Investors are choosing CPA Financial Representatives because they know that a CPA's plans are built on a foundation of knowledge and experience tailored to the client. Call or email to begin developing your plan to navigate all of life's financial stages. See Ads Imaging for Additional Content. 02/03/10
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More Business Info

Imagine having your own Personal Advisor Helping You Pursue Your Dreams! Let me be your Retirement Coach.

Hours
Do you know the hours for this business?
Extra Phones

Office: 614-934-1802

MobilePhone: 614-638-9913

Fax: 614-750-1238

Services/Products
See Ads Imaging for Service/Products Content.02/03/10
Payment method
debit, check
Location
I serve clients in Central Ohio with clients living in Akron South through Columbus and Canal Winchester.
Accreditation

Certified Public Accountant, Certified Financial Planner

Chartered Financial Consultant, CLU, MSM in Mgmt

See Special Instructions/Ads Imaging for Content. 02/03/10

1983 Presidents Honor Roll, 2008 U.S. Local Business Award -Tax & Investments, 2009 Outstanding Advisor Award

Associations
American Institute of Certified Public Accountants,Financial Planning Association
AKA

ACT Financial Partners LLC

Category
Tax Return Preparation
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