Volz CPA, Inc.

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind taxes, insurance, investing*, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the fundamentals of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser . We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

*Jim Volz is a Registered Representative and Investment Advisor Representative of Equity Services, Inc.  Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 4600 McAuley Place, Suite 120, Cincinnati, Ohio 45242 (513) 771-3500

Accounting services and tax advice are offered independently of Equity Services, Inc. Volz CPA, Inc. and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.