Offering financial services in your tax practice is a great way to generate new revenue. You will also become more valuable to your clients by helping them navigate through the complex world of investment and retirement planning.
With thousands of independent nonproprietary financial products and services, Money Concepts can deliver a custom financial strategy that fits your unique situation without the limitations of corporate agendas like sales quotas and company product campaigns. They enjoy this freedom and independence so they can focus on one thing… YOU their client. That’s how it should be.
Contact us at: moneyconcepts.com
At Palma Financial Services, Inc. we specialize in accounting, tax and financial planning for individuals and closely held businesses. We are not only an Accounting and Dublin CPA, but a full tax and financial planning firm backed by a certified Personal Financial Specialist (PFS) with over two decades of wealth and retirement building experience.
Contact us at: mpalma.com
Through our revolutionary business platform, we make a positive difference for families and individuals throughout North America. Our business platform provides our associates with the resources they need to build their own businesses and find limitless success by serving everyday individuals and families who are often overlooked by the financial services industry. This platform helps people create financial turning points that can lead to better futures.
Contact us at: worldfinancialgroup.com