Waldron Rand’s New Acquisition

We are proud to announce the acquisition of the firm of George P. Anastos, CPA. The founder, George Anastos, built a high caliber firm that shares our relationship driven approach to client service. George, and his seasoned tax expert, Kim Luz, worked together for over 30 years to provide tax planning, compliance and family office services to their loyal client base. As part of the acquisition, we are delighted that Kim accepted our invitation to join our team, to not only provide a seamless transition for her existing clients, but also to add her tax expertise, warm personality and exceptional client service to the broader client base at Waldron Rand. We look forward to getting to know Kim and George’s clients in the coming months and continuing to welcome Kim to our team.