Financial Services

PDM’s specialists know the unique challenges that financial services firms face, largely stemming from regulations and federal legislation. We take meticulous care in navigating those standards for your company.

We serve many financial services firms, including:

• Equipment leasing companies
• Auto finance companies
• Insurance companies and brokerages
• Asset-based finance companies
• Commercial lenders and factors
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We have the valuable experience and up-to-date knowledge necessary to provide full assurance and tax services for your company. We also know the right strategies to ensure that your firm stays in compliance with the extensive regulatory requirements specific to your industry.

PDM boosts your corporate confidence by reducing risk and assisting you in developing solid strategies for the future.