Profile
David Choi
ListedEA and Tax Services Provider at Ingeniq Capital
About
About
David Choi is associated with Ingeniq LLC, doing business as Ingeniq Capital, a registered investment adviser firm located in Bedford, MA. The firm describes its work as serving clients nationwide with tailored advice based on each client’s situation.
Ingeniq Capital’s public materials emphasize comprehensive wealth management, including financial planning, investment management, and tax services.
David Choi is associated with Ingeniq LLC, doing business as Ingeniq Capital, a registered investment adviser firm located in Bedford, MA. The firm describes its work as serving clients nationwide with tailored advice based on each client’s situation.
Ingeniq Capital’s public materials emphasize comprehensive wealth management, including financial planning, investment management, and tax services. The site also presents planning resources such as an HSA calculator and a Backdoor Roth tool, alongside insights and blog content for clients reviewing financial decisions.
The firm states that it operates on a fee-only fiduciary basis and meets with clients by appointment. Source facts also list EA credentials for David Choi.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| CPA accounting advisory | Standard | ||
| Tax services | Standard | ||
Service areas
Service areas
Bedford, MA
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