winning team of professionals, all of whom are ready to deal with your financial complexities so you can get back to doing what you do best.
A team approach
We use a team approach to ensure the continuity of your planning. We have created a multi-generational company to provide lifelong care for your wealth because we understand that retirement planning is not an event, but a lifetime commitment. Whether you retire today and your retirement lasts 30 or 40 years, you start a new business with the goal of a long, rewarding legacy, or you simply want to live the good life with financial peace of mind, your tax and retirement plan will still be administered long after our founders are gone.
Learn more about each member of the Multop Financial team.
All the answers - under one roof
You may have received income tax and financial planning over the years from several different sources - capable and skilled professionals who nevertheless may have slightly different perceptions of your wealth and your objectives.
Over time, this "piecemeal" approach can pull your financial plan this way and that way with the eventual risk of leaving you "adrift," or even forcing you to "run aground" financially with tax and accumulation problems.
In contrast, Multop Financial puts the same minds to work on all aspects of your planning. You will not have to explain your financial history again and again to a series of strangers. We will be your navigators for life.
We can navigate your journey toward peace of mind. In fact, we would love to - we invite you to contact us today.
