CPA Squared
Financial Services - Glastonbury, CT, US
CPA Squared Employees
CPA Squared Details
The CPA Squared program is an easy-to-implement turn-key program to successfully integrate wealth management into CPA Firms. We don't just show you how to incorporate wealth management; we partner with you every step of the way to ensure a seamless and successful integration. Our proven model and step-by-step process can help you strengthen your current client relationships as well as develop new ones. Integrating access to wealth management services may empower you to exceed client expectations and position your firm to outpace the competition. Our approach allows you to add access to wealth management services without disrupting your core business model. We understand that CPAs are busy running their firms and do not want to spend a lot of money upfront to add new services. The CPA Squared team coaches CPAs to successfully add wealth management services to their existing practices with low upfront costs. CPA Squared is ready to help you improve client retention, increase revenue and outpace the competition. For more information about our program, contact Lise Silverstein by phone at (860) 659-5977 x213 or email at Lise@cpasquared.com. To ask a question or enroll now, contact Michael Nobile by phone at (860) 659-5977 x204 or email at mnobile@nhpwm.com. CPA Squared 860-659-5977 124 Hebron Avenue Suite 3B-1 Glastonbury, CT 06033 www.cpasquared.com Nobile Hinchey Private Wealth Management and CPA Squared do not provide tax or legal advice. Securities by licensed Individuals Offered Through Investacorp, Inc. A Registered Broker/Dealer Member FINRA, SIPC. Advisory Services Offered Through Investacorp Advisory Services, Inc. A SEC Registered Investment Advisory Firm. The accuracy and authenticity of the information is reliant solely on the author and/or third parties and not by Investacorp, Inc. nor its affiliates. Any information represented should be for illustrative and educational purposes only and not to be considered investment advice.
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