| We are pleased to provide this directory of our CPAlliance members' independent financial advisory firms. You may contact their firms directly for local wealth management services in your area. |
| Firm Name & Principals: |
Firm Address: |
Tel & Fax: |
Albert G. Benneyworth, CPA -
Albert Benneyworth, CPA |
4525 Harding Rd, Suite 314
Nashville, TN 37205-2377 |
TEL 615-620-4550
FAX 615-620-4551 |
Ashley Financial Services, PA, CPA -
P. Jill Ashley, CPA |
2856 Carrie Lane
Lakeland, FL 33812-3158 |
TEL 863.446.1650
FAX 863.223.0260 |
Barry M. Danzinger, CPA, PA -
Barry Danzinger, CPA |
1600 S. Federal Highway, Suite 915
Pompano Beach, FL 33062 |
TEL 954-946-9144
FAX 954-946-9140 |
BNG Financial Services, Inc. -
Thomas M. Bizzell, CPA
Samuel B. Galloway, Jr. CPA |
3250 Navy Blvd
Pensacola, FL 32591-2216 |
TEL 850.434.5574
FAX 850.438.9256 |
Campbell & Associates, PA, CPA's -
Robert Campbell |
105 McKay Drive, Suite B
Haines City, FL 33844 |
TEL 863-421-6732
FAX 863-422-6944 |
Campbell & Associates, PA, CPA's -
Jim Campbell, CPA
Karen Premuto, CPA |
201 Ave. G, SW
Winter Haven, FL 33880 |
TEL 863-299-1238
FAX 863-299-1230 |
Carlos B. Pargas & Associates, PA, CPA's -
Carlos B. Pargas, CPA |
7700 N. Kendall Dr., Suite #515
Miami, FL 33156-7566 |
TEL 305-273-0990
FAX 305-273-5055 |
Clarke & Company, PA -
Robert Clarke, CPA |
205 W. Busch Blvd., Suite 200
Tampa, FL 33612-7945 |
TEL 813-933-4084
FAX 813-935-2886 |
Cochrane & Company, PA -
Reynolds J Cochrane, CPA / PFS |
2801 Exchange Ct.
West Palm Beach, FL 33409 |
TEL 561-684-9566
FAX 561-687-3528 |
CP Asset Management, Inc. -
Charlotte Stertzer, CPA |
1707 West Reynolds Street
Plant City, FL 33567 |
TEL 813-752-6183
FAX 813-752-2714 |
CPA Capital Management, LLC -
William Krause, CPA |
2865 64th St, SW
Naples, FL 34105 |
TEL 239-263-2279 |
CTF Financial Services, Inc. -
Brenda Ford, CPA
Ted Reiter, CPA |
1900 S.E. 18th Avenue
Ocala, FL 34471 |
TEL 352-732-4260
FAX 352-732-1180 |
Daniel M. Devine, PA, CPA -
Daniel M. Devine, CPA |
530 S. Federal Hwy, Suite 160
Deerfield Beach, FL 33441-4169 |
TEL 954-421-2099
FAX 954-429-9271 |
David M. Raskin, PA, CPA -
David Raskin, CPA |
440 S. Federal Hwy, Suite 204
Deerfield Beach, FL 33441-4187 |
TEL 954-421-5055
FAX 954-725-8095 |
Dreggors, Rigsby & Teal, PA, CPA's -
Ann Rigsby, CPA / CFP
Parke Teal, CPA / PFS
Robin Lennon, CPA |
1006 N. Woodland Blvd, Suite A
DeLand, FL 32720-2769 |
TEL 386-734-9441
FAX 386-738-5351 |
Edward R. Wildman CPA, LLC -
Edward R Wildman, CPA / PFS |
11555 Heron Bay Blvd, Suite 200
Coral Springs, FL 33076-3362 |
TEL 954-603-0070
FAX 954-603-0071 |
Evans & Hurlburt, CPA's, PA
Robert Hurlburt, CPA/PFS |
4125 S. Lakeland Drive
Suite #3
Lakeland, FL 33813 |
TEL 863-701-9717 |
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Felsing Rankin, LLC -
Marlyn Felsing, CPA
Carol Felsing, CPA
Judy Rankin, CPA |
630 N. Wymore Rd., Suite #330
Maitland, FL 32751-4254 |
TEL 407-869-4000
FAX 407-869-9426 |
Flavin Financial Services, Inc. -
Thomas Flavin, CPA |
330 5th Ave.
