Tamara Fales

Retirement Plan Advisor at CPS Investment Advisors - Lakeland, FL, US

Tamara Fales's Colleagues at CPS Investment Advisors
Alexander Gutierrez

CPAlliance Advisory Intern

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Hunter Hall

Office/Marketing Assistant

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Anthony Corrao

Financial Advisor

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Rainah Fitzgerald

Portfolio Management Assistant

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Catherine Kirkland

Portfolio Analyst

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Nolen Bailey

Partner

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Eric Jackson

Financial Advisor

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Tamara Fales's Contact Details
Email (Verified)
***@cpsinvest.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
N/A
Location
Florida,United States
Company
CPS Investment Advisors
Tamara Fales's Company Details
CPS Investment Advisors logo, CPS Investment Advisors contact details

CPS Investment Advisors

Lakeland, FL, US • 20 - 49 Employees
Financial Services

CPS Investment Advisors is a fee-only, independent financial advisory firm headquartered in Lakeland, Florida.Founded by CPAs with a passion for planning, we bring clarity to complex financial situations through transparent, tax-efficient plans guided by your unique goals. As a fiduciary with access to all investment vehicles, including publicly traded stocks, our recommendations are always driven by your best interests. No commission biases. No limited family of funds. Just prudent, holistic financial plans that steadily build wealth for long-term prosperity and peace of mind. Think of us as your personal CFO—available whenever you need us as a partner and planner for your entire financial life.

Financial Planning Investing Services Income Tax Strategies
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Frequently Asked Questions about Tamara Fales
Tamara Fales currently works for CPS Investment Advisors.
Tamara Fales's role at CPS Investment Advisors is Retirement Plan Advisor.
Tamara Fales's email address is ***@cpsinvest.com. To view Tamara Fales's full email address, please signup to ConnectPlex.
Tamara Fales works in the Financial Services industry.
Tamara Fales's colleagues at CPS Investment Advisors are Alexander Gutierrez, Hunter Hall, Anthony Corrao, Rainah Fitzgerald, Catherine Kirkland, Nolen Bailey, Eric Jackson and others.
Tamara Fales's phone number is N/A
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