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Team

At Bolt Tax & Financial LLC, 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.

 

Mary A Bolt EA

CEO

814 695-2478

866 626-4320

[email protected]

Mary A Bolt EA has been helping individuals and small businesses for 25+ year. Your financial future is her passion. She truly enjoys working with people to help them achieve their goals whether they be personal or business.
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Annamarie Bolt

Administrative Assistant

814 695 2478

Annamarie is the always smiling lady that gets things done. Please call her if you need to set up an appointment, need to check on your return, or have general questions.

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