About KENNETH P. ALEVRAS, CPA.INC.
KENNETH P. ALEVRAS, CPA.INC. is a highly qualified and experienced accounting firm that specializes in providing financial expertise to its clients. With a team of skilled professionals and a wealth of experience in the industry, KENNETH P. ALEVRAS, CPA.INC. offers a wide range of financial services to help clients achieve their financial goals.
How Does the Advisor Help Clients – Key Takeaways:
Apart from providing traditional accounting services like tax preparation and financial statements, KENNETH P. ALEVRAS, CPA.INC. also offers a variety of financial planning and wealth management services to help clients make sound financial decisions. Some key takeaways of how the advisor helps its clients are:
- Creating personalized financial plans based on individual goals and risk tolerance;
- Assisting with retirement planning and investment management;
- Analyzing financial data and providing insights to improve financial performance;
- Offering tax planning and compliance services;
- Providing educational resources and guidance in financial matters.
Facts and Insights
KENNETH P. ALEVRAS, CPA.INC. has been in business for over 20 years, providing clients with expert financial guidance and services. The firm currently has over $50 million in assets under management and employs a team of 10 experienced financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 10 | Over 20 years |
Financial Services Offered
The following financial services are offered by KENNETH P. ALEVRAS, CPA.INC.:
- Financial planning
- Wealth management
- Retirement planning
- Investment management
- Tax planning and compliance
- Financial statements
Client Types
The firm works with a diverse range of clients, including:
- Individuals
- Small businesses
- Couples/families
- Retirees
- High net worth individuals and families
Fees & Compensation
KENNETH P. ALEVRAS, CPA.INC. operates on a fee-only basis, meaning the firm does not receive any commissions for financial products sold. This ensures that their services are solely focused on the best interests of their clients. The fees for services are based on a percentage of assets under management or a flat fee structure.
Background
KENNETH P. ALEVRAS, CPA.INC. was founded by Kenneth P. Alevras, an experienced CPA and financial advisor. With over 30 years of experience in the financial industry, Mr. Alevras leads the practice in providing comprehensive financial services and expertise to clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, KENNETH P. ALEVRAS, CPA.INC. is required to disclose any potential conflicts of interest and provide transparency in their business practices. Clients can view the firm’s Form ADV, which details any disciplinary actions, fees, and services provided by the firm.