CPA Allies helps women, CPAs, and accounting firms with expert financial planning, investments, insurance guidance, and more.
CPA Allies is an independent registered investment advisory (RIA) firm founded in 2016, dedicated to serving the fiduciary needs of finance professionals and CPA firms, primarily in the Greater Atlanta area and nationally.
The firm offers a comprehensive suite of financial services tailored specifically for women accounting professionals, including:
1. Financial Planning: Crafting personalized strategies to help women professionals achieve key goals such as home ownership, funding education, and preparing for retirement.
2. Investment Planning: Developing diversified investment strategies designed to support clients in building and preserving wealth.
3. Insurance Planning: Providing guidance on life insurance, annuities, and other products to protect women’s financial well-being and their families.
4. Retirement Planning: Assisting clients in creating secure, well-planned retirements that reflect their unique life journeys.
CPA Allies philosophy centers on loyalty and trust, with a dedication to offering unbiased, transparent, and ethical financial guidance that empowers women and finance professionals to take control of their financial futures.
Company Details
- Employees
- 2
- Founded
- -
- Address
- 10 Glenlake Pkwy Ne #130, Atlanta,georgia 30328,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.cpaallies.com/
- Keywords
- Business Consulting, Investment Management, Insurance Planning, Asset Management, Life Insurance, Financial Planning, Retirement Planning.
- HQ
- Atlanta, Georgia
Cpa Allies Questions
Cpa Allies's website is https://www.cpaallies.com/
Cpa Allies's LinkedIn profile is https://www.linkedin.com/company/cpaallies
Cpa Allies has
2 employees.
View email and phone details for 2
employees at Cpa Allies.
Cpa Allies's industry is
Financial Services
Cpa Allies's top competitors are
Lakewood Associates P.c.,
Tenacity Financial Group,
Oompf Global,
D&m Financial Enterprises Llc,
Brightspot Financial Services,
Go Pro Accounting, Llc,
J Lynch Consulting,
Tarantinoco,
Achieve Consulting, Llc,
Brownhylton.
Cpa Allies's categories are Financial Services
Cpa Allies's founding year is 2016
