Our financial service affiliate, CPA Financial Services, LLC, uses the experience and wisdom of our Certified Public Accountants along with the financial planning
knowledge of our financial service experts to guide our clients toward financial security.

We provide our clients with money management services using modern portfolio management techniques. We receive additional support and research from our
broker/dealer Linsco/Private Ledger.

We also offer our clients all other aspects of a full service financial service company including:
*Life insurance
*Disability insurance
*Long-term Care insurance
*Annuities, Fixed and Variable

Our goal is to advise and guide our clients to financial security, while keeping a conservative approach in order to reduce our clients risk.

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