In 1999, Carey Morgan’s dream of creating a service oriented tax and investment practice became a reality when he opened Tax-N-Vestors in the Crossroads Towne Center.  Years of working for tax, advisory and investment firms from Scottsdale to Peoria had taught “Morgan” the importance of building a well qualified team.  From the beginning, clients found his open, compassionate, service-oriented style unique.  As the years passed, the services, staff and facilities grew to become a full-service financial center, offering tax preparation for both individuals and corporations, financial, retirement and estate planning, wealth management, insurance and mortgages.  Your Team at Tax-N-Vestors includes an Enrolled Agent (retired from the IRS) with over 35 years of experience, a Certified Financial Planner with over 27 years of experience and tax preparers who average over 10 years of experience.  Whether it’s taxes, financial planning, insurance or refinancing strategies, at Tax-N-Vestors, “We are Here To Guide You”.