How does the advisor help clients – Key Takeaways:
CPA Advisory Services, P.C. is a leading financial advisory firm providing expert guidance and support to clients looking to achieve financial success. With a team of highly qualified and experienced CPAs, the firm offers a wide range of services to help clients make smart financial decisions and achieve their goals.
Facts and Insights
Here are some key facts and insights about CPA Advisory Services, P.C.:
- Assets Under Management: The firm manages around $100 million in assets for its clients.
- Number of Advisors: The team at CPA Advisory Services, P.C. consists of 8 highly qualified and experienced CPAs.
- Time in Business: The firm has been in business for over 15 years, providing expert financial advice and support to clients.
Financial Services Offered
CPA Advisory Services, P.C. offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Financial planning and investment management
- Tax planning and preparation
- Estate planning and wealth transfer
- Retirement planning
- Business accounting and consulting
Client Types
CPA Advisory Services, P.C. serves a diverse client base, including:
- Individuals
- Small business owners
- Corporate executives
- High-net-worth individuals
- Retirees
- Non-profit organizations
Fees & Compensation
CPA Advisory Services, P.C. operates on a fee-only model, which means that the firm’s only source of compensation is through client fees. This ensures that the firm’s interests are aligned with those of their clients and there are no conflicts of interest. The firm believes in transparent and fair fee structures and works closely with clients to customize the fees based on their specific needs and circumstances.
Background
Based in New York City, CPA Advisory Services, P.C. was founded in 2005 by a team of highly skilled CPAs with the mission to provide personalized and comprehensive financial advisory services to clients. With a commitment to integrity, expertise, and exceptional client service, the firm has established itself as a trusted advisor in the financial industry.
Financial Advisor Disclosures to Know
CPA Advisory Services, P.C. adheres to all necessary rules and regulations set by the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). The firm has a clean compliance record and there are no disclosures or disciplinary actions against any of its advisors.