Our Mission
About Us
Campbell Financial Services is an independent tax and financial services company. Our mission is to provide comprehensive financial planning and investment management services that pursue long term financial security for our clients. Our goal is to completely understand our clients. We do his by listening. This understanding allows for a personalized program to help you define and pursue your goals. Like all plans, financial plans are designed to change and adjust as they help in guiding you through life's future financial challenges. We strive to build deep connections that allow for us to be a trusted resource for those who work with us.
Who We Are
A multi-generational, family owned cfp® & cpa firm
As both a CFP® and CPA firm, our unique expertise allows us to offer financial planning and investment management services in a way most firms can't. We are truly passionate about your financial well-being, and our specialized service offerings are built for people seeking to make the most of their retirement without the stress of finances.
Deborah F. Campbell
Certified Public Accountant, Investment Advisor Representative
Deborah Campbell has been a practicing Certified Public Accountant for more than thirty years. A graduate of the University of Massachusetts at Amherst, with a Bachelor of Business Administration, she is the owner of her private practice in historic downtown Plymouth, MA. Deborah is licensed in securities and insurance*, providing independent, comprehensive tax and financial services that effectively work together. Investments are provided through Avantax Investment Services SM, one of the country’s largest independent broker/dealers aligned with CPAs. Originally from Norwell, she married her high school sweetheart and has been living in Plymouth since 1996. Together she and her husband have three wonderful children.
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Kevin Campbell, CFP®
Certified Public Accountant, CERTIFIED FINANCIAL PLANNERĀ®
info@campbellfinancialservices.com
Kevin works as both a CPA tax preparer and a Financial Advisor at Campbell Financial Services. Kevin graduated from the Isenberg School at the University of Massachusetts, Amherst with a Masters in Science of Accounting in 2014 and immediately began working in public accounting as an auditor at a local firm focusing on financial institutions, nonprofits, and manufacturers. He transitioned to the tax department after realizing he enjoyed helping the firm’s clients at a more personal level. Outside of tax and financial planning, Kevin’s professional career includes starting and running a successful landscaping company in the Plymouth area for more than ten years before ultimately selling the business in 2019. Kevin is the first to admit that while it may seem boring to some, he enjoys reading articles or listening to podcasts that focus on financial updates, tax changes, and overall business strategy in his spare time (to the point where he considers it a hobby). More traditional pastimes include snowboarding, spending time at the beach or pool, cigar and bourbon tastings, attending concerts, and exploring new cities. Kevin currently owns a house in Plymouth, just a few miles from his childhood home.