Our Firm

At McCollum Tax and Financial Services, we treat you like family. 

Most Financial Advisors do not prepare taxes and most Tax Preparers do not create financial plans*.  As a client of Lee McCollum's, you get two specialist for the price of one, and a trusted relationship with someone that will understand your financial life through the eyes of your tax return, and will help you implement a sound strategy to pursue your financial goals for retirement*, college educations for your children*, and asset management*.

H. D. Vest Investment ServicesSM is the nation's largest provider of financial services delivered through tax and financial professionals. Through a network of over 5,000 Advisors nationwide, H. D. Vest has been helping individuals and businesses with their financial needs since 1983.

 

 

*These services are offered by Lee McCollum through his affiliation with H.D. Vest Investment ServicesSM and H.D. Vest Advisory ServicesSM.