Behind the desk
with Mary Bolt
Bolt Tax & Financial LLC
Address: 1707 Newry Lane Duncansville
Telephone number: 695-2478
Years with company: 27 years
Family: A wonderful husband; four fantastic kids and their spouses; and eight precious grandchildren
What products or services does your company provide?
Bolt Tax & Financial LLC provides a full range of financial services for individuals and small businesses. We are there to help from your first job or day in business, to retirement and beyond. We take a holistic approach, helping your family or business in taxes, spending, college planning, record keeping and retirement. Helping people succeed is the greatest privilege and we are thrilled to be a part of it.
Who are your customers?
Individuals of all ages, families and small businesses. We love to be a part of businesses that are just getting started. We have a great package to help you get started right.
What is your business day like?
Every day is different, which I love. It involves talking to people about their future and helping solve their problems so that they can concentrate on the more important things in life.
What is the best business advice you have received?
“Be honest and do things the right way.” That advice came from a man that took a small business to a multi-million dollar family business in the fourth generation and it is still growing.
What is the most important thing you’ve learned on the job?
That it is a privilege to be a part of peoples’ lives. I am constantly humbled and learn so many important lessons from my clients. You can definitely not judge a book by its cover.
What does the future hold?
Working to become the best resource my clients have for their financial future.
What have you read lately that has influenced your business life?
If you want your business to be featured in the Mirror’s Behind the Desk series, call Walt Frank at 946-7467 or email firstname.lastname@example.org.