With Gragg and Gragg, LLP, you get a company that goes beyond the traditional CPA firm. Some clients choose us over the frustration of using multiple firms to get all the services they need, while others choose us for the personal attention and professional ethics we provide. We offer financial planning that extends into helping you manage your money including taxes, insurance and fee only investment advice. This allows you to maximize the potential of your money, regardless of the amount. We are licensed, accountable and accessible. We consistently increase our knowledge to ensure we have the most up to date information and strategies available for our clients. This allows us to act independently for our client's best interest. Our ability to offer complete financial planning for you takes us " beyond the traditional" CPA firm.

 

Gragg & Gragg, LLP is dedicated to partnering with clients to assist them in building, managing and preserving their wealth. As fiduciaries acting with integrity and honesty, we put the clients’ interests first. We hold our clients in high esteem and strive for excellence in every aspect of our relationship with them. At Gragg & Gragg, LLP we believe that our success is measured only by our clients’ success in achieving their financial goals.

 

  • Financial Planning

  • Investment Advisory

  • Tax & Accounting

 

 
 
IRS CIRCULAR 230 NOTICE: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this website is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed in this website.

The most important factor of our success is our clients and the relationships developed with them.

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First Tuesdays with Gragg and Gragg, LLP in the Cleveland Room meets at 10:00 am on the following dates (topics will be posted soon)

No July Event
August 3, 2010
September 7, 2010
October 5, 2010
November 2, 2010
December 7, 2010

Coming Soon

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Click here to request more information or to ask a question.

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9 East Marion Street     |     Shelby, North Carolina 28150     |     Phone: 704.482.2001     |     Fax: 704.480.7516     |     Contact Us   
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