Indialantic, FL 32903-4239 |
TEL 321-725-4700
FAX 321-725-0074 |
Florida Wealth Management, LLC -
Christine Ohlin DeMarco, CPA
Karen Ohlin Therrien |
440 E. Sample Road, Suite 202
Pompano Beach, FL 33064-4440 |
TEL 954-786-0202
FAX 954-781-7930 |
Fosth Accounting, PA -
Catherine Fosth, CPA |
501 Goodlette Rd N, Suite D 304
Naples, FL 34102-5666 |
TEL 239-435-7336
FAX 239-435-7339 |
Francis J. McMahon & Associates, CPA, PA -
Frank McMahon, CPA |
2326 S. Congress Ave, Suite 2 F
West Palm Beach, FL 33406 |
TEL 561-964-9110
FAX 561-964-4536 |
G & O Financial Services, Inc. -
Clayton Kreis, CPA / PFS |
P.O. Box 20929
St. Petersburg, FL 33742 |
TEL 727-576-1245
FAX 727-578-4072 |
Gary S. Resetar, CPA, PA -
Gary Resetar, CPA / PFS |
1950 Lee Rd, Suite 112
Winter Park, FL 32789 |
TEL 407-643-9100
FAX 407-643-9102 |
Gordon & Company, PA -
Reed Gordon, CPA
Michael Naparstek, CPA |
14400 NW 77th Court, Suite 103
Miami Lakes, FL 33016 |
TEL 305-362-1040
FAX 305-362-3344 |
Gragg & Gragg, LLP -
G. Bryon Gragg, Jr, CPA
Jay Gragg, CPA |
9 E. Marion St.
Shelby, NC 28150-5301 |
TEL 704-482-2001
FAX 704-480-7516 |
Hanna, Lamar & Co, Chartered -
Edward Hanna, CPA |
6508 E. Fowler Avenue
Tampa, FL 33617-2406 |
TEL 813-985-1148
FAX 813-988-8684 |
Hurd, Hawkins, Meyers, Radosevich, Stevenson & Dobb -
Joseph Meyers II, CPA / CVA |
2299 Tall Pines Dr.
Largo, FL 33771-3881 |
TEL 727-501-1111
FAX 727-501-1112 |
J. Coalter Baker, A Registered Investment Advisor
J. Coalter Baker, CPA
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PO Box 5997
Austin, TX 78763-5997
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Tel 512-477-4458
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J.D. Gilbert & Company Financial Services Corp. -
Dale Wilkerson, CPA |
350 Jim Moran Blvd, Suite #220
Deerfield Beach, FL 33442 |
TEL 954-419-1000
FAX 954-419-1040 |
James W. Walker, PA -
James Walker, CPA |
999 Ninth Street, S, Suite 202
Naples, FL 34102-8200 |
TEL 239-649-5588
FAX 239-649-7887 |
Jeffrey M. Schroeder, PA -
Jeffrey Schroder, CPA |
2909 West SR 434, Suite 131
Longwood, FL 32779 |
TEL 407-869-5522
FAX 407-869-7652 |
Jeffrey R. Jacobs, CPA -
Jeffrey Jacobs, CPA |
12944 SW 133 Ct.
Miami, FL 33186-5806 |
TEL 305-255-0011
FAX 305-255-0811 |
John T. Pierce, CPA -
John Pierce, CPA |
2560 RCA Blvd, Suite 107
Palm Beach Gardens, FL 33410 |
TEL 561-624-3455 |
John W. Taylor, CPA -
John "Jay" Taylor, CPA |
1991 S. Kanner Highway
Stuart, FL 34994-7231 |
TEL 772-287-3410
FAX 772-283-9086 |
Pullaro Financial Services, Inc. -
Nick Pullaro, CPA
Justin Pullaro, CFP |
17864 N. US Hwy 41
Lutz, FL 33549-4502 |
TEL 813-949-7776
FAX 813-949-7779 |
Ralicki Wealth Management & Trust Services-
David Ralicki, CPA
Alex Ralicki |
1541 SE Palm Court
Stuart, FL 34994 |
TEL 772-221-4508
FAX 772-221-4509 |
RJH Wealth Management, Inc. -
Raymond Hetterich, CPA |
5505 38th Ave, N.
St. Petersburg, FL 33710 |
TEL 727-384-4888
FAX 727-343-3131 |
Robert F. Mahoney, PA, CPA -
Robert F. Mahoney, CPA / PFS |
7777 Glades Road, Suite 209
Boca Raton, FL 33434 |
TEL 561-451-9990
FAX 561-479-0930 |
Robert W. Summerhays, Jr., CPA -
Robert Summerhays, Jr., CPA |
1405 A South 25th St.
Ft. Pierce, FL 34947 |
TEL 772-461-1156 |
Smithson Financial Services, Inc. -
Lisa Smithson, CPA / CFP |
11201 Danka Cirlce N, Suite 120
St. Petersburg, FL 33716 |
TEL 727-579-0383
FAX 727-570-8934 |
Spain Wealth Management Group, LLC -
Melvin Spain, CPA |
P.O. Box 322
Franklin, TN 37065-0322 |
TEL 615-794-8100
FAX 615-794-8199 |
Steven J. Corso, CPA -
Steven Corso, CPA |
1850 W. Forest Hills Blvd., Suite 204
West Palm Beach, FL 33406 |
TEL 561-963-1003
FAX 561-963-1006 |
SunDance Wealth Management Group, LLC -
Thomas Gruber, CPA |
16350 Heathrow Drive
Tampa, FL 33647 |
TEL 813-664-8001
FAX 813-866-3977 |
TTS Wealth Management, LLC -
Chris Tyndall
Larry Tyndall, CPA / PFS
Derek Stroud, CPA / PFS |
P.O Box 10768
Goldsboro, NC 27532-0768 |
TEL 919-751-2570
FAX 919-751-3545 |
Waxman & Waxman, PA -
Michael Waxman, CPA
Maria Waxman, CPA |
2001 W. Sample Road, Suite 404
Pompano Beach, FL 33064-1341 |
TEL 954-972-5505
FAX 954-970-0009 |
The Wealth Advisory Team, LLC
Mackey McNeil, CPA |
525 West Fifth Street
Suite 318
Covington, KY 41011 |
TEL 859-331-7755
FAX 859-331-4695 |
William McDavid & Company, PA -
William "Bill" McDavid, CPA / CVA
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4711 NW 53rd Ave.
Gainesville, FL 32606-4356
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TEL 352-373-1080
FAX 352-373-5110
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